Replaces a generic permission-denied error with a specific message identifying the missing permission. Reduces time spent troubleshooting permission issues and removes back-and-forth between users, IT, and Customer Support to identify which permission to grant.

• Firm Administrators — granting the specific permission identified in the error message
• Bookkeepers & Accounting — posting checks and other QuickBooks Integrator transactions

• When a user attempts an action in the QuickBooks Integrator that fails due to a missing permission (for example, posting a check), an Insufficient Permissions dialog opens identifying the user, the permission action (Add, Edit, View, or Delete), and the area where the permission is required (for example, MiniDirectories or NameLinks).
• The same specific error displays when a tab cannot load due to a missing permission.
• Example message: “Laura A. Rudolf does not have permission to View within MiniDirectories.”
• The administrator can use the message to locate and update the missing permission directly, without first reproducing the failure.

Removes in-field horizontal and vertical scrolling on text-heavy Dynamic Layout fields. Reduces friction during data entry and case review by making long content visible without extra interaction.

• Case Managers & Paralegals — entering and reviewing alphabetic-field content (incident descriptions, narrative fields, notes) in Dynamic Layouts
• Attorneys — reading alphabetic-field content during case review

• Open any Dynamic Layout record that contains an alphabetic field.
• An empty field renders at single-line height with no extra vertical space allocated.
• As content is typed, pasted, or loaded, the field grows vertically to display all content without in-field scrolling, up to a maximum of 15 visible lines.
• A resize handle is always available on the field. Drag it downward to expand the field beyond the auto-expanded height; the field scrolls within itself if content exceeds the manually expanded height.
• Manually expanded heights do not persist across sessions — when the record is re-opened, the field returns to its auto-expanded height (up to 15 lines based on content).
• The behavior applies to all alphabetic fields in Dynamic Layouts, across all three display modes: Auto, Always List, and Always Flat.
• Field expansion does not obscure adjacent fields or page controls.

Before

After

Prevents accidental loss of in-progress work when a browser tab is closed, refreshed, or redirected to another site. Removes the rework of recreating notes, intake data, or case-tab updates that were lost when a browser tab was closed, refreshed, or redirected.

• Case Managers & Paralegals — entering notes and updating case-tab data on open cases
• Intake Specialists — entering and updating intake-tab data during lead capture and qualification
• Legal Assistants — preparing case-tab content as part of document and case-file work
• Attorneys — reviewing or updating case-tab content during case work

Where the Warning Applies

• Intake tabs — all tabs on an intake record.
• Case tabs — all tabs on a case record, including a Note that is mid-entry (for example, a note with body text typed but no Topic selected yet).

When the Warning Appears

• Closing the browser tab or window while unsaved changes exist on the current Intake or Case tab.
• Refreshing the page using F5, Ctrl+R, or the browser refresh button.
• Typing a new URL in the address bar to navigate away from Neos.

What the Warning Does

• The browser displays a native "Leave site?" confirmation dialog warning that changes may not be saved.
• Cancel (or Stay, depending on the browser) keeps you on the page with your unsaved work intact.
• Leave closes, refreshes, or navigates away — unsaved changes on the page are discarded.

When the Warning Does Not Appear

• After a successful Save, the page is treated as clean and the warning does not appear on the next browser action.
• When there are no unsaved changes on the current page.
• When content auto-saves inline (for example, document metadata fields) and no other unsaved changes exist on the page.
• On the Neos login page or other authentication and identity screens.
• When the user navigates with the browser Back or Forward buttons — coverage for back/forward navigation is planned for a future release.

Eliminates the manual lookup of expense rates each time a value entry is created. Reduces inconsistencies in expense pricing across cases. Cuts down on invoice corrections caused by incorrect or missing expense rates.

• Firm Administrators — configuring unit prices and active status for the firm's UTBMS Expense Codes in the new mini-directory
• Bookkeepers & Accounting — generating invoices that consume the unit prices defaulted on value entries
• Case Managers & Paralegals — selecting UTBMS Expense Codes when creating value entries; the cost-per-unit and amount default from the mini-directory

Navigate to Mini-Directories and open the UTBMS Expense Codes mini-directory.

