Ideas & Enhancements
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Needles 5.0

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To have staff emails auto populate in the drop down along with the parties email in the case notes section

To be able to select staff email in the drop down in notes, instead of manually inputting email every time
Guest 5 months ago in  5

Be able to use the "tab" key to move from to, to cc, etc.

No description provided
Guest about 2 months ago in  0
112 VOTE

More Details on Calendar Item

It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
Guest almost 4 years ago in General 3 Future consideration

Add a value tab for intakes to keep track of referred out clients fees

Having a value tab for intakes will make reporting easier as cases that are referred out will not have to be saved as a case in the referring firm's Neos and have those cases come up when reporting for actual cases open for the firm
Guest 14 days ago in  0

Add the ability to have case header go back to "Open" from "In Litigation" when the auxiliary checklist items are not marked open

Many cases go in and out of litigation, and there is currently no way to remove the "in litigation" from the case header without deleting all auxiliary checklist items that are marked as litigation in settings. There should be a way to manually re...
Guest 7 months ago in  1

Add contact person to company in address book

When we add a company to the address book, we also have to add the name of the contact person in that company. However, the address book does not have a place to add this person's name. We have to create a separate contact for that person and the ...
Guest 2 months 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

Calendar Colors with Needles and Outlook

Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.
Guest over 3 years ago in  1

Ability to search for ONLY open files / search default to open files

When searching for cases, please provide an option to filter out closed cases or leads etc... Or make the results default to open cases only. So much time is wasted accidentally pulling up closed cases or saving emails etc. to closed cases, and th...
Guest about 1 year ago in  0

Neos - Electronic Filing - We need to be able to upload documents directly from Neos to the Court system website for e-filing

Currently, the process to upload documents to a court website for e-filing is to download all documents and exhibits (could be over 20 or 30 documents), and then upload them to the court website. It would be much easier and efficient (and less roo...
Guest 8 months ago in  4