Ideas & Enhancements
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Needles 5.0

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Bring back the previous and next arrow in value entry screen

We used to have these arrows to switch between entries in the value tab. The benefit of the arrow is an example When a user enters case expense with a DTF entry they can use the arrow to quickly go to the DTF entry, rather than exiting out and re-...
Guest over 1 year ago in  0

Neos/Sharpoint sub-folders

For years our firm linked Neos cases to sub-files in SharePoint. With the new update, this feature has stopped working and it is disrupting the normal work-flow. Any method suggested as a supplement (such as companion cases) would require us to de...
Guest 9 months ago in  1

NEOS APP

NEOS APP would be so much easier to navigate when using your cell phone.
Guest 12 months ago in  1

In premium texting, when someone responds to a staff member's text, ONLY that staff member receives a notification, not everyone assigned or who has ever sent a text in that claim.

No description provided
Guest 12 months ago in  0

Mass Texting Messages

Mass Client Texting
Guest about 5 years ago in General 1 Planning to Implement

Allow more staff assignments in Intake

We have more than one intake member assigned to the checklist items. In the current intake you only have the primary staff and no one else. We have an intake lead that has checklist items but she cannot do anything until it is made into a case bec...
Guest over 2 years ago in  2

search name pop-up window information outlook v NEOS

Please add the full case name to the pop up window in NEOS-Outlook has it. This is because we have the main client, and many matters for the client. At a glance, when searching in NEOS, we can't be going through 21 (or 80 or 100) names of the same...
Guest 5 months ago in  1

Dashboards and reports cannot pull multiple checklist statuses.

Currently firms have to run two separate reports or have two separate dashboards if they are trying to pull information on checklist items with different staff codes. For example the dashboard "Checklist items by staff assigned" that is native to ...
Guest about 3 years ago in Checklist 4

Add print button on intake

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.
Guest over 1 year ago in  0

Using Keyboard to Search and Select Topic for Tagged Emails

In Neos itself, I can type on my keyboard to narrow down a note topic or document type and/or category, but when tagging an email in Neos, I have to scroll through our master list of everything. This is a very large time waster and was a simple fu...
Guest almost 2 years ago in  0