Directory Columns

• Activity (immutable) — describes the activity that applies to the UTBMS Expense Code (e.g., copying, printing).
• UTBMS Expense (immutable) — shows all UTBMS Expense Codes.
• Unit Price — currency field; defaults to $0.00 and can be updated by users with permission.
• Active? — checkbox to enable or disable a code from appearing in the UTBMS dropdown on value entries.

• The +Add button is hidden and the Trash Can is disabled — users cannot add or delete codes in this mini-directory.
• All columns are filterable through the three-line icon in the column header.

Permission & Save Behavior

• Permission required: "Can edit mini-directories" must be enabled to change unit price or active status. Users without the permission receive a permissions toast when attempting to save edits.
• When changes are made to unit price or active status, the Save Changes button is triggered.
  • Discard reverts unsaved changes.
  • Save Changes commits the edits.
• Existing value entries are preserved: changes to a code's unit price or active status only apply to value entries created after the change; existing entries are unaffected.

Default Behavior on Value Entry

• When a user selects an E UTBMS code on a value entry, the cost-per-unit and amount default to the unit price set on the mini-directory.
• Manual override is preserved: when a user manually updates the value amount after selecting a UTBMS code, the manual input is not overwritten unless the user reselects the UTBMS code.
• Disabled codes are excluded from the dropdown: when a code's active checkbox is disabled and saved, that code no longer appears in the UTBMS dropdown on value entries; existing value entries using that code are unchanged.
• Dropdown formatting: the UTBMS dropdown displays the code and activity/description on one line within the dropdown width; descriptions longer than 50 characters are truncated with ellipses.
• Time entries are unaffected: UTBMS Expense unit prices do not override the rate or cost on time entries.

Removes the need to highlight, drag, or arrow through the field to read longer memos. Makes locked time entry memos readable at a glance during invoice review.

• Bookkeepers & Accounting — reviewing locked time entries on the Value tab during invoice generation and reconciliation

• Open the Value tab on a case and locate a time-type value entry where the Memo is read-only.
• Hover the cursor over the disabled Memo field to display the full memo text.
• Existing tooltip behavior is unchanged.

Eliminates manual re-entry when adjusting a single check or deposit. Reduces data-entry errors caused by retyping values that already exist on the record.

• Bookkeepers & Accounting — editing individual check or deposit records in the Accounting grid

• Navigate to Accounting > Checks or Accounting > Deposits.
• Select a single row using the checkbox and click Edit.
  • The Edit modal opens with Company, Debit Account, and Credit Account prefilled from that row's existing values (when not null).

  

• Select more than one row and click Edit.
  • The Edit modal opens with the three fields empty — existing behavior — so a single value can be applied to all selected records.

  

Removes the one-record-at-a-time bottleneck when organizing large batches of related cases or intakes into Companion Groups. Surfaces Companion Group membership directly in search results so reporting and triage on related cases no longer require opening individual records.

• Case Managers & Paralegals — viewing Companion Group membership in Advanced Search results and adding multiple records to a Companion Group via Bulk Actions
• Firm Administrators — setting up Companion Groups across cases and intakes
• Firm Administrators — gating bulk Companion Group assignment via existing Companion Case Groups permissions

Companion Group as a Column

• Run an Advanced Search for Cases, Intakes, or Intakes and Cases.
• Click the Columns button and add Companion Group from the column chooser.
• The column displays each record's Companion Group names. Records in multiple groups show all group names comma-separated. Records not in any group show the column as blank.
• The column supports filter, resize, and show/hide. Sorting and group-by are not supported on this column due to its multi-value display.
• The Companion Group column is included in exports (Excel, CSV, PDF) and saved search subscriptions.

Companion Group as a Filter

• When building an Advanced Search query for Cases, Intakes, or Intakes and Cases, add a filter group and select Companion Group as the field.
• Operators available: Includes any of, Equal, Is Blank, Is Not Blank, Not Equal, Excludes.
• Search results include records matching the Companion Group criteria.

