Ideas & Enhancements
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Needles 5.0

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Settlement Calculator - transactions

The Settlement Calculator should be able to pull from transactions on Value items to help calculate accurate amounts.
Guest over 1 year ago in  0

Add provider info to values tab notes in case notes

Adding the values notes to the case notes automatically is great, but there is no way of knowing what value entry the note belongs to. Therefore, a quick review of the file notes does not provide a clear indication of which values have been notated.
Guest over 1 year ago in  0

Share/send neos-linked document to a pre-existing e-mail thread.

The only way to share a document on Neos is to start an entirely new e-mail chain. I need to be able to share a document with an already existing e-mail chain. I don't want to send a copy of the document--I want the actual document that is linked ...
Guest over 1 year ago in  0

Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
Guest over 1 year ago in  6

Neos | Add the ability to add providers and parties to mailing lists in bulk.

We would like to be able to add parties and providers to the new mailing lists in bulk. We are aware you can do so using cases, but this is still on a case by case basis. Our firm has thousands of parties and providers, so this process would be sl...
Guest over 1 year ago in  1

Ring Central Notifications

There should be an option in settings to choose who gets notified on inbound calls and outbound calls. Not all employees need to know what calls came into the office.
Guest over 1 year ago in  0

We need the ability to have a Value block at the Intake level.

Our firm like I’m sure many others incur expenses on a case when it is still at the intake level. We need to have a Value block similar to the Address block that would allow us to enter multiple Value entries on an intake and allow for those to be...
Guest over 1 year ago in  0

Neos: Ability to Copy the Negotiation Tab to a companion case (or any case)

I am able to copy all other list tabs, but not the negotiation tab. We often need the negotiations from one case into another and must have a way to copy in bulk. Please!
Guest over 1 year ago in  0

Neos - Required Field * should be larger and brighter. Also, box should be permanently highlighted in RED until the data is entered.

At this time, it is extremely hard to see the required fields on an intake because the asterisk is very small and blends into the name of the field. Please add color and a red outline on the field until the field is filled in so the users know tho...
Guest over 1 year ago in  0

Ability to add default values to fields in case and intake layouts

For many of our fields, they would have a default value for every case or intake. The ability to set that default in the layout would help so it is never missed or needs to be entered. For instance we have a field for BI insurance, but if the fiel...
Guest over 1 year ago in  0