What's New:

Needles Neos

March 30, 2021

We’re excited to share a few of the latest features now available in Needles Neos that will increase your team’s efficiency while simplifying everyday work.

Case Dates Calendar

We’ve made it easier to track upcoming case deadlines using the global calendar. You can now use the calendar to see case dates for all open cases associated with your firm.

With the new Case Dates Calendar, you can:

  • Turn on “Show my Case Dates” and your calendars will refresh to display case dates as all-day events
  • Case dates will only appear in the calendar if the case is open
  • Case dates will only appear in the calendar if the staff has a role in the case

casedatescalendarui

 

ADDITIONAL ENHANCEMENTS

Value

  1. We’ve simplified the value transaction screen to improve handling payments in Needles Neos. Credit/Debit option for Value transactions is now automatically selected based on the “Paid by” selection. This option is configurable under “Paid by” mini directory.
  2. You now have an option under the value grid actions menu to print the list of values for a case.

General Documents

We’ve enhanced performance listing documents under case documents and browse document screens.


Changes

Advanced search

User-defined fields “Case tab” and “User tabs 6-10” are now grouped under the filter dropdown. We’ve grouped these user defined fields to help users find them quicker when adding filter criteria to advanced search.

casetabui

casetabui2

Activity Feed user interface

We’ve made some changes to the look and feel of the activity feed. The “Phases” now show additional colors: green for past steps, blue for current step, and gray for future steps.


View complete changelog

Review previous list of changes in our changelog.


For detailed instructions on using these enhancements, click the Help icon in Needles Neos to access the Self-Serve Portal and Knowledge Base.