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ARCHIVE CASE (THERE IS NO BUTTON TO DO THIS)

Archive Cae (There is no button to do this)
Guest 3 days ago in  0

Neos - Electronic Filing - We need to be able to upload documents directly from Neos to the Court system website for e-filing

Currently, the process to upload documents to a court website for e-filing is to download all documents and exhibits (could be over 20 or 30 documents), and then upload them to the court website. It would be much easier and efficient (and less roo...
Guest 24 days ago in  1

Neos - Electronic Filing - We need to be able to save documents directly from the Court system website to the case within Neos.

It is very cumbersome and takes up unnecessary server space to have to download the documents from the court website locally, and then drag and drop into the document tab in Neos.
Guest 24 days ago in  0

Change case folder tab name to case name

The case folder tab name should have the option to display the case name for when multiple cases have the same first party to avoid confusion (tabs next to the dashboards icon)
Guest 3 days ago in  0

Neos - Ability to add Neos documents to an existing email chain.

Currently, emails can be sent from Neos to include documents from the Documents tab, but we cannot add these documents to existing email chains. It is important to keep the history of the conversation, as opposed to creating a new email each time ...
Guest 24 days ago in  0

Value Tab- Have the list pull items in chronological order.

It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.
Guest 4 days ago in  0

Allow the import of multiple Phone Numbers through the Intake Import function

The limitation of only one phone number field per imported intake is severely limiting. There should be an option to import at least one of each possible number/email/account type per CSV form.
Guest 7 days ago in  0

ability to open email in outlook without pre-populating an email address

I appreciate the new email features, however, I would like the ability to either populate a custom value email address or bypass this field and open in Outlook to then email to someone not affiliated with the case contacts, such as a coworker or m...
Guest 3 months ago in  5

Bulk Action option to mark multiple items as N/A in the Checklist Summary

It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.
Guest 24 days ago in  2

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Guest 6 months ago in  8