Ideas & Enhancements
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Needles 5.0

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"Go to Case" in Outlook Add-in

In the desktop version, when the outlook add-in tagged a case, there was an option to "go to case" in the add-in after tagging. I don't know if that's possible, but it would save SO MUCH extra clicking and typing, as we often have to DO something ...
Guest 9 months ago in  0

Checklist Report

It would be extremely useful to actually be able to print the checklist items for tasking purposes.
Guest 9 months ago in  1

Intake Pro Automations Should Have a Trigger for Repeating Items

Currently, repeating checklist items do not trigger automations set to Open or Done status. It seems that it's because the status does not change when the repeat occurs. Please add an option where the status check is on repeat or rework the repeat...
Guest about 2 years ago in  0

Add a Specific Case to Open Calendar View

It would be helpful to see a specific case calendar in open calendar view, that could give us the ability to see that cases calendar compared to specific staff member's calendars.
Guest 9 months ago in  0

RingCentral Integration

Please integrate with RingCentral VOIP system. See: https://developers.ringcentral.com/ and https://www.ringcentral.com/apps/ for click-to-dial, and call analytics & logging.
Guest over 3 years ago in Integrations 1

Ability to show mailing list a client is attached to within their provider card.

It would be a good idea to add a button to show what mailing list a provider card is attached to within the provider card. In the old Needles 4.9.1 the option to add and see was a click box on the provider card. I have attached pictures to help out.
Guest 9 months ago in  0

After you edit document details in Case Docs, I don't want to be brought back up to the top of the document list

Because there are so few "bulk action" options, I have to individually edit most documents that get put into case docs. After you edit a document's details, Neos brings you back up to the top of the page/list of documents. I want it to stay where ...
Guest over 1 year ago in  0

Is there any way for Needles to save my place in the chronology of Needles Notes instead of kicking me back to the first note in the stack when l exit the last note I am in?

This seems like software engineering 101 to me. The way the product works now makes it incredibly difficult to review the status of a litigation in Notes, which is too bad since that is actually the purpose of having Notes
Guest over 1 year ago in  0

Add printing options on less printer friendly pages in Neos

No description provided
Guest almost 3 years ago in  2

CASE SPECIFIC LINKS (which a user can use to view the entire case or just specific portions of a case) If this is implemented well this could help NEOs add much more additional customers each law firms deal with hundreds of law firms and if this is easy and simple to do other law firms will take notice

This would drastically cut down on time and also be a good advertising tool for NEOs
Guest 9 months ago in  0