Ideas & Enhancements

7 Vote

Email Templates available outside of Intake Pro and Checklist Automation

want to be able to have email templates that can be used in the notes tab outside of "Intake Pro" and "Checklist Automation" pro features. Just want to be able to send emails from the Notes tab with pre-saved email templates.

Created 25 Jul 20:55

1
5 Vote

Have notifications as unread after opening in inbox.

The notifications stay as unread even if you open a new message in the inbox. These should be marked read in notifications.

Created 23 Sep 15:26

1
1 Vote

Add ability to add more choices to the companion cases column.

Allow the addition of more choices to the companion cases column, possibly a new mini directory entry or just a add button to allow new options to be added to this specific column. This will allow users to differentiate one case from another witho...

Created 24 Jan 20:26

0
4 Vote

The ability to list plaintiffs and defendants as an option in advanced search results

Right now it is not possible to just list out the plaintiffs and defendants in a case listing. These fields would be helpful to have as options in the advanced search results.

Created 23 Oct 13:49

0
11 Vote

Visible status color change in Neos calendar

Currently in Neos a calendar event has a color assigned to the event status (open-green, canceled-red, done-gray, etc.) It would be very helpful to show the color that is assigned to that status on the Neos Calendar in order to check the status qu...

Created 20 Mar 14:14

3
3 Vote

add comments to check list items

allow staff to communicate as a task proceeds and keep the communications directly connected to the task for immediate use

Created 22 Nov 14:20

0
18 Vote

When Creating an Email inside NEOS you should not have to tag that email in order for it to save.

We had TrialWorks and when you created an email inside TW, there was no tagging, nothing. You created it inside it was automatically there. Also people responding to that email (inside the firm) it would also be saved in TW, no tagging needed.

Created 09 Aug 14:44

1
2 Vote

Make Limits a drop down selection and not free write text

The limits field in the insurance tab should be a dropdown menu with predefined options. This change would simplify reporting and ensure consistency across all cases. The options could include 10/20, 25/50, 100/300, etc. In the settings, each firm...

Created 23 Dec 17:09

0
3 Vote

Intake Layout Manager copy from one case type to another.

In the intake layout manager, we should have the ability to copy layouts from one case type to another. This feature is available in Case Layout Manager. We would love to be able to do this in Intakes as well.

Created 21 Nov 15:26

0
24 Vote

Neos outages / redundancy / system status

Can Assembly look into some sort of server upgrades and/or redundancy for Neos so that when the system goes down (or starts DRAGGING like it is today), our entire office doesn't just grind to a halt in the middle of the workday? I know it sounds s...

Created 23 Jan 18:10

1