Ideas & Enhancements
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Needles 5 - Add automatic calendar refresh

When other users schedule something for someone, that item is not visible until the calendar is manually refreshed or closed and reopened. Please add automatic calendar refreshing so that those items are visible after scheduling without having to ...
Guest almost 3 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

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

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

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

Company Logos and Branding on our NEOs and not just in a small box pushed to the side in which no one can see

If we can add more places in neos or even in the sections to where we can display our logo or brand that's not small and hidden it would be greatly appreciated.
Guest 9 months ago in  0

Ability for Firm Administrators be given the option to lock the dashboards so we have one consistent theme throughout our firm

Firm Administrators be given the option to lock the dashboards so we have one consistent theme throughout our firm.
Guest 9 months ago in  0

Firm Log In Page or Firm Wallpaper which says powered by NEOs that can be displayed before we log into NEOs (We are proud of our law firms we have built so if we can show case that it would be greatly appreciated

Must of us have law firm websites in which we have dedicated a significant amount of time coming up with logos and branding ourselves if we could be allowed or even if we had a paid option to allow NEOs to do it to where we can display that to all...
Guest 9 months ago in  0

Can we please get an automatic assert of percentage into the settlement break down (without having to copy and paste the number)

This would be extremely helpful
Guest 9 months ago in  0

Can we please allow firm administrators to change the order in which sections are displayed and add more section icons

Can we please allow firm administrators to change the order in which sections are displayed and add more section icons
Guest 9 months ago in  0