Karen from Otto Anthony Law would like to see the option in Needles where you can set an hourly rate based on client not just per staff or case type. I think that this would be a good idea for all Needles/ Neos products.
Calendar Status added in the mini directory should have settings for reminders
When a calendar status is created in the mini directory it would be useful to be able to set up whether or not you can receive reminders. Example: a vacated status was created and they wanted it to have no reminders like the Done status.
Allow selecting of all Advance Search results without scrolling.
Currently, inside of Advanced search, the only way to select all of the results from an advance search is to select the checkbox for the Case Number and scroll to the bottom of the list. This can be very time-consuming if the results are over 1000...
Provider and Parties available in various dropdown
Once a counsel or insurance is added to the case, they are available on the drop down on negotiation tabs. This should be same for all fields wherein a name is needed with an option to search if not already in the case.
Add "Referred to" Column to Intake List Screen & "Referred to" Parameter to Intake Reports - helpful for tracking cases that are referred out
On the intake list screen, you are able to add field referred by as a column and sort. As well, intake reports are designed with a referred by parameter/filter. For firms that refer a lot of cases out... It would be incredibly helpful to have a so...