Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2643 of 2643

Add option to open PDF's in the Adobe Acrobat browser version

Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.
Guest 2 days ago in  0

Add option to auto delete tagged emails within the Outlook add-in

Add the ability to delete tagged emails similarly to the option offered in Trialworks for filled emails.
Guest 2 days ago in  0

Change ALL Calendar Item Status When Case Settles

We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...
Guest about 8 hours ago in  0

Flag Activity Feed

The addition, change, or deletion of the flag should be shown in the activity feed.
Guest about 2 hours ago in  0

Synopsis screen during search

Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...
Guest about 1 month ago in  5

Value category should automatically transfer into DFT

The value category selected in the case expense entry should automatically transfer to the DTF.
Guest 16 days ago in  1

need to mark "Trust" value code inactive

I need to mark "Trust" value code inactive, but I'm unable to mark inactive or edit that value code in any way. Our firm does not use LawPay or invoices. We do not want "Trust" to show in the list of value code options because we will never want t...
Guest about 1 hour ago in  0

Intake Pro Individual Seat Pricing

There are only two people in my office that would benefit from Intake Pro. I think it should be sold by seat, not require the entire office to upgrade.
Guest about 2 hours ago in  0

Add ability to print note from side pane

Currently you have to open a note to full screen in order to access the print button, it should be available via the pop out screen as well, so you don't have to open full screen.
Guest about 6 hours ago in  0

File Explorer

Be able to use the file explorer. The whole tag thing is pointless.
Guest 1 day ago in  0