Ideas & Enhancements
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Needles 5 - Add Text Styling to Note

It would be extremely useful to have access to text styling in places like the Notes tab. This would allow the client to highlight, set bold, etc on notes to better organize the information. This feature is in Neos; however, is not in Needles 5.
Guest over 3 years ago in General 0

Neos - Add Client Email, and Referred By Email to Advanced Search.

Inside of the Advanced Search's Case search type, we have access to a bit of information from the client in a case; however, there is a large amount of data that is missing, or unavailable. Some of this data includes First Party Email, and Referre...
Guest over 3 years ago in General 0

Neos - Add Deafult Packaged Mini-Directory, and Drop Down to WC, and PI case types.

Add ICD codes as a premade mini-directory, and a predefined drop down field for user defined tab sections inside of the WC, and PI case type, this drop down should allow text searching, and multi-selection. These codes are used to specify the typ...
Guest over 3 years ago in General 1

Template Creation - Allow Merge Templates to be created from an existing one

Ability to create a second template (merge document) from an existing one to eliminate having to re-enter same tags to create a second.
Guest over 3 years ago in General 0

Neos: Ability to add alternate email in Staff Profile

Any attorney will have a separate email for pleadings. It would be helpful to have a place to add the pleadings email for the attorney in staff profiles to be easily used to pull in on document generation.
Guest over 3 years ago in General 0

NEOS - Standardize order of information in Document preview drop-down menu

Information in each entry of the drop down menus is ordered based on where the columns which the user had when they added the record/request. For all firms, this leads to highly disorganized information in drop down, and it is not wise to force ev...
Guest over 3 years ago in General 0

Allow bulk editing of cases whether they are the same case type or not

I have always updated the staff assigned for multiple cases all at once and never had issues until Neos. It does not allow you to update bulk cases unless they are the same case type. So if we have a new employee start, I cannot just select all th...
Guest over 3 years ago in General 0

NEOS - Document Template Preview - Hide ID behind hoverable icon

A id shows whenever the user uses document merging, this ID is only useful to those who are making templates, but most of the users who specifically use the reports don't use it for anything at all and is extra information. Suggested change would ...
Guest over 3 years ago in General 0

Search ability for Mini-Directories.

Client would like the ability to search in Mini-Directories like you were able to in Needles 5.0. The Dean Boyd Law firm has a lot of options in mini-directories such as message topic, document category or type of document and believe all users wo...
Guest over 3 years ago in General 1

NEOS - Negotiation Tab - Add ability to hover over Notes column to see entire notes

On the Negotiation tab, add the ability to hover over the Notes column to have a Note pop up, such as on the Notes tab
Guest over 3 years ago in General 0