Ideas & Enhancements

2 Vote

Ability to Overwrite and Replace existing Primary Checklist

When copying a primary checklist for a case type, an option to overwrite and remove the existing checklist items would be great for creating new checklists for existing case types.

Created 09 Dec 15:58

0
3 Vote

Shot Cut Keys

Add short cut keys to maneuver through the program. Says time

Created 21 Apr 17:50

General

0
1 Vote

Ability to have multiple company addresses under firm preferences

Ability to have multiple firm addresses and be able to select them to tag letterheads for different attorneys when creating the doc from template

Created 28 Jul 18:33

0
1 Vote

Reporting number of case by event

create a report that allows you to get a case count by the event verses the Neos case number. An event or DOI May have 10 Plaintiffs who have their own Neos case number but it is still considered one event or one case. I need to add the companion ...

Created 28 Jul 02:50

0
3 Vote

Cloud - Mass Update for Specific Staff Position

Would like to be able to complete a mass update for a specific staff position in Neos like you can in Needles 5.x

Created 17 Apr 20:00

1
3 Vote

A tab with a copy of heath insurance card. Front and back

Providers say they do have them. Also subornation

Created 16 Apr 14:54

General

0
3 Vote

Document Generation across all cases

Allow generating of documents across all cases. Will help firms that are Mass Torts

Created 15 Apr 13:39

General

1
3 Vote

Cloud: View Staff if logged in/out

Will be helpful when looking at staff if it will indicate if they are logged in with Y or N as it is in version 4. It would be helpful to firm to be abled to logout a user as an admin from the Staff directory.

Created 02 Apr 19:51

General

0
3 Vote

Cloud: View another staff initials on party flyout menu

When searching for a customer in Neos and selecting the party, on the flyout menu it would good to be able to change from seeing the primary staff to another staff (such as case manager initials) instead.

Created 02 Apr 19:48

General / Search

1
1 Vote

Show multiple-day appointments on the main calendar instead of only as an icon at the top of each day

No description provided

Created 21 Jul 17:35

0