Ideas & Enhancements
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Give folder view in the Documents tab the same ability to organize Document date columns as List view.

At present, the Folder view in the Documents tab cannot have it's column "Document Date" reorganized. This makes the documents in that view appear out of order. For users who prefer Folder View, this function would be useful, the same way it is in...
Guest 5 months ago in  0

Intake Pro reports should automatically include both intakes and notes in their reports.

When running the report, we are looking for anything that was an intake at any point in time. If an intake has been converted to a case, it was still originally an intake and should be appearing in the intake report.
Guest 5 months ago in  0

Ability to add tags to document in template generation

We can add type and category in template generation, but not tags. It would be nice to be able to tag them at that same time.
Guest over 2 years ago in Document Management 0

Add Client/Case # as Column for Browse Documents

While it is nice to see all the general documents being added, this would be helpful to know what case the document is associated with. Also, if from this tab, we could then go into that case, that would be even more logical and helpful. As of now...
Guest almost 2 years ago in  0

Cloud - Populate check number in Neos and case number/customer name on check memo

In previous versions of Needles, when processing a check in QuickBooks the memo section would populate with the case number/customer name. QuickBooks would also push back to Needles to update the memo line in the value item with the check #.
Guest almost 4 years ago in Accounting Integrations / Integrations 2 Already exists

Saved advanced search retains sorting

For example, when creating a custom report using the advanced search function. I have created a report that groups together the open cases by the primary staff assigned to the cases. I would like to be able to further sort the results in alphabeti...
Guest about 1 year ago in  1

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

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

Address Book Search Enhancement

Please add the ability to search the address book by zip code. This is especially helpful when searching providers that may be nearby for a client. We have the zip code ability in the main search, but having that ability in a list view will be muc...
Guest 5 months ago in  0

document count

can we have a document count for each of the topics? When importing a large number of documents, it is helpful to have a document count as a double-check to ensure that all were uploaded to NEOS. Thanks!
Guest 5 months ago in  0