Ideas & Enhancements

15 Vote

Document Merge - Ability to merge multiple documents at once.

Ability to merge multiple documents at once and option to do across cases as well.

Created 05 Feb 14:53

General

1
15 Vote

Neos: Ability to print multiple notes from case notes tab

Instead of navigating to reports and extensively filter to specific notes you want to print, it would be nice to select multiple notes from the Case Notes List View to select Bulk Actions > Print.

Created 17 Dec 16:46

General

1
15 Vote

Neos - Template Generation - Add Ability to Generate a Document for Multiple Providers at once

Add ability to generate a template on a case for multiple providers at once. For instance - a medical records request letter that can be generated for 4 providers at once - generate 4 letters with the different providers as addressees - right now ...

Created 09 Dec 20:34

General

2
14 Vote

Bring back the CASE STATUS or a report similar to the information provided on case status.

The Case Status provides the attorney a summary of the case at a glance. The following information is needed at a glance. Color Liability A/D Date of liability Damage rating for PD , both defendant and plaintiff Sorriano issues Limits PD $ value T...

Created 10 Mar 20:52

General

1
21 Vote

Change Font Size in Needles, especially calendar

Hard to see characters, wants to make them bigger without changing settings in Control Panel that affect other programs.

Created 29 Apr 14:45

General

4 Unlikely to implement
16 Vote

NEOS - Multi-Select Case in Search

The example here is that I would like to copy a note to a few different cases. There is no way for me to do that short of searching and copying to the cases one at a time. It is just tedious.

Created 13 Aug 17:46

General / Search

1 Future consideration
15 Vote

NEOS - Mass Mailing

It is currently not possible to generate documents for Mass Mailing in Neos. This functionality existed in N4 and N5.

Created 26 Oct 13:08

General

1
17 Vote

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file

Created 31 Mar 16:53

General

2 Already exists
17 Vote

Tag an email to multiple cases

The reason this is necessary is they get updates from firms that they refer cases to on all the cases on a monthly basis or so - the emails give updates on hundreds of files, which currently means they have to go through the process of manually ta...

Created 16 Mar 23:03

General

1
13 Vote

The ability to copy name and address from the Party Tab in NEOS like you could in N4

In N4 you could right click in the party tab and copy the Name and Address of the party however you cannot do this in Neos.

Created 17 Mar 19:32

General

3