Ideas & Enhancements
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Simplify disbursement payout process

One button that allows you to issue checks for all due items including the attorney fee, DTF items, remaining expenses, and the client's check. This would be more efficient than selecting the value codes and creating transactions then combining li...
Guest 7 days ago in  1

Reminders for Records Tab

Please add an option to add a reminder when a new record request is logged on the Records tab. Separately adding events to the calendar or checklist for each request on each case is time consuming when doing a high volume of requests. Ideally, whe...
Guest about 18 hours ago in  0

Ability to move/rearrange case tabs when several are open.

It would be extremely helpful to be able to move tabs around when several cases are open. Just as when you are on an internet browser and are able to rearrange tabs at the top of the page, being able to rearrange client case tabs would be very hel...
Guest 1 day ago in  0

Synopsis screen during search

Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...
Guest 2 months ago in  5

Please allow customization in search case panes

Firms would like to be able to make the case panes in search customizable similar to case header. This would help toggle cases seamlessly when a client has several cases with the firm. In particular, we would like to be able to be able to see the ...
Guest 16 days ago in  0

Changes Needed to the Intake: Currently the Intake questionnaire details are lost when you convert the intake into case. The Intake Packet should be saved to the Intake tab to see the entire intake packet including the questions and answers that we added to the intake. It is absolutely terrible that we lose this data when we convert it to a case.

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Guest 33 minutes ago in  0

Function to mass update multiple case types at the same time or push a change to the same tab to multiple cases.

This would save massive amounts of time and ensure a case type an update should apply to wasn't mistaken missed because the user had to update 10 case types and missed one.
Guest about 22 hours ago in  0

The insert "full address" in document coding adds two spaces between the state and the zip code.

Would like to get the bug fixed.
Guest about 24 hours ago in  0

Ability to individually move day-of checklist items freely up and down the checklist.

When on the dashboard, it would be very helpful to be able to arrange checklist items by clicking and dragging into the desired order. This would allow us to be able to put most urgent/top priority items at the top of the list and creating more da...
Guest 1 day ago in  0

Ability to Condense Empty Space Between Fields ANY TAB

Need the ability to remove the negative space between fields in all tabs. Too much empty space makes it not easy to see everything at a glance.
Guest 3 days ago in  0