Ideas & Enhancements

Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).

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Created 26 Apr 18:11

1

13 Vote

Checklist Triggers from Class Code Change

Just as checklist items can trigger from the entry of a case date, would like to be able to set up triggers linked to a class code change. For example, using an AUX checklist for litigated matters adds EVERY litigation contingency, which will not ...

Created 14 Dec 17:42

2

25 Vote

Reschedule Calendar appointment populates option to assign new date

In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.

Ability to move/rearrange case tabs when several are open.

It would be extremely helpful to be able to move tabs around when several cases are open. Just as when you are on an internet browser and are able to rearrange tabs at the top of the page, being able to rearrange client case tabs would be very hel...

Created 17 Apr 13:13

0

24 Vote

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...

NEOS Texting- 1. Need ability to "Send" photos/media and 2. Need ability to forward calls made to the text number to main office line.

New text feature is great. Suggest, adding two-way media texting. (ability to drag and drop a single image/doc to text to client). Currently only the inbound texter can send images. 2. Some people when texting have a question then decide to try ca...

Created 29 Mar 01:07

2

5 Vote

Add ability to duplicate a list tab entry within a case

Help to more efficiently enter data in a List/Entry User definted tab. We use one to track discovery demands and frequently many of the fields are identical (i.e. party serving, date served, date response due, status, etc.), so it would be helpful...

Created 21 Feb 15:12

1

Ideas & Enhancements

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Quick Add Provider

Delete Cases

No Checklist Items on the Weekend

Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).

Checklist Triggers from Class Code Change

Reschedule Calendar appointment populates option to assign new date

Ability to move/rearrange case tabs when several are open.

Ability to convert or make copy of a word document to PDF directly

NEOS Texting- 1. Need ability to "Send" photos/media and 2. Need ability to forward calls made to the text number to main office line.

Add ability to duplicate a list tab entry within a case

Filter by status

Filter by category

Identify yourself with your email address

Quick Add Provider

Delete Cases

No Checklist Items on the Weekend

Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).

Checklist Triggers from Class Code Change

Reschedule Calendar appointment populates option to assign new date

Ability to move/rearrange case tabs when several are open.

Ability to convert or make copy of a word document to PDF directly

NEOS Texting- 1. Need ability to "Send" photos/media and 2. Need ability to forward calls made to the text number to main office line.

Add ability to duplicate a list tab entry within a case