Ideas & Enhancements

Integrations with LawToolBox for Rule Based Calendaring

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

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

2 Vote

Saving emails to Neos in the outlook email format - The current set-up has emails being saved to the "notes" tab. I actually find this to be extra clutter and the email gets converted as note. It's time consuming if I need to re-send an email that may have gone unanswered. I have to cut and paste into a new email. Emails should save as they are in a separate "emails" tab. So that I can open it and re-send it, if needed. I came from another program where the emails were set-up that way and when opening it automatically came up as an outlook email. Not only is it convenient for the reason mentioned above but it also preserves the entire email thread. The program we previously used, also allowed me to title that email. This would save a lot of time...and money!

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Created 28 Apr 20:51

1

2 Vote

Sending messages from case - From field shows the same information as the Re/Client field

User would like the 'From' field to display the same information that;s in the 're/client' field when sending a message from case

User would like to be able to mass update the class type in the case tab

Currently the user has to go through and make a list and manually go through each case and change the class type. she would like to be able to change the class type to litigation for multiple cases

Change default search type to "contains" vs. "begins with" (in grids)

"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.

Neos - Streamline Adding a Provider in Value Tab

Currently it takes several clicks to add one provider.Typing the name, selecting the search, then selecting the provider to attach to the item.Could this be streamlined for efficiency?

Created 20 Apr 17:48

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Ideas & Enhancements

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Integrations with LawToolBox for Rule Based Calendaring

Neos CASE BUDGET Categories

Default note topic when tagging e-mails

Value Summary - Paid by Subtotals

Bulk Delete providers

Sending messages from case - From field shows the same information as the Re/Client field

User would like to be able to mass update the class type in the case tab

Change default search type to "contains" vs. "begins with" (in grids)

Neos - Streamline Adding a Provider in Value Tab

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Filter by category

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Integrations with LawToolBox for Rule Based Calendaring

Neos CASE BUDGET Categories

Default note topic when tagging e-mails

Value Summary - Paid by Subtotals

Bulk Delete providers

Sending messages from case - From field shows the same information as the Re/Client field

User would like to be able to mass update the class type in the case tab

Change default search type to "contains" vs. "begins with" (in grids)

Neos - Streamline Adding a Provider in Value Tab