Ideas & Enhancements

2 Vote

Automatically Check "Our Client" when transferring from Intake to Case

When transferring a potential client from Intake to a Case, if you don't check "Our Client", the case will not show up on reports or statute of limitations warnings! Therefore, this should check automatically. Current situation creates real risk o...

Created 13 Mar 13:52

1
11 Vote

Neos: Make new phone number and online account as default

Currently in Neos, the 1st phone number and online account that is added to a Party/Provider is marked as the default. There should be a function to make any phone number or online account a default like there is for address.

Created 20 Jan 16:17

0
10 Vote

Ability to Bulk Edit Calendar Items, ie. Mark Done or Cancelled

Looking for a bulk action on the calendar for case. When a case is in litigation and it settles, it is VERY time consuming to go into each entry and mark cancelled. Also, when an event is cancelled, can it function like outlook where it says CANCE...

Created 27 May 17:48

0
6 Vote

MERGE provider entries, not just replace

Sometimes a duplicate provider entry gets made, and one will have the phone number only and the other will have the address only. Would love a MERGE function where the two can be combined with selection options for what data to keep, and auto-dele...

Created 18 Oct 14:31

1
9 Vote

Ability to Mass Update Provider Roles

Please consider implementing the ability to mass-update provider roles similar to how Case info can be mass updated from Advanced Search. This will make bulk-updates to providers very convenient and less time consuming than the current process.

Created 29 Sep 14:16

0
2 Vote

New Firms Converting to Neos

I have a suggestion for firms transitioning to Neos in the future: I think all admins should be able to make any and all structural changes to how the software functions in PPE (Case types, check lists, case layouts and ALL Mini Directories) and h...

Created 12 Mar 16:03

0
4 Vote

Ability to increase font size on reports

current font size is very small

Created 30 Jun 15:57

0
8 Vote

NEOS needs a date calculator like Needles had!

Neos needs a date calulator just like Needles had!

Created 03 Feb 23:10

2
7 Vote

PDF Editor - Allow users to make redactions

Users would like to be able to make redactions on PDF documents with the Editor.

Created 10 Jun 16:26

0
7 Vote

PDF Editor - Font Style/Size Change

Requesting the ability to change the font style or size of text in a document.

Created 10 Jun 13:06

0