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Ideas & Enhancements
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Needles 5.0

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Quick Fill Texts - Limit Access by Staff

The Quick Fill Text list is getting very lengthy - we would like to limit what options the staff see by staff member and/or department. So the SS department can only see SS related Quick fills, etc.
Guest over 1 year ago in  0

Add a scroll function to text directory

In the texting screen, the directory for previously generated texts will extend past the visible screen if there are enough options, with no way to view what is above without zooming the screen out. A scroll bar would counter this.
Guest over 1 year ago in  1

Ability to have multiple company addresses under firm preferences

Ability to have multiple firm addresses and be able to select them to tag letterheads for different attorneys when creating the doc from template
Guest 9 months ago in  0

Reporting number of case by event

create a report that allows you to get a case count by the event verses the Neos case number. An event or DOI May have 10 Plaintiffs who have their own Neos case number but it is still considered one event or one case. I need to add the companion ...
Guest 9 months ago in  0

Neos - Service Dates - Autofill the Second Date

When selecting the first service date, if the second date could default autofill with the same date as the first this could streamline the process of adding new value items to the value tab. User would like this set up this way and make changes to...
Guest about 3 years ago in General 1

Neos: Please add an option to condense the size of a Name field

we may not need to see the contact information and it takes up a lot of real estate on the tab.
Guest over 1 year ago in  0

Neos - allow the order of the parties to be changed after selecting a case to tag a message to

It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...
Guest about 3 years ago in General 0

Needles today should auto refresh itself or at least prompt a refresh

Needles Today doesn't prompt you to refresh or update after you've made a change. You have to close it out and reopen to have a checklist change reflected. Previously, it would allow you go Save or give you a response to refresh the screen. Now th...
Guest over 4 years ago in General 1

Making adding a note 1 click, not 2.

Currently, to add a note you need to click twice. The first click brings up a small dialogue box. You then need to click a second time to get to the "details" screen, the only place you can access the "topic" drop down, which must be selected befo...
Guest over 1 year ago in  0

Invoices need more functionality

we should be able to request or create invoices for providers not just the parties involved in the case
Guest over 1 year ago in  0