Ideas & Enhancements

4 Vote

Show case name in Outlook add-in

Currently the add-in for Outlook in Neos will only show case number and party name When there are multiple cases with the same party, it can become difficult to differentiate between them when tagging emails please add the case name on the add-in ...

Created 03 Jan 19:40

1
3 Vote

Be able to post a partial payment to an already created invoice

Once you create an invoice and send to client, we need to be able to post a partial payment to the invoice as some clients can't pay the entire balance at one time.

Created 14 Jan 21:05

0
38 Vote

Open PDF in desktop app

Please add the option to open a .pdf in the desktop app for Acrobat Adobe. Similiar to the abilty to open word or excel in the online browser or the desktop app.

Created 13 Dec 20:02

5
25 Vote

Ability to Tag an email in OL while you are drafting - Not after it was sent

To have to take the extra step of opening our sent items and then tag from there is not conducive to a good work flow. It seems like such an unnecessary extra step. If the tagging is available while drafting, your whole process for the task of the...

Created 08 May 14:23

4
12 Vote

Please bring back PDF legacy reports.

PDF Legacy reports quickly allow me to print and keep track of cases by class code in a much more user friendly way than excel.

Created 02 Oct 13:11

0
38 Vote

Ability to tag multiple emails to NEOS

Please allow the capability to tag mulitple emails at once to a specific matter. It is too cumbersome to do one by one, especially considering the volume of emails an employee receives during the day.

Created 04 Dec 22:31

7
3 Vote

copy sharepoint link from docs tab

In order to get a Sharepoint link to a specific case document, we have to open in Sharepoint from the CaseDocs tab. Would be nice to be able to generate the SP link from Neos.

Created 13 Jan 17:36

0
23 Vote

Emailing from Notes Tab

When emailing from Notes Tab, Neos presently provide the option to send to parties and counsel listed in the case. I would like the ability to be able to click individuals within my organization as well, especially, the assigned staff. It would al...

Created 24 May 14:04

7
137 Vote

Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...

Created 21 Sep 17:22

General

6 Future consideration
11 Vote

Setting tagging of emails to only apply once email is sent

It would be a lot more efficient if outgoing emails that are tagged to a file would only tag once the email actually sends (as it is done in TrialWorks). That way, any edits that are done (including spell checker edits that are done when the send ...

Created 10 Oct 19:20

4