Ideas & Enhancements
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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

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

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

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

NEOS- Display Multiple Time Zones on calendar items

Allowing resizing of standard fields such as "more info" will allow longer notes with more information to be visible at-a-glance
Guest over 2 years ago in  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

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

Add Ability to Sort by Client Name in Messages

Users like to sort by client name in messages. This was something they could do in 4.
Guest almost 5 years ago in Messages 0