Ideas & Enhancements

Display Names of Attoneys and who they represent. Users may need to write an attorney regarding a matter; however, when there are multiple attorneys and/or parties in a case, while you can chose the attorney, you do not know which party this attor...

It would be nice if there was a display name that could be quickly edited for a document rather than having to reupload the document with a different file name to change what it is displayed as.

It would be useful to show the status of a calendar item on the Needles Today listing for it. This could be enhanced by removing anything from the Needles Today screen with a status of "Done."

There should be the ability to set up email notifications for messages and intakes.

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.

The Category box in the document generator should be a drop down so you know the options. The problem we run into is that we have a Rejections, SS Rejections, and WC Rejections. However when you type Rejections, document in all 3 categories come u...

Ashenden & Associates - Document tab - Import Documents. If they are importing the contents of a folder, the TYPE field should be populated with the name of the folder automatically. If we cannot do this, the manual process of updating the TYP...

Request to make the synopsis tab larger

In Needles 4, you could click a button that says "All Staff" under intakes. This would allow you to see all staffs intakes quickly. In Neos, you have to click on each staff members name to see the firms intakes. Should be allowed to see staff grou...