Ideas & Enhancements

3 Vote

Calendar

Automated Calendar texting notification of events, appointments to clients by Court, etc. with a confirmation that they received.

Created 23 Sep 14:03

General

0
3 Vote

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar. Similar to how Outlook has calendars, you can view 4 or 5 calendars at once and then click the "X" button to close that calendar. This would be much easier...

Created 17 Sep 13:25

General

0
3 Vote

Document Generation File Path

The firm moves closed cases into new folders and would like the document generation to auto-path to the default folder for the case and not the firm default folder naming. The problem inherent is that even when they change the default folder for t...

Created 28 Aug 18:09

General

0
3 Vote

Allow Needles 5 to Auto-Save

Customer would like Needles 5 to have Auto Save capabilities

Created 29 Jul 14:31

General

0
3 Vote

Text responses automatically post to cases in Needles

Customer would like text responses from clients to automatically post back to Needles

Created 29 Jul 14:29

General

0
3 Vote

Report LIbrary Should be Collapsed by Default

The report library is overwhelming to some users and should be collapsed by default

Created 19 Jul 15:24

General

1
3 Vote

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab

Created 18 Jun 20:41

General / Search

0
2 Vote

User would like to be able to mass update the class type in the case tab

Currently the user has to go through and make a list and manually go through each case and change the class type. she would like to be able to change the class type to litigation for multiple cases

Created 21 Apr 16:50

General

0
2 Vote

Neos - Streamline Adding a Provider in Value Tab

Currently it takes several clicks to add one provider.Typing the name, selecting the search, then selecting the provider to attach to the item.Could this be streamlined for efficiency?

Created 20 Apr 17:48

General

1
2 Vote

Reassign Date

Reassign Date needs to be a filter/criteria option in Advanced Search

Created 20 Apr 15:05

General

0