Bulk Add to Companion Group

• Run an Advanced Search and select multiple records using the row checkboxes (or Select All).
• Click Bulk Actions and choose Add to Companion Group.
• The existing Select Companion Case Groups modal opens with the established two-panel layout:
  • Left panel — list of all existing Companion Groups (Group Name and Case Count).
  • Right panel — Group Members for the selected group (Case #, Alt Case #, Date Opened, Case Type, Party Name, Status, Multi Groups).
• Select an existing group, or type a new group name in the Add input above the groups list to create a new group.
• Click Save — selected records are added to the chosen group. A confirmation displays "X records added to [Group Name]". Records already in the group are silently skipped (not duplicated).
• A progress bar displays during the bulk action; bulk assignment completes within 5 seconds for up to 100 records.
• The Select Companion Case Groups modal layout has also been corrected — the modal title, Groups panel header, and Enter a New Group Name input no longer overlap.

Makes the Favorite column self-identifying, even when no rows are currently favorited. Removes ambiguity about which column toggles favorite status on Browse Cases.

• Case Managers & Paralegals, Attorneys — using the Favorite column on Browse Cases

• Open Browse Cases.
• The Favorite column header displays a 16px black star (no fill).
• Sorting and existing favorite-toggle behavior on the column are unchanged.

Ensures important text replies are not lost in a long notification list and can be acted on from anywhere — incoming texts reach subscribed users by email, on the go, with one click back into the Neos conversation thread.

• Case Managers & Paralegals, Attorneys, Legal Assistants — at firms with Premium Texting, receiving the new email notification (with Reply in Neos button) when subscribed to a text-message conversation and using "Neos and Email"
• Named Partners, Attorneys, Case Managers & Paralegals, Legal Assistants, Bookkeepers & Accounting, Intake Specialists, Firm Administrators — adjusting personal notification preferences in the Staff Profile (None / Neos Only / Neos and Email)

Notification Settings Dropdown — All Users

• Navigate to Staff Profile > Notification Settings.
• Click the dropdown for any notification option to choose from:
  • None — user receives no Neos or email notifications for that category.
  • Neos Only — user receives only Neos in-app notifications.
  • Neos and Email — user receives both Neos in-app and email notifications.

Text-Message Email Notification — Premium Texting

• A user who is subscribed to a text-message conversation and has set their text message notification preference to Neos and Email receives an email when a new text message arrives.
• The email subject is "You have received a text message" and contains:
  • The recipient's name
  • The sender's name and timestamp
  • The full text-message conversation
  • Contact name and AKA, phone number and number type
  • Conversation topic
  • All subscribed staff (comma separated)
  • A Reply in Neos button
• Clicking Reply in Neos:
  • If the user is logged into Neos, opens the text-message conversation thread in a browser window.
  • If the user is not logged in, opens Neos and after login routes the user to the text-message conversation thread.
• Replies sent to the notification email itself are not processed (do-not-reply email).
• If the firm does not have Premium Texting, users do not receive this email even if they select Neos and Email.

Eliminates the loss of context that comes from forcing every non-default email into "Other." Brings email type behavior into alignment with the existing phone type behavior, removing the need to remember different rules for similar fields.

• Legal Assistants — adding and editing email addresses on contacts, case Parties, and Providers during data entry
• Case Managers & Paralegals — referencing email type values on contacts, case Parties, and Providers when working cases

Adding a Custom Email Type on a Contact

• Open a contact and add or edit an email address.
• Click the Email Type dropdown.
  • Default options Personal, Business, and Other remain available and are not required.
  • Type a custom label (up to 32 characters) in the filter row at the top of the dropdown.
  • Select the Add this custom value option to create the custom type.
• Save the email — the custom type is stored with the record and appears in the Type column.
• Existing email records with default types are unaffected.
• Custom email types are reflected across contact views and are included in contact exports/reports.

Adding a Custom Email Type from the Party Tab or Provider Card

• Open a case and navigate to the Party Tab or Provider Card.
• Add or edit an email address.
• Click the Email Type dropdown.
  • Default options Personal, Business, and Other remain available.
  • Type a custom label (up to 32 characters) and select Add this custom value to create the custom type.
• Save the email — the custom type is stored with the record and appears in the Type column.

