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Ideas & Enhancements



Showing 618 of 1614

Add a "Select All" option to Case Docs Tab

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
Guest almost 2 years ago in General 1 Planning to Implement

Bring back the CASE STATUS or a report similar to the information provided on case status.

The Case Status provides the attorney a summary of the case at a glance. The following information is needed at a glance. Color Liability A/D Date of liability Damage rating for PD , both defendant and plaintiff Sorriano issues Limits PD $ value T...
Guest over 1 year ago in General 1

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

Ability to change font size

No description provided
Guest over 3 years ago in General 1 Unlikely to implement

"date created" in docs

It's not the date the document was's the date it was last accessed.
Guest over 1 year ago in General 1

Document Merge - Ability to merge multiple documents at once.

Ability to merge multiple documents at once and option to do across cases as well.
Guest over 1 year ago in General 1

Neos - SharePoint Link - Back on Case Tab

With the Jan 25 Update users have to go to the Documents Tab and go to Settings to access SharePoint link for the documents of a case. Users would like to have the hyperlink in the Case Tab again for easier access.
Guest over 1 year ago in General 2

Neos - Notes - Add ability to Filter Note Topic Drop Down

Firm has many Note Topics. Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes
Guest over 1 year ago in General 1

Reschedule Calendar appointment populates option to assign new date

In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.
Guest over 1 year ago in General 0

Neos- Ability to have a Status Tab

In Needles, the status tab was useful to keep track of only important information instead of viewing everything listed in a Case Facts report. Would love to see this feature added to Neos.
Guest over 1 year ago in General 0