Ideas & Enhancements

33 Vote

Ability to monitor staff productivity/activeness within Needles

Adding a tab under the staff profile that shows their productivity for the day. This would be not be based off being logged in or logged out but more on if the cursor is active/clicking, how many notes were made for that day, how many documents we...

Created 20 Jan 17:07

16 Already exists
17 Vote

Have an option to close all checklist items when a case is closed or intake rejected

As is now, if you close a case or reject an intake the checklist items remain open. Giving us the option to close the remaining checklist items in bulk or giving us a button to allow us to do so would aid in keeping our checklists in order. It cou...

Created 29 Nov 19:43

2
32 Vote

Email Subject Line

Allow firms to choose the subject line of their emails. When sending 1 document it takes on the case name and document number; when sending multiple, it only shows the number of documents.

Created 24 Feb 21:45

0 In Development
1 Vote

Receipt of Signed DocuSign Documents- Notification to all Staff in Case

When a case receives a signed document via DocuSign, all staff in the case should receive a notification of the receipt of the executed documents. Or an option to choose the staff roles for who should receive the notifications when DocuSign docume...

Created 10 Oct 14:12

1
2 Vote

Value Entry Value Details Memo now READ ONLY

The Value entry details memo is the description of the time entry that appears on an invoice. If the timekeeper made a typo when adding time in the time details description, you used to be able to fix it there AND in the value entry details memo. ...

Created 28 Aug 18:46

0
31 Vote

Renaming attachments when saving documents

The current set-up for tagging e-mails is a bit frustrating. It would be nice to rename documents in an e-mail when tagging it to a case. It's unnecessary wasted time having to go into a file after tagging an email with documents just to rename th...

Created 30 Mar 12:30

Messages

1
8 Vote

Please add the Stamp Feature in the pdf editor

Please add the stamp feature in the pdf editor like it is in the Adobe Acrobat DC version. See picture below.

Created 13 Dec 20:04

3
8 Vote

Templates within the Record Requests and Documents tabs within all cases

When we have a signed form like a HIPAA, we will apply that form towards each provider once we are ready to request records and billing. In the pdf form, I would like to use tags for provider name, address, current dates and such things. Then I wo...

Created 13 Dec 19:46

0
19 Vote

Case fields and mini directory detail screen

It would be beneficial to admins and layout designers to be able to click on the title of the case fields or a detail button that would show all the case types that the Case fields or mini directory are used in with out having to create custom rep...

Created 23 Aug 14:45

0
3 Vote

recurring events in a series - allow same "cancel" functionality as single events

we love the new calendar functionality of showing rescheduled and canceled events, BUT we need to easily mark recurring events in a series (like a scheduled trial) and quickly show that event as canceled when a case settles right now if you cancel...

Created 15 Jul 15:56

1