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Ideas & Enhancements
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Created by Guest
Created on Feb 21, 2020

Easier way to track Discovery

Maybe a Needles tab dedicated (not user defined) to track discovery drafted, pounded, served, response due, dates good faith letter sent, and likewise for discovery propounded on our client, with integration directly into the Checklist.

It would be awesome if I could create an item in a Discovery tab, which then populates a series of items in the Checklist. For instance, if we receive Interrogatories, we create an Interrogatory - Opposing Party item, which automatically creates a checklist item for my paralegal to draft responses for that Opposing Party.

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  • Guest
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    Jun 7, 2023

    tracking work which is subject to court deadlines and sanctions is critical not only for working the case but also to prevent malpractice claims; imagine explaining to your insurance carrier that your high tech CMS does not permit you to do this...and Neos chose to not make it a priority ! .... implement this immediately !

  • Guest
    Reply
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    Jan 9, 2023

    This would be extrememly helpful!