Needles 5.0 | Ideas & Enhancements

GAME CHANGER!! ALMOST ALL RINGCENTRAL USERS USE THE INSTANT MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRATE THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY

GAME CHANGER!! ALMOST ALL RING CENTRAL USERS USE THE INSTANT MESSAGE MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRate THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY. THE...

Created 13 Aug 12:04

0

1 Vote

NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR

NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR

Created 13 Aug 11:56

0

2 Vote

Add Closed/Reject date for intakes

A closed or rejected date does not exist when a matter is at the intake level. While you are able to close an intake via Stage > Status, there is no reportable closed date.

Created 02 May 14:38

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3 Vote

Neos: ability to see Refresh Checklist option in case checklist again

Since the latest update in Neos, when marking items as Done or N/A the checklist auto-refreshes now. It was nice to see the blue Refresh Checklist option as a visual representation that it needs to be updated. Would be nice to see this option agai...

Created 14 Jan 15:23

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1 Vote

Checklist Summary - add filter for open or closed cases.

When I run a checklist summary for open checklist items, I should not see open checklist items in closed cases. Please add a filter to allow me to select Open cases only.

Created 11 Aug 20:28

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2 Vote

Adding More Value Reports

Reports that pull information such as Value Notes, Pay Rates, Totals, Hours, etc would allow timekeeping reports to be much more detailed and quicker to bill.

Created 28 Apr 18:22

1

2 Vote

PDF Legacy Report Format

Formatting for the Legacy pdf reports take up to much space and is confusing to read for some users. Case Listing by Case Type report is an example.

Created 27 Apr 18:17

0

Ideas & Enhancements

Filter by status

Filter by category

Private Share Link which can be set on a timer and password protected

GAME CHANGER IDEA 2

Graphs and Charts in the Settlement Summary and Calculator

GAME CHANGER!! ALMOST ALL RINGCENTRAL USERS USE THE INSTANT MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRATE THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY

NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR

Add Closed/Reject date for intakes

Neos: ability to see Refresh Checklist option in case checklist again

Checklist Summary - add filter for open or closed cases.

Adding More Value Reports

PDF Legacy Report Format

Filter by status

Filter by category

Identify yourself with your email address

Private Share Link which can be set on a timer and password protected

GAME CHANGER IDEA 2

Graphs and Charts in the Settlement Summary and Calculator

GAME CHANGER!! ALMOST ALL RINGCENTRAL USERS USE THE INSTANT MESSAGE GROUP CHAT FEATURE!! FIGURE OUT A WAY TO INTERGRATE THIS WHILE INSIDE THE NEOS PLATFORM AND THIS WILL MAKE NEOS THE MOST SAUGHT AFTER SOFTWARE IN THE LEGAL COMMUNITY

NEOS NEEDS TO ADD A FAX SECTION!! THIS IS THE ONE KEY FEATURE FILEVINE HAS THAT NEO DOES NOT. MOST RING CENTRAL USERS HAVE A RING CENTRAL FAX NUMBER OR OTHER FAX NUMBERS IN WHICH NEW HAS ITS ON TAB FOR

Add Closed/Reject date for intakes

Neos: ability to see Refresh Checklist option in case checklist again

Checklist Summary - add filter for open or closed cases.

Adding More Value Reports

PDF Legacy Report Format