As 2025 winds down, Neos is picking up speed! Our November release—deploying the night of November 12—wraps up the year with meaningful upgrades to AI, automations, and integrations that set you up for an even stronger 2026. Read the extended release version.
Watch the "New in Neos" on-demand webinar at your leisure.
New Features
New Zapier Search Functions
Two new Search steps are available in the Neos Zapier app:
Why is this important?
The Zapier search feature now checks for existing cases or intakes before creating new ones, allowing users to connect to records from other Zaps and preventing duplicate entries in your environment.
How it works
When building a Zap, add one of the new search steps and map the search field to your Case Number or First Party. The results can then be used in subsequent steps of your Zap workflow.
Important: These new search steps are available only in the latest version of the Neos Zapier app, released earlier this year.
New Enhancements
Expanded AI Medical Record Extraction Capabilities (NeosAI Platinum)
We've enhanced Medical Record Extractions to further reduce manual data entry and speed up case preparation.
*The expanded AI Medical Record Extraction Capabilities were originally deployed to Production with a maintenance release on September 29, 2025.
Why is this important?
It dramatically reduces the time and effort required to review and organize medical records.
How it works
Added New AI Prompts and Tags (NeosAI Platinum)
We've added additional AI Prompts and Tags to NeosAI Platinum.
Why is this important?
Expands the pre-configured list of prompts and tags to help firms generate more precise demand letters and case-specific outputs using document generation and chat.
How it works
Settings > AI Tags — new tags added:
Settings > AI Prompts — new prompts added:
Added Grouping to Medical Codes in Advanced Search
Users can now group search results by medical code when working with Examinations, Medical Conditions, Medication, or Treatment in Advanced Search.
Why is this important?
How it works
Advanced Search > Search for Examinations, Medical Conditions, Medications or Treatments > Add any Medical Code column(s) to the results grid > Open 3-dot menu for the Medical Code column > Group By This Column. Results will automatically be grouped by medical code.
Automations (Customer Requests #2471, 1903, 3224, 2747)
This release introduces multiple enhancements to Neos Automations that improve usability, flexibility, and visibility across automation setup, execution, and tracking. Updates include new triggers for case creation and closure, new options for email recipients, expanded search and filtering in automation history, and interface improvements for creating, managing, and reviewing automations.
Why is this important?
These updates make automations more powerful and accessible to users across all roles.
How it works
Additional Triggers and Actions Updates
Add All Staff Roles to Email Action Recipient List
Action – Update Checklist Task Status
Add Referred By & Referred To Contacts to Email Recipient List
New Trigger – Case Opened
New Trigger – Case Closed
Create New Manual Trigger Layout & Add Manual Case Triggers Dropdown
New Automation Editor
Editor Side-Pane UX Updates
Automation Discoverability
Add Automation to Case Type Settings
Create an Automation from a Case (Quick Action)
Update Automation Editor Title Field Layout and Validation
Add URL Path & Update Tab Headers
Automation Side-Pane UX Updates
Automation History
Automations Directory History Tab
Single Automation History
Automations History Search & Filters
New Conditions – Custom Field Conditions as Queries
Adding an Advanced Search Report/Query as an Automation Condition
Editing or Deleting Advanced Search Reports Linked to Automations
Advanced Search
Enhancements include a new Last Activity column for Browse Cases (mirroring Browse Intakes), clearer conjunction operators and list-based filters, and new Provider User-Defined Field (UDF) options when performing a Names > Provider search.
Why is this important?
How it works
Updated "Last Update Time" to Apply to Cases
UI Updates: Improved Clarity for Operators and List Filters
User Defined Fields for Provider Search
Case Checklist: Side Pane Updates
Enhancements improve clarity, layout, and change management in the checklist side pane.
Why is this important?
Users can more easily identify task types, modify checklist codes without losing data, and clearly manage changes with visual prompts and confirmations—reducing accidental deletions, missed updates, and overall workflow friction.
How it works
Attachment Handling for Calendar Events (Customer Requests #4134, 3660, 2459, 931, 968)
Users can now view, add, and remove attachments to calendar events in Neos.
Why is this important?
Lets you keep important documents directly linked to events for better context and time savings. A few attachment use cases include:
How it works
Outlook Webhooks Subscription Management (Beta Testing)
Firms with this module enabled can now subscribe to Outlook webhooks either at the firm level or for individual staff profiles. This allows near real-time syncing of the calendar when changes are made in Outlook.
Why is this important?
For firms that primarily edit calendar events in Outlook rather than Neos, this provides quicker calendar updates to more seamlessly reflect changes made in Outlook.
How it works
At this time, this enhancement is in beta testing. Once beta testing is successfully completed, this enhancement will be made available to all customers in a future release.
Auto Populate Alternate Case Number (Customer Requests #741, 1084)
A new firm-level preference lets users choose which case number automatically appears in the subject line when sending emails or creating case calendar events.
Why is this important?
It ensures consistency across firm communications and saves time by automatically inserting the preferred case identifier. It also reduces manual entry errors when using alternate case numbering systems.
How it works
Cost Items in LEDES Files: Add Unit/Cost/Quantity as Editable Fields in Value Entry
Users can now edit key fields for value entries that are not time-type, giving them greater flexibility in managing costs and quantities.
Why is this important?
How it works
Applies to value entries that are NOT time-type:
Contact Communications Tab Updates – Emails
These updates enhance the Contact Communications tab by adding a new Email grid with full search, filter, and action capabilities. Users can now view all emails associated with a contact, search and filter by key details, and take actions such as reply, forward, edit, delete, or summarize—all from one place.
Why is this important?
These improvements provide a centralized, efficient way to manage and track all communication history for a contact, improving visibility and productivity across cases.
How it works
Email Grid Columns
Email Grid Actions
Users can perform both single and bulk actions on email notes:
Email Grid Search & Filters
QuickBooks Online Integration – Sync Approved Value Records with QBO
A new "Sync Approved Value Records" header has been added under Firm Preferences > Time and Billing to manage accounting integration settings.
Why is this important?
It provides firms more control over how and when approved value entries are synced to QuickBooks Online (QBO), ensuring data consistency and reducing manual effort during billing and reconciliation.
How it works
QuickBooks Online Integration – Syncing Approved Cost/Fee Value Entries to QBO
An enhancement to the QuickBooks Online (QBO) integration that automatically syncs approved cost and fee value entries from Neos to QBO based on the firm's sync preferences.
Why is this important?
How it works
Improvements and Updates
Notes Paging (Customer Requests #1936, 3124)
Users can now continue paging through all notes using the arrow buttons, even after reaching the 50th note in the list.
Refresh Reminder after Releases
After each major or maintenance release, users who haven't automatically received the latest UI version will see a reminder every 10 minutes prompting them to refresh. Refreshing ensures you're always using the most up-to-date version of Neos and helps quickly resolve any cache-related issues. You'll have the option to finish your work before refreshing so your progress isn't interrupted.
Staff Profile – Default Email Attachment Type (Customer Request #2745)
A new "Email Preferences" section has been added under the Advanced tab in Staff Profile, including a new checkbox option: "Send email attachments as links by default."
Added Warning Modal for Bulk Action: Move to Other Case(s)
When a user selects target cases and confirms the move from the Party tab, a warning modal now appears:
