Ideas & Enhancements

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
4 Vote

Add an Icon on Checklist Items that have Notes Added

With the new release of the ability to add notes to checklist items, it would be great to have an icon on the list view so you can see if a note was added to that checklist item without having to open the side panel to check

Created 22 Mar 17:37

1
4 Vote

Ability to "nest" document attachments under the lead document

NOT "relate" documents. I find the "relate" feature very unhelpful and not realistic. I want to "nest" documents together so that, if I have a motion with 65 exhibits, I don't have to save each exhibit separately and have each of them taking up th...

Created 21 Mar 17:46

0
6 Vote

Add a Party Name Column to the Browse Documents screen

This would be very helpful so you could see what party the document is associated with.

Created 31 Mar 12:40

0
4 Vote

Show case name/number in browse document screen.

Would be very helpful to know at a glance what case the document was uploaded to from the browse documents tab.

Created 20 Mar 18:52

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
2 Vote

Option to select company after a check request is submitted to QB Integrator

In Neos, if a company is not selected after requesting a check by clicking "Add, more", there is no option to select what company the check is coming from before it's sent to Quick Books. This should be a feature offered in the integrator. It shou...

Created 08 Mar 18:59

1
2 Vote

There needs to be an additional Value item for medical cases in the state of TX as an insurance or provider reduction

There needs to be an additional Value item for medical cases in the state of TX as an insurance or provider reduction. Texas requires these to be listed in case information and as part of the total amount due during the settlement process.

Created 08 Mar 17:18

1
6 Vote

Advanced Search > Using date functions (e.g., past 30 days)

I hope this makes sense, but I'd love to be able to create (and save) an advanced search using date ranges that vary based on the current date. For example, a search that shows new cases opened in the last 30 days, 60 days, etc (instead of having ...

Created 29 Mar 21:56

3
5 Vote

Allow the Note popup to pop up from the Bottom of the screen

The note popup should have an option to pop up from the bottom of the screen, and also be adjustable so that we can make that popup screen larger. When on the bottom of the screen, the pop up will be wider, allowing us to read more of the note wit...

Created 22 Sep 13:37

0