Ideas & Enhancements
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Needles 5.0

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Neos: Ability to print multiple notes from case notes tab

Instead of navigating to reports and extensively filter to specific notes you want to print, it would be nice to select multiple notes from the Case Notes List View to select Bulk Actions > Print.
Guest over 3 years ago in General 1

Bring back the CASE STATUS or a report similar to the information provided on case status.

The Case Status provides the attorney a summary of the case at a glance. The following information is needed at a glance. Color Liability A/D Date of liability Damage rating for PD , both defendant and plaintiff Sorriano issues Limits PD $ value T...
Guest about 3 years ago in General 1

Neos Integrations pages

On each page a detailed description of what the integration offers, a link to the Knowledge Base Articles for that Integrator, and a link to the Integrators website.
Guest over 1 year ago in  0

Uploading Multiple Documents to Multiple Cases

Similar to FileIt with TrialWorks, would like the ability to file multiple files to multiple cases.
Guest almost 3 years ago in  2

Neos - Merge Template Creation for Lists

When I am tagging a list to a merge template, I would like the ability to create column headers, as well as perform calculations at the bottom of the table (such as totals or sums for the columns). In its current state, the list features doesn't s...
Guest over 1 year ago in  0

Allow Zip Files to Open in 7-Zip Program Instead of Auto-Download

In Trialworks, I was able to click on a zip link and directly open a folder in 7-zip to review my documents. With Neos, when I click on the link, I have to download it first, then go to the folder and open it. This needlessly takes up server space...
Guest 11 months ago in  0

Move Through Value Items With Navigation Arrows

It would streamline the value item review process if you could move between the detail page of value items using navigation arrows, like you can with notes in a case.
Guest about 1 year ago in  1

Accounting Tab for QBO - Need to see what's in the memo line for the DTFs & Sort by Client's Name

We import DTFs to QBO by what's in the memo line & not being able to see it, makes that very difficult. We also are unable to import anything by client's name because there's not a column for client's name. We need to be able to sort by client...
Guest 8 months ago in  0

More Precise Case Date Fields in Advanced Search.

Currently "past month" pulls everything from the last thirty days rather than the last month, "past week" pulls everything from the last 7 days rather than everything that has happened in the past week, and so on. It would be more clear if instead...
Guest about 1 year ago in  2

After re-naming documents, don't bring back to the top of page

I wish that every time I renamed a document, Neos didn't automatically re-set and bring me to the very top of the page. When I have hundreds of documents in a case, it take forever to find my place again. Instead, it would be nice if it kept my pl...
Guest about 1 year ago in  1