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Ideas & Enhancements
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Needles 5.0

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Can we please get an automatic assert of percentage into the settlement break down (without having to copy and paste the number)

This would be extremely helpful
Guest 7 months ago in  0

Can we please allow firm administrators to change the order in which sections are displayed and add more section icons

Can we please allow firm administrators to change the order in which sections are displayed and add more section icons
Guest 7 months ago in  0

On the reports button can we please get a search bar that says allows us to type the exact report instead of us having to scroll down and find each report manually

On the reports button can we please get a search bar that says allows us to type the exact report instead of us having to scroll down and find each report manually
Guest 7 months ago in  1

NEOS TASK BUTTON

Can we implement a task button in NEOs to where we can request a task to be done for a certain case and set a deadline for that task to be completed?
Guest 7 months ago in  0

Individual Link for Each Case for Each Case (Please)

If we would have a way to where we would pull a direct link from each case that would be extremley helpful.
Guest 7 months ago in  0

BEING ABLE TO RECIEVE EMAILS DIRECTLY INTO NEOS CASEFILE - WHEN CAN MAIL OUT BUT DO NOT RECIEVE EMAILS IN AUTOMATICALLY (IF THIS COULD BE SOLVED IT WOULD BE IN)

As it stands we are able to email out of NEOs but if someone responds to said email back it does not allow go into the case file. Can we please fix that.
Guest 7 months ago in  0

Neos: Show Name ID in Search Results

In cleaning up duplicates, it would be very time saving to see the Name ID in the search results. Instead, now I have to open the provider card to see which provider is which.
Guest about 1 year ago in  0

Related Documents

It would be useful to allowing the linking of documents within the folder view
Guest almost 2 years ago in  0

Medical Treatment Tab with Recs/Bills Attached

It would be very helpful to have a medical treatment tab that we could associate records and billing to, which would have categories for dates of service, costs, etc.
Guest about 1 year ago in  1

Neos - Highlighting Searched Words/Terms/Phrases

Users would like the functionality for Neos to highlight the searched word/term/phrase within Neos wherever they are able to search, i.e. Notes, Documents tab, etc. In the attached files, I manually highlighted what word I searched for and where i...
Guest about 3 years ago in Checklist / Search 0