Ideas & Enhancements
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Neos: Ability to print multiple notes from case notes tab

Instead of navigating to reports and extensively filter to specific notes you want to print, it would be nice to select multiple notes from the Case Notes List View to select Bulk Actions > Print.
Guest over 3 years ago in General 1

Template Creation - Allow Merge Templates to be created from an existing one

Ability to create a second template (merge document) from an existing one to eliminate having to re-enter same tags to create a second.
Guest over 3 years ago in General 0

Neos: Have preparer's initials in lower case letters when generating doc from case and intake

When generating a document for a case, the preparer's initials are always lowercase, however when generating a document for an intake it places the initials in upper case. It would be best to keep this uniformed with the initials placed in lower c...
Guest over 3 years ago in General 1

Neos: Ability to add alternate email in Staff Profile

Any attorney will have a separate email for pleadings. It would be helpful to have a place to add the pleadings email for the attorney in staff profiles to be easily used to pull in on document generation.
Guest over 3 years ago in General 0

Add document or link to documents to calendar appt

In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...
Guest over 3 years ago in General 1

Allow subscription of report in PDF legacy format

Most of our firms reports we use daily are user defined reports and only run correctly when exported in PDF legacy format. It would be way more efficient if we could subscribe to the report and have the option to do the PDF legacy format instead o...
Guest over 3 years ago in Auditing 0

Show client names when searching provider usage & create report

When you go to a provider and click on List Provider usage it allows you to see the case #, involvement, dormant, and case type. It would be easier if it showed the client's name so that you can easily know which clients were seen by that provider...
Guest over 3 years ago in Auditing 0

NEOS - Standardize order of information in Document preview drop-down menu

Information in each entry of the drop down menus is ordered based on where the columns which the user had when they added the record/request. For all firms, this leads to highly disorganized information in drop down, and it is not wise to force ev...
Guest over 3 years ago in General 0

Adding new Primary Checklist Items should be available on top of list

When adding new Primary Checklist Items, you currently have to scroll down below the Active items. This is difficult to have to scroll down if there's a lengthy checklist just to add a new parent and would be better if it was available at the top ...
Guest over 3 years ago in Checklist 0

Neos - Provided pop-up notice when LIM item is already marked Done, but Case Date/DOI it references is modified/added

If a case date is entered and the LIM items are marked done; it will create a duplicate of the LIM item and mark it open. This happens when adding or modifying Case Date/DOI. In Needles 5.0, when a DOI/Case Date is modified or added, there is a po...
Guest over 3 years ago in Checklist 1