Ideas & Enhancements
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Cloud - filter checklist by multiple columns

When opening a case, selecting checklist, can filter by status or due date but would like to filter by both.
Guest about 4 years ago in Checklist 0

Move location of select button when searching for parties/providers

When searching for a party/provider once you click on the record the select button shows at the bottom of the page. Suggest moving this to the top of the page or on the same line as the selected record but to the right of State
Guest about 4 years ago in General / Search 0

Need easy to use List function in template documents

There needs to be an easy to use list function in template documents so that we can easily total up medical treatment/amounts due/date of treatment or case expenses easily - which we could do in previous versions of non-cloud needles.
Guest about 4 years ago in General 0

Cloud: View Staff if logged in/out

Will be helpful when looking at staff if it will indicate if they are logged in with Y or N as it is in version 4. It would be helpful to firm to be abled to logout a user as an admin from the Staff directory.
Guest about 4 years ago in General 0

Easier way to track Discovery

Maybe a Needles tab dedicated (not user defined) to track discovery drafted, pounded, served, response due, dates good faith letter sent, and likewise for discovery propounded on our client, with integration directly into the Checklist. It would b...
Guest about 4 years ago in Checklist 2

Change the label for ID Code field on the Party tab

Change the label for ID Code field on the Party tab. We use this field for language, it would be nice to change the label to reflect "Language" instead of "ID Code".
Guest about 4 years ago in General 0

Checklist Numbered in Needles Today

She sees the total nunber of items on Needles Today but she wanted to be able to see number before the case number to see how many she has that way as well.
Guest about 4 years ago in Checklist 0

Link bills and expenses to value tab, lnk medicals bills and records to value tab.

Link bills and expenses to value tab, lnk medicals bills and records to value tab.
Guest over 4 years ago in Integrations 0

Adding document path link in record/request tab and litigation tab

The firm want to be able to add document in record/request tab and then when they want to retrieve the file it should open up the file when clicking on the link. Similar to how case doc has a file link attached. They want the same way done on liti...
Guest over 4 years ago in  1

Case Title in Messages

Not all firms use the Case Number or Party Name to identify a case, so it would be nice if the Case Title populated in a message sent from a case to help with identification.
Guest over 4 years ago in Messages 0