Ideas & Enhancements

1 Vote

When using workflow actions>sending a retainer agreement, word documents should be able to be converted to a pdf

When using workflow actions>sending a retainer agreement, word documents should be able to be converted to a pdf. This would just help a great deal with time, and would allow us to not have to save a pdf for this purpose. we could do simple edi...

Created 18 Feb 21:39

0
1 Vote

NEOS: Certificate of Service Special Tag

The representing section lists the party last name first name. Please change this to show full name!

Created 18 Feb 13:25

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
8 Vote

Add a way to take a case out of Litigation status without deleting all of the Lit Checklist items

It seems that the only way to get a case out of litigation status is to delete all of the litigation checklist items. There should be an easier way to do this that would preserve the Litigation checklist items but return the case to "open" status....

Created 13 Jan 15:26

0
99 Vote

Bring Back Columns for Adjustments and Payments on the Value tab

The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!

Created 03 Oct 15:22

12
5 Vote

Stamps.com integration - Add option to omit the firm's return address

Stamps.com integration needs to have the option of omitting our firm's return address on envelopes. Our firm has printed stationary/envelopes with the firm logo. Currently there is no option to omit when printing envelopes and we are unable to use...

Created 28 Jan 20:05

1 Planning to Implement
305 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
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
19 Vote

Be able to go into the case from the case number on a calendar event without going into organizer view.

It is a lot of extra steps to go into a case to have to go into the organizer view to be able to click on the case number. It would be helpful if it was able to be click on from attendee view.

Created 06 Nov 16:13

2
8 Vote

Adding "Linked Documents" Feature to Default Tabs

We would like for NEOS to add the "Link Documents" feature to at least the "Insurance" tab, as it makes it much easier for staff to find important insurance documents.

Created 08 Jan 21:39

1