Neos Release 26.02
\nDeployment Date: Monday, March 30, 2026 at 9:30 PM ET
\nRelease 26.02 puts smarter tools in your hands — from workflow automations to one-click task creation. For NeosAI Platinum firms, Smart Document Filing with NeosAI enters Beta — a new File Documents tab for uploading, auto-assigning, filing, and analyzing documents with SharePoint sync. This feature will be released to all customers upon successful completion of the Beta process. Workflow automations gain a new Add Value Item action and simplified manual trigger setup, and Executive Case Summaries now regenerate automatically. For all users, this release brings favorite cases, a Quick Add for checklist tasks, increased note column character limits, right-click CSV export from grids, and a new Subscription Manager. Advanced Search gains multi-level subgroups and date column grouping.
\n\n| Feature | Segment | Description |
|---|---|---|
| Smart Document Filing with NeosAI Beta | Upload, classify, and file documents from the File Documents tab. Optional NeosAI auto-assignment of type, category, and case, with optional post-filing analysis to generate summaries and extractions. Sync documents directly from SharePoint. This feature will be released to all customers upon successful completion of the Beta process. | |
| Automatic Value Creation | A new \"Add Value Item\" action in the workflow automations editor automatically creates value items on cases when an automation triggers. | |
| Customizable AI Instructions | Additional Instructions field on AI Tags and Executive Case Summary. \"AI: Manage Prompts\" permission renamed to \"AI: Manage Prompts and Tags\" and now applies to both AI Tags and AI Prompts directories. | |
| Auto Refresh Executive Case Summaries | Executive Case Summaries regenerate automatically when case activity is logged. Status displays \"Pending Regeneration\" or \"Up to date.\" Users can force immediate regeneration. | |
| Favorite Cases | All Users | Favorite cases from Browse Cases — filter for favorited cases in Advanced Search. |
| Quick Add Checklist Tasks | All Users | A new split button on the Case Checklist replaces the \"last used\" behavior — set a preferred auxiliary task type as your Quick Add, persisting across all cases and case types. |
| Subscription Manager | All Users | A new Subscriptions tab in Staff Profile shows all Advanced Search and report subscriptions. Users can unsubscribe from multiple reports at once. |
| Enhancement | Segment | Description |
|---|---|---|
| AI Chat: Updated Document & Character Limits | No longer limited to uploading 5 documents at a time in NeosAI Chat. AI Prompt field increased to 5,000 characters in AI Tags and AI Prompts settings. | |
| Manual Workflow Trigger: Renamed & Updated Setup | Renamed to \"Manual Trigger (Workflow),\" updated configuration with Eligible Case Types header, and removed Field Conditions for new automations. | |
| Notes Spacious View | All Users | Note column shows up to 1,000 characters in Spacious view (2 lines max) and 500 in Compact view (1 line). View is saved. |
| Bulk Cancel Calendar Events in Advanced Search | All Users | Multi-select Outlook events in Calendar Advanced Search and cancel them in bulk via the Bulk Actions menu. |
| Default Collaborators on Checklist Tasks | All Users | A new Collaborators field in Primary and Auxiliary Checklist setup defines default collaborator staff roles — automatically added when tasks are created on a case. |
| Activity Feed: Case Field Change Details | All Users | The Activity Feed now shows before-and-after values for standard case fields on case and intake updated events. Events now use a strongly typed event infrastructure. |
| LEDES Export Updates | All Users | Six LEDES export improvements: corrected LSS SW-10 fee formatting, new LEDES 98B download options, matter number and description mapping in Firm Preferences, LSS SW-10 rate column, and bulk LSS SW-10 invoice download from Accounting. |
| Download Invoices from Advanced Search | All Users | Select and download multiple invoices in bulk from Advanced Search in PDF, Word, LEDES 98B, or LSS-SW10 formats. |
| Outlook Add-in: Email Tagging Search/User Preference Remembered | All Users | Neos now remembers your last selected search option when tagging emails in the Outlook Add-in. |
| Right-Click CSV Export from Grids | All Users | Export grid data to CSV by right-clicking within the Case Value, Browse Documents, Case Documents, Activity Feed, and Notes grids. |
| Checklists: Event Creation & Update Error Handling | All Users | Outlook calendar event sync for checklist tasks now handles deleted events and organizer changes gracefully. |
| API Gateway: New Partner Portal Endpoints | All Users | New endpoints for accident details, party roles, intake-to-case conversion, case fields, messages, notes, phone calls, contacts, parties, time & value entries, and mini directory lookups. |
| Zapier Integration: Token Refresh | Intake Premium | Refresh your Zapier authentication token directly in Neos — with visible expiration dates and a self-service Refresh button. |
