Though this may be a small detail, it would make the user interface a little better. We should be able to reorder and organize the tabs at the top of the page for the different sections we are in (i.e. cases, intakes, checklist, etc.) Currently, t...
Pop Up Appointment in Neos (like Needles Prior Function)
Needles appointments would pop up on you Needles screen when you had an appointment. Now Neos does not have that option. You only get a Outlook reminder
Multiple document generation to also include Value and Insurance Tab options
Currently, the multiple document generation extends to party and provider and primarily targets requesting medical records. One customer has suggested that multiple document generation also extends to insurance and value tab documents. They pointe...
1) The memo data (client name, id info added) from case expenses in accounting tab should pull into the MEMO box of Quickbooks Online. Right now it is transferring the data to the Description of the check which does not print to the check. It is i...
There is no way to tell which calendar events/reminders have been cancelled or done without opening the event. In Needles 5, the event changed colors to indicate status which made it easy to see right away and prioritize.
Allow scripted email templates to be made that you can email straight from the case that save in the Notes tab. Similar to the texting feature just with emails.
One feature that would be beneficial to have would be a "State" dropdown in the Case tab. Our firm practices in multiple states, and for each case, it would be helpful to insert a label as to which state the case is in. This would be helpful for c...
Ability to adjust 'In Litigation' status on case header
In its current functionality, there is not a method to adjust the status on the case header if it is marked as 'In Litigation' to a different status. The only workarounds at the moment are to either enter a closed date for the case (effectively pu...
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