Ideas & Enhancements

2 Vote

Clickable links are being requested for the "Editable Hyperlink" Case Field Type, instead of it being a plain text field.

No description provided

Created 21 May 21:14

0
2 Vote

The ability to text documents/pictures/attachments to clients in Neos

No description provided

Created 18 May 16:55

1
1 Vote

Create Neos triggers to use with Zapier

It would be helpful to have Neos triggers to use with Zapier Intake created/checklist marked done/ class code change / etc..

Created 07 Apr 17:26

0
1 Vote

Bulk open intakes

Allow intakes to be changed to open cases with the bulk actionfeature.

Created 07 Apr 14:05

0
1 Vote

Integrations with LawToolBox for Rule Based Calendaring

It would be nice to roll out an integration with one of the rule-based calendering providers.

Created 06 Apr 20:37

0
1 Vote

Neos CASE BUDGET Categories

Right now the Case Budget only allows for just fees, or fees and costs. We work on contingent fee (like lots of users) and really only need to budget COSTS. We also need the ability to tell Neos which value codes are considered "costs" and which s...

Created 06 Apr 19:16

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
1 Vote

Value Summary - Paid by Subtotals

It appears once a case is closed in Neos, we are unable to run a "Value Summary Information for a Case - Paid by Subtotals" Report. Why is this feature not available once you put a closed date in "Closed" box? There are times we need to go back an...

Created 04 Apr 21:35

0
1 Vote

Bulk Delete providers

Allow bulk delete for providers. It is easy to import bulk contacts, there needs to be a way to delete them if the import was flawed.

Created 04 Apr 15:12

0