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Checklist

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Link Insurance Tab Dates and Negotiation Tab Dates to the Checklist

Firm would like the ability to link their Insurance Tab Dates (like 'Actual') and Negation Tab dates to the checklist and have them trigger checklist items
Guest over 4 years ago in Checklist 1

Assign a Task to a Staff Member which creates a Checklist item with Follow Up

Assigning tasks to staff members is a daily occurrence. It would be great to be able to give a task to a staff member and have a way to confirm that the task was completed. Maybe the ability to assign a task by sending a message to a staff member,...
Guest over 1 year ago in Checklist 0

Needles Today: Show Future Items

Needles Today can only view items that are either overdue or due today. It would be great if we could see 30 days ahead in Needles today, just to see what is coming up.
Guest almost 4 years ago in Checklist 0

Ability to add a checklist item from the Checklist Summary or Needles Today screen

It would be nice if you didn't have to go into a case to add a checklist item when you are in the Checklist Summary or Needles Today screen. It would save time and keystrokes.
Guest almost 4 years ago in Checklist 0

Cloud - filter checklist by multiple columns

When opening a case, selecting checklist, can filter by status or due date but would like to filter by both.
Guest almost 4 years ago in Checklist 0

Easier way to track Discovery

Maybe a Needles tab dedicated (not user defined) to track discovery drafted, pounded, served, response due, dates good faith letter sent, and likewise for discovery propounded on our client, with integration directly into the Checklist. It would b...
Guest about 4 years ago in Checklist 2

Checklist Numbered in Needles Today

She sees the total nunber of items on Needles Today but she wanted to be able to see number before the case number to see how many she has that way as well.
Guest about 4 years ago in Checklist 0

Drop Down Document from Checklist "To-do" option or Task Option

It would be easier if we had an option for a To do task: to generate a merge document, drop down option, of the variety of letters that we have for Non-Rep created as templates in NEOS.
Guest about 2 years ago in Checklist 0

Block the ability to change checklist items to other staff

If you remove the ability for staff to modify the checklst, this includes modifications to their own checklist items such as status. This permission should block the ability to modify everything except for the status. That way changes are not made...
Guest over 4 years ago in Checklist 0

Checklist

When a checklist item with a document comes up, the document should be automated. You have 5 checklist items that require documents. Would you like Needles to print.
Guest over 4 years ago in Checklist 0