Ideas & Enhancements
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Needles 5.0

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Neos Outlook Add-In - Please add single sign on or Sign On with Microsoft

We require everyone to use Sign On With Microsoft in Neos, which eliminates the need to remember your Neos password. When it comes time to sign on to the Outlook add-in, most people do not remember their Neos password.
Guest 8 months ago in  0

Can we please get some UI Designs on our fields sections (let's make NEOs the Lamborghini of the Legal Case Software world)

NEOs is great but what would make it even better if the sections were more visually appealing. A UI so our employees can just doesn't focus on funucatility but also the most visually appealing and captivating platform on the market. You buy a lamb...
Guest 9 months ago in  0

When setting up a case asking automatically if a companion case is attached and if so adding a hyperlink to the companion case i.e mother and daughter

When setting up a case asking automatically if a companion case is attached and if so adding a hyperlink to the companion case i.e mother and daughter
Guest 9 months ago in  0

The Value Tab is great but i think there should be another tab on or default plain thats dedicated solely to case cost which is such a big part of everyones practice

The Value Tab is great but i think there should be another tab on or default plain thats dedicated solely to case cost which is such a big part of everyones practice
Guest 9 months ago in  0

NEOS PDF Editor - The Viewer Needs to Be fixed Its Too Small

The viewing of a document in and using NEOS PDF Editor is cumbersome. You cannot take advantage of the entire computer screen, it is like a smaller screen within a smaller screen view. Side by side view is so tiny that you cannot use it. The viewe...
Guest 9 months ago in  0

For those of us who use litigation funding companies to fund our bigger cases can we get a button added in the settlement tab that says amount received from litigation loan company or client credit/fund or something similar in which can automatically calculate if any money should be owed back to the client Example Bob has a big commercial case and the litigation company gives Bob $100,000 in funding to prosecute the case. The litigation company for making this loan charges the law firm 30% interest (In bobs retainer agreement the law firm states that the client agrees to incur all interest associated to borrowing for his case) Total Amount given to the law firm by the funding company $100,000 Total Interest on monies taken $30,000 Total Owed Back to the funding company $130,000 Case Expenses $100,000 Then bob should have $130,000 deducted from his settlement Also, a scenario if the law firm does not use the full budget how much should Bob be deducted In short any settlement tabs associated with interest and refunds would be greatly appreciated

For those of us who use litigation funding companies to fund our bigger cases can we get a button added in the settlement tab that says amount received from litigation loan company or client credit/fund or something similar in which can automatica...
Guest 9 months ago in  0

Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact invoice/bill and can we also get a download all invoice/bills button in which we can download and email off to client in neos or outlook

Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact inv...
Guest 9 months ago in  0

Email Tag - Search by File Number

It would be nice to be able to change the default search fields when tagging an email to Neos. To be able to search by "File Number" would be very helpful for us. That is the commonly used search number that we use for multiple programs.
Guest 9 months ago in  0

Active cases only

When selecting a client with multiple cases, the active one is selected not a closed one. If there are two active cases then a pop up will occur to allow for the selection of the case you want.
Guest 9 months ago in  0

Dashboard Tiles - When adding new tiles to a dashboard, add them to the bottom. Also add a sort option.

Right now, the dashboard tiles do not hold their position. When you add new tiles, all tiles shift and you have to reorganize them all. Please make it easier to retain layout or add a sort option.
Guest 9 months ago in  0