Ideas & Enhancements

14 Vote

Bring back the CASE STATUS or a report similar to the information provided on case status.

The Case Status provides the attorney a summary of the case at a glance. The following information is needed at a glance. Color Liability A/D Date of liability Damage rating for PD , both defendant and plaintiff Sorriano issues Limits PD $ value T...

Created 10 Mar 20:52

General

1
8 Vote

Neos - Merge Template Creation for Lists

When I am tagging a list to a merge template, I would like the ability to create column headers, as well as perform calculations at the bottom of the table (such as totals or sums for the columns). In its current state, the list features doesn't s...

Created 10 Oct 21:38

0
21 Vote

Change Font Size in Needles, especially calendar

Hard to see characters, wants to make them bigger without changing settings in Control Panel that affect other programs.

Created 29 Apr 14:45

General

4 Unlikely to implement
3 Vote

Add counsel automatically when creating case

Every time a case is made for add a specific Counsel from our firm to the Counsel Tab

Created 06 Feb 14:48

0
4 Vote

Party Column in User-Defined Tabs with Linked Documents

For instance, we have created a discovery tab where we link discovery responses and documents. While we sort these by party, when we upload them directly through the user-defined tab (instead of in the documents tab), we cannot mark which party it...

Created 31 Oct 22:54

0
16 Vote

NEOS - Multi-Select Case in Search

The example here is that I would like to copy a note to a few different cases. There is no way for me to do that short of searching and copying to the cases one at a time. It is just tedious.

Created 13 Aug 17:46

General / Search

1 Future consideration
10 Vote

Seeing the body of email and text first in preview of notes vs header info

When in list view, it would be helpful to see the body of the email or text message that was tagged, like Needles 4 would vs seeing the date time and to/from info.

Created 18 Mar 02:20

3
13 Vote

Uploading Multiple Documents to Multiple Cases

Similar to FileIt with TrialWorks, would like the ability to file multiple files to multiple cases.

Created 26 May 20:20

3
5 Vote

Have the activity feed show what field was changed, specifically for the Party and Case tabs, but all would be helpful.

It would be very helpful if the activity feed showed exactly what field was changed in the Party and Case tab. Currently it only shows a change was made but does not show the change made or what field was changed.

Created 20 Jul 17:00

1
5 Vote

Show full name of contacts consistently across contact cards, cases, views

When one has persons with similar names, it is helpful to how the full name (with initials, etc.) to ensure you are referencing/addressing the proper contact.

Created 19 Jul 16:20

1