Auto Populate specific party role/ any case field when assigning a case type to a new intake
Add the ability to set a default party role when a specific case type is applied to a new intake. Party role is a custom field for the intake that has been manually added but adding the ability to set any case field to a default option within the ...
need to be able to easily edit and remove unwanted items from the checklist. There are so many on mine - hundreds - that its useless to me and probably keeps getting more bloated. i would like to purge and entirely and then add deadlines in by han...
Neos Outlook Add-In - Please add single sign on or Sign On with Microsoft
We require everyone to use Sign On With Microsoft in Neos, which eliminates the need to remember your Neos password. When it comes time to sign on to the Outlook add-in, most people do not remember their Neos password.
ADD A BULK ACTION FEATURE TO THE REPLACE PROVIDER FUNCTION THAT CAN BE USED WHEN PULLING A REPORT.
It would be helpful to change a single entry field under the case tab (such as Referred By) for multiple cases, all at one time. If you enter lead generator providers by month or billing cycle, it would be helpful to make quick corrections if staf...
User would like to be able to pin notes in the note tab at the top for importance
User would like to be able to pin notes in the note tab at the top for importance. Currently in needles 5 this is not a feature. We can sort but we can't pin and give them a label of importance
Add ability to double click case number from message preview
It would be nice to be able to double click a case number while merely previewing a message and be able to have that take you striaght to the file. Currently, you have to completely open the message and double click the case number.
Option to deduct expenses before calculating fees on settlement statement
My firm deducts the case expenses before calculating attorney's fees, so the current settlement calculator is useless to me. I would like the option to deduct expenses and then calculate fees and net to client.
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