Scope of Custom Email Types

• Custom email types are contact-scoped — a custom type created on one contact does not appear in the Email Type dropdown for any other contact.
• The Party Tab and Provider Card pull from the underlying contact record, so a custom type stays with that contact wherever it appears.

Default Email Type in Advanced Search

• Custom email type values are available in Advanced Search as both a column and a filter.
• Open the column chooser in Advanced Search and add Default Email Type to display the email type — including any custom values — on returned records.
• Open the filter criteria and select Default Email Type to filter on default and custom email type values.

Creates a consistent visual appearance for attachments regardless of file name length. Restores faster email attachment workflows by allowing multiple documents to be attached at once.

• Case Managers & Paralegals — attaching documents to events and emails as part of case communication
• Legal Assistants — preparing emails with multiple document attachments

Document Name Display

• When a document with a name longer than 25 characters is added as an attachment to an event, the icon displays the first 25 characters followed by an ellipsis.
• When the same document is attached to an email — as a reply, reply all, forward, or new send — the icon displays the first 25 characters followed by an ellipsis.
• The icon size remains consistent regardless of document name length.

Email Attachment Multi-Select

• Open the Send Email modal and click Add Attachment.
• The Add Attachment grid now shows multi-select checkboxes — multiple documents can be selected and attached in one action.
• The Event modal's Add Attachment grid continues to use single-select (no multi-select).

Surfaces a larger working set of recently used records on the Neos web main-search dropdown so users spend less time re-searching for cases, intakes, and contacts they have already opened. Reduces context-switching during everyday navigation.

• Case Managers & Paralegals — using the Neos web main-search dropdown to jump back into recently opened cases or intakes
• Legal Assistants — returning to recently used cases from the Neos web main-search dropdown
• Attorneys — opening recent cases or intakes from the Neos web main-search dropdown

Neos Web Main-Search Dropdown

• Open the Neos web main search at the top of any page and view the recents dropdown.
• The dropdown now displays up to 10 items (previously 5).
• Cases, intakes, and contacts all continue to appear in the dropdown.
• Recents are user-specific (scoped by staff and firm).
• Now when users tag to a case or intake in the Neos Outlook add-in, those cases and intakes will be visible in the "recents" list in Neos web.

Reduces orientation loss when working through long permission lists by keeping the page Title and column Header visible at all times.

• Firm Administrators — configuring General Permissions and Special Permissions for staff and permission groups

• Navigate to Settings > Staff & Permission Groups and open a staff member or permission group.
• Open the General Permissions or Special Permissions tab.
• As you scroll through the list, the page Title and column Header remain anchored at the top of the page and are not part of the scroll area.

Before

After

Removes the manual delete-and-regenerate workaround when adjusting value-entry memos after invoicing. Keeps invoice descriptions in step with the source value entry so corrections do not require deleting and regenerating the invoice.

• Bookkeepers & Accounting — adjusting value-entry memos and LEDES descriptions after invoice generation, then re-downloading the invoice in PDF, Word, or LEDES98B

• Given an invoice in Draft, Pending, Due, Overdue, or Paid status, when a user updates the memo on a tied value entry, the description on that line item is updated wherever the invoice is viewed or downloaded.
• PDF and Word downloads reflect the updated memo (or LEDES Description on non-time items, depending on firm preference — see the maintenance-released PDF/Word LEDES Description Export for the firm-preference behavior).
• LEDES98B downloads reflect the updated memo or LEDES Description according to the firm preference.
• When the firm preference for LEDES Description is set to LEDES Description, updating the LEDES description on a tied value entry flows through to LEDES98B downloads (this update appears in the LEDES98B output, not in the Description column on the invoice detail view).
• Permission gating — the existing Modify Locked Value Entries permission applies. Users without this permission cannot edit value items on Due or Paid invoices.
• Void invoices are unchanged — they continue to read from the immutable invoice line item snapshot.

