Ideas & Enhancements
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Pull User Information and Signature from Staff Profile when using PDF-Editor

With multiple users commenting on PDFs in PDF-editor, it would be more useful to show who made the comments. Currently, it always shows it as "Guest" no matter who make comments/annotates etc. It would also be more efficient to load and have the u...
Guest about 1 year ago in  0

Create Neos triggers to use with Zapier

It would be helpful to have Neos triggers to use with Zapier Intake created/checklist marked done/ class code change / etc..
Guest about 1 year ago in  0

Bulk open intakes

Allow intakes to be changed to open cases with the bulk actionfeature.
Guest about 1 year ago in  0

Make due dates changeable on Invoices

Right now the invoices all default to 30 days for payment. The Aviation Division in our firm would prefer they pay as soon as possible so when the proper documents arrive there is no delay in reviewing them. If that is not possible maybe there is ...
Guest about 1 year ago in  0

Integrations with LawToolBox for Rule Based Calendaring

It would be nice to roll out an integration with one of the rule-based calendering providers.
Guest about 1 year ago in  0

Neos CASE BUDGET Categories

Right now the Case Budget only allows for just fees, or fees and costs. We work on contingent fee (like lots of users) and really only need to budget COSTS. We also need the ability to tell Neos which value codes are considered "costs" and which s...
Guest about 1 year ago in  0

Change Permissions to Closed Files

Once a file is marked closed, the user should be allowed to view information but not modify information for a closed file. This would allow us to prevent folders being created in CaseFiles for files we have to archive to another location for data ...
Guest about 1 year ago in  0

Pin the Header/Banner Open

We used to be able to see all of the information in the case banner. Now you have to click on the drop down icon to see that information. We would like the ability to keep that pinned opened.
Guest about 1 year ago in  0

Ability to Copy Value Providers to Multiple Value Entries

Add ability to bulk-add multiple value entries with the same Value provider (for instance, a client has 12 visits/charges at a provider - we will need 12 value entries and would prefer not to have to search for the Same provider each time)
Guest about 1 year ago in  0

Neos: Filter in the Outlook Add-in to limit by Open Cases Only or List by Date Opened newest to oldest or by staff assigned

This is very helpful if you have someone with a very common name that garners a lot of results when you search by name.
Guest about 1 year ago in  0