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Ideas & Enhancements
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Needles 5.0

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Neos: Add option for Category 2, Category 3 in Document Tab

This will allow us to create and access sub sub folders. Large litigation firm that needs more folder options.
Guest over 1 year ago in  1

PLEASE Add a default Reminder to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Guest over 1 year ago in Checklist 2

Document Tab - List View - Add an option to easily arrow through the documents

Document Tab - List View - Add an option to easily arrow through the documents without having to open them one by one. Having to open multiple pictures one-by-one is very time consuming and not efficient for our attorneys.
Guest over 1 year ago in  2

Accounting tab saving filters

When we log out and back into Neos we have to reset the accounting tabs filters. This becomes frustrating as by default it shows posted and pending checks and having the filters save would save us time having to put the filters back to only show p...
Guest over 1 year ago in Accounting Integrations 2

Neos Value Colors - Total Value

Please show all credit amounts for Value in Red like it was in Needles 4 and 5. If my value code is a "credit", the amount should show in the list view in red.
Guest over 1 year ago in  0

Document Tab - when opening a document, the Document Date changes to today's date

The Document Date should not change. it should remain as the original date of the document.
Guest over 1 year ago in Document Management 2

Open Links in New Tab Instead of same Neos Tab

This would allow us to view things like Companion Cases/Values while at the same time being able to make notes for users that only have a 1 screen set up. Right now you have to Open Sidebar Links like Case Docs in the same tab, then open in Sharep...
Guest over 1 year ago in  0

Permission "Modify Date Closed"

We used the permission to reopen close cases in N5 frequently. in Neos, the only permission is Modify Date Closed. The problem with this permission is we need to differentiate between who can close cases and who can reopen them. Please add separat...
Guest over 1 year ago in  0

OCR/PDF Editor - need ability to add new AND edit existing digital exhibit stickers and bates stamp on exhibits.

We can't edit existing digital exhibit stickers that were previously added in Adobe desktop using typewriter tool. We can technically add new digital exhibit stickers using the Neos PDF Editor typewriter tool, but it is a nightmare to customize th...
Guest over 1 year ago in  1

Check conflict when calendaring an event.

A message will pop up when a new event date and time conflicts with an already scheduled event and will alert the staff member.
Guest over 1 year ago in  0