Ideas & Enhancements
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Needles 5.0

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Counsel Tab - Checkbox for if they are Active on the Case

Would like the option to check a box on the counsel tab indicating whether or not this attorney is still assigned to the case. If they are no longer assigned to the case, this box would be able to then filter that attorney from appearing in the dr...
Guest over 2 years ago in  0

Merge templates: Tagging for multi-party/provider when a firm migrates from Needles

When converting codes to tags for migrating firms, we should also look at the prompts as outlined in Needles to create the identifier/prompt in the Neos tag. Add the identifier designated in Needles to identify the prompt. For example, "Select Cli...
Guest over 2 years ago in  0

Age At DOI is blank when Party's age is under 1 year old

When creating a new document from a template that includes Age At DOI ([[ Age At DOI | Case.Parties.AgeAtDateOfIncident ]]), the document is supposed to calculate the age and insert the number in the document during generation. Currently, if the P...
Pedro Ventura over 1 year ago in Document Management 0

Notes- Record the time the note is posted

It would be beneficial if, the time recorded for a note was the time the note was actually posted and not the time the note was opened.
Guest over 1 year ago in  0

Allow Document tags to be appended multiple fields come in one tag

For some documents, adding two tags changes the format. If you could add two fields in one document tag, that would assist in keeping formatting correct and include all necessary informationEx. One tag to include both a Provider's full name and ad...
Guest over 2 years ago in  0

Adding Additional Staff to Advance Searches

RIght now I cannot add "Intake Atty" to my advanced searches. It was recommended that I submit an idea to the portal to ask that this be added as a feature. Reference ticket#200434
Guest 11 months ago in  0

Notifications on Needles after a checklist is marked done.

Notifications on Needles screen after a checklist is marked done for a case you are assigned to (as LA or Atty). That way, you know that something is do for that case.
Guest 11 months ago in  0

SMS Messaging, give the option to make the box bigger

When sending a new SMS Message, they would like to see the option to make the box that pops up larger so you don't have to scroll down on the big box. So when you select quick text, you don't have to scroll down on the big box to see the options o...
Guest over 1 year ago in  1

Provider Card Locking

We have an issue with people changing addresses or phone numbers (even AKA shortcuts) for providers like the hospitals. Most of the time they are using older information from an old list and the information has been updated since then. Then I have...
Guest 11 months ago in  0

Allow for notifications to be muted.

Please add a third option to staff profile notifications settings for muting the notifications. This is an alternative if you do not want to receive the notification from Neos, nor email. Larger firms have constant notifications that don't get cle...
Guest 11 months ago in  0