| Alternate Case Number in QuickBooks Integrator | QuickBooks SDK Users | Alt case number is now a column in the QuickBooks Integrator. The Default Case Number setting in Firm Preferences controls which number appears and is used in QB SDK check/deposit memos. |
| Check Request Toggle Default | QBO Users QuickBooks SDK Users | When QB SDK or QBO check/deposit requests is enabled, the check request toggle defaults to On when Paid By is \"Us\" and Off for all other Paid By values. Users can still toggle on or off. |
| Enhancement | Segment | Description |
|---|---|---|
| Calculated Fields: Updated Code Editor | The Calculated Fields code editor has a new look with a more Excel-like experience for adding tokens and creating formulas. | |
| Browse Cases — Wildcard Search | All Users | The Party Name search field in Browse Cases now supports comma-separated wildcard search. Wildcard mode activates when a comma is present — standard keyword search is unaffected. |
| Activity Feed: Persistent Filters for Admins | All Users | Filters on the Admin Dashboard activity feed tile now persist through logout and refresh. The tile cannot be deleted, and the Admin Dashboard can only be reset. |
| Open in Advanced Search from Value Tab | All Users | The \"Reports for Case\" option in the Case Value grid's three-dot menu is now \"Open in Advanced Search.\" No change to functionality. |
| Advanced Search: Date Column Grouping for Aging Case Reports | All Users | Group any groupable date column by Full Date, Year, Month, or Day in Advanced Search. |
| Advanced Search: Multiple Subgroups | All Users | Add multiple subgroups at the same level in Advanced Search. Maximum nesting depth is two levels. |
| Date Paid on Transactions | QBO Users | Transactions now automatically capture the date paid across invoice payments, trust requests, LawPay, and QuickBooks Online sync workflows. |
Neos now supports uploading, organizing, and filing documents from a new File Documents tab — with optional NeosAI features for auto-assigning type and category, suggesting a case match, and analyzing documents after filing. Documents can also be synced directly from SharePoint. When the Analyze option is enabled, filing a document automatically triggers AI analysis — generating summaries and running extractions based on the document type selected. The grid supports resizable columns that persist per user and improved inline editing for faster changes.
\nDocument upload, classification, filing, and AI analysis are now accessible from the same tab. AI-powered auto-assignment of type and category reduces repetitive data entry, and automatic post-filing analysis means summaries and extractions are generated as soon as documents are filed into a case. Documents already in SharePoint flow directly into the File Documents tab without manual re-upload. Resizable columns and smoother inline editing let each user customize the grid to match their workflow.
\nA new special permission \"Bulk Filing\" controls access to the File Documents workflow:
\nTo initiate the Upload workflow:
\nDrag & drop files onto the Upload modal or browse your local computer files. Documents will be uploaded in the background. When finished, a notification toast will show in the top right and in the bell. Click View Batch in the Notifications side pane or the progress on bottom to open the File Documents tab filtered to the newly uploaded files.
\nNew buttons added:
\nClicking the button in either location will open a new tab File Documents. All unfiled documents currently in Neos will be listed.
\nWhen finished making changes, click Save and File to save changes and move all assigned documents into their respective cases. Click Discard to close the tab without saving any changes.
\nAccess the File Documents tab from Create > Unfiled Documents or Browse Documents > Import Unfiled.
\nIf enabled, the content of each document is sent to NeosAI. NeosAI will determine the best type and category from the firm's library and apply them to the document.
\nNeosAI will also list specific case identifiers found in the document and attempt to find a case in Neos that matches. If one is found, it will be suggested but not saved until the user reviews it. If more than one, or none, is found, then no case will be suggested.
\nThe auto-assignment option keeps the state it was last in — if you enable it, the next time it will be enabled automatically. Staff without NeosAI permissions will not see this option. Firms without NeosAI Platinum will see a Learn More button leading to the paywall modal.
\nWithout NeosAI Platinum
\nWith NeosAI Platinum
\nAccess the File Documents tab from Create > Unfiled Documents or Browse Documents > Import Unfiled.
\nAn option at the top allows you to analyze documents with NeosAI after filing. The option will be checked or unchecked based on the user's choice.
\nWhen enabled, documents will be analyzed automatically after the documents are filed into the selected case(s):
\nCreate > Unfiled Documents or Browse Documents > Import Unfiled > Single click a row > Document side pane.
\nAdded a thumbnail preview of the uploaded document below the editable fields.
\nAccess the File Documents tab from Create > Unfiled Documents or Browse Documents > Import Unfiled.
