Ideas & Enhancements

11 Vote

Ability to send a text message to a provider that does not have a case entered

Before the most recent update, you could send a text message to a provider and that message would post to the notes in that provider. You can no longer send a text message at all to a provider unless they have a case entered to post the text messa...

Created 09 Nov 19:34

5
2 Vote

Allow Neos Calendar to attach documents

It would be helpful if Neos would allow us to add documents pertinent to the event scheduled. For example, Motion hearing, to include the motion in the calendar entry is helpful to the attorney

Created 10 Oct 19:38

1
3 Vote

Notification Toggle for Case Staff

It would be very helpful to be able to restrict which case staff receive notifications when a text is received for a client. There are staff who are not client facing (medical records, finance), and the ability to turn text notifications off for t...

Created 24 Jul 19:57

1
8 Vote

Cannot open in Outlook without entering a recipient.

After 6/29 update, Neos requires a recipient to be entered into the field for the user to open the email in Outlook. This was not the case prior to today. This is considered worse because of the stored emails. Outlook has more stored emails than w...

Created 29 Jun 20:41

2
12 Vote

Allow Multi Party Tagging on PDF Documents.

In the PDF template, there is currently no way to pull data for more than one party (i.e. Plaintiff & Defendant). Would like to see this feature added.

Created 19 Aug 16:55

0
4 Vote

Adding Foxit eSign as an integration would be a great addition

Foxit eSign is a great alternative to DocuSign. Our firm has used Foxit eSign for many years to send and receive electronic documents for signature. Please consider adding Foxit as an integration. Thank you!

Created 03 May 14:09

0
9 Vote

Print Intake Sheet / Export to PDF

I'm befuddled as to why this isn't an option. I need to be able to print an intake sheet (export to PDF or at least a "printer-friendly" version) to send to other attorneys when we have a case to potentially refer. This happens daily. When I use t...

Created 04 Apr 17:32

1
19 Vote

Dictation in Neos

It would be amazing if the option for dictation were available for the busy attorney to be able to note or add details to the case file hands free. We here at Brent Adams and Associates would surely take advantage of such an option.

Created 01 Feb 21:51

General

1
15 Vote

Ability to add Automation to Primary Checklist at Case Type Level, instead of on a case-by-case basis.

For instance, automation would be when a checklist item is marked done it triggers another checklist item to generate and email a document to the client. It might be beneficial to have the ability to apply that automation to the Primary Checklist ...

Created 13 Dec 20:57

Checklist

4
4 Vote

Integration with CallRail

It would be very beneficial to have an integration with CallRail to be able to better track calls. The integration should pop call information into intakes automatically.

Created 02 May 23:11

0