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

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.

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

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.

Replaces the "last used checklist item" behavior with a new "+ Add Task..." split button on the Case Checklist.

Add Task (default click)

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

Set Quick Add (dropdown option)

• Click the dropdown arrow → "⚙ Set Quick Add" → "Select Auxiliary Task" modal opens (no Number of Items box).
• Only auxiliary checklist task types appear.
• Select and Save → 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}" → 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

Without a central view of active subscriptions, it was easy to accumulate outdated or unwanted report deliveries with no efficient way to clean them up. A single management view with bulk unsubscribe eliminates inbox clutter from stale reports and reduces time spent tracking down where subscriptions were configured.

Open your Staff Profile and navigate to the new Subscriptions tab. The grid shows all subscriptions for Advanced Search and reports with the following columns:

• Name — The report or Advanced Search query name.
• Format — PDF, CSV.
• Schedule — Weekly, monthly.
• Time — The time the report is sent.

Users can unsubscribe from multiple reports at once.

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 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.

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.

• 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.

Eliminates the manual step of adding collaborators to every new task and ensures the right team members are included automatically from the start. Bulk application to existing open tasks saves significant time when rolling out collaboration changes across active caseloads.

New Collaborators Field in Checklist Setup

A "Collaborators" field has been added to the checklist task configuration side pane in both Primary and Auxiliary Checklist setup.

• Multi-select dropdown populated from the staff role directory.
• Primary checklist tasks show staff roles added to the current case type.
• Auxiliary checklist tasks show all staff roles.
• The field is optional and does not allow custom values.
• Changes to the field trigger the save banner, same as other setup fields.

Automatic Collaborator Assignment on New Tasks

When a checklist task with collaborator roles configured in setup is added to a case, all staff members currently assigned to those roles are automatically added as collaborators on the task.

Apply to Open Tasks

When updating the Collaborators field in checklist setup and saving with the "Apply these changes to all open case checklist items within open cases and intakes" checkbox enabled, the updated collaborator roles are applied to all corresponding open checklist items across open cases and intakes. All staff assigned to the selected roles are automatically added as collaborators on those existing tasks.

Updated Modal Text

The "Adding Checklist Items" confirmation modal now references the Collaborators field: "You have made changes to the Staff Role, Collaborators, REF or DAYS field for checklist item(s)..."

Shows exactly which fields changed and what the previous values were, making it easier to review case change history and identify when and how key data was modified.

Case & Intake Updated Events

Activity Feed entries for Activity Type: Case and Activity Type: Intake with Action Type: Updated display before & after data for all standard case fields, including:

• Case Name, Case Title, Synopsis
• Class, Docket, Court, Judge
• Date of Incident, Opened, Closed, Reassigned
• Intake Date, Intake Staff
• Billing Client
• Alternate Case Number 1 & 2
• Referred By, Referred To
• How Did You Hear About Us?, Marketing Campaign
• Dormant, More Info, Client Reference ID

Case & Intake Created Events

Activity Feed entries for Activity Type: Case and Activity Type: Intake with Action Type: Added display all standard case fields that were set at the time of creation.

Corrects LSS SW-10 fee formatting issues that produced inaccurate invoice exports, and adds flexible mapping options so firms can control how matter numbers and line item descriptions appear in LEDES output. A separate LEDES Description field on value items allows firms to maintain distinct descriptions for LEDES exports and QuickBooks sync without conflict. Bulk invoice download in LSS SW-10 format and standardized ANSI encoding further reduce manual effort and formatting inconsistencies.

LSS SW-10 Fee Section & Paralegal Time Keeper Code

The Fees section of the LSS SW-10 invoice export has been corrected. Fees are sorted from oldest to newest and now display:

• Service End Date | Staff Code | Due Amount (previously showed billable amount) | Billable Time in hours (previously showed time spent in seconds) | "[LCODE - task code][ACODE - Activity code] memo"

Additionally, "LA" (Legal Assistant) has been added as an option in the Time Keeper Code dropdown in Staff Profile > Time and Billing, appearing in alphabetical order.

LEDES 98B Options & Export Encoding

The LEDES 98B invoice download options have been updated:

• The existing checkbox has been renamed from "Append Matter ID to Each Line Item" to "Replace Client Matter ID with Matter ID." Functionality is unchanged — when enabled, the Law_Firm_Matter_ID maps to the CLIENT_MATTER_ID section of the export.
• A new "Replace Client ID with Matter ID" checkbox has been added. When enabled, the LEDES Matter ID maps to the CLIENT_ID section of the export.

Both checkboxes appear below the billing period end date filter when downloading in LEDES 98B format.

Additionally, invoice downloads in both LEDES 98B and LSS SW-10 formats now use ANSI encoding for consistent output.

LEDES Matter Number Mapping

A new "LEDES Matter Number" preference is available in Settings > Firm Preferences > Time and Billing (requires LEDES Billing enabled). This setting controls which case identifier populates the LAW_FIRM_MATTER_ID in LEDES 98B formatted invoices.

• Dropdown options: Case Number, Alternate Case Number Label 1, or Alternate Case Number Label 2.
• Default for new firms: Alternate Case Number Label 1.
• Default for existing firms: copied from the current LEDES Matter ID selection.
• Tooltip: "This will populate the LAW_FIRM_MATTER_ID in LEDES formatted invoices."

When exporting an invoice to LEDES 98B format, the selected LEDES Matter Number maps to the LAW_FIRM_MATTER_ID section. When exporting in LSS SW-10 format, the LEDES Matter ID from Firm Preferences maps to field #14 (Matter ID).

The tooltip on the existing LEDES Matter ID preference has been removed.

LEDES Description Field & Firm Preference

A new "LEDES Description" field has been added to non-time type value items (appears below the Ref 2 field). This field is only visible when LEDES Billing is enabled. Character limit is 5,000 (truncated to 1,500 in LEDES export, same as memo).

A new "LEDES Description" firm preference is available in Settings > Firm Preferences > Time and Billing (below Client ID). This setting controls which field populates the LINE_ITEM_DESCRIPTION in LEDES 98B exports:

• Value Entry Memo (default) — maps the value entry memo to LINE_ITEM_DESCRIPTION, same as today.
• LEDES Description — maps the new LEDES Description field from the value entry to LINE_ITEM_DESCRIPTION.

Tooltip: "This field will populate the LINE_ITEM_DESCRIPTION field in LEDES formatted invoices."

The Invoice Description column is unchanged — it continues to show the value entry memo regardless of this setting. This mapping change applies to LEDES 98B exports only; LSS SW-10 downloads are not affected.

LSS SW-10 Rate Column

The Fees section of the LSS SW-10 invoice export has been updated to show Rate instead of Billable Amount, and Billable Time instead of Time Spent:

• Service End Date | Staff Code | Rate | Billable Time | "[LCODE - task code][ACODE - Activity code] memo"

Bulk Download Invoices in LSS SW-10 Format

In Accounting > Invoices, users can now bulk-select invoices and download them in LSS SW-10 format. When LSS SW-10 is selected as the format:

• The claim number defaults to the first claim number found on each invoice's case.
• If a case does not have a claim number, the claim number section is left blank for those invoices.
• There is no claim number dropdown in the download modal when LSS SW-10 format is selected.

Note: Requires the Invoices module enabled in Accounting.

Eliminates the need to download invoices one at a time, significantly reducing the effort required to pull multiple invoices at once. Multiple format options — including LEDES formats when enabled — ensure the right output is available without extra conversion steps.

• In Advanced Search, search for Invoices.
• Select one or more invoices from the results grid and click Bulk Actions.
• Choose a download format:
  • PDF or Word — available to all users.
  • LEDES 98B or LSS-SW10 — available when LEDES Billing is enabled for the firm.
• The selected invoices are downloaded in bulk.

Eliminates a repetitive manual step each session, saving clicks on every email tagging interaction. Over the course of a day, skipping the search-type switch adds up to meaningful time savings for anyone who tags emails frequently.

The user's selected search type in the Outlook Add-in now persists when the add-in is closed and reopened. No need to re-select the search type each session.

Provides a faster path to export case data for offline analysis, reporting, or sharing — without navigating away from the current view. Having export available directly in the grid reduces the steps needed to pull data into spreadsheets or other tools.

Supported Grids

Right-click CSV export is now available in the following grids:

• Case > Value grid
• Browse Documents grid
• Case > Documents grid
• Case > Activity Feed (grid view)
• Case > Notes tab (all note sub-grids: All Notes, General, Emails, etc.)

