Ideas & Enhancements

40 Vote

Counsel Tab - Ability to select multiple parties in the Representing dropdown bar

Currently you can only select one party in the Counsel Tab that shows who that attorney represents. Multiple cases the attorney represents more than one party. It would be beneficial to be able to select multiple parties to accurately show who the...

Created 28 Jan 17:49

User Tab

11 Shipped
39 Vote

The ability to select multiple options in one dropdown menu when generating documents

In Needles 4, you could select multiple items and generate the same letter to multiple selections at one time versus having to generate the same letter multiple times from start to finish.

Created 01 Mar 15:25

General

2 Shipped
41 Vote

Document Field within other Tabs

There is a document field when editing the user defined portions of needles. We would like to be able to upload a document there such as a depo notice in the deposition tab.

Created 02 Dec 15:33

4 Shipped
41 Vote

Neos - Change color of flag note and light bulb to a more alerting color.

The flag/special note at the top of cases used to be an orange hue, and so did the light bulb. With the recent Neos facelift, those two items now blend into this muted color scheme rendering point of the flag/special note and the light bulb useles...

Created 21 Oct 12:52

General

0 Shipped
13 Vote

Include the case name when searching for a client

We have multiple clients that have more than 1 case (ex. A, B, C, etc case) and we have to go into each one to figure out which is which

Created 02 Jun 21:48

0 Shipped
18 Vote

Make Provider in Value Tab easy to see phone numbers

Where we could click on the provider and it popped up with the phone numbers to call, now we have to open the whole provider in a tab to be able to see it to call on balances. That is annoying.

Created 22 Sep 17:13

1 Shipped
31 Vote

Email a checklist item once set

An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).

Created 14 Oct 16:30

Checklist

2 Shipped
20 Vote

Value Tab Provider Information

I should be able to see the address, phone number, fax number, and email of any provider that I enter into the value tab. In order to get a phone number I then have to click once on it. Then, in order to get the full address, I have to open that p...

Created 29 Mar 15:26

0 Shipped
29 Vote

Ability to default calendar to a group

Currently the global calendar defaults to the user logged in, but would be nice to be able to change the default to be a staff group instead.

Created 12 Nov 20:41

5 Shipped
12 Vote

Allow Option to Expand Case Header

Allow Option to Expand Case Header to appear as it did prior to the update on 03/16/2023.

Created 16 Mar 16:48

2 Shipped