Ideas & Enhancements

3 Vote

Ability to Generate a Custom Bill for Attorney Time and Expenses

We would like the ability to generate a custom bill in Word for our billable files directly from Neos rather than pushing the time and expenses to Quickbooks or another financial system.

Created 19 Dec 15:40

0
4 Vote

Add a Notification if a Calendar Event is Edited

Please add a feature where a notification appears if a calendar even is modified by another staff member.

Created 27 Apr 18:01

2
6 Vote

QuickBooks export should be off of the value item not the transaction

In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...

Created 06 Jan 14:52

Accounting Integrations / Integrations

1
3 Vote

Mass Update via Advanced Search - Update Staff Position to BLANK

We are working on reorganizing case types and using new roles. AS part of this, we would like the ability to mass update a current staff position to BLANK so we can start retiring the use of those fields.

Created 15 Dec 16:22

0
1 Vote

SPLIT DTF among more than one case

When a case expense is entered and a transaction made for it, we need the option to split the DTF value between multiple cases, so we can do that pro-rata accounting on the front end.

Created 01 Apr 19:43

0
1 Vote

Have cases automatically start by date.

Neos should allow cases to be numbered automatically by the case date, year, month, day. This would allow the number of cases to be much more simple to identify.

Created 01 Apr 18:31

0
3 Vote

Calendar Bulk Actions - Add Option to Duplicate calendar entry

If the organizer no longer works for the firm, we can no longer modify the entry. The ability to copy the calendar information into a new entry would save the user time of reproducing everything. Also giving the user the ability to modify the orga...

Created 14 Dec 17:00

2
3 Vote

permit email address groups; we can do this for messages, why not emails ?

such as: all opposing counsel; judge and opposing counsel and clerk; all clients; staff and cocounsel; these are just some of the normal groups we email every day; why should we have to manually recreate this wheel all day long ?

Created 13 Dec 23:38

0
3 Vote

Open cases in New Tab or Window

It would be very helpful to be able to open cases in new tabs or windows to they can be viewed side-by-side instead of only being able to view one case at a time. Sometimes there are cases that are related that we want to view at the same time or ...

Created 13 Dec 21:32

2
7 Vote

Neos - Add Totals to Reports

Add totals to Case Listings reports - user should not have to export to see totals

Created 04 May 15:14

General

4