Ideas & Enhancements

In previous versions of Needles, you could send a message from the cases from the case tab. In Neos, you have to open up a message and then link it back to the case. It would be nice to have the "Send Message from Case" option back.

From what I have found there are three ways to print an envelope from a Neos generated template; however, all three are not ideal.Create a template with a second page formatted as an envelope. Once the document is generated, open in Word. Print ...

Name at top left of case when opened to stay as the primary on the case's name rather than changing. This just causes confusion as to who's case you are in at any given time.

Search should show the parties role in a case in the boxes that appear to list the cases that a party is affiliated with after you select a party.

Calendar reports should auto populate with today's date, alternatively if the date is put in the start field the end field should be autopopulated with that date.

rather than having to drill down/sort, would like to be able to pin important or in progress documents to the top of the list for easy access.

Either by clicking on the tag or via a filter at the top.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.

Add Alternate Case #1 to Case Header and in Search Pop Outs

On behalf of Andrea at Kaine Law.There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as w...