Ideas & Enhancements

13 Vote

Default Provider Card add the business name (Provider Company)

Under the Default Provider Card we would like the ability to add the business name (Provider Company) and have it linked to the business name (Provider Company) instead of needing to create Provider Associations Groups

Created 06 Dec 19:02

2
12 Vote

Vital Fixes for Quickbooks Online

1) The memo data (client name, id info added) from case expenses in accounting tab should pull into the MEMO box of Quickbooks Online. Right now it is transferring the data to the Description of the check which does not print to the check. It is i...

Created 26 Jan 20:13

3
11 Vote

Expand "Lazy Loads" (preview screen that appears when press the down arrow) in the Notes sections to be able to view bigger screens

I wish we could expand the "lazy loads" of the notes so we could make the screens bigger and see more at once. Also, it doesn't seem to "shrink to fit" depending on the size of the browser so sometimes i have to slide the cursor far to the right t...

Created 22 Mar 19:49

0
17 Vote

"Add Note" feature for Providers

The "Add Note" feature would be very useful if added to Providers and not just "cases." Especially with lack of ability to search "user-defined" fields in Provider Advanced Search. It would be nice to easily have notes on a provider such as: "Only...

Created 22 Apr 17:30

Provider Tab

1
12 Vote

Party minor indication - should update automatically when a person reaches age of majority

Currently, someone is always marked as a minor until such time as you uncheck the box. It would be much better to automatically uncheck the minor box once the date of majority is reached.

Created 24 Jan 18:34

0
1 Vote

Language Barriers

It would be nice if Neos made it easier for firms to accommodate their non-English speaking clients. For example, generating letters in other languages. The firm can upload a template or the default template can be translated to languages like Spa...

Created 27 Sep 21:23

0
1 Vote

Shortcuts for Frequently Used Phrases or Terms

Some of us use certain phrases and terms frequently. It would be helpful if we can create shortcuts for those phrases to use in our notes or even throughout the software. For example, if I type ".nfb," it autopopulates the date followed by a note ...

Created 27 Sep 18:55

0
2 Vote

LAWPAY Synchronization

When a client pays an invoice via check, it does not synchronize with Law pay and show as paid within their LawPay website. If it does not show as paid in LawPay, the invoice shows as unpaid in Law pay and paid in Neos. It would be nice to have a ...

Created 02 Aug 16:00

0
16 Vote

Refresh and stay on the Tab.

When you refresh Neos, it would be nice it stayed on the tab that you were working on instead of going back to the Case tab as the default. Again, this requires more clicking and more work.

Created 10 Jun 19:53

3
21 Vote

Indicator that shows when you open a case that there is a companion case

It would be convenient that when you go into a case, there is an indicator showing there is a companion case attached without having to open the companion cases tab.

Created 30 Aug 19:21

2