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Mail-a way to sort mail

It would be nice to have a section where we can review and sort scanned mail into files. Similar to other programs.
Guest over 2 years ago in  0

Have the option to set an hourly rate per client.

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.
Guest over 2 years ago in  0

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.
Guest over 2 years ago in  0

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...
Guest over 2 years ago in  0

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.
Guest almost 3 years ago in  0

NEOS - Adding Staff roles to Word Add-in

To add a subcategory in the word add in for the Case - Staff to add initials of the staff assigned to different roles like party has for their roles.
Guest almost 3 years ago in  0

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...
Guest almost 3 years ago in  0

Digital Signature Sizing

When coding a letter with a digital signature tag, it comes into the letter VERY small. Need to be able to size formatting from letter vs. editing each letter.
Guest almost 3 years ago in  0

Ability to filter browse providers by a custom field (approved/preferred)

No description provided
Guest almost 3 years ago in  0

Have mentions shown in messages when notifications are set to Neos Only.

No description provided
Guest almost 3 years ago in  1