Ideas & Enhancements
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Needles 5.0

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Needles 5 - Support for Spectrum Mobile and Needles 5 Integration

Rework Spectrum Mobile and Needles 5 Integration to allow for seamless text messaging and increased assistance scope for support to provide to users incase of issue.
Guest about 1 year ago in  0

select certain items to show on settlement summary instead of everything not 0.

Sometimes you get a check to pay certain value items ie 2 bills but there are 10 items total on the value tab. You have to zero all the other out or you have include them all and edit and re add them in word.
Guest about 1 year ago in  0

Staff Permission to Add Multiple Cases to One CaseDocs Folder

It has been requested that multiple cases be able to be linked to one folder in sharepoint, enabled or disabled as a special permission in the user's staff profile.
Guest over 2 years ago in  1

Create mass mailing lists for parties under specific attorney's.

The ability to create mass mailing lists of all clients on cases belonging to specific attorney's.
Guest about 1 year ago in  0

document generation tab option to rename the document in that section

instead of having to rename in docs tab after you generate docs
Guest about 1 year ago in  0

document generation tab keeps scrolling to right for each question to add

needs to fit to page view and if you cant see it on screen to expand below instead of a huge list to right
Guest about 1 year ago in  0

Allow default checkbox for online accounts

I know that the default online account is the top account of that type but this not intuitive for the user. It would be much easier if the drop down menu was available the same way it is in the address box
Guest almost 5 years ago in General 1

A bulk option to delete certain fields of data within cases as well as documents from cases.

There is an ethics rule being interpreted that client data should be removed after 7 years of a case being closed. With some firms having thousands of cases in their histories, this is a lot of work that a bulk option could sort out. Especially in...
Guest about 1 year ago in  0

Be Able to Change the Header Color

Users would like to be able to manually change the color of the header bar liek in 4.8
Guest almost 5 years ago in Checklist 0

NEOS - Alt Case Number in OL Search

Not all firms go by the Needles case number. It would be nice to be able to see the alternate case number when searching a case to tag it in outlook.
Guest over 3 years ago in General / Search 1