Ideas & Enhancements

10 Vote

Add option to search by All when searching for a case to tag an email to from the Neos Outlook Add-in

Add the All option in the Neos Outlook add-in when searching for a case just like the option when searching for something in Neos. This will save users time from switching between searching by case number or name.

Created 28 Apr 20:07

3
4 Vote

Calendar - Add Times on Appointments in Month View

Please add the Start Time to Appointment Subjects in the Month View - like in Outlook. At this time you have to have to hover over the appointments and get the pop up to see the start time.

Created 12 Jun 19:07

0
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

0
19 Vote

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...

Created 12 Aug 19:05

0
21 Vote

Notification Sound

Play a notification sound when a new message is received. In Needles 4 when a new message was received you would hear " You have a new message". I never thought I would miss hearing that...but I do.

Created 26 Mar 12:33

Messages

1
12 Vote

Document tab Sending Email option need staff assigned

Currently the Document tab Sending Email option only shows the parties/providers/client email in the case. It would help dramatically to also have the staff assigned to the case in the drop-down.

Created 06 Dec 18:44

0
23 Vote

Click into case from Neos Message

Emailing documents from needles doesn't also tag that email when sending. There is no record of the email unless the user goes into their sent folder and tags it. The email should tag automatically or its not really useful to require extra steps t...

Created 05 Nov 12:35

General

0
6 Vote

Add last "Last week, Last month, etc." to reporting options.

Reporting Data options- Need corporate options for Date ranges. Currently Neos only has last 7 days, last 30 days. Nothing that aligns with general corporate reports required, would require a manual pull for each report needed as dates must be cha...

Created 23 Jan 19:46

1
20 Vote

Uploading Multiple Documents to Multiple Cases

Similar to FileIt with TrialWorks, would like the ability to file multiple files to multiple cases.

Created 26 May 20:20

3
7 Vote

Ability to Choose the Default Opening Tab Per Case

Rather than a case opening at the "Party" tab, have it default to open at the "Case Docs" tab or any other tab we prefer. Even if it's set to per case type. Just the ability for more personalization.

Created 13 Nov 18:25

0