Ideas & Enhancements

2 Vote

Adding a sub category to the rejected by us. We have numerous leads that are unresponsive. Adding a category that states "rejected by us - unresponsive", would be very helpful an save a lot of time.

This addition would help, and save a lot time when running reports.

Created 11 Nov 19:52

0
2 Vote

Accounting Filter

It would be very helpful if there was a filter in the Accounting Section that allowed us to search through the memo portions of the submitted values. I do not currently see a report for this, but a filter would be more user friendly and less steps...

Created 11 Nov 15:43

1
9 Vote

Setting tagging of emails to only apply once email is sent

It would be a lot more efficient if outgoing emails that are tagged to a file would only tag once the email actually sends (as it is done in TrialWorks). That way, any edits that are done (including spell checker edits that are done when the send ...

Created 10 Oct 19:20

3
3 Vote

Password Protect Certain Cases

The ability to password protect a specific case would be very helpful and a bit more user friendly than the case exception permissions.

Created 06 Nov 16:54

0
37 Vote

Calendar Double Booking

Is there a way to add an alert that you are about to schedule an event at a date and time already booked to avoid double booking?

Created 29 May 18:39

0
301 Vote

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.

Created 19 Oct 14:41

General

22 Future consideration
1 Vote

Auto Delete Duplicate Emails

Since you do not currently have the ability to tell that an email has already been tagged in Neos, it would be nice to be able to automatically find and delete duplicate emails.

Created 15 Nov 20:16

0
7 Vote

Need a Deposition DATE field

There is no deposition date field. In large cases where there are numerous depositions set, you go to the Deposition tab in Case Docs and you cannot tell when a deposition is set. This is an URGENTLY needed field.

Created 16 Oct 20:31

1
9 Vote

E-mail notifications when clients text (optional setting for those who would prefer)

The Notification Bell is disorganized and overwhelming in my opinion. The only organizing factor is the time of the notifications. I get emails when my attorney sends me a neos message and I get emails when my clients add something to case status,...

Created 04 Oct 18:40

0
4 Vote

Singular note for all messages

In notes, a singular thread for messages would be very helpful. This would be in the "All notes" tab under notes, just how it appears under the "text messages" tab - that's how it should be under all notes. If a client decides to send 20 pictures ...

Created 30 Oct 21:04

0