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Ideas & Enhancements

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Premium Docs: Open Editor INSIDE matter file

PDF Editor opens in a new tab, killing the case timer for the amount of time you're in there editing.
Guest 1 day ago in  0

Premium Docs: Staff Signature Needs to auto-load into PDF editor

Having to re-load a signature from a local file every time is a waste of time. PDF Editor should auto-load the staff signature.
Guest 1 day ago in  0

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 9 days ago in  1

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 6 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 3 days ago in  0

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 3 days 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 4 days 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

Ability to not send Outlook invite when adding event to calendar.

When someone creates an event in calendar, sometimes it needs to go out for the entire staff, the staff then receives an outlook invite. There are calendared events that just do not need to have an invite go out. Doing this then causes the organiz...
Guest 1 day ago in  0

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 19 days ago in  0