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Need More detailed information - INVOICE

Please allow the "Description Field" on invoices be the Timekeeper's description. Please allow the TIME billed date in the description field as well Currently your invoice is not what I as a client would want to see. I would need to know details o...
Guest about 1 year ago in  1

Insurance - If you move insurance to another case, give a warning that negotiation entries will be deleted...or

Or provide the option to copy the negotiation entries. If there are negotiation entries linked to the insurance being moved, you should only allow the option to COPY. That way the negotiations are not deleted.
Guest about 1 year ago in  0

Changing "Contact" to "Company" in a Person Provider Entry Address entry

When adding an address to a provider that is a person, there is no field for "Company." There used to be, but it seems to have been replaced with "Contact," which is a little redundant in a provider entry that is an individual. The contact is the ...
Guest over 1 year ago in  0

Neos Today Calendar - Only show items that are Open

As calendar events are marked as Done or Canceled, they should be removed from the Neos Today calendar as they are no longer required for the day. the user should have an easy place to go to see what is active for the day, which is what Neos Today...
Guest over 1 year ago in  0

More "Bulk Action" options in Case Docs (Party and Tags)

Currently, "Bulk Action" in Case Docs only lets you change the date, category, type, and staff created. You should be able to bulk change any document detail, not just those 4 (which seem to be somewhat random). Specifically, I need to be able to ...
Guest over 1 year ago in  3

Link Companion Cases in Browse Case Screen

It would be helpful to link case names to each other in the "case browse" screen using an icon notating a particular case is connected to another case. (example, like in case documents relating to documents) I feel this would be helpful because so...
Guest over 1 year ago in  0

Certification of service Paragraph - counsel name

Since the update in June, defense counsel name is appearing improperly. The name is now appearing last name first, first name last. This working fine before the release and when I called in it (thinking is was a glitch with the update), I was told...
Guest over 1 year ago in  1 Planning to Implement

Search function for note topics when tagging an email

For firms that have long lists of note topics it would be extremely hepful to search by term vs scrolling to find the topic.
Guest about 2 years ago in  0

search results in alphabetical order and only the spec your request

when searching a name, the results return any name with those letters in it. I would prefer the old needles way. The results are not in alphabetical order. Would like to be able to customize this program to our needs. Would like the option to see ...
Guest about 2 years ago in  0

Please add a feature to turn on bold separation lines and color in task view, daily view and when we print reports.

When you are viewing the checklist, day view or checklist deadlines on a report it all runs together making it difficult to differentiate between the items. Needles used to put certain items like discovery in colors across the whole line item. Ple...
Guest about 2 years ago in  1