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

Companion Case Screen Should LIst Date of Loss, not Case Opened Date

It would be way more helpful to have the date of loss listed on the Companion Case Screen instead of the Case Opened Date as many dual-crash companion cases were opened on the same date.
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

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 almost 2 years 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 almost 2 years ago in  0

Gender Selection in Party Tab

Can we just eliminate this altogether? In this day and age, it's probably best to address client letters without a prefix at all. "Dear John Smith" or "Dear Mary Smith" is really all you need. If the prefix isn't selected in the name details on th...
Guest 11 months ago in  0

Bring back prior Party tab layout

For some reason someone decided it was a good plan to change the layout of the party tab in last nights update. WHY?? It was perfect before. Please change it back!
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 almost 2 years ago in  1

NEOS - Client Portal with Document Functionality

Being as Neos is a web based solution, it would be great to have a client portal that has the ability for clients to upload or access relevant case documents right to/from the linked sharepoint. This comes in handy when a client needs to send back...
Guest over 3 years ago in General 1