Ideas & Enhancements

14 Vote

Intake: Ability to Add Special Note to an intake

This will be very helpful during the investigation phase to indicate very key facts about the case

Created 29 Oct 17:45

0
1 Vote

Copy to Another Case: Open Matter Files

Rather than having to run a specific advanced search for several loosely related cases, it would be helpful to have the notes feature "Copy to Another Case" give the option for not ONLY companions and searched cases, but also list the matter files...

Created 20 Mar 16:29

0
16 Vote

Add a search filter to the case calendar tab

It would be beneficial to be able to search within the case calendar, by both date range and descriptions or notes.

Created 04 Oct 22:45

0
89 Vote

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.

Created 30 Jun 19:55

Companion Cases

23
12 Vote

Ability to Open Video Files in Browser

Please add the ability to open and play video files in the browser instead of auto-downloading the files. Video files are often very large and take a lot of time to upload and download. We often have trouble uploading even smaller video files to t...

Created 15 Nov 21:44

0
58 Vote

Unlimited Neos Today Dashboards

I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...

Created 06 Jun 14:55

3
34 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
3 Vote

Neos: Staff Profiles - Add a Column Chooser

I would like to see certain specifics about the staff, such as job title, when i view the list of staff profiles, etc.. This becomes more valuable with larger firms.

Created 24 Feb 13:42

0
4 Vote

Ability to Send Documents to All Staff Without Manually Typing Each Email Address

It would be awesome to have a feature in NEOS where we can automatically have a staff group to click on and add to a new email when generating an email from the Case Docs section of NEOS. Sometimes we want to email a specific document to all of ou...

Created 12 Feb 15:06

0
5 Vote

Assigning calls to providers from communications center to a case

We would like the functionality to assign a call from more than just a party in a case. It would be great if we could do this to a provider, so we could keep better track of calls from the communications center.

Created 31 Jan 18:54

0