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Personalize OUR CLIENTS
CasePeer and other platforms have implemented in larger display photos of the client and accident photos on their main screen. So when one of our attorneys open the file the file is immediately personalized. I have attached a screen shot for refre...
Created 13 Aug 12:14
2
1
Vote
Private Share Link which can be set on a timer and password protected
Private Share links which can be sent directly from Neos which can be sent to other law firms or outside parties and/or adjusters in which the neos users can set what they view and how long via share link.
Created 13 Aug 12:11
0
1
Vote
GAME CHANGER IDEA 2
Neos should create a customizable email for each case or something similar in which it can send to adjusters and or medical providers that comes directly into NEO's without having to go into your outlook email and then having to upload into neos o...
Created 13 Aug 12:09
1
1
Vote
Graphs and Charts in the Settlement Summary and Calculator
Neos should use grafts and charts in the settlement summary and also in the export to make settlements more visually appealing to clients and also to the case manager or accountant.
Created 13 Aug 12:06
0
1
Vote
GAME CHANGER!! ALMOST ALL RINGCENTRAL USERS USE THE INSTANT MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRATE THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY
GAME CHANGER!! ALMOST ALL RING CENTRAL USERS USE THE INSTANT MESSAGE MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRate THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY. THE...
Created 13 Aug 12:04
0
1
Vote
NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR
NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR
Created 13 Aug 11:56
0
3
Vote
Neos: ability to see Refresh Checklist option in case checklist again
Since the latest update in Neos, when marking items as Done or N/A the checklist auto-refreshes now. It was nice to see the blue Refresh Checklist option as a visual representation that it needs to be updated. Would be nice to see this option agai...
Created 14 Jan 15:23
0
2
Vote
Adding More Value Reports
Reports that pull information such as Value Notes, Pay Rates, Totals, Hours, etc would allow timekeeping reports to be much more detailed and quicker to bill.
Created 28 Apr 18:22
1
1
Vote
Checklist Summary - add filter for open or closed cases.
When I run a checklist summary for open checklist items, I should not see open checklist items in closed cases. Please add a filter to allow me to select Open cases only.
Created 11 Aug 20:28
0
2
Vote
PDF Legacy Report Format
Formatting for the Legacy pdf reports take up to much space and is confusing to read for some users. Case Listing by Case Type report is an example.
Created 27 Apr 18:17
0
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