Ideas & Enhancements

3 Vote

Tag and bill for email at same time

The current setup is that we use the NEOS Outlook add-in to tag the email, then open NEOS and manually bill for drafting or reviewing said email. It would be very helpful if that could be streamlined so that the plugin allows for emails to be tagg...

Created 18 Dec 18:56

0
1 Vote

Admin ability to add Multi-Select fields

I would like to be able to add a multi-select field to several tabs in our system that reference different parts of the case (like the "Representing" field on the Counsel tab). We use a custom tab for our Litigation Documents - it would be nice to...

Created 01 Aug 18:47

0
1 Vote

Search Results - See Multiple Staff

It would be awesome if we could select multiple staff members in the quick search results (i.e. Attorney and Paralegal). The ability for admins to edit the search results layout would be an added bonus.

Created 01 Aug 18:36

0
1 Vote

Negotiations Tab - Link Documents

Having the ability to link our actual demand to the Negotiations entry would allow for a more seamless negotiation and file organization structure. When the adjuster calls you to negotiate, you can pull up the packet immediately and enter a new ne...

Created 01 Aug 18:31

0
1 Vote

Values Tab - Select what to include in Sett Memo

Our firm does Partial Disbursements often and it causes our Finance team a lot of headache. We have to pull a settlement memo, mark what we are "zeroing out" on that. Go back into the Values tab and zero out what we don't want to pull on the memo,...

Created 01 Aug 18:27

0
4 Vote

Neos Outlook Add-In - Please add single sign on or Sign On with Microsoft

We require everyone to use Sign On With Microsoft in Neos, which eliminates the need to remember your Neos password. When it comes time to sign on to the Outlook add-in, most people do not remember their Neos password.

Created 24 Aug 19:36

0
4 Vote

Adding Accident Information Standard Tab to Intakes

For the Accident Information standard tab that was added to cases, it is not possible to add it to any intakes even though it is enabled for the case type. It does not appear in the intake nor is it available as an option in the Intake Layout Mana...

Created 24 Aug 15:15

0
12 Vote

Neos Outlook Add-in sort for categories/topic/type when tagging email

Currently unable to sort the categories tagged emails can be added to cases as. This would be especially helpful to firms with many document categories and types.

Created 19 Feb 15:35

Integrations

1
13 Vote

Calendar - Multiple reminder

more than just one reminder time

Created 22 Oct 21:06

General

3
1 Vote

Event Details Window Changes

Make it so the Event details window closes if I click outside the Event Details box instead of forcing me to scroll up and use the X. A lot of other windows close when you click outside the box - just not this one.

Created 31 Jul 21:26

0