Ideas & Enhancements

8 Vote

Using Bulk Action - Add new transactions and values

Need the ability to add new line items using the bulk action feature. If cases are identified as missing a particular value code/amount we need the ability to add this to multiple cases at a time. Currently with bulk action you can only update a v...

Created 23 Sep 15:43

2
2 Vote

Show events as "free" instead of "busy" when using case calendar feature.

When all day events get put on the outlook calendar from the neos case calendar, the entire day gets greyed out. It would be great to have the "Show as" section default to "free" instead of "busy" to save time for employees.

Created 06 Nov 21:47

0
20 Vote

Add a place to include legal assistant information and/or paralegal information for attorney contacts

It would be useful if, on an attorney contact screen, we could have a place to enter who his/her legal assistant and/or paralegals are. It is often necessary and/or useful to copy assistants or paralegals on communications, or to communicate with ...

Created 17 Jun 13:47

1
33 Vote

Manual checklist status set to "Open" instead of "Blank"

The auxiliary checklist items that have no reference and are set manually should be an open status instead of blank.

Created 06 Mar 20:37

2
1 Vote

Neos PDF Editor: Allow each user to set and save preferred redaction color

No description provided

Created 13 Nov 21:55

0
1 Vote

Tagging documents

When tagging an email with an atatchment there is the ability to add category and type but not "tag" as when normally adding documnets to case docs

Created 13 Nov 15:12

0
1 Vote

Automatically adjust Checklist due dates for weekends and holiday

The ability to automatically adjust checklist due dates for weekends and holidays. Allow the user to adjust at the case type or case level on when they would want the checklist item to be due, either before or after the weekend or identified holiday.

Created 13 Nov 14:02

0
3 Vote

Closed Files Automatically Removed From Calendar

I am an attorney who has so many calendar reminders each day. Important events can easily get lost in the numerous items. I noticed half the items are associated with closed cases. It would be great that when a case is closed, it automatically can...

Created 28 Oct 16:55

0
75 Vote

Neos Texting: Send notifications ONLY to those assigned to the text conversation

Currently the functionality is to send notifications to staff assigned to the conversation AND the case. This causes a lot of unnecessary clutter in the notifications pane, especially for managerial staff members assigned to cases. Users would lik...

Created 27 Mar 17:28

31 Planning to Implement
20 Vote

Reinstate Entry of Case Name when creating a new event

CASE NAME IS A CRUCIAL IDENTIFYING SUBJECT FOR AN EVENT ENTRY. Reinstate the case name automatically showing in the subject box. Over a year into this program and none of your updates have proved to make things easier.

Created 12 Jun 20:28

2