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Ideas & Enhancements
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Needles 5.0

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Add permission to archive intakes separate from delete intakes

Add permission to archive intakes separate from delete intakes
Guest 10 months ago in  0

The ability to drag & drop the file in the Notes tab.

We would like the ability to drag & drop our files into the notes tab, similarly to how we can do in the documents/case docs tab. This allows for an easier, more productive way to create notes with attachments.
Guest about 1 year ago in  0

Adding Azure single sign-on as an integration option

With the requirement of SharePoint and the office suite, it seems to me that adding Azure single sign-on is the next evolution of logging into the Neo’s portal. For the firms that already have an Azure presence and Azure security configured for mo...
Guest over 1 year ago in  0

The "X" on the party screen to see other parties associated with case is confusing.

Please come up with a different identifier for listing parties on the party screen. X is typically used to exit out of something. Maybe the words "List Parties"
Guest over 1 year ago in  0

The ability to have multiple intakes on the same case type and to import intake sheets.

The ability to have multiple intake sheets for the same case type. For example one sheet for older intakes that data still needs to be retained and another sheet for new intakes. The ability to import a intake sheet from one case type to another w...
Guest almost 2 years ago in  0

Intake Pro: Allow Party Name Blocks to be a Part of a Section that is Contingent upon a Question

Party name blocks on intake layouts cannot currently be added as part of a separate section. We often receive an intake from a representative person who is calling on behalf of a deceased injured party. We would like to have a question in our inta...
Guest almost 2 years ago in  0

VALUE TAB GLITCHES AT 50 ENTRIES

49 entries is fine, 50 makes them disappear, the work around support provided was to create a "dummy" value item because it works fine again at 51...
Guest 5 months ago in  0

Bring back the PAID column in Value Tab!!!!!

We are in a jurisdiction where the PAID amount of medicals is important. Not being able to see this at a glance is a big time waster!
Guest 5 months ago in  0

email address for each case

Filevine users have a dedicated email address for each matter. This would be a very efficient upgrade from the tagging system we currently have (though we would still need the tagging system for correspondents who don't "reply-all."
Guest 5 months ago in  0

Best time to visit meghalaya

Best Time to Visit Meghalaya - Monsoon Retreat: Indulge in the serene charm of Meghalaya's rain-washed landscapes during the monsoon season. Enjoy the soothing rain showers while exploring its abundant natural beauty.
Guest 5 months ago in  0