Ideas & Enhancements

Change ICON buttons allow and add more options to chose from and rearrange icons button

Change ICON buttons allow and add more options to chose from and rearrange icons button. We should be able to choose from a list of icons of how to display on our neos as well as choose what tabs we want to put first and which ones to put last

Created 16 Aug 03:54

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1 Vote

We should have more options to delete so unnecessary fields (sometimes simpler is better)

Created 16 Aug 03:52

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1 Vote

Neos should have a simple back or return to previous page button

Neos should have a simple back button or return to previous page button

Created 16 Aug 03:51

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2 Vote

Correct Timestamps for Emails Tagged to Needles

When I tag an email to a Needles file, the note should be created with the timestamp of when the email was sent/received, not when the email was tagged. For example: I get an email at 6:30 a.m., but don't tag it to a Needles file until 8:30 when I...

Created 05 May 14:11

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1 Vote

For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a wreck with Sally Bob sues Sally's Insurance - bob recieves the full 30,000 policy max Bob then files a claim on his on insurance to receive money from his policy as well. If there is a way we can group everything together while still maining multiple files associated with the same case that would be very helpful

For those of who practice personal injury many times we open up multiple cases associated with our client. Is there a way to sync the data between all 3 separate claims so we don't have to enter in the same information. For example Bob gets in a w...

Created 14 Aug 01:02

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1 Vote

Can we get a read receipt button or someone way to verify that opposing counsel actually opened or received the email

Created 14 Aug 00:42

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1 Vote

After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially a check list confirm payment sent payment received and that way we can easily close a case.

After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially ...

Created 14 Aug 00:36

0

1 Vote

Ideas & Enhancements

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Change ICON buttons allow and add more options to chose from and rearrange icons button

We should have more options to delete so unnecessary fields (sometimes simpler is better)

Neos should have a simple back or return to previous page button

Correct Timestamps for Emails Tagged to Needles

Can we get a read receipt button or someone way to verify that opposing counsel actually opened or received the email

More Icons to Choose from when creating new fields and sections

Outgoing Fax from case file

Customizable Firm Log in Page with by NEOs below

Filter by status

Filter by category

Identify yourself with your email address

Change ICON buttons allow and add more options to chose from and rearrange icons button

We should have more options to delete so unnecessary fields (sometimes simpler is better)

Neos should have a simple back or return to previous page button

Correct Timestamps for Emails Tagged to Needles

Can we get a read receipt button or someone way to verify that opposing counsel actually opened or received the email

More Icons to Choose from when creating new fields and sections

Outgoing Fax from case file

Customizable Firm Log in Page with by NEOs below