\nDouble-click a row to enable editing mode. Click off of the row (within the grid) to end editing mode. You can still make edits from the side pane and/or bulk edit.
\nYou can now upload files directly to the To Be Filed directory in your SharePoint CaseFiles drive and sync them into the Neos File Documents tab.
\nOnce configured, access the File Documents tab from Create > Unfiled Documents or Browse Documents > Import Unfiled.
\nAfter syncing, the documents appear in the grid alongside other unfiled documents. You can then file them into specific cases and categories using the standard workflow.
\nA new \"Add Value Item\" action is now available in the workflow automations editor, allowing firms to automatically create value items on cases when an automation triggers.
\nAutomating value item creation eliminates the manual step of adding value items to cases each time a specific event occurs. Predefined defaults for fields like Value Code, Provider, and Amount are applied automatically when the automation fires, ensuring the same configuration is applied consistently across cases.
\nWhen adding the \"Add Value Item\" action to an automation, the following fields are available for configuration:
\nThe Provider field automatically defaults based on the selected Value Code:
\nWhen the automation fires, the following fields are set automatically (not visible in the action configuration):
\nAn Additional Instructions field is now available on AI Tags, including the Executive Case Summary system tag. The \"AI: Manage Prompts\" permission has been renamed to \"AI: Manage Prompts and Tags\" and now applies to both the AI Tags and AI Prompts directories in Settings.
\nAI-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.
\nNote: The Executive Case Summary system tag supports editable Additional Instructions for users with the AI: Manage Prompts & Tags permission.
\n\nNote: The \"AI: Manage Prompts & Tags\" permission controls visibility — contact your firm administrator to request access.
\n\nWhen activity is logged to a case, the system automatically schedules a summary regeneration in the background. The summary displays a \"Pending Regeneration\" status while queued, and updates to \"Up to date\" when complete. Users can force an immediate regeneration at any time.
\nEnsures 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.
\nAccessible from the Case tab and the NeosAI Tools Side Pane.
\nYou can now favorite a case from the three-dot menu in Browse Cases. Favorited cases display a yellow star on the left-hand side of the columns. In Advanced Search, a Favorite filter on the Cases primary record lets you query for favorited cases.
\nProvides 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.
\nIn 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.
\nAll favorited cases can be queried in the Cases primary record in Advanced Search using the Favorite filter — filter for Favorite true or false.
\nThe \"last used checklist item\" behavior is replaced with a new \"+ Add Task...\" split button on the Case Checklist. Users can set a preferred auxiliary checklist task type as their Quick Add — the preference is per user and persists across all cases and case types.
\nDeployed to Production on Maintenance Release 26.01.11 (March 12, 2026)
\nSpeeds 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.
\nReplaces the \"last used checklist item\" behavior with a new \"+ Add Task...\" split button on the Case Checklist.
\n\nA new Subscriptions tab in Staff Profile shows all subscriptions a user has for Advanced Search and reports. The grid displays the name of the report or Advanced Search query, format (PDF, CSV), schedule (weekly, monthly), and time. Users can unsubscribe from multiple reports at once.
\nWithout 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.
\nOpen your Staff Profile and navigate to the new Subscriptions tab. The grid shows all subscriptions for Advanced Search and reports with the following columns:
\nUsers can unsubscribe from multiple reports at once.
\nNeosAI Chat is no longer limited to uploading 5 documents at a time. Documents can be added via Add Document or Drag & Drop. Character limits still apply and depend on the AI Mode used. The AI Prompt field in both AI Tags and AI Prompts settings has been increased to 5,000 characters.
\nRemoves 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 craft detailed, firm-specific instructions.
\nNeosAI Chat
\nSettings > AI Tags and Settings > AI Prompts
\nThe Manual Trigger in the workflow automations editor has been renamed to \"Manual Trigger (Workflow)\" and the configuration experience has been simplified with clearer labeling, instructional text, and the removal of unnecessary options.
\nReduces setup confusion and speeds up automation configuration by using clearer naming that distinguishes this trigger from other types. Removing unnecessary options and adding instructional guidance lowers the learning curve for building new automations.
\nThe Manual Trigger has been renamed to \"Manual Trigger (Workflow)\" in the trigger dropdown to better distinguish it from other trigger types.
\n\nThe trigger configuration panel has been streamlined:
\nThe \"Field Conditions\" section has been removed for newly created Manual Trigger (Workflow) automations, reducing unnecessary complexity in the setup process.
\n\nThe note column in intake and case notes lists now shows up to 1,000 characters in Spacious view (previously 250) and up to 500 characters in Compact view (previously 250). Spacious view wraps text to 2 lines max. Compact view always shows 1 line. The selected view is saved.
