Ideas & Enhancements

2 Vote

Automatically adding staff 1 and 2 to calendar events when scheduling an event

When a calendar event is scheduled - instead of having to add attendees - staff 1 and staff 2 could pull in automatically. If that is too generic, perhaps make anything coded as a "meeting" pull in staff 1 and 2 automatically.

Created 23 Aug 17:46

0
2 Vote

Export Value Transactions as Raw Excel File

Add the ability to export as a raw csv.

Created 23 Aug 16:06

0
5 Vote

Should Not Need to Tag Emails From Sent Folder When Sending From Case Docs

When I email a document from Case Docs and open the email in Outlook, I cannot then tag that email from the Outlook tab. I click on tag, and then it greys out. Even when I send the email, it will not tag. My workaround is to go into my Drafts fold...

Created 08 Apr 17:10

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3 Vote

Please allow LawPay to do partial payments

We would like to be able to submit partial payments on in Invoice through Neos. This would greatly assist law firms if a client is on a payment plan of any kind.

Created 08 Jul 16:53

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21 Vote

Neos - Ability to formate name in QuickBooks Export

When exporting checks in Needles, names would display first name last name. In Neos names are exported to checks with last, first. Would love to be able to choose which format I want.

Created 30 Mar 15:29

Accounting Integrations

5 Planning to Implement
5 Vote

Negotiation Screen

The negotiation screen is sortable by date, but it also needs to be arranged in order per day, by time. Some cases have several rounds of negotiations in a signal day that need to be tracked, and they do not appear in the order of the offers and d...

Created 05 Apr 14:10

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14 Vote

Marked redactions editable by other users

Currently, sections marked for redaction can only be removed by the user that marked them (before they are finalized.) We would like for other users to be able to remove those items marked for redaction. A paralegal may go through and mark section...

Created 14 Feb 20:06

3
5 Vote

Neos should allow us to add more than one signature with DocuSign Integration

Currently, we need to go directly through Docusign to add more than one signature in a document. It would be wonderful if we could automatically do this directly from Neos. This would save the firm so much time, and just be simpler. We sometimes n...

Created 04 Apr 17:28

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2 Vote

Birthday Reports should allow us to filter by month for a list

We should be able to use a simple filter for just a month to do a birthday list. It would be a simple query by just using the number for the corresponding month.

Created 21 Aug 15:34

0
8 Vote

Auto mark Outlook events done when linked Neos case calendar events are marked done

When marking a Neos case calendar event as done the suggested automation would also mark the linked outlook event as done.

Created 16 Nov 21:24

0