Ideas & Enhancements

120 Vote

Auto-refresh of the Neos Today Checklist

It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.

Created 08 Mar 21:03

Checklist

15
33 Vote

Signature pad support

Our firm is currently using Wacom drawing tablets in a creative way to gather digital signatures from in-person clients inside the Neos PDF editor. This is obviously non-ideal but it works. We would prefer to have signature pad support for externa...

Created 20 Feb 16:31

1
43 Vote

Color coordinate events in Neos Calendar

I would like to color coordinate/categorize events in the calendar just like in Outlook.

Created 28 Nov 15:20

4
11 Vote

Add Column to Checklist Summary for (a) case name from Case tab

We do an enormous amount of repeat work for clients and the checklist summary is not very useful in knowing which file we have a checklist item to work on because they all have the same "party name"

Created 19 Aug 14:43

0
53 Vote

Bulk Action option to mark multiple items as N/A in the Checklist Summary

It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.

Created 29 Aug 20:55

7
12 Vote

Neos: Ability to include attachments when bulk tagging emails from Outlook

Please allow us to include attachments when bulk tagging emails. For all litigation firms, most emails have attachments.

Created 08 Aug 16:43

0
7 Vote

Drag and Drop Documents into Neos From New Outlook

Users using new Outlook are unable to do this but old Outlook it works fine. It would be nice to have the functionality in both.

Created 20 Sep 13:13

1
12 Vote

Allow autofit column setting or length of columns to be saved in the documents tab

Allow column changes like the length of the name column within the documents tab to be saved so the size of the column does not reset when closing the tab.

Created 07 Aug 20:19

0
155 Vote

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...

Created 03 Mar 17:34

Integrations

14
20 Vote

Emailing from Notes Tab

When emailing from Notes Tab, Neos presently provide the option to send to parties and counsel listed in the case. I would like the ability to be able to click individuals within my organization as well, especially, the assigned staff. It would al...

Created 24 May 14:04

6