Ideas & Enhancements
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Admin screen for monitoring and auditing actions across the firm in Neos

We would like to be able to access a tab or page in Neos where the firm's admin can get a more generalized activity feed for all of Neos' tabs. The tab would also have the ability to check when users log into Neos, how long they were active in Neo...
Guest 11 months ago in  0

GROUP TEXTING

We often have multiple clients to keep updated on one file. The ability to group text with them would be very helpful, as lots of clients don't check their email consistently enough.
Guest 8 months ago in  0

Auto Populate specific party role/ any case field when assigning a case type to a new intake

Add the ability to set a default party role when a specific case type is applied to a new intake. Party role is a custom field for the intake that has been manually added but adding the ability to set any case field to a default option within the ...
Guest 11 months ago in  0

Bring back the CASE STATUS or a report similar to the information provided on case status.

The Case Status provides the attorney a summary of the case at a glance. The following information is needed at a glance. Color Liability A/D Date of liability Damage rating for PD , both defendant and plaintiff Sorriano issues Limits PD $ value T...
Guest about 3 years ago in General 1

Browse documents screen should include the case as a viewable field

The main browe documents screen lists all of the documents in Neos. In the first versions of Neos the case a document is associated with as field was viewable in the list. Now it's not. Without the case field, the document list lacks important con...
Guest about 1 year ago in  0

New Accident Info Tab Needs More Info

The new Accident Info tab is a great idea - but its execution is poor as it lacks the fields that are needed for a true "One Look" page. (If this does not contain everything needed then it defeats the purpose. (And has odd fields like Defendant on...
Guest about 1 year ago in  1

Neos: Ability to print multiple notes from case notes tab

Instead of navigating to reports and extensively filter to specific notes you want to print, it would be nice to select multiple notes from the Case Notes List View to select Bulk Actions > Print.
Guest over 3 years ago in General 1

Option to deduct expenses before calculating fees on settlement statement

My firm deducts the case expenses before calculating attorney's fees, so the current settlement calculator is useless to me. I would like the option to deduct expenses and then calculate fees and net to client.
Guest 3 months ago in  0

fix the checklist

need to be able to easily edit and remove unwanted items from the checklist. There are so many on mine - hundreds - that its useless to me and probably keeps getting more bloated. i would like to purge and entirely and then add deadlines in by han...
Guest 11 months ago in  2

Uploading Multiple Documents to Multiple Cases

Similar to FileIt with TrialWorks, would like the ability to file multiple files to multiple cases.
Guest almost 3 years ago in  2