Ideas & Enhancements
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Create an App so that users can have easy access through their smart phones

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Guest about 1 year ago in  0

Adding a calendar view to the case calendar

Adding a calendar view to the case calendar (instead of just list view, which is overwhelming to look at).
Guest about 1 year ago in  0

Kenect integration needs to post to case notes automatically

Right now the integration allows you to assign a text thread to a case from Kenect and the "sync" posts the messages to the Neos, but you still have to go through your Neos messages and post each message to the case. Please improve the integration...
Guest about 1 year ago in  0

Neos user defined fields for providers in advanced search

You currently cannot filter on or view user defined fields in providers in advanced search. Please add the ability to do this just like you can with cases. Our firm uses fields for court reporters for example to keep track of rates charged, and I ...
Guest about 1 year ago in  0

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest about 1 year ago in  0

The Ability to Edit/Remove the Automatic Note from New Case Calendar Entries

Whenever a new case calendar entry is created, a small table with information on the case (case number, party, court, docket, etc) will be prepended to the Note section. This occurs even if there is something added to the note itself already. Plea...
Guest about 1 year ago in  0

On the browse intake screen can we add the Referred To column.

With an active referral practice it would be super helpful to have the Referred To column on the browse intake screen.
Guest about 1 year ago in  0

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest about 1 year ago in  0

Option to open a case in Neos that an email is tagged to from outlook

Add a button to the outlook insert tab that will open a case in Neos that the selected email is already tagged to. Users would not have to pull up the add-in to see the case that the email is tagged to and then search it up in Neos just to open th...
Guest about 1 year ago in  1

Add the "Project" (Case Number) to the check when uploading to QBO

When uploading from the value tab to QBO, the project (case number) next to the name helps us to be sure that the right entry is documented with the right case. We are a high volume firm that has repeat clients. We need to be sure that the right a...
Guest about 1 year ago in  0