Consistent LEDES Description / Memo output across all invoice export formats. Removes the export-blocking issue that prevented invoices with null Units or Unit Cost from being downloaded. Adds direct filtering and reporting on LEDES Description without opening individual value entries. Eliminates the LSS-SW10 expense format inconsistency introduced in the original release.

• Bookkeepers & Accounting — generating LEDES98B, LSS-SW10, PDF, and Word invoice exports and managing the LEDES Description firm preference

Maintenance Release Schedule

Released with Maintenance Release 26.02.02 (April 2, 2026)

LSS-SW10 Expense Format

• The Expenses section of the LSS-SW10 export now includes a trailing field for the LEDES Description or value entry memo, driven by the firm's LEDES Description preference.
• When the firm preference is set to LEDES Description, the trailing field contains the LEDES Description from each value entry.
• When the firm preference is set to Value Entry Memo, the trailing field contains the value entry memo.
• The Fees section is unchanged — this update applies only to the Expenses section.
• The change applies to LSS-SW10 downloads from Accounting > Invoices, Case > Invoices, and Advanced Search.

LEDES Description in Value Advanced Search

• Open Advanced Search on a Value primary record.
• Open the filter criteria — LEDES Description is selectable as a filter, with free-text operators.
• Open the column chooser — LEDES Description is selectable as a column.
• The LEDES Description column shows the LEDES Description on value entries that have the field populated. Character limitations match the existing Memo field.

Released with Maintenance Release 26.02.06 (April 14, 2026)

Line Items with Null Units or Unit Cost Can Now Export

• Invoices that contain line items with null LineItemNumberOfUnits or null LineItemUnitCost can now be exported successfully to LEDES98B and LSS-SW10. Previously, a validation issue blocked these exports.

PDF/Word Invoice Export Honors LEDES Description Firm Preference

• When the firm preference for LEDES Description is set to LEDES Description, exporting an invoice to PDF or Word shows the LEDES Description on non-time line items.
• When the firm preference is set to Memo, PDF and Word exports show the memo (existing behavior).
• Time-type items always use the value entry description as the description on the invoice — there is no LEDES Description substitution for time items.

Released with Maintenance Release 26.02.08 (April 23, 2026)

Consolidated Description Field

• The LSS-SW10 Expenses section now exports as: Service End Date | UTBMS Code | QTY (always 1.00) | Due Amount | "[UTBMS Expense Code] [UTBMS Description] LEDES Description OR Value Entry Memo".
• The LEDES Description or value entry memo (driven by firm preference) is now placed inside the same quoted field as the bracketed UTBMS expense code and description.
• An earlier version of this format included an erroneous trailing pipe between the bracketed UTBMS field and the LEDES/Memo value; the pipe has been removed.

Removes the manual workaround firms previously used to exclude case expenses — including those with leftover balances — from DTF-only invoices. Speeds up bulk invoice generation for firms that need to invoice DTFs as a separate batch.

• Bookkeepers & Accounting — generating bulk invoices in Accounting > Invoices and case-level invoices in Case > Invoices

Accounting > Invoices — Generate Invoices Modal

• Open Accounting > Invoices and click Generate Invoices.
• The DTF Only checkbox appears to the right of the Costs checkbox, unchecked by default.
• When DTF Only is checked, the Costs checkbox is unchecked and disabled. Unchecking DTF Only re-enables Costs.
• With DTF Only checked and Fees unchecked, the grid shows only invoiceable, unbilled DTF-type value entries (respecting any other applied filters).
• With DTF Only checked and Fees checked, the grid shows DTF-type value entries plus invoiceable, unbilled fees.
• With DTF Only unchecked and Costs/Fees checked, the grid continues to show all invoiceable, unbilled costs and fees (including DTFs) — existing behavior.

Case > Invoices — New Invoice Modal

• Open a case and navigate to Invoices, then click New Invoice.
• The DTF Only checkbox appears to the right of the Costs checkbox, unchecked by default.
• The same Costs disable/enable rule applies as in Accounting > Invoices.
• With DTF Only checked, the Amount Unbilled reflects only DTF-type value entries (and Fees, if Fees is also checked).