Ideas & Enhancements
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Remove Inactive Users from the Messaging Dropdown

Inactive Staff Profiles should removed from the dropdown recipients menu on the Messaging interface to prevent accidental messaging to said users.
Guest about 1 year ago in  0

Ability to "nest" document attachments under the lead document

NOT "relate" documents. I find the "relate" feature very unhelpful and not realistic. I want to "nest" documents together so that, if I have a motion with 65 exhibits, I don't have to save each exhibit separately and have each of them taking up th...
Guest about 1 year ago in  0

E-mail from NEOS messages should tell us in the e-mail who was CC'd

When we receive an e-mail w/ the alert that we're getting a message from NEOS from a staff member, the e-mail doesn't tell us who else was CC'd on the message. The e-mail should tell us who else was cc'd or in the to line on the message so that th...
Guest about 1 year ago in  0

Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...
Guest 9 months ago in  1

Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...
Guest 9 months ago in  0

Auto Save Notes

Allow ability to Auto-Save notes in Neos, we had a power outage that wiped out the power for the whole office at the firm, those int he middle of writing notes lost their entire notes.
Guest almost 2 years ago in  2

Mass Update Notes from one case to multiple case

No description provided
Guest almost 3 years ago in  0

Add more tags for PDF Editor

The tag options for PDF Editor should line up with the tags available for MS Word. This will ensure the same functionality
Guest 9 months ago in  0

Ability to tag email with a phone number search

Currently, can search by name, email and case ID but if receiving a message back from a text it would be easier to look up with a phone number search.
Guest over 3 years ago in Search 1 Already exists

Text Request (textrequest.com) Integration

While I appreciate Neos' built-in text-via-email feature, using an office-wide service like Text Request for communicating with our clients is essential. I'd LOVE to be able to integrate the two systems.
Guest 5 months ago in  0