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Add Client/Case # as Column for Browse Documents

While it is nice to see all the general documents being added, this would be helpful to know what case the document is associated with. Also, if from this tab, we could then go into that case, that would be even more logical and helpful. As of now...
Guest almost 2 years ago in  0

Cloud - Populate check number in Neos and case number/customer name on check memo

In previous versions of Needles, when processing a check in QuickBooks the memo section would populate with the case number/customer name. QuickBooks would also push back to Needles to update the memo line in the value item with the check #.
Guest almost 4 years ago in Accounting Integrations / Integrations 2 Already exists

Ability to copy/move notes to multiple cases (which are not linked as companion cases)

This would be very helpful to mass tort firms who may have 3,000 individual cases that are related. It is not reasonable or practical for them to search for and select each client individually. The only suggestion/thought that I have is that a ful...
Guest about 3 years ago in General / Search 0

Neos: Ability to nest document attachments under their lead document.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.
Guest over 3 years ago in General 2 Already exists

Checklist items to follow up with outside referral Attorney via email

Neos Automation should be able to send an automated email to the referred to email address in a case to get status updates. The email should include a link to the case in Neos so that the recipient can easily view the case details. The recipient's...
Guest 10 months ago in  0

Activity Feed for Provider Card

It would be great to have an activity feed for just the provider card information - like address, name, phone number, etc. When replacing duplicates, it can sometimes be hard to determine which card has the most updated information. It often takes...
Guest about 1 year ago in  1

Value tab calendar having a today option

At the bottom of an entry on the value tab there is an entry for the date and the initials of the user making the most recent changes. If there is a button that updates the calendar to today, it would make it easier to update the value tab entries...
Guest about 1 year ago in  0

Mass Update Provider Emails

A user would like to be able to Mass Update Provider cards to change and add emails to them in case there's a change that applies to multiple entries. Example: One provider has many offices and therefor has many provider cards. When they need to u...
Guest about 1 year ago in  0

New Note upgrade not helpful

The new note update is unnecessary. It adds an extra step when creating a note. If it could be savable from the side pane that would be ok, but to click details then save the note is excessive.
Guest over 1 year ago in  0

Allow the Note popup to pop up from the Bottom of the screen

The note popup should have an option to pop up from the bottom of the screen, and also be adjustable so that we can make that popup screen larger. When on the bottom of the screen, the pop up will be wider, allowing us to read more of the note wit...
Guest over 1 year ago in  0