Ideas & Enhancements
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Needles 5.0

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ability to save multiple emails at a time from outlook to Neos

Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...
Guest almost 4 years ago in Messages 0

Merge Prompt Field Dropdown Auto Close

When generating a document, it seems as though after making a selection from a dropdown, it should automatically close instead of having to click "outside" the dropdown for it to disappear.
Guest over 2 years ago in  0

Cloud - Change Red Flag note from "add note" to "red flag"

The label for the old “red flag” screen is now called “add note.” It’s confusing – at least at first. I think that it should go back to “flag” or something like that. The “add note” tab, wrongly suggests that one is adding a case note – instead of...
Guest almost 4 years ago in  0

Neos: Add additional sign in restriction settings

Please add additional sign in restriction settings to Neos that block signing if a condition is met or unless a condition is met: Some suggestions: Add Geo blocking to block logins from other countries Add work hours to staff profile settings to c...
Guest over 2 years ago in  0

Cloud: The search function should be able to ignore "The" in a provider name.

(Michael Melonakos - mike@scinjuryattorney.com) Many law firms and providers' names start with "The" - for example, my law firm is The Melonakos Law Firm, LLC. . . so if I go to search for my law firm to add to value tab, and I type in Melonakos ....
Guest almost 4 years ago in General / Search 0

Use Keystrokes instead of a mouse

Needles 5.0, I like to use keystrokes instead of a mouse. It seems like everything is mouse driven. Say when I delete a checklist item, I mouse over to delete And then a box pops up asking me if I really want to delete it. That is fine, but I shou...
Guest over 2 years ago in  0

User would like to be able to tag documents or attachments from a calendar in to the case calendar

User would like to be able to open outlook calendar and open and be able to tag an event with attachments such as pdfs
Guest about 3 years ago in General 0

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...
Guest about 3 years ago in Integrations 0

Integrate with Ring Central

Would be great if Neos would seamlessly integrate with Ring Central and allow users to select Ring Central as the phone app.
Guest over 2 years ago in  0

Dictation available in Notes

having the option to dictate in Notes would be helpful
Guest over 2 years ago in  2