Ideas & Enhancements
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Needles 5.0

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Ability to Default Calendar View

In Needles 4, everyone's calendar view defaulted to our Attorneys Calendars. In Neos, we can't default to that view and it takes several clicks for us to get there each time. We would love this option. Thanks!
Guest almost 3 years ago in  0

save filters applied to the Staff Profile screen after closing or refreshing page

Users need to be able to save their filters for showing active users only as a firm does not require seeing inactive staff profiles every time they open the staff profile screen.
Guest 11 months ago in  0

Add Companion cases to Party Tab

A companion case should automatically be added as a Party to the other companion cases. Some documents can be created to include all companions but in order to create a doc in Case Documents, the individual must be added as a Party to the case. Se...
Guest 11 months ago in  2

Neos - Duplicates Check to Import Intake

When checking duplicates for importing intakes from a file, please add a check for the same case type and the same name. Leads are often received from a form the potential client fills out themselves where they may have mistyped a phone number or ...
Guest almost 3 years ago in  0

Tagging Documents in ALL CAPS

-When inserting the merge template normally: [[ First Name | Case.Parties.Name.FirstName | Plaintiff ]] ; the field populates normally in Neos. -When capitalizing it: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]], the field does not p...
Guest almost 3 years ago in  0

Accessibility

Is your question addressed in the online help? NO If receiving an error or having an issue, what is the exact error or describe the issue. I don't know if this qualifies as something that can be resolved, but if not please take it as a suggestion....
Guest 11 months ago in  0

Add sorting capability to folder view in Neos

We are just now migrating over to Neos from Needles. I can tell you that the document management side of things is way differnt than we are used to and also more complicated. In traditional Microsoft explorer, folder views, you can do so much. It ...
Guest almost 2 years ago in  0

Implement "copy to other case" button or check box within notes

Instead of having to click on a message and go to the drop down list to have a message copied to another case, would it be possible to implement a button or check box within the note we are currently typing? It takes out a few extra steps and woul...
Guest almost 2 years ago in  0

Change Checklist Automation to Case Specific

Add the ability to add checklist automation to a specific case instead of the automation being spread to the checklist item in every case with that checklist item.
Guest almost 2 years ago in  0

User would like to be able to print letterheads

User would like to be able to print letterheads in neos instead of opening in word desktop and having to print the whole document.
Guest almost 3 years ago in Document Management 0