It is much more efficient and trackable to put intakes first into Needles instead of handwriting them, but we still need a paper copy of the intake for the Attorneys and Paralegals to review when the lead comes in for an interview.
"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS
Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
over 1 year ago
Planning to Implement
When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...
It seems after a recent update I can no longer edit a note of a tagged email. It is important to be able to add a comment on a tagged email. I like to put the email in context and then have the email copied below in the same note, which was possib...