Ideas & Enhancements

4 Vote

Default setting for name search for only open matter or closed matter or both, by most recent

I would be easier if the user could make a setting election for the user's default in the search "client's" name to only search open case, open cases and intakes, or only closed cases or search both open, intakes and closed (making this the defaul...

Created 02 Oct 12:10

0
28 Vote

Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.

Created 06 Dec 17:43

5
49 Vote

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...

Created 16 Mar 17:54

8
5 Vote

Ability to generate multiple "Business" emails in templates

For litigation documents, we have something called a Certificate of Service, in which the opposing counsel's names, addresses, and emails need to be. We are currently only able to template one Business, one Default, and one Personal email into the...

Created 16 Sep 21:02

0
123 Vote

More Details on Calendar Item

It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.

Created 16 Jun 18:10

General

3 Future consideration
18 Vote

Change ALL Calendar Item Status When Case Settles

We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...

Created 28 Mar 14:03

1
9 Vote

Keyboard shortcut in Outlook to open the Neos tag email side bar

We could use a keyboard shortcut in Outlook that would open the Neos tag email side bar.

Created 23 Jul 21:03

0
72 Vote

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...

Created 31 Mar 01:35

Integrations

4 Future consideration
26 Vote

To have staff emails auto populate in the drop down along with the parties email in the case notes section

To be able to select staff email in the drop down in notes, instead of manually inputting email every time

Created 29 Nov 17:18

6
9 Vote

Add attachment to values screen.

Adding an attachment to each values screen entry would allow us to locate the bill the corresponds to that value quickly and effectively. (Similarly to the attachment capability in the request tab)

Created 18 Jul 16:00

0