Ideas & Enhancements

2 Vote

Pinned Notes

It would be helpful to have a "pin note" function that would allow us to have note stay at the top of the notes tab. At least the ability to pin 5 per file.

Created 23 Apr 19:35

0
2 Vote

Case Name Included in Notifications

Since checklist reminders appear under the notifications bell, it would be helpful to include the associated Case name so it's clear which case the reminder is related to—similar to how it's displayed in My Checklist.

Created 22 Apr 20:33

0
1 Vote

Create coding switch to change numbers (from value tab or negotiation tab) into text.

When coding a merge document and using entries from a number format (such as a value total or negotiation total), allow for a switch to change the dollar amount from $350,000.00 to a text version of that amount, "Three Hundred Fifty Thousand Dolla...

Created 24 Apr 20:29

0
1 Vote

In the PDF Editor, Custom Rubber Stamps should be able to be saved

The create feature for rubber stamps is helpful in Neos. However, it would be great if we had the ability to save custom rubber stamps. Then, we could edit date information as necessary instead of creating a new stamp each time!

Created 23 Apr 20:01

0
2 Vote

Enable Zaps to also save pdfs to Neos

Zapier integration with CourtDrive will enable law firms to automatically save their court pleadings / PDFs directly into Neos on a per matter basis, but it would require that Zaps can save PDFs to Neos. It would automate a completely mundane task...

Created 21 Apr 15:47

0
1 Vote

Ability to sort reports by date added to mailing list

We have a mailing list we add client's names to for various tasks. It would be helpful to sort this by the date they were added to a particular list. That way we can say "all those added to the list after this date, get this message", etc.

Created 21 Apr 20:08

0
159 Vote

Reinstate sorting by "Date" in the Case Calendar

It is imperative that we are able to sort by the date of the calendar entry on the Case Calendar.

Created 05 Jun 20:20

25
15 Vote

Revert Notes Format to the Way it Was Prior To Release

The change did not add anything other than making workflows different.

Created 20 Mar 14:46

6
2 Vote

Quickbooks integrator should be able to send over deposits in one transaction

Similar to how bulk checks are created, Neos should give us the ability to send over deposits to QB in one transaction, instead of single transactions, as it is going to the same account

Created 18 Apr 18:02

0
76 Vote

Push Checklist Due Dates to Outlook Calendar

Currently Checklist Due dates are only displayed in Neos calendar. The Checklist Due Dates need to be pushed to be visible on the Outlook Calendar, perhaps as a task? In any event, if Outlook is the "source of truth" it should also contain and dis...

Created 11 Oct 16:03

26