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Ideas & Enhancements

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Format Phone Number and Address in Reports

Our company would like to make a readable report that lists the contact information for everyone in a case. Using Advanced Search, the phone number is just a string of numbers and the address is all spread out. My suggestion is to have full defaul...
Guest about 2 months ago in  0

with premium texting I would like to add a template to identify our firm

When client receives a text its from the phone number assigned to our firm from Premium Texting but if client does not have that number added as a contact they do not know who is texting them.
Guest about 2 months ago in  0

Provide a drop down for the call field in the communication field.

When selecting a contact, Neos can see the phone numbers listed under that contact. The Phone # field should still be able to take new phone numbers, but should also allow you to select phone numbers from a drop down.
Guest about 2 months ago in  0

Add ability to duplicate a list tab entry within a case

Help to more efficiently enter data in a List/Entry User definted tab. We use one to track discovery demands and frequently many of the fields are identical (i.e. party serving, date served, date response due, status, etc.), so it would be helpful...
Guest about 2 months ago in  0

Outlook Plugin: case name search

Provide option to search by case name rather than the generic "name" Or at minimum, sort "name" results by open cases, then closed cases, then names.
Guest 2 months ago in  0

Option to deduct expenses before calculating fees on settlement statement

My firm deducts the case expenses before calculating attorney's fees, so the current settlement calculator is useless to me. I would like the option to deduct expenses and then calculate fees and net to client.
Guest 2 months ago in  0

change flyout list for "provider usage" to a new tab.

I am having to reconcile a provider's usage across several cases (and it's not a "replace provider" situation). I have to go back in to the provider and run the usage every time I leave to reconcile a matter file. Having the list open in a new tab...
Guest 3 months ago in  0

Assigning checklists or auxiliary checklists to a specific user for all cases

It would be beneficial for the new premium texting feature if you could assign certain checklist items to a user. Then when anyone adds that checklist it auto populates to that user. Just like when you assign cases, you can assign specific people ...
Guest 3 months ago in  0

Special Note on Provider Entries

Need a banner note on a provider entry to alert people to issues with a particular provider.
Guest 3 months ago in  0

Drafts in Needles

Hi! Would it be possible to enable some kind of feature on Needles so that when we are in the mist of typing a message and for whatever reason Needles shuts down, the computer or power outage, etc., it saves as a draft.
Guest 3 months ago in  1