\nReduces 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.
\nIn the Calendar Advanced Search, users can now multi-select Outlook events and cancel them in bulk via the Bulk Actions menu.
\nWhen 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.
\nA new \"Collaborators\" field is now available in the Primary and Auxiliary Checklist setup, allowing firms to define default collaborator staff roles on checklist tasks. When tasks are added to a case, the assigned staff in those roles are automatically added as collaborators.
\nDeployed to Production on Maintenance Release 26.01.07 (February 24, 2026)
\nEliminates 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.
\nA \"Collaborators\" field has been added to the checklist task configuration side pane in both Primary and Auxiliary Checklist setup.
\nWhen 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.
\n\nWhen 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.
\n\nThe \"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)...\"
\n\nThe Activity Feed now shows before-and-after values for standard case fields on case and intake updated events. Events now use a strongly typed event infrastructure.
\nShows 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.
\nActivity Feed entries for Activity Type: Case and Activity Type: Intake with Action Type: Updated display before & after data for all standard case fields, including:
\nActivity 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.
\n\nA collection of six LEDES export improvements delivered across multiple maintenance releases. These updates correct LSS SW-10 fee section formatting, add new LEDES matter number and description mapping options in Firm Preferences, update LEDES 98B download options and encoding, and introduce bulk LSS SW-10 invoice download from the Accounting tab.
\n\n| Update | \nMaintenance Release | \nDeploy Date | \n
|---|---|---|
| LSS SW-10 Fee Section & Paralegal Time Keeper Code | 26.01.03 | Feb 10, 2026 |
| LEDES 98B Options & Export Encoding | 26.01.03 | Feb 10, 2026 |
| LEDES Matter Number Mapping | 26.01.03 | Feb 10, 2026 |
| LEDES Description Field & Firm Preference | 26.01.05 | Feb 17, 2026 |
| LSS SW-10 Rate Column | 26.01.07 | Feb 24, 2026 |
| Bulk Download Invoices in LSS SW-10 Format | 26.01.08 | Feb 26, 2026 |
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.
\nThe Fees section of the LSS SW-10 invoice export has been corrected. Fees are sorted from oldest to newest and now display:
\nAdditionally, \"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.
\n\n \nThe LEDES 98B invoice download options have been updated:
\nBoth checkboxes appear below the billing period end date filter when downloading in LEDES 98B format.
\nAdditionally, invoice downloads in both LEDES 98B and LSS SW-10 formats now use ANSI encoding for consistent output.
\n\n \nA 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.
\nWhen 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).
\nThe tooltip on the existing LEDES Matter ID preference has been removed.
\n\n \nA 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).
\nA 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:
\nTooltip: \"This field will populate the LINE_ITEM_DESCRIPTION field in LEDES formatted invoices.\"
\nThe 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.
\n\n \nThe 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:
\nIn 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:
\nNote: Requires the Invoices module enabled in Accounting.
\nDeployed to Production on Maintenance Release 26.01.10 (March 6, 2026)
\nWhen performing an Advanced Search for Invoices, multiple invoices can now be selected and downloaded in bulk. Users can choose between PDF and Word formats, or LEDES 98B and LSS-SW10 formats if LEDES Billing is enabled for the firm.
\nEliminates 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.
\nDeployed to Production on Maintenance Release 26.01.03 (February 9, 2026)
\nWhen tagging emails in the Outlook Add-in, Neos now remembers your last selected search option. No need to re-select the search type each session.
\nEliminates 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.
\nThe 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.
\nUsers can now export grid data to CSV by right-clicking directly within several key grids throughout Neos.
\nProvides 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.
\nRight-click CSV export is now available in the following grids:
\nNote: 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.
\nOutlook calendar event synchronization for checklist tasks now handles several error scenarios gracefully, including deleted events and organizer changes, instead of leaving events in a broken or out-of-sync state.
\nPrevents 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.
\nWhen a synced Outlook event is deleted directly in Outlook (rather than cancelled through Neos), the system now recovers automatically:
\nWhen the Default Event Organizer is changed in Firm Preferences:
\nWhen a synced checklist task is updated (individually or in bulk), only the fields that were actually edited are pushed to the Outlook event:
\nTask updates in Neos do not overwrite the following Outlook event fields:
\nA comprehensive set of new API Gateway endpoints are now available in the Partner Portal, covering accident details, vehicles, party roles, intake-to-case conversion, case fields, messages, notes, phone calls, contacts, parties, time & value entries, and mini directory lookups.
\nIntegration 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.
\nThe following endpoints have been migrated from the legacy v2 namespace to partnerapi/v1. In the Partner Portal, “names” are referred to as “contacts.”
