Ideas & Enhancements
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add "note" or "Preference" section in Party

Sometimes our clients prefer to be contacted via text, email, etc, versus being mailed. A section to select our client's preferred mode of contact would be beneficial.
Guest about 2 years ago in  0

CLOUD: Being able to add documents when doing intake

CLOUD: Being able to add documents when doing intake. When the client is doing intake they want to be able to attach document with it so when it make it into a case it adds the document in the document tab.
Guest about 4 years ago in  1

Default E-Mail

You should be allowed to choose a default e-mail address or move them around to change the default similarly to how you can with the phone number. It's common for clients to have multiple e-mail addresses.
Guest about 3 years ago in General 0

Litigation Identifier

It would be nice to be able to mark a file as in "litigation" manually instead of only being able to do so with an auxiliary checklist. In Needles 4 you could change the banner from red to blue manually, but you can't seem to do that with NEOS.
Guest about 3 years ago in General 0

Neos - Ability to log out other users

Add ability to log other users out of the system if they accidentally stay logged in after hours or when updates are made
Guest about 3 years ago in General 0

Tagged Emails Should Link to the Case

After tagging an email to a case, especially since there is no ability to change the name of a document, there should be an option to then go into that case, particularly the Case Docs tab of that case so that one can then easily change the name o...
Guest about 2 years ago in  0

Insurance Tab

If a person/case has multiple insurances available, it would be great if there was a box where you can select a numerical value to input the "order of priority" (receipt of premium) and view it from the list-view of the tab. This would help on mul...
Guest about 1 year ago in  0

Needles 4- Send Notes to the time tab

It would be useful if we could send notes to the time tab to make entering time entries easier.
Guest about 2 years ago in  0

Cloud - Add Feature to notify Needles Admin

There would be libraries that might not contain an necessary entry. It would be a nice feature to add the ability for a user to make a request to the Needles Admin to add that entry. For instance, I am creating a Bankruptcy case and notice that my...
Guest about 4 years ago in General 0

We should be able to send a text message to a provider, not just provider's that have a case assigned.

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Guest about 1 year ago in  0