Ideas & Enhancements

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would ...

I want to add the "Party Role" under the "Fields:" dropdown in "Update Results" under Advanced Search, so that he can mass update party roles using the advanced search feature.

It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...

Would like the ability to filter a dashboard by case dates in the case tab.

It would be great if the dashboards could look at a future date range. For example 3 months out, 30 days out. This is a great way to help filter cases that need to go into suit, upcoming trials, etc.

It would be nice if I could block staff from changing the case open date. If they change the open date to hide how long they've had a file in their possession, it effects my life on desk reports.

You should be allowed to choose a default e-mail address or move them around to change the default similarly to how you can with the phone number. It's common for clients to have multiple e-mail addresses.

It would be nice to be able to mark a file as in "litigation" manually instead of only being able to do so with an auxiliary checklist. In Needles 4 you could change the banner from red to blue manually, but you can't seem to do that with NEOS.

The ability to see what staff position each user is in would be highly beneficial to break up job functions

It would be useful if we could deactivate checklist in specific cases instead of in the case type