Oh it's cold. Let's just call it Febrrrruary! But snowstorms and sub-freezing temperatures can't stop the Neos team from delivering some amazing new features! As always, don't miss the "edutaining" (not a typo) New in Neos webinar on February 6 at 1pm, hosted by our VP of Education, Bryan Billig.
This is not all the features; it's just a selection of the most impactful. Read the full release.
Also: big shout out to our customers for suggesting these new features! Every single update to Neos on this page was put forth and voted on by YOU.
Here's the great new functionality coming to Neos the night of February 4.
New Features
Checklist Task Collaborators (Top Customer Request)
Keep entire teams aligned on shared checklist tasks with automatic reminders for everyone involved.
What's New
Add multiple team members as collaborators on any checklist task, so everyone stays informed without needing to be the assigned owner. Each collaborator receives automatic reminders based on their personal notification preferences. You can also search, filter, and bulk update collaborators across all your cases and intakes using Advanced Search and checklist grids.
Why it's Important
- Coordinate shared responsibilities without manual status updates or check-ins
- Ensure no one misses deadlines with automatic reminders sent to all collaborators
- See which staff members are associated with specific tasks across your entire caseload
How it Works
Requirements:
- Collaborators must be active staff members in the system.
- Reminder delivery for each collaborator is controlled by their personal Checklist Reminders preferences.
Collaborators Field:
- A new multi-select Collaborators field is available in the checklist task side pane.
- Users can add one or more active staff members to any checklist task.
Learn more about managing checklist collaborators in the Knowledge Base (click the question mark in the app).
Outlook Calendar Sync for Checklist Tasks (Top Customer Request)
Optionally sync important Neos checklist tasks to your Outlook calendar for on-the-go visibility with automatic updates from Neos to Outlook.
What's New
Never wonder whether a deadline is on your calendar again. The Outlook sync integration shows which checklist tasks are synced to Outlook and allows users to toggle the sync on/off per task.
Why it's Important
- Keep the most important tasks and deadlines, like Statute of Limitation dates, top of mind across systems
- Eliminate duplicate data entry with automatic updates that flow from Neos to Outlook
How it Works
Refer to the Knowledge Base or the full release notes to learn how to use this feature.
Global Search: Open Cases Only Filter (Top Customer Request)
Find what you need faster by filtering Global Search results to show only open cases.
What's New
A new "Open Cases Only" toggle allows you to automatically hide closed case results when searching for cases and intakes.
Why it's Important
- Easily find the case you're looking for by removing closed cases from everyday searches.
How it Works
NOTE: This filter is automatically applied. To remove, toggle the preference to OFF.
- The Advanced Search button has been removed from Global Search to simplify the interface.
- A new "Open Cases Only" toggle appears in Global Search for applicable search types.
- After initial use, the system remembers your last toggle setting and applies it automatically in future searches.
- The toggle is active and functional for the following Global Search types: All, Case/Intake #, Alt Case #, Case Name, Client Name, and SSN.
- For all other search types, the toggle appears greyed out with hover text explaining: "Filtering is not available for this search type."
- When the toggle is ON, search results display only open cases.
- When the toggle is OFF, search results include both open and closed cases.
Add Negation Operators to Advanced Search
Filter out irrelevant data by excluding specific groups, collections, or criteria from your Advanced Search.
What's New
Advanced Search now supports negation operators, allowing you to explicitly define what should be excluded from your search results.
Why it's Important
- Find relevant information faster by removing known irrelevant results from your searches
- Build more powerful searches using exclusion logic.
- Reduce manual filtering by excluding unwanted data upfront
How it Works
Requires the AdvancedSearchCollections module.
Users can now negate groups, collections, and list-type filters.
New conjunction operators available:
- Where Not
- And Not
- Or Not
- Negating a group or subgroup applies negation to each element within that group.
- Example: If a group contains "Case Type = MVA AND Is Closed = False," negating it returns results where either the Case Type is not MVA or Is Closed is not False.
- Negating a collection or list-type filter returns results where that collection item does not exist.
- Example: If the filter is "Notes > Note Type = Email," negating it returns cases that do not contain any email-type notes.
- Double negatives are not allowed.
- If a collection, subgroup, or filter is already negated and the user negates the top-level group, the inner negation is automatically removed.
