Ideas & Enhancements

20 Vote

Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab

Created 22 Dec 16:53

General

8 Already exists
5 Vote

Add a note when documents added to docs tab

Automatically add a note when a document is added to the docs tab with Name of document, date, and other identifying information

Created 30 Nov 21:51

0
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
9 Vote

Need More detailed information - INVOICE

Please allow the "Description Field" on invoices be the Timekeeper's description. Please allow the TIME billed date in the description field as well Currently your invoice is not what I as a client would want to see. I would need to know details o...

Created 15 Feb 19:52

1
19 Vote

Party/Case screens require a lot of scrolling for information

Every single screen you have to scroll miles to get to the information you want. In previous versions, you were able to see most everything you needed right when you opened the party or case screen. It would be nice to adjust the box sizes in the ...

Created 24 Feb 13:37

General

4
2 Vote

Send Calendar Appointment/Event Reminders

Would it be possible to send system generated reminders for calendar events that we add to client matters? My current software allows me this capability and it is extremely helpful and beneficial.

Created 01 Jul 17:49

0
2 Vote

Neos: Checklist Sort - Remember last sort preference

Most people have a preferred sort order. Neos clears sorting when you make a change and go back into the checklist. It is preferred to have the last sort remembered and utilized the next time you are in the checklist.

Created 01 Jul 15:12

1
5 Vote

When using the PDF Editor to add the user's signature to a PDF, the user must re-upload his or her signature for each document.

Within the PDF Editor, when a User has "uploaded" their signature to a PDF editor within a case, it should remain available for all PDFs accessed via the PDF Editor in the case's case docs. It is very misleading, as there is a drop-down arrow next...

Created 28 Nov 15:53

0
5 Vote

View more of the messages on the messages screen. The text should wrap around like in an excel document.

Firms would be able to view more messages at one time rather than clicking on the message.

Created 27 Nov 20:05

0
4 Vote

To be able to email the intake to the referral attorney.

I would like to be able to email the intake directly to the attorney that I am referring a case to. That way I can track it and also get updates from that attorney etc.

Created 07 Feb 20:35

0