What's New in Neos: March 2026

Permission: AI Manage Prompts and Tags

• The "AI: Manage Prompts" permission has been renamed to "AI: Manage Prompts and Tags" in Staff or Permission Group > Special Permissions.
• This permission now applies to both the AI Tags and AI Prompts directories in Settings.
• Users without this permission will not be able to open these directories.
• Users without this permission will continue to be able to use the tags and prompts from these directories in other workflows (e.g., NeosAI Chat and AI Document Generation).

Pre-define Additional Instructions for AI Tags

• Navigate to Settings > AI Tags and open any tag to edit, or create a new one.
• An Additional Instructions field is now available above the AI Prompt field.
• Save the tag — the instructions will be stored with it.
• When any user generates a document using that tag, the Additional Instructions field will be pre-populated automatically.
• Users can still edit or override the pre-populated instructions at generation time.
• Requires the AI feature flag and AI: Manage Prompts & Tags permission to set or edit instructions on a tag.

Note: The Executive Case Summary system tag supports editable Additional Instructions for users with the AI: Manage Prompts & Tags permission.

Additional Instructions for AI Executive Case Summary

• Open a case and navigate to the Executive Case Summary section, then open the Select Data Sources window.
• Users with the "AI: Manage Prompts & Tags" permission will see a new "Additional Instructions" text area.
• Enter instructions to guide the AI when generating the summary (focus areas, tone, specific details to include or exclude).
• To set firm-wide default instructions, enter the desired text and check "Save settings as default for Case Summary" before generating.
• When regenerating a summary, the instructions previously used for that case will be pre-filled.
• Users without the "AI: Manage Prompts & Tags" permission will not see the field, but saved default instructions will still be applied to their summaries.

Note: The "AI: Manage Prompts & Tags" permission controls visibility — contact your firm administrator to request access.



AI-generated outputs are more useful when they reflect firm-specific language, priorities, and standards. Pre-defining instructions at the tag level ensures consistent, relevant AI results across the firm without requiring instructions to be created from scratch each time. Consolidated permission management for both Tags and Prompts simplifies administrative overhead.

Action Required — A Firm Administrator must create automation rules in Firm Preferences > Automations to define trigger conditions and value item defaults.

• Action Configuration

• When adding the "Add Value Item" action to an automation, the following fields are available for configuration:

• Value Code (required)
• Provider (required)
• Amount
• Reduction
• Memo
• Settlement Note
• Value Category
• Reference 1
• Reference 2
• UTBMS Expense

• Smart Provider Defaults

• The Provider field automatically defaults based on the selected Value Code:

• DTF — Defaults to the provider set in Firm Preferences > Default Info > Default DTF Provider.
• TRUST — Defaults to the provider set in Firm Preferences > Default Info > Default TRUST Provider.
• TIME — Defaults to the provider set in Firm Preferences > Time & Billing > Default Time Provider.

• Automatic Field Defaults

• When the automation fires, the following fields are set automatically (not visible in the action configuration):

• Party — Defaults to the case's first party.
• Bill To — Defaults to the case's billing client; if no billing client exists, defaults to the first party.
• Service Date — Set to the date the automation executes.

• Usage Rules

• The action can be added multiple times to a single automation.
• Available for all triggers except "When Intake Status is Changed."
• The action only fires on cases, not intakes.
• "Add Value Item" appears as a filter option in the Automations Directory and History tabs.

Manually creating value items on cases is repetitive and easy to overlook, especially when the same entries are needed every time a specific event occurs. Automating value creation eliminates that manual step, ensures consistent financial tracking across cases, and reduces the risk of missing billable entries or standard costs.

In Browse Cases, click the three-dot menu on any case and select "Favorite Case." Once favorited, a yellow star appears on the left-hand side of the columns. The column can be sorted to show favorited cases at the top.

All favorited cases can be queried in the Cases primary record in Advanced Search using the Favorite filter — filter for Favorite true or false.





Provides a fast way to surface high-priority or frequently accessed cases without scrolling or searching. Sorting by favorites and querying them in Advanced Search saves time during daily case management and makes it easier to stay focused on the work that matters most.

Add Task (default click)

• Click "+ Add Task..." to open the "Select Checklist Task" modal.
• All case-type-specific primary and auxiliary checklist task types appear.
• A Number of Items input is available.
• If Number of Items is greater than 1, tasks are added directly to the checklist.
• If Number of Items is 1, the checklist side pane opens with task details.

Set Quick Add (dropdown option)

• Click the dropdown arrow > "Set Quick Add" to open the "Select Auxiliary Task" modal (no Number of Items box).
• Only auxiliary checklist task types appear.
• Select and Save — a task type chip appears on the button: "+ Quick Add TaskCode".
• The Quick Add preference is per user and persists across all cases and case types.

After Quick Add is set

• Click "+ Quick Add TaskCode" — the checklist side pane opens with that task type.
• Dropdown options become:

  • "+ Add Task..." — full task selection modal
  • "Change Quick Add" — re-select auxiliary task
  • "Unset Quick Add" — revert to default "+ Add Task..." button

Speeds up repetitive task creation by eliminating extra clicks and ensuring the preferred task type is always one click away. Replacing the previous "last used" behavior with an explicit preference reduces errors and puts the most common action front and center.

NeosAI Chat

• Add Document or Drag & Drop.
• No longer limited to uploading 5 documents at a time in Chat.
• Character limits still apply, so document content will be truncated if the limit is reached. Limit depends on the AI Mode used.



Settings > AI Tags and Settings > AI Prompts

• Increased the AI Prompt field of both AI Tags and AI Prompts to 5,000 characters.

Removes barriers to multi-document AI review by lifting the previous 5-document upload cap, enabling broader document analysis in a single chat session. The expanded AI Prompt field gives more room to create detailed, firm-specific instructions.

Accessible from the Case tab and the NeosAI Tools Side Pane.

• When activity is logged to a case, the system automatically schedules a summary regeneration in the background.
• While regeneration is queued, the summary displays a "Pending Regeneration" status with an orange icon.
• Once regeneration completes, the status updates to "Up to date" with a green checkmark.
• If multiple changes are made in quick succession, only one regeneration runs — the timer resets with each new change.
• Users can force an immediate regeneration at any time by clicking Refresh or updating selections in the Select Data Sources window.
• Also includes actions to convert an Intake into a Case, as well as creating new Cases directly.

Ensures case summaries stay current without manual intervention, reducing the risk of decisions based on stale information. Automatic regeneration runs efficiently in the background — batching rapid changes into a single update — so summaries reflect the latest case activity with no extra effort.

• In the intake or case notes list, Spacious view shows up to 1,000 characters in the note column (previously 250). Text is wrapped to show in 2 lines max.

• Expanding the note column wider shows more of the note up to 1,000 characters.
• Compact view shows up to 500 characters in the note column (previously 250), always in 1 line.
• The selected view is saved.



Reduces the need to open individual notes just to read their content, saving time when scanning notes lists during case review. More visible text per row means less time spent opening individual notes to find relevant information.

• In the Calendar Advanced Search, multi-select Outlook events and cancel them in bulk via the Bulk Actions menu.

• This is only applicable to Outlook events. If you select Outlook events along with archived events, the bulk cancel action will be disabled.

When a case closes or a staff member leaves the firm, cancelling events one by one is time consuming. Bulk cancellation saves significant time and reduces the administrative burden.