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Ideas & Enhancements
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Needles 5.0

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Drag and Drop into Browse Documents

The functionality is already there; just need to add option to choose case name. Will enable us to move files into Neos much quicker!
Guest 27 days ago in  1

Allow the organizer to be removed from the attendees list on any event

This will allow the firm to keep track of who specifically organized the event even if they are not actually attending the event.
Guest 30 days ago in  0

need to mark "Trust" value code inactive

I need to mark "Trust" value code inactive, but I'm unable to mark inactive or edit that value code in any way. Our firm does not use LawPay or invoices. We do not want "Trust" to show in the list of value code options because we will never want t...
Guest about 1 month ago in  0

Flag Activity Feed

The addition, change, or deletion of the flag should be shown in the activity feed.
Guest about 1 month ago in  0

Intake Pro Individual Seat Pricing

There are only two people in my office that would benefit from Intake Pro. I think it should be sold by seat, not require the entire office to upgrade.
Guest about 1 month ago in  0

Add ability to print note from side pane

Currently you have to open a note to full screen in order to access the print button, it should be available via the pop out screen as well, so you don't have to open full screen.
Guest about 1 month ago in  0

Ability to flag important notes like we were able to do in Needles.

You can quickly check the important notes of a case without having to comb through hundreds of entries
Guest about 1 month ago in  0

Change ALL Calendar Item Status When Case Settles

We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...
Guest about 1 month ago in  1

File Explorer

Be able to use the file explorer. The whole tag thing is pointless.
Guest about 1 month ago in  0

Add option to open PDF's in the Adobe Acrobat browser version

Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.
Guest about 1 month ago in  0