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One Step Emailing from Needles

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...
Guest over 1 year ago in  28 In Development
103 VOTE

Neos: Scan document directly to case

Having functionality to scan document from scanner directly to a case instead of scanning and saving to local computer first.
Guest almost 2 years ago in  7 In Development

Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...
Guest almost 2 years ago in General 2 In Development

No limit to characters typed into a checklist item

There should be no character limit when making notes in your checklist description field. This causes multiple checklist items of the same to be set, when all the information cold be in one checklist item. For example, when requesting records from...
Guest almost 2 years ago in  1 In Development

Neos - Change color of flag note and light bulb to a more alerting color.

The flag/special note at the top of cases used to be an orange hue, and so did the light bulb. With the recent Neos facelift, those two items now blend into this muted color scheme rendering point of the flag/special note and the light bulb useles...
Guest almost 2 years ago in General 0 In Development

Email a checklist item once set

An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).
Guest almost 2 years ago in Checklist 0 In Development

Word Templates Add In for Mac Users

Currently there is no add -in for Mac users to code their own templates.
Guest almost 2 years ago in General 1 In Development

Neos - Change Default to Uncheck the 'File Attachments' When Tagging an Email

The 'File Attachments' box is auto-checked when tagging an email, firm would like it to be defaulted unchecked as it is cluttering up the case docs tab with unnecessary attachments
Guest almost 2 years ago in Integration 1 In Development

NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.
Guest almost 2 years ago in General 1 In Development

More Robust Intakes

Intakes are not nearly robust enough to fill the function that they were intended to fill. They need a checklist, a note tab, and so many other things that they should be set up exactly like cases. Intakes can live as intakes and be worked as inta...
Guest over 2 years ago in General 4 In Development