Ideas & Enhancements

3 Vote

Neos: Special Note Size Limitation - Please allow same character size as a regular Case Note

We gather a lot of data in the Special Note and find 1,000 characters is not enough to accurately display the information we need to gather.

Created 04 Mar 18:38

1
4 Vote

Neos: easier way to relate documents

Currently, when you select the Relate button, Neos shows all documents for the case. It would be easier for our litigation team to have a filter to be able to filter out documents only in specific folders. For example, if they filed a discovery do...

Created 07 Dec 18:47

0
7 Vote

New Note tab on Checklist item - add to regular "notes" list as well

make it so any note added at the checklist level is duplicated to or has option to be added to the regular "notes" folder

Created 17 Mar 15:27

0
6 Vote

When tagging emails, it would be nice if the color coding for litigation, closed, opened, etc. would match Neos.

The color coding for the case in litigation is a different shade of blue not red as it is in Neos. It would be nice if these matched.

Created 13 Jun 22:30

0
7 Vote

Being able to add CV and Reports under the WIT/EXP/DEPO Tab

Having the CV and Expert Report under the named expert would be very helpful.

Created 16 Mar 17:25

1
7 Vote

Neos - add more cases to the recently accessed list of cases

Sometimes I need to see a case that I access longer ago and showing maybe 10 cases instead of 5 in my recent list would be very helpful.

Created 14 Mar 22:11

0
7 Vote

Mass Update checklist and deadline codes to enable Reminders

We need a way to make a global change to specific checklist/deadline codes to enable reminders on these items so that our NEOS users get these reminders without having to set up each and every one themselves. Preferably this would assign reminders...

Created 14 Mar 21:08

0
17 Vote

Neos: Ability to "pin" documents to the top of the grid in Case Docs tab

rather than having to drill down/sort, would like to be able to pin important or in progress documents to the top of the list for easy access.

Created 08 Oct 21:43

General

1 Future consideration
10 Vote

Neos | When drag and dropping a document into case allow user to set the visible date that will show up on the screen

When a user drags and drops a document in the Case Docs tab, Neos uses today's date as the date to show for that document. Users then have to go into that records detail in the Case Docs tab to change it. We should have the ability on the drag and...

Created 20 Jun 17:32

3
2 Vote

single return in neos notes

It is annoying that we can only use a double return in Notes. Please update notes so that single space is an option.

Created 29 May 18:16

0