Ideas & Enhancements

21 Vote

Neos - Options for more colorful displays/themes

Users would like the option to add more colors to the all around display of Neos to make it brighter. Maybe have different display themes for users to set up on their specific profiles.

Created 23 Nov 15:26

5
23 Vote

Add a printer friendly option to print primary checklist

Would like to print out the primary checklist in tree view so that we can share it with our team and discuss what might need to be added

Created 28 Jul 19:05

Checklist

2
5 Vote

Create Admin accounts without neos license

I would like to request the feature where in the Neos portal you can add an Administrator account with the need for a Neos license so that our IT guy can support the firm properly.

Created 15 May 19:05

0
7 Vote

Have an option to open the special note full screen

An option to open the special not full screen so it can be seen in its entirety. Scrolling is very difficult when trying to see the entire note.

Created 19 Jan 23:38

3
15 Vote

Having the ability under a case to add documents to a linked party

The goal with this is to help create a folder structure/SharePoint container that has all of the pertinent information in a case but allows us to separate the information for each Party role like witness/defendants/etc.. under that case. This woul...

Created 14 Oct 19:11

1
3 Vote

Neos Document Generation - Auto Fill

If you have a prompt for a Plaintiff, and there is only one plaintiff in the case, have it auto-fill the field in the generation screen. This will save countless mouse clicks to have the fields already populated.

Created 04 Sep 15:46

0
14 Vote

Create a "Notifications" tab on the left panel

Create a "Notifications" tab on the left panel so that you can just open up the notifications section (and leave it open) and scroll through notifications in any order without constantly having to go back in for each notification

Created 08 Dec 20:01

3
25 Vote

Multiple Provider Requests

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.

Created 10 Mar 21:51

General

1 Already exists
18 Vote

Changing Email Subject Line in Neos

When trying to email a document, I should have the ability to customize the subject line. This is important because some insurance companies emails are set up so they read the claim number in the email and it and any documents get sent to the corr...

Created 18 Apr 22:03

0 In Development
3 Vote

Tag Email Follows The Thread

From the 1st point of tagging an email, the thread should continue to be tagged to the case unless otherwise selected not to. This will make it so that you don't have to go to your "Sent" Folder each time and tag your response to every email so th...

Created 03 Sep 13:43

0