You asked, we built. This release puts NeosAI to work on more of the busywork: auto-assigning SharePoint imports, giving Chat smarter defaults, and more. These updates add up to real time back across your firm.
Don't forget to sign up for the live demo of the top features with our VP of Customer Education, Bryan Billig, during the New in Neos webinar.
New Features
Recently Released: Smart Document Filing with NeosAI
(NeosAI Platinum Users) Available April 24, 2026
Smart Document Filing brings document upload, classification, case assignment, and post-filing analysis together into one AI-powered workflow.
📄 Knowledge Base Article: Smart Document Filing with NeosAI
NeosAI Chat Updates (Tool Data Sources, Auto-Inclusion & Activity Feed Alignment, Newest-First List Order)
(NeosAI Platinum Users)
NeosAI Chat is upgraded across three dimensions in Release 26.03. Two case-aware tools — Get Case Entity and Get Case Contact — are now auto-included in every Chat conversation in case view (no manual setup required), the AI is aligned with the Activity Feed, and conversations are now listed newest-first.
📄 Knowledge Base Article: Chat with NeosAI
Auto-Assign SharePoint Imports with NeosAI
(NeosAI Platinum Users)
Documents imported from SharePoint as unfiled are now auto-assigned with NeosAI in the background, setting the Type, Category, Case, Date, and File Name.
📄 Knowledge Base Article: Auto-Assign Documents with NeosAI
Enhancements
Companion Group in Advanced Search — Column, Filter & Bulk Assignment
(Customer Requested)
Advanced Search now supports Companion Groups as a column, a filter, and a bulk action across Cases. The Add to Companion Group bulk action lets users add many selected records to an existing or new Companion Group from search results.
📄 Knowledge Base Articles: Advanced Search Filter Options – A-C | Bulk Add Cases to a Companion Group
Premium Texting Email Notifications
(Customer Requested)
For firms with Premium Texting, users who are subscribed to a text-message conversation and select Neos and Email now receive an email notification when a new text message arrives, with a Reply in Neos button that opens the conversation thread. Notification preferences in the staff profile also now use labels — None, Neos Only, or Neos and Email — letting users choose how they are notified about activity in Neos.
📄 Knowledge Base Article: Notification Settings Tab
Customizable Email Type Labels on Contacts, Parties, and Providers
(Customer Requested)
The Email Type field now supports custom values when adding or editing an email on a contact, the case party, or a provider record.
📄 Knowledge Base Articles: Adding an Email | Advanced Search Filter Options – D-H
Webinar
Register for the New in Neos webinar on May 28, 2026, 12 PM ET Hosted by Bryan Billig, VP of Customer Education
Bryan will demo all the amazing new features being released this month in real time.
