Ideas & Enhancements

42 Vote

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...

Created 17 Dec 17:46

Integrations

5 Shipped
22 Vote

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...

Created 02 Feb 16:25

Integrations

2 Shipped
21 Vote

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

Created 18 Sep 16:35

Integrations

1 Shipped
7 Vote

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).

Created 09 Apr 19:39

Accounting Integrations / Integrations

0 Shipped
1 Vote

Integration with Equitrac

No description provided

Created 16 May 21:21

Integrations

0 Shipped
1 Vote

Integration with Copitrak

No description provided

Created 16 May 21:20

Integrations

0 Shipped