Ideas & Enhancements

9 Vote

Neos: Ability to nest document attachments under their lead document.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.

Created 08 Oct 21:39

General

2 Already exists
10 Vote

CLOUD: Close all open tabs in one click

CLOUD: Close all open tabs in one click. The user always have extra tabs or multiple tabs open when working in Neos. They want to be able to close it all at once if there is a button for it. Similar to how we have it in Needles 4 and 5 then when w...

Created 10 Apr 12:26

General

0
4 Vote

Entry ID as a filter or searchable under Documents view in a Case

We want Entry ID as a filter or searchable under Documents view in a Case, currently you cant add it as a simple filter unless you do an advanced search and we dont want to have to do that outside of the case.

Created 14 Mar 15:55

0
3 Vote

Accounting Tab for QBO - Need to see what's in the memo line for the DTFs & Sort by Client's Name

We import DTFs to QBO by what's in the memo line & not being able to see it, makes that very difficult. We also are unable to import anything by client's name because there's not a column for client's name. We need to be able to sort by client...

Created 07 Sep 20:48

0
3 Vote

Neos - Report List - Add a column to show the Category of the Report

If you have many categories, it will be easier to locate the report or set category permissions if we can see the category in the list.

Created 07 Sep 15:46

0
3 Vote

Make call logs sync automatically

Sometimes firms will get phone calls from medical providers or other law firms to which the call log for ring central will not attach it automatically to a case since its not going to end up being a saved number attached to a party.

Created 05 Sep 21:32

0
4 Vote

Autofill Recipients When Emailing a Note

The ability to automatically have the Recipients field be filled with a preset of emails would hasten the process for firms that need to frequently send emails internally. Example: You need to email 5 users in your firm and send them a Note from N...

Created 09 Mar 15:44

1
4 Vote

Global Unique Document Numbering

We were using eDOCS before and our firm utilized unique document numbers on each file that would be referenced for quick searching. We really want this back and I think all that would need to be done is have code set that keeps track of a number i...

Created 09 Mar 14:35

0
9 Vote

Add firm wide custom columns

want to be able to adjust columns that are visible per case type firmwide and still have specific users be able to modify what they want to see besides the default they see.

Created 17 Sep 19:34

1 Unlikely to implement
4 Vote

Save/add files to Neos when saved/added to Sharepoint/OneDrive

Would like to be able to have documents that are saved directly to Sharepoint/OneDrive to show up in Neos Case Docs rather than have to open Neos and import into Case Docs from a Sharepoint folder. This creates a duplicate file when a document has...

Created 07 Mar 19:31

0