Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2712 of 2712

Dashboards - Auto-Update Date Filters

If a firm is using date filters that are not pre-set, the filters should update on a daily basis so the firm does not have to update them every day.
Guest over 3 years ago in General 0

Quick-Fill Scrolling

When creating your merge templates, you have to select the provider and value items separately. It would be nice if you could select a value item and pull provider information directly from it.
Guest over 3 years ago in General 0

Neos - Ability to add Document Tags field to Records Request tab

The Document Tags field is very helpful, however it would be nice to see this field in other tabs such as Records Request tab (UD tab 2). Having the ability to add the Documents Tags field to other tabs can even increase the flexibility of the sof...
Guest over 3 years ago in  0

Allow different color coding for calendar appts

Allow the Neos tag in Outlook to be different colors for calendar appts. Before Neos we would color code our depositions, hearings and trials with different colors so they stood out in Outlook. But now with Neos it only allows for them all to be red.
Guest over 3 years ago in General 3

Only Show Open Appointments on Dashboard "My Appointments"

Presently, the dashboard shows all calendar items under "My Appointments" even those that are completed or have been marked canceled on the calendar. It would be nice to only show open items in the dashboard to reduce clutter and confusion.
Guest over 3 years ago in General 0

Email Tagging by Date and Time of Email, not time of tag

Currently, when you tag an email, it imports the information into NEOS based upon the date and time you tag the email. With multiple emails often coming in at all hours, it would be best to have the tag read from the email header and tag based upo...
Guest over 3 years ago in Integrations 3

Copying case dates to companion cases

The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.
Guest over 3 years ago in General 0

Ability to generate more than one document at once

In out previous version of Needles we were able to generate medical records and medical bill request cover letters for all needed providers at one time. In the provider drop down menu we could just pick all the providers we needed.
Guest over 3 years ago in General 0

NEOS: Automatically create case event with LIM date so that it can be pulled into calendar reports

We need this to occur so that we aren't duplicating efforts within the platform and potentially missing SOLs that are not automatically pulled to attorney/staff calendars. This would also help immensely with reporting options for case-related dates.
Guest over 3 years ago in Checklist 0

Print Envelope from Provider tab

It would be great to have an option to print envelopes directly from the provider tab. This is useful for times when we are copying a provider to a correspondence.
Guest over 3 years ago in  1