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Ideas & Enhancements
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Neos: Ability to nest document attachments under their lead document.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.
Guest over 3 years ago in General 2 Already exists

Cloud: Allow Staff Permissions to be Copied from One User to Another.

Staff permissions should be able to be copied from on user to another, like in the previous versions of Needles.
Guest over 3 years ago in General 0

Being able to send documents to other parties in the case just like note tab.

When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and p...
Guest over 3 years ago in General 2 Future consideration

Cloud - Change User Interface/High-Contrast Mode

The default theme of Neos isn't the easiest to see for those who don't have the best eyesight or who may not have the best monitors. All of the tones of gray blend together and it becomes a bit jumbles. It would be nice to be able to customize the...
Guest almost 4 years ago in General 0

user would like the able to edit/ resize columns in report layout and save it

Currently in neos if a user resizes a few columns and clicks in to a case. When they go back to report details the layout reverts they changes they made. Along with if they drag columns to the top.
Guest almost 3 years ago in General 3

Ability to copy/move notes to multiple cases (which are not linked as companion cases)

This would be very helpful to mass tort firms who may have 3,000 individual cases that are related. It is not reasonable or practical for them to search for and select each client individually. The only suggestion/thought that I have is that a ful...
Guest about 3 years ago in General / Search 0

Addresses should be shown when searching for a provider and Under provider name in Value section.

On behalf of Burnetti P.A Showing address clients would like to see adresses displayed under the provider name in the value section. This would easily allow them to grab this information without switching tabs or searching for the provider.
Guest over 3 years ago in General 1

TAG - Browse Documents Tab - Ability to perform bulk action

TAG - Browse Documents Tab - Ability to perform bulk action as it would be help to be able to bulk tag documents in this view
Guest over 3 years ago in General 3

Calendar - Multiple reminder

more than just one reminder time
Guest over 3 years ago in General 2

Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected

There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Guest over 3 years ago in General 1 Already exists