Ideas & Enhancements

If you remove the ability for staff to modify the checklst, this includes modifications to their own checklist items such as status. This permission should block the ability to modify everything except for the status. That way changes are not made...

When a checklist item with a document comes up, the document should be automated. You have 5 checklist items that require documents. Would you like Needles to print.

A wish list item for a new notification option: checklist items. It is often not efficient to be checking your checklist multiple times a day. A button that shows the number of checklist items due (that day or earlier) and a notification of new ch...

There really should be an option to disable the Staff Roles and Case Date References Warning [pop up boxes] when you add an auxiliary checklist. It insults the intelligence of the people who know what they’re doing when you force it on the user EV...

You used to be able to see which Auxiliary Checklists were attached to a case in Needles 5, which was useful to have at a glance. Some update has hidden the non-litigation checklists.

Should have the ability to delay a checklist item from loading onto the checklist. For example if I wanted a checklist item to populate 30 days after the COD.

Firm would like to have Staff 1 as an column chooser option on their Needles Today checklist

Firm would like the ability to link their Insurance Tab Dates (like 'Actual') and Negation Tab dates to the checklist and have them trigger checklist items

If you get the Unsaved Changes warning box when marking a checklist item done and click Yes on that box, your checklist item will be marked done, but the child items that feed off from that parent item will not appear. You have to save a change to...

By default, the Status column of the checklist (Open, Done, N/A, etc.) does not have the same text color as the rest of the checklist item, making it difficult to see the status when the item is colored with a dark color (such as the red we use fo...