Ideas & Enhancements

1 Vote

Auto Populate Doc Type when Adding Doc to Sub-Folder

If I am in a sub-folder of Documents (Type), and I drag a file while there, have it default automatically to that sub-folder type (i.e. Correspondence, Discovery, etc.) to avoid the step of having to select from the type pick-list.

Created 02 Feb 17:37

0
3 Vote

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab

Created 18 Jun 20:41

General / Search

0
3 Vote

Add ability to hyperlink Docs from the Case Docs tab in messages

Add the ability to hyperlink documents from the Case Docs tab into messages for less clicking

Created 18 Jun 17:35

Messages

1
2 Vote

Dashboard - Add ability to double click to jump to case

Add ability to double click to jump to case

Created 08 Apr 19:47

General

0
2 Vote

Export Mini-Directory Data to CSV/PDF

It would be an extremely useful feature to be able to port the data, and options that are made in a mini-directory to a CSV file, or PDF. There are moments in time where different staff need to be aware of what categories are needed to be used on ...

Created 07 Apr 17:41

General

0
1 Vote

alphasights

AlphaSights is a next-generation information services firm working alongside the world’s leading investors, strategists, and decision-makers. From its four global knowledge hubs in London, New York, Hong Kong, and Dubai, the company connects its c...

Created 28 Jan 10:45

0
1 Vote

Advanced Search - Add column for Age at DOI

To me this seems like a simple calculation and should be an available option or column in Advanced Search.

Created 26 Jan 17:53

0
1 Vote

Direct Message from a List Entry with information from that entry

We have a list tab that is used by our Investigator and would like to be able to message from a specific list entry on the case to another Neos user with specific information from that entry. Essentially we would want to Add 'Send Message' under t...

Created 26 Jan 14:04

0
2 Vote

Neos - Add ability to have instructional text on tabs

In N4/N5 users could add instructional text to tabs in the tab set up - this would be to provide instructions to staff on how to enter data on the screen. The text would display above or below actual data entry fields.

Created 30 Mar 17:41

General

0
2 Vote

BI Software Integration

Mr. Keener from the Keener Law Firm wants to suggest that we integrate some BI software with Neos because he likes to generate charts and graphs. Also, he was suggesting if Neos would be able to in the future be able to generate charts and graphs....

Created 30 Mar 15:28

Integrations

0