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Ideas & Enhancements


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Showing 60
115 VOTE

Neos: Scan document directly to case

Having functionality to scan document from scanner directly to a case instead of scanning and saving to local computer first.
Guest over 2 years ago in  8 Shipped
102 VOTE

Home page of neos should allow user to adjust what they see when logging in

For me personally, the checklist is one of the main things I use. The entire top half of my screen in Neos just says Good afternoon in huge letters, wasting a ton of space. The other half shows appointments, but I personally don't have a need for ...
Guest about 2 years ago in General 12 Shipped

Neos: ability to open and edit PDFs directly from Neos and save them directly to Neos

Edit PDFs Currently in Neos, when opening PDFs you have the ability to open them using Adobe Acrobat DC, however once the PDF is edited it will not auto-save directly to Neos the same way Word docs do. This is an inconvenience to have to save the ...
Guest about 2 years ago in  9 Shipped

Save note and stays in that note tab

When I save a note, I want it to stay in that note tab instead of going back to the list of notes. If I'm interrupted at work and I save the note but intend to continue entering information, I want it to stay open but saved for future use.
Guest almost 2 years ago in General 9 Shipped

User would like the ability to remove themselves as the organizer of the event

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.
Guest almost 2 years ago in General 8 Shipped

Neos - Searching for parties with the same name and initial is ambiguous

When parties have the same name and middle initial, the search results look identical. Unless you know case numbers by heart, you would have to open each case to see which is the right case for the party. More context information in the search are...
Guest over 2 years ago in General / Search 12 Shipped

The ability to select multiple options in one dropdown menu when generating documents

In Needles 4, you could select multiple items and generate the same letter to multiple selections at one time versus having to generate the same letter multiple times from start to finish.
Guest almost 2 years ago in General 2 Shipped

Counsel Tab - Ability to select multiple parties in the Representing dropdown bar

Currently you can only select one party in the Counsel Tab that shows who that attorney represents. Multiple cases the attorney represents more than one party. It would be beneficial to be able to select multiple parties to accurately show who the...
Guest about 2 years ago in  11 Shipped

Ability to default calendar to a group

Currently the global calendar defaults to the user logged in, but would be nice to be able to change the default to be a staff group instead.
Guest about 2 years ago in  5 Shipped

Create checks in bulk from the value tab

The user wanted to be able to create mutiple checks from the value tab rather than going through one by one to make a check out of it. It can be used for DTF since it needs to push the check to QB integrator but need to be able to do all DTF at once.
Guest over 2 years ago in General 1 Shipped