Ideas & Enhancements

6 Vote

Documents Merge - Into One

Allow option to merge documents into one document without having to leave the merge process. You can only combine via PDF Editor which is another step and Premium Package.

Created 24 Aug 14:43

0
5 Vote

Case access Triggers from Class Code Change

As the case gets to a certain class code, we would like to have the ability to automatically change the security to areas like the Value tab / Insurance / Negotiation /etc. so that as we are working on settlement memos only a select group of peopl...

Created 23 Jan 22:12

0
1 Vote

Neos: Browse Cases. Allow for more column options, such as other staff positions

In addition to seeing the cases for a specific attorney, for example, it would be very helpful to also see who is assigned as the paralegal, legal assistant, etc. for each case without having to go into the specific case.

Created 25 Sep 12:53

0
2 Vote

Flat tabs-Gray font is unreadable

The gray font is unreadable

Created 25 Apr 22:10

0
1 Vote

Add scaling options for Neos when accessing from a mobile browser

Add the ability to scale data loaded on screen or automatically scale the data so mobile keyboards do not block the field that users attempt to type into.

Created 24 Sep 19:37

0
2 Vote

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.

Created 22 Apr 14:23

0
11 Vote

Integrator should total up all selected checks before we sent to QB

It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.

Created 01 Jul 15:37

Accounting Integrations / Integrations

2 Already exists
5 Vote

Medical Records Request - Value Code/Medical Bills dropdown

Users would like the ability to generate a value item from their medical records tab without having to go into actions > add value item and instead use the value code and medical bill dropdowns to automatically assign the value code to the new ...

Created 12 Jan 15:03

0
4 Vote

Allow Zip Files to Open in 7-Zip Program Instead of Auto-Download

In Trialworks, I was able to click on a zip link and directly open a folder in 7-zip to review my documents. With Neos, when I click on the link, I have to download it first, then go to the folder and open it. This needlessly takes up server space...

Created 15 Jun 19:24

0
10 Vote

Ability to Tag Neos Case in Outlook Calendar Appointment from a Shared Calendar

We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create the...

Created 25 Nov 17:31

General

1