Ideas & Enhancements

150 Vote

Add The Ability to Group Value Codes

Add back the ability to group value items together on the value tab by value codes. This got removed in the 2023 Q3 Neos release.

Created 28 Sep 12:27

61
7 Vote

Neos: Ability to mass add a note to multiple cases using a report

An example would be: I send a letter to a law firm in which we refer multiple cases to seeking an update on the case. I'd like to have a way to mass add the document and/or case note regarding this action to all of the cases in which I have referr...

Created 27 Jan 16:43

0
2 Vote

For advanced search>event type, we would like more options

A firm may need to pull a docket report to show all cases that do not contain certain event types. Alternatively, we would like to be able to see cases opened within the last seven days of arbitration events, etc. The Calendar filter in advanced s...

Created 13 Feb 18:20

0
4 Vote

Tag Email should work for a response, too

When i receive an e-mail, I tag it to a case. Then, later, i might send a response to that e-mail, and want to tag it to the case, but Neos tells me "the e-mail is already tagged." Also, for the millionth time - 50 note chapters is super awful and...

Created 06 Feb 19:27

0
6 Vote

add more print on paper options in Stamps.com integration

Can you add more print on options for the stamps.com option, we currently have the option to print on a 8 1/2 x 11 (2) part form that prints (2) 5 1/2 x 8 1/2 shipping labels on our stamps.com app and it would be very useful to have this in NEOS a...

Created 30 Jan 19:42

2
45 Vote

Ability to set the Outlook Add-in to automatically tag responses to emails sent from a case in Neos

Having items auto tag when they are a response to an email sent from the case in Neos would decrease the amount of time it takes to file/tag emails every day

Created 06 Sep 15:34

4
2 Vote

Ability to Send Documents to All Staff Without Manually Typing Each Email Address

It would be awesome to have a feature in NEOS where we can automatically have a staff group to click on and add to a new email when generating an email from the Case Docs section of NEOS. Sometimes we want to email a specific document to all of ou...

Created 12 Feb 15:06

0
25 Vote

Improve Provider Usage Results

When viewing the "Provider Usage" from a provider card the list of Provider results disappears after the user selects one of the items from the results. There are two issues with this behavior. 1. After the user views the selected result, the user...

Created 11 Nov 19:25

3
89 Vote

Synopsis screen during search

Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...

Created 14 Feb 16:19

5
5 Vote

Should be able to re-order case tabs

Should be able to arrange the case tabs to whatever order makes sense to the firm. Should be able to create as many case tabs as needed.

Created 30 Jan 16:09

0