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Ideas & Enhancements

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Allow Column adjustment that does not reset with every use or every client

For instance, the column that lists telephone numbers is not wide enough to show the entire number (although the extension column is wider than the original). Every single time I have to look up a number, the column width has to be widened to see ...
Guest about 3 years ago in General 10 Shipped

Option to have word documents clicked on in CaseDocs to open up in Word Desktop by default

I don't like how the Word documents lookin the browser when we click to open them in CaseDocs (doesn't populate w/ our letterhead, and some of the formatting looks funky). So everytime I open up a word doc, i have to go and click to open it in the...
Guest about 3 years ago in Integrations 2 Shipped

Counsel Tab - Ability to select multiple parties in the Representing dropdown bar

Currently you can only select one party in the Counsel Tab that shows who that attorney represents. Multiple cases the attorney represents more than one party. It would be beneficial to be able to select multiple parties to accurately show who the...
Guest about 3 years ago in User Tab 11 Shipped

Neos - Add Provider Address & Phone number back to Value tab

In N4 the provider address and phone number would be listed under provider name on the Value tab, it is no longer there. Would be really helpful to ahve it back
Guest about 3 years ago in General 1 Shipped

Neos: ability to open and edit PDFs directly from Neos and save them directly to Neos

Edit PDFs Currently in Neos, when opening PDFs you have the ability to open them using Adobe Acrobat DC, however once the PDF is edited it will not auto-save directly to Neos the same way Word docs do. This is an inconvenience to have to save the ...
Guest over 3 years ago in Document Management 10 Shipped

NEOS - Trash Can for Recent Searches/Clearing All Recent Searches

Would like to see the trash can brought back to delete the recent searches. It existed before the 12/21/2020 update but no longer. Would ALSO like to see the option to clear all recent searches.
Guest over 3 years ago in General 0 Shipped
112 VOTE

One Step Emailing from Needles

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...
Guest over 3 years ago in Notes 29 Shipped

Litigation Titles are appearing in Case Header despite the Aux Checklists not being marked as Lit

These Litigation Titles by design appear in the Case Headers but it's been brought to my attention that clients would like to not see them in the header. It has been reported as an issue multiple times despite it being by design.
Guest over 3 years ago in General 19 Shipped

Case Calendar - Add item without putting it on MY Outlook calendar

I primarily enter all case calendar items into Needles. If it is a case date that I want on another attorney's calendar, but not my own, the only way to do that is to sign out, sign in as them, and add the item. It would be better if I could add a...
Guest over 3 years ago in Integrations 5 Shipped

Be able to maximize screen size for notes in value tab entry

No description provided
Guest over 3 years ago in General 2 Shipped