Ideas & Enhancements

4 Vote

Case Checklist Item Permissions - Specifically Restrict Due Date Modification

Currently, when you the modify permissions for case checklist items you also stop users from being able to mark items as done. We would like the ability to stop users from changing the due date of an item without them losing the ability to change ...

Created 17 Jan 16:39

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4 Vote

The ability to have more than 1 value folder

Sometimes we settle cases with just the liability funds, and then we have a separate settlement with the UIM (underinsured motorist) funds, and it's necessary to show those settlements separately in the value folder.

Created 17 Jan 16:36

0
8 Vote

Neos Pro Workflow automation send email TO: Staff Role

In the Neos Pro Workflow automation sending emails option the TO: field should be able to email the Staff Roles. Also, these emails should get posted automatically to case notes?

Created 08 Mar 19:59

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3 Vote

Add time duration option when creating a new calendar event

When creating a new event, the timing is an automatic 15 minutes. Most, if not all, meetings are not 15 minutes long and it is excessive to have to change the times, am or pm every time. Please add a time duration option to avoid this.

Created 02 Apr 16:58

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3 Vote

When sending documents from case tab, Let us know if the file is too large to send!

When e-mailing a large document from Neos, if there is an issue with the document size, Neos should give us a pop up of this. Outlook has a file size limit of 20 MB or less which causes Neos not to attach a file over this size. Then, it looks like...

Created 02 Apr 15:19

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1 Vote

Ability to maintain the Intake created date as the case created date in Neos

There should be a setting in Neos where you can opt to have the case created date remain the same as the intake created date. When an intake is created, it has a created date. We would like to option to automatically have this updated as the case ...

Created 05 Sep 16:21

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13 Vote

Text Message Notifications

Allow notifications of intakes, Neos messages, events, outlook/calendar appointments, etc. to be sent to cell phone via text message.

Created 31 Jan 15:52

1
11 Vote

Quickbooks Online Fixes

Some of the stuff with the Quickbooks Online and the Accounting Tab need fixed: Accounting Tab - should have a column for case name, not just case # Accounting Tab - when selecting multiple items to cut checks on - it should have a total so that w...

Created 07 Jul 14:28

Accounting Integrations

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8 Vote

Make it easier to track credit card paid case expenses for bookkeepers/accountants

There is no easy way to mark a case expense paid via a firm credit card for tracking in Quickbooks and takes quite a bit of a work around in both NEOS and Quickbooks

Created 01 Mar 20:11

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4 Vote

Tagging Emails

Hello all – Not sure if this is the place to deal with this but just want to let you know that taking away the feature to file (“tag”) multiple emails all at once is incredibly burdensome. In Trialworks we could file emails all at once. As lawyers...

Created 11 Jan 18:53

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