Ideas & Enhancements

8 Vote

Dashboard: Future Date Range

It would be great if the dashboards could look at a future date range. For example 3 months out, 30 days out. This is a great way to help filter cases that need to go into suit, upcoming trials, etc.

Created 14 Apr 21:15

General

0 In Development
9 Vote

NEOS - Distinction in Search between Party and Provider

At a glance there is no distinction between a party and a provider when searching. You have to click on each one to get any information on the name.

Created 26 Oct 18:32

General / Search

1
9 Vote

Neos - Values auto create DTF

In Needles 5, creating an expense and paying for the expense automatically created a DTF amount. In Neos, creating an expense and DTF are manual and different. If the user does not input everything properly AND then click the DTF box - which is no...

Created 22 Oct 14:16

General

0
9 Vote

Neos: Ability to nest document attachments under their lead document.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.

Created 08 Oct 21:39

General

2 Already exists
10 Vote

CLOUD: Close all open tabs in one click

CLOUD: Close all open tabs in one click. The user always have extra tabs or multiple tabs open when working in Neos. They want to be able to close it all at once if there is a button for it. Similar to how we have it in Needles 4 and 5 then when w...

Created 10 Apr 12:26

General

0
8 Vote

Ability to copy/move notes to multiple cases (which are not linked as companion cases)

This would be very helpful to mass tort firms who may have 3,000 individual cases that are related. It is not reasonable or practical for them to search for and select each client individually. The only suggestion/thought that I have is that a ful...

Created 04 Mar 21:15

General / Search

0
12 Vote

Voice Recognition for entering data into Needles

Be able to search Needles cases, enter new Notes, and jump from tab to tab and edit without keystrokes.

Created 30 Apr 18:46

General

0 Future consideration
8 Vote

Neos - Copy Calendar Item

If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. I...

Created 23 Feb 21:11

General

2
8 Vote

Add document or link to documents to calendar appt

In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...

Created 15 Dec 20:43

General

1
8 Vote

Addresses should be shown when searching for a provider and Under provider name in Value section.

On behalf of Burnetti P.A Showing address clients would like to see adresses displayed under the provider name in the value section. This would easily allow them to grab this information without switching tabs or searching for the provider.

Created 10 Dec 18:49

General

1