Ideas & Enhancements
Being as Neos is a web based solution, it would be great to have a client portal that has the ability for clients to upload or access relevant case documents right to/from the linked sharepoint. This comes in handy when a client needs to send back a large document that is too big to email.
A client portal is available through the CasePulse integration. You can watch a demo video and learn more at https://casepulse.com/neos/.