Ideas & Enhancements

2 Vote

Select specific value items and create new value items while in the settlement calculator window.

The settlement calculator is missing two features that could improve it: -Select which items are being calculated.-Create new value items from that menu instead of being forced to close out of the calculator, create it, and then return. If there a...

Created 29 Dec 21:26

1
5 Vote

The ability to have multiple intakes on the same case type and to import intake sheets.

The ability to have multiple intake sheets for the same case type. For example one sheet for older intakes that data still needs to be retained and another sheet for new intakes. The ability to import a intake sheet from one case type to another w...

Created 30 Mar 20:18

0
4 Vote

Neos Case Header - Option to Show Class Code and Case Type Descriptions instead of the Codes themselves.

Neos Case Header - Option to Show Class Code and Case Type Descriptions instead of the Codes themselves.

Created 27 Oct 18:31

0
4 Vote

Document Tab - List View - Add an option to easily arrow through the documents

Document Tab - List View - Add an option to easily arrow through the documents without having to open them one by one. Having to open multiple pictures one-by-one is very time consuming and not efficient for our attorneys.

Created 26 Oct 23:20

2
4 Vote

Neos Value Colors - Total Value

Please show all credit amounts for Value in Red like it was in Needles 4 and 5. If my value code is a "credit", the amount should show in the list view in red.

Created 26 Oct 17:36

0
5 Vote

Numbering & Bullets

Add the ability to have numbering and/or bullets in case notes.

Created 25 Mar 20:07

1
7 Vote

Excel - allowing for the use of excel within the program to include tags

This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total

Created 21 Jan 19:23

Document Generation / Integrations

0
7 Vote

Messages - ability to open cases from a message

While viewing message, if I need to call the client, I would need to leave the message, obtain the phone number. It would be easier to be able to 1. Call the client from the message or be able to open the case from the message.

Created 20 Jan 19:45

Messages

1
10 Vote

Search Criteria

Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases. Std search offers no filters (Unable to get a filter window...

Created 19 Apr 18:13

General / Search

1
3 Vote

Method to Track Deleted Provider Notes

Presently, you cannot audit deletions from provider notes or track deletions of provider notes in the activity feed. This is an important feature. Per Neos support, "After doing some research, it seems as though Neos does not currently have a way ...

Created 25 May 21:48

0