Ideas & Enhancements

3 Vote

AI Summary of Notes tab for cases

Notes contain detailed information about cases. It would be useful to have an informative summary of notes entered into each case so that users would not have to review hundreds of notes to get a feel for the case activities and information about ...

Created 22 Oct 16:33

0
39 Vote

Integrate with Adobe Acrobat Pro DC

We use Adobe Pro for EVERYTHING in our office. It would be great if Needles integrated with it. There are 2 huge advantages that could be utilized. Adobe sign is easier to use then docusign, IMHO, especially since we are always in Adobe pro anyway...

Created 19 Nov 16:52

Integrations

5
1 Vote

During Neos Staff Set Up, we should not be prompted to save until after all information is entered

During Neos Staff Set Up, we should not be prompted to save until after all information is entered. As it is now, you're required to choose a password, staff code and time zone in order to be able to save the staff profile. This is a bit strange s...

Created 08 Jan 20:49

0
8 Vote

Be able to select provider address where client treated in each case

It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...

Created 03 Apr 13:38

1
22 Vote

Document Details Subject & notes area @mentions

Adding the ability to add the @mention to Document Details Subject & notes area to help identify the new items that have been added that need review.

Created 19 Sep 19:56

0
5 Vote

Ability to save a link to sharepoint subfolder in Case Docs

When we receive a claims file, it may consist of several folders and thousands of pages of documents. In TrialWorks, we could save a link to the subfolder (usually called Claims Folder) so that we could go back to the entire claims folder.

Created 31 Jul 16:47

0
6 Vote

Copy a party name and address

It could be helpful if it would paste in mailing format Name Address line 1 Address line 2

Created 20 Jun 14:18

0
21 Vote

Adding the ability to have an announcement pop up at login or schedule time.

As everyone’s workforce is changing being able to notify everyone about an event or just post important information it would be helpful to have a spot under the Firm Preferences to have an announcement pop up at login or schedule time.

Created 14 Oct 18:50

0
24 Vote

PDF Editor - Inserting PDF - Filter results to make finding documents by case easier.

Currently when a user is trying to insert a PDF into another PDF in PDF Editor it pulls from the "Browse Documents" list and you are unable to filter to a specific case or client. Currently, the only way to use this effectively is to search for th...

Created 10 Jun 16:25

4
3 Vote

Reports need to be simplified

Bring back the old way of running reports! Basic reports like a case list for each attorney is impossible to run. Secretaries were able to run them easily, now they have to come to an admin to run them because the interface is so complicated they ...

Created 17 Oct 18:56

0