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"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
Guest over 1 year ago in Integration 5 Planning to Implement

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
Guest over 1 year ago in Integration 4

Outlook add-in sort or search topic/type/category

It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.
Guest over 1 year ago in Integration 8

Case Calendar - Add item without putting it on MY Outlook calendar

I primarily enter all case calendar items into Needles. If it is a case date that I want on another attorney's calendar, but not my own, the only way to do that is to sign out, sign in as them, and add the item. It would be better if I could add a...
Guest over 1 year ago in Integration 5

Add Client Name & Case Link in OUtlook Appointment

Currently the only information that shows up on the appointment in Outlook is the clients case numbers. Which we do not know by memory, I think the clients name should be listed in the OUtlook appt as well as a link to the case in needles neos.
Guest over 1 year ago in Integration 1

Option to have word documents clicked on in CaseDocs to open up in Word Desktop by default

I don't like how the Word documents lookin the browser when we click to open them in CaseDocs (doesn't populate w/ our letterhead, and some of the formatting looks funky). So everytime I open up a word doc, i have to go and click to open it in the...
Guest over 1 year ago in Integration 2

Neos - Change Default to Uncheck the 'File Attachments' When Tagging an Email

The 'File Attachments' box is auto-checked when tagging an email, firm would like it to be defaulted unchecked as it is cluttering up the case docs tab with unnecessary attachments
Guest almost 2 years ago in Integration 1 In Development

Integrate with Adobe Acrobat Pro DC

We use Adobe Pro for EVERYTHING in our office. It would be great if Needles integrated with it. There are 2 huge advantages that could be utilized. Adobe sign is easier to use then docusign, IMHO, especially since we are always in Adobe pro anyway...
Guest over 1 year ago in Integration 1

Auto tagging emails to case

It’d be really nice if, once you tagged like the first email to a case, if all subsequent emails in that chain would be automatically posted to Neos. Maybe after the case has been closed then the auto tagging would stop
Guest over 1 year ago in Integration 0

Attach Documents through the Outlook Addin

At the moment, the only way you can email documents from Neos is to create a brand new email. It would be nice for the addin to have a function to pull a document from a Neos case into an email. This would allow the ability to attach documents to ...
Guest almost 2 years ago in Integration 0