Ideas & Enhancements
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Add provider info to values tab notes in case notes

Adding the values notes to the case notes automatically is great, but there is no way of knowing what value entry the note belongs to. Therefore, a quick review of the file notes does not provide a clear indication of which values have been notated.
Guest over 1 year ago in  0

Please add a feature to turn on bold separation lines and color in task view, daily view and when we print reports.

When you are viewing the checklist, day view or checklist deadlines on a report it all runs together making it difficult to differentiate between the items. Needles used to put certain items like discovery in colors across the whole line item. Ple...
Guest about 2 years ago in  1

Make overdue deadlines or tasks in red and at top of list.

It is a quick visual glance at what is overdue and needs immediate attention.
Guest about 2 years ago in  0

Assigning checklists or auxiliary checklists to a specific user for all cases

It would be beneficial for the new premium texting feature if you could assign certain checklist items to a user. Then when anyone adds that checklist it auto populates to that user. Just like when you assign cases, you can assign specific people ...
Guest 3 months ago in  0

Display notes in Value tab list view.

Value items should have a column to show the most recent note left, or have a column where an icon denotes if an item has a note on it.
Guest 6 months ago in  0

Dashboard Tiles - When adding new tiles to a dashboard, add them to the bottom. Also add a sort option.

Right now, the dashboard tiles do not hold their position. When you add new tiles, all tiles shift and you have to reorganize them all. Please make it easier to retain layout or add a sort option.
Guest 9 months ago in  0

Neos | Add the ability to add providers and parties to mailing lists in bulk.

We would like to be able to add parties and providers to the new mailing lists in bulk. We are aware you can do so using cases, but this is still on a case by case basis. Our firm has thousands of parties and providers, so this process would be sl...
Guest over 1 year ago in  1

Insurance Tab

the ability to rearrange the fields and add text boxes next to each for separate commenting/note taking.
Guest 12 months ago in  0

Neos-Ability to have subfolders for Client files in SharePoint

Instead of having everything written to the root of "CaseFiles" you should be able to have more folder stuctures such as case types, closed, broken down by year, etc.
Guest over 3 years ago in Integrations 1 Unlikely to implement

Staring Notes

It would be useful to star and/or pin important notes in the notes tab. That way, you automotically see the note when you go to the notes tab.
Guest almost 2 years ago in  0