Ideas & Enhancements

4 Vote

Drag/Drop files directly into the currently selected case folder, including sub-folders

Add an option to drag/drop files to the folder that is open in Neos rather than or as an alternative to requiring Document Type and Category to be selected

Created 05 Aug 15:54

0
8 Vote

Cloud- Filter 'Party Birthday Listing Email' report to filter by month alone

current filter softs by year which does not help when looking for birthdays by month

Created 10 Apr 18:57

General

1
3 Vote

Auto Tag Emails in the same Thread

Complete automation for same thread emails; can opt to post to additional cases if necessary after the fact

Created 01 Mar 20:05

0
6 Vote

NEOS: Checklist items without a ref (MAN) and no due date should be applied with OPEN status instead of BLANK

Currently, Checklist items without a ref (MAN) are set without a due date and with a blank status. Our firm's users tend to filter the checklist by open items which filters out the blank status that these items get added with. Our firm has some ch...

Created 03 Jun 17:52

1
2 Vote

Automatic checklist item for @'s in notes

Instead of having to do a TDO item in checklist it could automatically generate.

Created 27 Sep 22:28

0
4 Vote

Bulk update value code in Time tab

I need to change several time tracking entries from ATTYFEES to TIME. It would be nice to it in bulk.

Created 29 Jul 15:25

0
2 Vote

Ability to Designate Type/Category for Texted Photos

Texted photos currently save to the main document folder for the case, which creates unnecessary clutter. We'd like to be able to map all texted photos to one type and category in the case.

Created 26 Sep 17:40

0
2 Vote

A way to sort when you are searching for a certain address/city/state

A way to sort when you are searching for a certain address/city/state

Created 26 Sep 16:38

0
7 Vote

Allow Needles Outlook add-in to tag meeting responses like other emails.

Meeting responses are not taggable like other emails. It would be very helpful to be able to document when parties agree to have meetings for legal reasons.

Created 28 Oct 12:54

Integrations

0
1 Vote

Report with Case Listings by Class Code and can sort by Class Code and Party Names

create a report (without having to export to excel) with Case Listings by Class Code where you have the cases sorted by Class Code and Party Names in alphabetical order?

Created 25 Apr 22:13

0