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Ideas & Enhancements
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Needles 5.0

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Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear

Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear
Guest 9 months ago in  0

Better and More Intuitive and Visually Pleasing Design for case fields and fields located sections

Can we please get a better more visually pleasing design for tabs, and text in case fields as well as secitons.
Guest 9 months ago in  0

Automatically insert and generate file number

I know NEO's currently tells you the number of the case in the system but having NEOs generate a file number associated with each case would be very helpful.
Guest 9 months ago in  0

Automatically insert percentage into case calculation in value tab without having to copy and paste

Once we select the attorney fees percentage can we have it automatically inserted in the value tab without having to copy and paste
Guest 9 months ago in  0

Apply Sharepoint changes to Case Doc

Changing titles of many documents one after another in Neos is VERY time consuming. It is far easier and faster to do it in Sharepoint. Either make it so that Neos doesn't have to constantly re-load after every chane, or apply changes made in Shar...
Guest over 1 year ago in  0

Add column for "Organizer" in the Case Calendar list view

This will be helpful if we need to handle calendar entries created by someone who no longer works at the firm.
Guest over 1 year ago in  0

Ability to filter Case Docs by "Party"

You can filter Case Docs by almost everything except by "Party." I would love the ability to filter by party--not sort, filter.
Guest over 1 year ago in  1

Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)

For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option. While more robust controls over maintenance m...
Guest almost 5 years ago in General 1

Larger Photos of Client Photos and Intake Staff (instead of just a small 1 inch box)

Could we please add this I think it would be very helpful and user friendly
Guest 9 months ago in  0

A Case Tab Section Solely Dedicated to Medical which transfers into the value tab and a cast tab solely dedicated to case expenses

Can we get a case tab that is solely dedicated to medical. bills and records and another tab soley for case expenses which automatically transfers over to the value tab instead of everything being uploaded in the value tab
Guest 9 months ago in  0