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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 about 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 about 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 about 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

Neos: Certificate of Service Paragraph should include Fax Number

As shown in attached image, the Certificate of Service Paragraph tag option currently does not display the Fax number. This should be included in this type of tag.
Guest over 3 years ago in General 0 Shipped

Make Counsel Representing box multiselect.

When adding a new counsel to a case, would it be possible to make the Representing selection a multiselected option, so those who represent different parties, but same role can be save under one entry instead of two. In the image I have provided, ...
Guest over 3 years ago in General 1 Shipped

Document Field within other Tabs

There is a document field when editing the user defined portions of needles. We would like to be able to upload a document there such as a depo notice in the deposition tab.
Guest over 3 years ago in  4 Shipped