Ideas & Enhancements

14 Vote

Should be able to move tabs

Though this may be a small detail, it would make the user interface a little better. We should be able to reorder and organize the tabs at the top of the page for the different sections we are in (i.e. cases, intakes, checklist, etc.) Currently, t...

Created 11 Nov 16:46

1
13 Vote

Duplication check when adding a new name - check email and phone number fields

It would be nice when entering a new contact that their email address or phone number already exists within the system. This can help reduce duplication.

Created 09 Jan 21:44

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
14 Vote

Visible status change on calendar events

There is no way to tell which calendar events/reminders have been cancelled or done without opening the event. In Needles 5, the event changed colors to indicate status which made it easy to see right away and prioritize.

Created 31 Oct 16:46

6
13 Vote

DocuSign: Certificate of Completion

When the signed document posts back to the file, it should include the certificate of completion from DocuSign.

Created 28 Dec 19:03

0
14 Vote

Accounting tab saving filters

When we log out and back into Neos we have to reset the accounting tabs filters. This becomes frustrating as by default it shows posted and pending checks and having the filters save would save us time having to put the filters back to only show p...

Created 26 Oct 18:40

Accounting Integrations

2
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
4 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

0
6 Vote

Add contact person to company in address book

When we add a company to the address book, we also have to add the name of the contact person in that company. However, the address book does not have a place to add this person's name. We have to create a separate contact for that person and the ...

Created 04 Mar 20:53

1
12 Vote

Neos - Text Message Response Emails

It is very difficult to post the text response to the case when the response is in an attachment. Two requests: 1. Automatically post the response to the case; or 2. Add the response in the body of the email as opposed to an attachment, so it is e...

Created 22 Feb 00:12

0