Ideas & Enhancements
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Needles 5.0

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Templates for PDF more complicated than needed. You have to download pdf to make changes instead of change it on fly

In Settings Templates Viewer is not accurate until it updates sometime hours or a day. why not have the ability Template source and browse to CloudDocs Preview with yellow and green fields is too small Fields do not match merge field Very time con...
Guest over 1 year ago in  0

Ability to Import Value Items or specific case information

It would be super helpful to be able to Import Value Items and/or specific case information for single or multiple cases at once.
Guest 9 months ago in  1

Neos Advanced Search - Ability to create complex reports with complex calculations

Please add more functionality to Advanced Search. I'd like to create my own reports and not have to send requests to Assembly. We have some pretty complex needs that typically can only be met by sending a request and paying a fortune.
Guest 5 months ago in  0

Longer Comment Section for Insurance tab - only allows 500 charaters

Remove limit of chcharactersaraters for comment section
Guest over 1 year ago in  1

Neos Notification Center - Ability to set your preference on how long a notification stays in the Notification Center

This is useful for people who may want their notifications longer than just 15 days.
Guest over 1 year ago in  0

Mass Update: Staff Assignment

I do not want to wholesale replace a staff member. Our firm is growing and I want to re-assign some cases in bulk to a new attorney. There appears to be no way to do this through mass update, forcing me to go to all 200 cases individually to reset...
Guest over 2 years ago in  0

Add SSO/SAML 2.0 Support

Add SSO/SAML 2.0 Support to help create a more secure environment for companies who have or will have SSO.
Guest over 1 year ago in  0

Move cancelled all-day appointments to the bottom of the list

No description provided
Guest 10 months ago in  0

When changing the date on a calendar entry, keep the time the same

No description provided
Guest 10 months ago in  0

NEOS - Distinction in Search between Party and Provider

At a glance there is no distinction between a party and a provider when searching. You have to click on each one to get any information on the name.
Guest over 3 years ago in General / Search 1