Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2688 of 2688

Please add "Case Name" to Column Options for Companion Cases

Please add an option to allow users to add new columns in the companion cases list or specifically add the Case Name column to the list of options.
Guest 2 days ago in  0

Simplify disbursement payout process

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...
Guest 13 days ago in  1

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 2 months ago in  5

Remove the Neos Contact ID When Printing Checks

When adding vendors/customers the ID associated to contacts in Neos is appended to the name if there are duplicates. Having the "print name on check as" set to the contact name without the ID would save time.
Guest 34 minutes ago in  0

On the value screen, the DTF shows up even when the check has NOT been cut yet

The request to have the value tab mark transactions to be marked "DTF" after the check has been cut within QuickBooks.
Guest 43 minutes ago in  0

Foxit Integration

It would be nice to open PDFs directly to Foxit desktop or web application directly from documents tab.
Guest 1 day ago in  0

Calendar pop out

It would be great if I could pop out the calendar so that I could still view it while working on different cases.
Guest 2 days ago in  0

Ability to Condense Empty Space Between Fields ANY TAB

Need the ability to remove the negative space between fields in all tabs. Too much empty space makes it not easy to see everything at a glance.
Guest 9 days ago in  0

Please allow customization in search case panes

Firms would like to be able to make the case panes in search customizable similar to case header. This would help toggle cases seamlessly when a client has several cases with the firm. In particular, we would like to be able to be able to see the ...
Guest 22 days ago in  0

Reminders for Records Tab

Please add an option to add a reminder when a new record request is logged on the Records tab. Separately adding events to the calendar or checklist for each request on each case is time consuming when doing a high volume of requests. Ideally, whe...
Guest 7 days ago in  0