In order to efficiently manage our cases in Neos, we need the ability to change the dates that tagged emails are posted. We do not save all of our emails the day they are sent or received, and we've grown accustomed to changing the dates on Notes ...
Adding Foxit eSign as an integration would be a great addition
Foxit eSign is a great alternative to DocuSign. Our firm has used Foxit eSign for many years to send and receive electronic documents for signature. Please consider adding Foxit as an integration. Thank you!
Currently, when you click in a note in the side panel, if you type anything, your changes are saved automatically, whether you wanted to save them or not. Also, the Activity Feed does not accurately reflect changes made to notes in this manner. Pl...
Copy "Phone Call" to another case/companion case - Doesn't copy even though it says it does
Hello. We need to have the ability to copy "Phone Call" notes from one case to another. Neos currently says it copied successfully, but it did not. Apparently "Phone Call" notes cannot be copied. Please add this functionality as calls can relate t...
It would be very beneficial to have an integration with CallRail to be able to better track calls. The integration should pop call information into intakes automatically.
Add a way to select a case that is not currently in an open tab from the create time entry button window
When you click "create" then "time entry, a window will open to add a new time entry, but currently only lets you select a case that is currently in an open tab in Neos. Please make it so that you can select any case whether it is in an open tab o...
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 ...
One button that allows you to issue checks for all due items including the attorney fee, DTF items, remaining expenses, and the client's check. This would be more efficient than selecting the value codes and creating transactions then combining li...
Email Reply in Neos - take email to the desktop outlook
When replying to an email inside Neos from the NOTE tab it automatically takes you to the internet outlook. It should be able to take you to desktop outlook.
Emailing NOTE inter office - need all staff emails to auto populate
After entering a NOTE into a file we almost always email to the attorney/staff who is managing the file. All of our inter-office emails should auto populate when you go to email it instead of having to type in the entire email.
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