Ideas & Enhancements

1 Vote

Allow for additional columns on list tabs

There should be an option to rename or otherwise allow for additional columns on the non user defined list pages. This would allow users to additional information that is most useful to the user

Created 17 Jan 14:08

0
2 Vote

changing tabs

Instead of the " "Unsaved changes There are some unsaved changes. Are you sure you want to leave?" box replace with Would you like to save changes yes/No

Created 07 Jan 16:20

0
22 Vote

Add a place to include legal assistant information and/or paralegal information for attorney contacts

It would be useful if, on an attorney contact screen, we could have a place to enter who his/her legal assistant and/or paralegals are. It is often necessary and/or useful to copy assistants or paralegals on communications, or to communicate with ...

Created 17 Jun 13:47

1
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
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
22 Vote

Reinstate Entry of Case Name when creating a new event

CASE NAME IS A CRUCIAL IDENTIFYING SUBJECT FOR AN EVENT ENTRY. Reinstate the case name automatically showing in the subject box. Over a year into this program and none of your updates have proved to make things easier.

Created 12 Jun 20:28

2
11 Vote

E-mail notifications when clients text (optional setting for those who would prefer)

The Notification Bell is disorganized and overwhelming in my opinion. The only organizing factor is the time of the notifications. I get emails when my attorney sends me a neos message and I get emails when my clients add something to case status,...

Created 04 Oct 18:40

1
2 Vote

Allow direct link to entries from advanced search

When you are searching for time, checklist items, etc. in advanced search the link in the advanced search results only takes you to the case, not the specific item. On items that can have multiples in a single case, and you are using a specific ty...

Created 06 Jan 15:31

0
25 Vote

Ability to Tag an email in OL while you are drafting - Not after it was sent

To have to take the extra step of opening our sent items and then tag from there is not conducive to a good work flow. It seems like such an unnecessary extra step. If the tagging is available while drafting, your whole process for the task of the...

Created 08 May 14:23

4
3 Vote

Auto Populate "From" Field and Subject when Generating a Document

This would allow for easier data entry and make using Neos easier.

Created 26 Dec 20:13

0