Ideas & Enhancements

7 Vote

Address verification integration

It would be nice to have a USPS Address verification integration that would show a green check or some type of address verified logo. Here is the link to one of the USPS API tools https://www.usps.com/business/web-tools-apis/

Created 06 Dec 19:08

0
5 Vote

Quick Add Email - Auto Generate Case # and Case Name in Subject

When you use Quick Add for email, it does not generate case # and case name in the subject line as it does in other areas, please add

Created 29 Jun 19:26

2
3 Vote

Clean up the Phone/Communications Capability

In order to streamline our workflow, it would be beneficial if Neos: Made a pop-up of the phone log details after your phone call so you could assign and add notes, saving without having to go to the communications tab to do so Have the phone/comm...

Created 19 Jan 16:06

0
3 Vote

When a staff leaves remove from groups

Staff groups need to be updated and removed when a staff is replaced or leaves.

Created 18 Jan 15:22

0
6 Vote

Outlook Add-In - Add ability to remember search preference

The benefit of having this functionality is I don't have to change the search for every email I post.

Created 14 Mar 22:09

0
7 Vote

Export Intake Information in PDF

Currently, users have to access their Neos account and open a new intake to see new leads and respond appropriately. To streamline this process within a firm, it would be helpful to be able to click a "Export" button which would convert the data f...

Created 30 Nov 22:10

0
4 Vote

Neos Intakes - Add Case Name or ability to update Case Header when spelling of name is changed

Please add a Case Name field or some way to link the potential client's name to the intake header to reflect the correct spelling when a change is made.

Created 06 Oct 19:31

0
13 Vote

The ability to copy name and address from the Party Tab in NEOS like you could in N4

In N4 you could right click in the party tab and copy the Name and Address of the party however you cannot do this in Neos.

Created 17 Mar 19:32

General

3
4 Vote

Payment subtotals on value tab separated by each provider that paid

In personal injury it is very important to be able to QUICKLY see how much each insurance paid towards medical bills. It would be extremely beneficial when clicking on Subtotals in the Value tab that it separated a total of what PIP paid, what Cli...

Created 03 Oct 16:33

0
8 Vote

Outlook Add-in activity feed

It would be beneficial if there was a way to see past activities done in the Outlook add-in, similar to the Activity Feed in a case.

Created 12 Aug 19:20

0