Ideas & Enhancements

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
82 Vote

Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...

Created 01 Nov 20:09

10 Planning to Implement
13 Vote

Add option for multi-record label for PROVIDERS

Please add an option for multi-record label for providers. Why? because when you are filling out a template, the prompt is simply "provider", but if you can use a multi-record label, then the prompt is what you call the multi-record label (like, "...

Created 24 Jul 16:37

1
7 Vote

CONTACTS

There should be a notes section so you are able to put information of party for example if contact is an employer, i should be able to put Manager info, owner info, payroll person.

Created 16 Sep 15:56

1
3 Vote

The ability to list plaintiffs and defendants as an option in advanced search results

Right now it is not possible to just list out the plaintiffs and defendants in a case listing. These fields would be helpful to have as options in the advanced search results.

Created 23 Oct 13:49

0
3 Vote

I would like an easy way to print case file tab stickers

Right now the receptionist is having to manually type in case labels for our file folders and sending it to File Label Express for printing. And easy way to print file labels for cases with Client, Defendant, Date of Incident and Case number would...

Created 23 Oct 13:47

0
57 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
14 Vote

Allow Neos Users to Change Recipient Name Format when Sending to DocuSign

Right now, if you send a DocuSign from Neos, the request is sent with the recipient name in the "Last Name, First Name" format (ex: Smith, John.) Neos users should be able to send requests to "John Smith" so if Mr. Smith decides to use the default...

Created 12 Jul 21:22

0
5 Vote

Include both Address Lines in the Party Preview of the Party Tab

Make it so that the 2nd address line is included when Users single click a Party Member from the List View of the Party Tab. This could help prevent Users from missing improtant information from both address lines such as the Unit/Apt#, which is c...

Created 04 Oct 19:42

0
10 Vote

Notify when email's dont follow thru and are sent

NEOS system should tell us when an email didnt go thru or when documents didnt go attached as you asked.

Created 15 Aug 17:56

0