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Ideas & Enhancements


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Make the standard "How did you hear about us?" field editable and reportable

Currently, the "How did you hear about us?" field under General Information in the Case tab on all cases cannot be edited or pulled into a report in any way. This field should be a mini directory that can be edited - perhaps under the Mini Directo...
Guest over 2 years ago in General 1

Neos FirmSession.FirmLogo tag image is too small

Regardless of the size imported into the Firm Logo image upload field, the resulting tag image in generated documents is too small, and it also loses resolution if dragged to fit the width of a page. Lovett Law Firm updates their letterhead almost...
Guest over 2 years ago in General 1

Neos - Case Folder Link Relocation

After the last patch, Neos had moved the case folder link from the case tab to the Case Docs tab, this is more steps in order to navigate to sharepoint, and makes the process longer. Please revert this change and put the case folder link back on t...
Guest over 2 years ago in General 0

Ability to access HTML files from SharePoint

Our Social Security client rely on documents directly from the SS website. They can download a .zip file of all client documents, which includes an Index file. This Index is not accessible from the client folder in SharePoint. Known Clients affect...
Guest over 2 years ago in General 0

Excel - allowing for the use of excel within the program to include tags

This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total
Guest over 2 years ago in Document Generation / Integrations 0

Select "Print One check for same Provider"

I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.
Guest over 2 years ago in Accounting Integrations / Integrations 0

Allow Companion Case Folders to be Nested in Main Case

Currently, this is not possible, if you were to change the case folder for a case that is apart of a Companion group it will change all the case folder links to that one folder; however, whenever you have them seperated from the companion group an...
Guest over 2 years ago in General 0

Noes - Value Tab = Service Dates should be all 0's

When creating a value tab item, it should have all 0's as the service dates - right now it defaults to todays date
Guest over 2 years ago in General 1

Neos - Remove Report Category based off of the Special Permission Exceptions.

Suggestion: Whenever a user has the permission to view reports but doesn't have the ability to run specific reports due to their Special Permission Exceptions for reports, the tab inside of Neo's Report Tab should not show the category. Current: C...
Guest over 2 years ago in General 0

Neos - Document Tab - Folder View - Add Multiselect to allow file names, and types to be changed.

Current in Neos, you are able to select multiple files in the File View of the Documents tab; however, whenever you change to folder view you are not able to change the file name, category, or type. Due to the way a lot of firm's are set up, they ...
Guest over 2 years ago in General 0