Add Subgroups of Conditions to Advanced Search
Users can now create subgroups within Advanced Search groups and collections to build more complex, multi-layered search queries.
What's New
Advanced Search now supports nested subgroups within groups and collections, allowing users to build more complex, multi-layered search queries.
Why it's Important
- Build more precise and sophisticated searches by nesting layered conditions.
- Apply advanced grouping logic without running multiple separate searches.
How it Works
Navigate to Advanced Search > Add within a Group > Add Group.
- A subgroup is added within the selected group.
- Subgroups function the same way as top-level groups.
- Allows for more complex queries with multiple layers of conditions.
- Supports up to two subgroup levels.
Apply Multiple Conditions with Collection Groups in Advanced Search
Users can now create collections within Advanced Search allowing multiple conditions to be applied to the same underlying data set.
What's New
Users can now create collection groups within Advanced Search, allowing multiple conditions to be applied to the same underlying data set.
Why it's Important
- Find exactly what you need by applying multi-layered conditions to the same underlying data set (such as Notes or Value Items).
- Save time by building sophisticated searches in a single query instead of running multiple separate searches.
How it Works
Navigate to Advanced Search > + > Add Collection.
- Select a collection (e.g., Notes, Value Items) and a field to filter by.
- Add multiple conditions to the collection.
- When the search is executed, all filters within the collection are evaluated together.
- Within the collection, click + to add a sub-collection.
- Supports up to two collection levels.
Example use cases:
- Example A: Returns cases with at least one email-type note created in the last 30 days.
- Example B: Returns cases with at least one email-type note and at least one note created in the last 30 days.
- Example C: Returns cases with at least one value item coded as CASEEXP and a payment-type transaction.
Refer to the Knowledge Base for additional details.
Enhancements
Reply to Emails and Pin Important Notes (Top Customer Request)
Respond to case-related emails directly in Neos and mark critical notes as important using a visible highlight and optional pinning to the top of the notes list.
What's New
Stay in your workflow without switching between applications. You can now reply, reply all, or forward emails directly from a case or intake in Neos, and mark critical notes as important for easy visibility.
Why it's Important
- Keep all case communication in one place without juggling multiple applications.
- Ensure critical case notes remain visible through use of visual highlights and optional pinning to the top of the notes list.
How it Works
Reply to Email from Neos:
- Navigate to the Notes tab or Activity Feed in a case or intake.
- Locate an email note and select Reply, Reply All, or Forward.
- Neos automatically pre-fills the email subject, body, and recipients.
- Send the email, and Neos saves it as a new note in the case or intake.
Pin Notes in Case/Intake:
- In the Notes tab, mark a note as important by selecting the appropriate option.
- The note displays a red exclamation mark and is highlighted in the notes grid.
- If your firm has visibility settings enabled, important notes are pinned to the top of the notes list.
- This feature is not available for text messages at this time.
Full Markdown Formatting Across NeosAI Outputs (NeosAI Platinum users only)
NeosAI Chat, Case Summaries, and AI Document Generation now deliver professionally formatted outputs with rich markdown styling.
Interested to learn more about how NeosAI can save you 75 hours per week? Get a free NeosAI consultation.
What's New
NeosAI now renders markdown-formatted responses with rich styling across Chat, Case Summaries, and AI Document Generation.
Why it's Important
- Find information faster with clear visual hierarchy and structured formatting
- Save time by using AI outputs directly in client communications without reformatting
How it Works
NeosAI Case Summaries:
- Newly generated case summaries automatically render markdown formatting based on the AI response.
- Existing case summaries must be refreshed or regenerated to display the updated formatting.
- Supported formatting includes bold headers, bullet points, and tables.
- When a case summary is emailed, the formatting is preserved in the email.
NeosAI Chat and NeosAI Document Generation:
- NeosAI Chat and NeosAI Document Generation automatically apply full styling and formatting to responses.
- Supported formatting includes: tables, bolded headers, bulleted lists, numbered lists, etc.
- Customize formatting: Specify desired formatting in the Chat prompt or Additional Instructions field in Document Generation.
- NeosAI Document Generation: Any formatting displayed in the preview pane will be preserved and applied in the generated document.
- NeosAI Chat: Formatting displayed in the chat side pane is maintained when copied to clipboard or generated as a document.
