Ideas & Enhancements
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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

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

edit attachment names in Outlook add-in

The Outlook add-in needs the ability to re-name the attachments. It's much less efficient to tag an attachment to a case and then have to go in to the case and re-name the attachment.
Guest about 1 year ago in  1

"Copy to another case"

When I try to copy a document to another case, it won't let me type the name of the other case. Therefore, this function is useless. I would like to suggest the ability to use this function.
Guest about 1 year ago in  1

Certificate of Service Paragraph should include email

THIS WAS ADDED AS AN IDEA AND NEOS MARKED IT AS ALREADY EXISITS. IT DOES NOT!! IT CURRENTLY ONLY PULLS FAX NUMBER NOT EMAIL ADDRESSES. The Certificate of service is a very important part of document creation. Each and every document that is filed ...
Guest about 1 year ago in  3

Certification of service Paragraph - counsel name

This was posted over the summer. The issue was fixed and then about a couple a months ago, after an update, this is now an issue again. Since the update in June, defense counsel name is appearing improperly. The name is now appearing last name fir...
Guest about 1 year ago in  0

Text Attachments

You should have the ability to send photos, documents, etc from the texting portal.
Guest about 1 year ago in  0

Ability for Neos to actually fix their bugs

I encounter a bug in Neos probably every single day. I think that is a sentiment that is felt throughout my firm. We used to send tickets into Neos all the time. The process usually requires multiple phone calls, screen sharing, etc., and is simpl...
Guest about 1 year ago in  4

Editable Dates on Emails Tagged from Outlook

The "date" field on Notes that are emails tagged from Outlook is locked and cannot be edited. This is currently intended however being able to edit that field in Neos would be of great use to firms for sake of organizing notes according to the act...
Guest about 1 year ago in  3