Ideas & Enhancements

54 Vote

PLEASE Add a default Reminder to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...

Created 27 Oct 16:05

Checklist

4
39 Vote

An Icon to identify when a case is part of a companion group.

Change the visual of the icon in the left navigation pane of the case to identify when the case is included in a companion group. For instance, a red block like in Needles.

Created 15 Jun 15:08

2
1 Vote

Add option to change which drawer paper pulls from for Stamps.com integration

When trying to print the envelopes from Stamps.com it is not giving us the option to choose which paper drawer to pull from therefore making the intregration useless for us. Can you make a change to add in that feature?

Created 06 Feb 17:09

0
2 Vote

Add New Filters to "Browse Intakes" Tab

The "Browse Intakes" tab should be able to be filtered by all applicable fields within the intakes themselves - especially the "class codes" field (which is very commonly used across Neos intakes to differentiate beyond case types)

Created 21 Jan 14:48

1
9 Vote

Ability to Toggle Between Documents

It would be nice to have arrows to move to the previous or next document in the list from the document details screen like you can with Notes. I often find myself in the document details screen to change a file name after it has been saved to Neos...

Created 01 Oct 20:59

1
22 Vote

DELETE "Blank" Checklist Status

No description provided

Created 06 Mar 20:37

1
14 Vote

Allow Neos Users to Change Recipient Name Format when Sending to DocuSign

Right now, if you send a DocuSign from Neos, the request is sent with the recipient name in the "Last Name, First Name" format (ex: Smith, John.) Neos users should be able to send requests to "John Smith" so if Mr. Smith decides to use the default...

Created 12 Jul 21:22

0
13 Vote

Add option for multi-record label for PROVIDERS

Please add an option for multi-record label for providers. Why? because when you are filling out a template, the prompt is simply "provider", but if you can use a multi-record label, then the prompt is what you call the multi-record label (like, "...

Created 24 Jul 16:37

1
12 Vote

Neos: Ability to include attachments when bulk tagging emails from Outlook

Please allow us to include attachments when bulk tagging emails. For all litigation firms, most emails have attachments.

Created 08 Aug 16:43

0
19 Vote

All internal email addresses should pop up when sending an email through NEOS/notes tab

Currently only OC's email pops up for us. Would like to be able to type in a few letters of anyone from my office, and specifically my paralegal, and have their email pop up when emailing through NEOS.

Created 09 Apr 13:14

2