Ideas & Enhancements

3 Vote

Add column for "Organizer" in the Case Calendar list view

This will be helpful if we need to handle calendar entries created by someone who no longer works at the firm.

Created 09 Dec 22:11

0
3 Vote

Mention Staff within Document Notes

Would like the ability to @[staff-user] within the Notes section of a case document. This will allow users to help bring attention to a specific document within a case for review.

Created 09 Dec 19:17

0
3 Vote

Add option to email from a case (similar to sending a message from a case), without having to include a document.

We would like to be able to send an email from a case, without needing to send a document in order to do so.

Created 09 Dec 18:57

0
3 Vote

DocuSign - Additional Recipients

The ability to add signers that are not affiliated with the case. You can do that in DocuSign but not through NEOS. For example, when we need the attorney on the case to sign the retainer agreement after the client signs, we need to add them as a ...

Created 09 Dec 18:22

0
2 Vote

Type name of companion group to add.

It would be time saving if you could type the name of the companion group to add instead of having to scroll through the long list of companion groups.

Created 03 Aug 16:21

0
7 Vote

Cloud - List Provider Usage Lacking Information and Functionality

When you run a "List Provider Usage" report, it should show the name of the 1st party in the case as well as be a quick link to open that case. REF Incident #81776

Created 22 Apr 15:27

General

2
3 Vote

Neos Integrator - Auto-Refresh Records Per Page Setting upon saving

Currently, when changing the records per page setting in the Neos-QB integrator, the changes do not automatically refresh so the user has to manually refresh. Please implement the auto-refresh function in the integrator like we have in other areas...

Created 06 Dec 21:47

0
1 Vote

Allow the organizer to be removed from the attendees list on any event

This will allow the firm to keep track of who specifically organized the event even if they are not actually attending the event.

Created 29 Mar 16:17

0
2 Vote

Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...

Created 02 Aug 19:26

1
2 Vote

Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...

Created 02 Aug 19:26

0