How It Works

• Right-click on any row within a supported grid to see the "Export CSV" option in the context menu.
• Selecting "Export CSV" downloads a CSV file containing the data currently loaded in the grid.
• If filters are applied to the grid, the export respects those filters — only the filtered rows that have been loaded through infinite scroll are included in the export.

Note: The export includes rows that have been loaded via infinite scrolling. If additional rows exist beyond what has been scrolled into view, they will not be included in the export.

Prevents calendar events from becoming permanently out of sync after common scenarios like deleted events or organizer changes. Selective field sync ensures only edited data is pushed to Outlook, reducing unnecessary overwrites.

Deleted Outlook Event Recovery

When a synced Outlook event is deleted directly in Outlook (rather than cancelled through Neos), the system now recovers automatically:

• If the checklist task is updated in Neos with sync still enabled (ON), the old event metadata is cleared and a new Outlook event is created and linked to the task.
• If the sync flag is turned OFF, the stale event metadata is cleaned up and the event is removed from Neos.

Default Organizer Change Handling

When the Default Event Organizer is changed in Firm Preferences:

• No shared calendar permissions between old and new organizer: The next time a synced task is updated, the old event metadata is removed, the original event is removed in Neos, and a new event is created under the new organizer.
• Shared calendar permissions exist: The event updates normally under the new organizer without needing to recreate it.

Selective Field Sync on Task Updates

When a synced checklist task is updated (individually or in bulk), only the fields that were actually edited are pushed to the Outlook event:

• Due Date → Event Date
• Task Name → Event Subject
• Assigned Staff → Event Attendees (additive only — new attendees are added without removing existing ones)
• Instructions → Event Description (overwrites entire description)
• Notes → Event Description (overwrites entire description)
• State (Done/N/A) → Event Subject prefix ("Done - " or "NA - ")

Preserved Outlook Fields

Task updates in Neos do not overwrite the following Outlook event fields:

• Attendees — Only additive changes; manually added attendees in Outlook are not removed.
• Reminders — Any reminder settings configured in Outlook are preserved.

Integration partners previously lacked endpoints for key case workflows — including populating accident details, converting intakes to cases, logging phone calls, creating notes, and retrieving valid dropdown values. These additions close those gaps, enabling fully automated case creation and management workflows without manual intervention or hardcoded values.

Accident Endpoints

• GET /cases/{caseid}/accidents — Returns accident IDs for the case (returns null if no accident exists). Also returns vehicles.
• POST /cases/{caseid}/accidents — Creates an accident on the case. Fails if an accident already exists.
• PATCH /accidents/{accidentId} — Updates an existing accident record.

Vehicle Endpoints

• GET /vehicles/{vehicleId} — Retrieves a vehicle record.
• POST /accidents/{accidentId}/vehicles — Adds a vehicle to an accident.
• PATCH /vehicles/{vehicleId} — Updates an existing vehicle record.

Party Roles Endpoint

• GET /parties/roles — Returns the list of party roles and their IDs, enabling integration partners to assign the correct role when creating parties on a case.

Convert Intake to Case

• POST /cases/from/intake — Converts an existing intake to a case via the API Gateway.

Case Fields, Messages & Notes

• GET /casefields/userdefined — Retrieves user-defined case fields.
• POST /messages — Creates a message.
• PUT /messages — Updates a message.
• POST /cases/{caseId}/notes — Adds a note to a case.

Phone Calls & Search

• POST /phonecall — Logs a phone call.
• GET /purpose — Retrieves the list of phone call purposes.
• GET /partnerapi/v1/search/phone/{number} — Searches for records by phone number.

Time & Value Entries

• POST /cases/{caseId}/timesandvalues — Creates time and value entries on a case.

Contacts & Parties (migrated to partnerapi/v1)

The following endpoints have been migrated from the legacy v2 namespace to partnerapi/v1. In the Partner Portal, “names” are referred to as “contacts.”

• POST /partnerapi/v1/contacts — Creates a contact.
• GET /partnerapi/v1/contacts/{Name}/phones — Retrieves phone numbers for a contact.
• GET /partnerapi/v1/contacts/{NameId}/addresses — Retrieves addresses for a contact.
• GET /partnerapi/v1/parties/{partyId} — Retrieves a party record.
• PUT /partnerapi/v1/parties/{partyId}/userdata — Updates user data on a party.

