Ideas & Enhancements

12 Vote

User would like to be able to pin notes in the note tab at the top for importance

User would like to be able to pin notes in the note tab at the top for importance. Currently in needles 5 this is not a feature. We can sort but we can't pin and give them a label of importance

Created 30 Jul 16:17

3
8 Vote

Bring back the previous and next arrow in value entry screen

We used to have these arrows to switch between entries in the value tab. The benefit of the arrow is an example When a user enters case expense with a DTF entry they can use the arrow to quickly go to the DTF entry, rather than exiting out and re-...

Created 12 Oct 14:26

0
3 Vote

Function to mass update multiple case types at the same time or push a change to the same tab to multiple cases.

This would save massive amounts of time and ensure a case type an update should apply to wasn't mistaken missed because the user had to update 10 case types and missed one.

Created 17 Apr 16:34

0
10 Vote

Add DOL and Alt Case Number to Companion Case Listing

It has been requested that Columns be added for Date of Loss and Alternate Case Listing in the Companion Case section of Neos.

Created 23 Feb 18:52

2
15 Vote

Neos-Ability to have subfolders for Client files in SharePoint

Instead of having everything written to the root of "CaseFiles" you should be able to have more folder stuctures such as case types, closed, broken down by year, etc.

Created 12 Aug 21:08

Integrations

1 Unlikely to implement
2 Vote

LAWPAY Synchronization

When a client pays an invoice via check, it does not synchronize with Law pay and show as paid within their LawPay website. If it does not show as paid in LawPay, the invoice shows as unpaid in Law pay and paid in Neos. It would be nice to have a ...

Created 02 Aug 16:00

0
4 Vote

Remove the Donut Chart from Value Item Details

Remove the donut chart from value item details that appears after a transaction has been added. It often pushes the super important DUE field off the screen.

Created 21 Dec 15:16

1
5 Vote

Add Category filter field in the Browse Documents Section

Currently there is no option to specifically filter by Category in the Browse Documents section of Neos as a whole. To clarify, there is the documents tab on any individual case wherein categories can be filtered by and there is the Browse Documen...

Created 30 Aug 17:52

1
6 Vote

NEOS APP

NEOS APP would be so much easier to navigate when using your cell phone.

Created 08 May 15:24

1
3 Vote

DocuSign Status

There should be a way to quickly see the progress/status of the DocuSign document in NEOS. After a document is sent out for signature, there is no way in NEOS to know if the document was sent and the current status of that document.

Created 09 Apr 05:33

0