\nThe Zapier integration settings now include a Refresh button for regenerating your authentication token directly in Neos. The token's expiration date and time are also displayed, so you know when a refresh is needed — eliminating the need to contact support when your Zapier connection expires.
\nEliminates 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.
\nNavigate to Settings > Integrations > Zapier.
\nNote: Available to firms with the Intake Premium module enabled and users with Interfaces permission.
\nThe alternate case number is now a column within the QuickBooks Integrator. The Firm's Default Info > Default Case Number setting dictates which number is displayed. If Alt Case #1 or #2 is selected as the default, that number is also used in the memo field for checks and deposits synced via QB SDK.
\nDeployed to Production on February 19, 2026 (Maintenance Release 26.01.06)
\nEnsures the correct case identifier appears in both the Integrator grid and financial transaction memos, reducing reconciliation errors and making it easier to match payments to cases when alternate numbering systems are in use.
\nWhen QB SDK or QBO check/deposit requests is turned on, the check request toggle now defaults to On when Paid By is set to \"Us\" and defaults to Off for all other Paid By values. Users can still turn the toggle on or off. No change to how check requests work or when the toggle appears.
\nReduces data entry errors by defaulting the toggle to match the expected payment context — On when Paid By is \"Us,\" Off for all other values. Smart defaults mean fewer manual corrections and a faster transaction entry process.
\nThe check request toggle default is now determined by the Paid By value selected on the transaction:
\nAdd Transaction form — Create a Check Request defaults to On when Paid By is \"Us\" (left) and Off for other values (right)
\nThe code editor for Calculated Fields has been updated with a new interface for adding tokens and creating formulas. The editor now works more like Excel.
\nProvides a more intuitive, Excel-like formula-building experience, reducing the learning curve for creating and editing calculated fields. A familiar interface means less time figuring out the tool and more time building useful field logic.
\nThe Calculated Fields code editor has been redesigned with an updated interface for adding tokens and creating formulas. The experience is now more like Excel. No new functionality has been added — this is a visual and interaction update only.
\nThe Party Name search field in Browse Cases now supports comma-separated wildcard search. Wildcard mode only activates when a comma is present — standard keyword search is unaffected.
\nSpeeds 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.
\nIn Browse Cases, the Party Name search field supports the format: <LastNamePrefix>,<FirstNamePrefix>
\nSpaces around the comma are ignored (S, J = S,J). Any number of prefix characters are supported on either side.
\nTooltip on hover: \"Type 'Smi, J' to find parties like Smith Johnson — the comma searches first and last names separately.\"
\nWildcard mode only activates when a comma is present — standard keyword search is unaffected.
\nFilters applied to the Activity Feed tile on the Admin Dashboard now persist through logout and refresh — your selected filters are saved automatically so you return to the same filtered view each session. The Activity Feed tile on the Admin Dashboard cannot be deleted, and the Admin Dashboard itself can only be reset, not deleted.
\nSaves 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.
\nAdmin Dashboard Activity Feed tile with filters persisted across sessions
\nThe \"Reports for Case\" option in the Case Value grid's three-dot menu has been renamed to \"Open in Advanced Search\" to more accurately describe its behavior.
\nReduces 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.
\nDeployed to Production on Maintenance Release 26.01.07 (February 24, 2026)
\nDate columns that are already groupable in Advanced Search now support grouping by full date, year, month, and/or day. Click the three-dot menu on any groupable date column to see the new options. The maximum number of groupings is still 3.
\nLets 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.
\nUsers can now add multiple subgroups at the same level within an Advanced Search query. There is no limit on how many sibling subgroups can be added. Maximum nesting depth is two levels.
\nEnables 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.
\nNote: Maximum nesting depth is two levels (a group containing subgroups, which can each contain one more subgroup level).
\nTransactions now automatically capture the date paid across all payment workflows — including incoming QBO payments, auto-paid synced value entries, invoice payments (including LawPay), and trust requests. The date paid reflects when the payment was actually received or created, eliminating the need for manual entry.
\nEliminates manual payment date entry by capturing payment dates automatically at the time of sync. Payment timing is consistently recorded across all workflows without additional data entry.
\nWhen a payment is recorded through any of the workflows below, Neos automatically sets the Date Paid on the resulting transaction. The date reflects when the payment was actually received or created — no manual entry required.
\n\nTransaction detail showing the Date Paid field populated from QuickBooks Online payment
\nHave an idea for a future release?
\nIn the Neos application, click the ? icon in the upper-right corner, then select \"Suggest an Idea\" to submit your suggestion directly to the product team.
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