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Ideas & Enhancements
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Integrations

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Prevent add DTF from being turned off when using the QB integrator

When using the QB integrator, it would be helpful if the add DTF option could not be turned off (so staff can't accidentally toggle it to the off position).
Guest almost 3 years ago in Accounting Integrations / Integrations 0 Shipped

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 about 3 years ago in Integrations 2 Shipped

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 about 3 years ago in Integrations 5 Shipped

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 over 3 years ago in Integrations 1 Shipped

Integration with Equitrac

No description provided
Guest almost 5 years ago in Integrations 0 Shipped

Integration with Copitrak

No description provided
Guest almost 5 years ago in Integrations 0 Shipped