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."

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.

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

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.

Expand the size of the comment text box for user defined tabs.If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data i...

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...

In old Needles we had a divide of document setup button which was for word dcument templates and PDF Form setup for the PDF document merge. I have this firm that usage both word and pdf and its long and lots of document in the document setup. It w...

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...