Standard Mini Directory Endpoints

• GET /valuecode — Retrieves value codes.
• GET /purpose — Retrieves purposes for communications.
• GET /DocumentCategory — Retrieves document categories.
• GET /StaffRole — Retrieves staff roles.
• GET /IDCodeList — Retrieves ID code list entries.
• GET /{PicklistId} — Retrieves values for a specific picklist by ID. Required when updating custom case fields where the field’s TypeControl is mini directory — this endpoint returns the valid values for that dropdown.

User Mini Directory Endpoints

• GET /partnerapi/v1/userminidirectories — Retrieves the list of user-defined mini directories.
• GET /partnerapi/v1/userminidirectories/{miniDirectoryId}/items — Retrieves items within a specific user-defined mini directory.

Eliminates the need to contact support when a Zapier token expires, turning what was a support-dependent process into a self-service action that takes seconds. Visible expiration dates make it easy to refresh proactively before integrations stop working.

Navigate to Settings > Integrations > Zapier.

• A Refresh button now appears next to the Copy button on the authentication token field.
• The token's expiration date and time are displayed below the token.
• Click Refresh to generate a new authentication token — a success confirmation will appear.
• Click Copy to copy the latest token and paste it into Zapier when prompted to reconnect.

Note: Available to firms with the Intake Premium module enabled and users with Interfaces permission.

Speeds up case lookup when only a partial name is known, reducing the time spent scrolling through results or running separate searches. Comma-separated prefix matching handles common scenarios like uncertain spelling or incomplete information from phone calls.

In Browse Cases, the Party Name search field supports the format: <LastNamePrefix>,<FirstNamePrefix>

• S,J — All parties with last name starting "S" and first name starting "J."
• Smi,Ja — Matches "Smith, Jaylon" and "Smith, Jaelen."
• S, — All last names starting "S" (first name omitted).
• ,Ja — All first names starting "Ja" (last name omitted).

Spaces around the comma are ignored (S, J = S,J). Any number of prefix characters are supported on either side.

Tooltip on hover: "Type 'Smi, J' to find parties like Smith Johnson — the comma searches first and last names separately."

Wildcard mode only activates when a comma is present — standard keyword search is unaffected.

Saves daily setup time by preserving filter selections across sessions, so the monitoring view is ready immediately on login. Protecting the Activity Feed tile and Admin Dashboard from accidental deletion ensures the firm's operational monitoring view stays intact.

• Filters applied to the Activity Feed tile on the Admin Dashboard are saved automatically and persist through logout and refresh.
• The Activity Feed tile on the Admin Dashboard cannot be deleted.
• The Admin Dashboard cannot be deleted — only reset to its default layout.

Admin Dashboard Activity Feed tile with filters persisted across sessions

Reduces confusion by making the menu label match the actual destination, improving navigation discoverability. A clearer label means less hesitation and fewer mis-clicks when working in the Case Value grid.

• The menu option in the three-dot context menu within the Case Value grid previously labeled "Reports for Case" is now labeled "Open in Advanced Search."
• No change to the underlying functionality — the action still navigates the user to Advanced Search with the relevant case context pre-populated.

Lets users group search results by year, month, or day directly within Advanced Search, reducing the need to export data for external analysis. Grouping by time period makes it easier to spot patterns in case activity and other date-driven data at a glance.

• Click the three-dot menu on any groupable date column in Advanced Search to see the new grouping options: Full Date, Year, Month, and Day.
• This applies only to date columns that were already groupable.
• The maximum number of groupings is still 3.

Enables more precise query logic for complex filtering needs, reducing the need for workaround queries or multiple separate searches. More expressive queries also improve subscribed report accuracy, ensuring automated reports capture exactly the right data.

• Open or create a query in Advanced Search.
• Click Add a Group inside any group to add a subgroup.
• Click Add a Group again to add more subgroups at the same level — there is no limit on how many sibling subgroups you can add.
• Subgroups can themselves contain one additional level of nesting (Group > Subgroup > Subgroup).
• The Add a Group button is hidden at the deepest subgroup level to prevent further nesting.
• Queries with multiple subgroups save and reload correctly.
• Subscribed reports using complex multi-subgroup queries return results that match the full query logic.

Note: Maximum nesting depth is two levels (a group containing subgroups, which can each contain one more subgroup level).