As the seasons change, so does Neos—bringing fresh updates designed to make your workflows smoother and smarter. This latest release, live the night of September 15, is packed with powerful new features that will help your firm stay efficient, productive, and ahead of the curve this season. Read the extended release version.
Watch the "New in Neos" on-demand webinar at your leisure.
New Features
New Automation Directory/Management Enhancements (NeosAI Platinum — Customer Request #1555)
Provides firm administrators with a user-friendly interface to view, create, edit, duplicate, and disable automations. This directory simplifies the management and building of complex automated workflows.
Why is this important?
How it works
Automation Directory
A new “Automations” tile has been added under User Defined Settings, displaying all firm-wide automations with a “+ New Automation” option.
Automation Management
Expanded Automation Capabilities (NeosAI Platinum — Customer Requests #1655, 2302)
Why is this important?
Expanded automation capabilities improve productivity for client communication and case management, boosting efficiency for better outcomes.
Example use cases:
How it works
General Automation Updates
New triggers and actions (see Knowledge Base for full details):
Intake Questions as Tab on Case (NeosAI Platinum — Customer Request #3363)
Users can now view the questions and responses from the intake process directly on a case, regardless of when the intake was created. After 14 months of development and refinement, this feature is now fully stable and ready for use.
Why is this important?
Quick, easy access to dynamic questionnaires reduces back-and-forth activity and ensures greater accuracy in case handling.
New NeosAI Chat Reasoning Modes (NeosAI Platinum)
NeosAI Chat now goes beyond factual retrieval—users can prompt the assistant to reason about case facts, helping uncover weaknesses, spot missing exhibits, outline cross-examination questions, and draft strategic arguments.
Why is this important?
How it works
Focused Insight Mode
Examples of how to use Focused Insight mode:
Link AI Prompts to Specific AI Chat Modes
New Enhancements
QuickBooks Online Integration Enhancements
Users can now automatically sync invoices to QuickBooks Online for approved invoices.
Why is this important?
Automating invoice syncing with QuickBooks Online saves time, eliminates manual steps, and ensures accurate, up-to-date financial records.
How it works
A new Accounting Integration header is now located under Firm Preferences > Time and Billing.
Dynamic Layouts
Improvements to Dynamic Layouts functionality include bulk edit and delete for child layouts, expandable rows to display child layouts, and the ability to use any field type as the title column.
Why is this important?
How it works
Bulk Edit and Delete Child Dynamic Layouts
Expand Rows in Dynamic Layout Grids to Display Child Layouts
Allow Any Field Type to be Used as the Title Column
Advanced Search
Why is this important?
How it works
Document Generation: Include Metadata for Dynamic Layout Fields (NeosAI Platinum)
Allows users to include metadata from AI Extractions—such as Medical Codes—when incorporating dynamic layout data as context for AI-generated documents.
Why is this important?
Including metadata such as medical codes ensures the AI has the most precise and structured context when generating documents, resulting in more accurate, relevant, and reliable outputs—especially critical in scenarios where specific coding or terminology matters.
How it works
AI Extractions (NeosAI Platinum)
Enhancements to AI Extractions include: enable extractions from any document type, bulk party creation, AI-powered health insurance card extractions, and a user prompt when analyzing documents in bulk.
Why is this important?
How it works
Allow Extractions on Any Document Type
Bulk Party Creation
Health Insurance Card Extractions
User Prompt When Analyzing Documents in Bulk
Select Extraction Options on Drag-and-Drop Upload
Case and Layout Enhancements
Several updates across case layouts, search functionality, notes, communication tools, and tab displays have improved usability and efficiency.
Why is this important?
These enhancements make it easier for users to quickly locate information, customize their workspace, and perform common actions without extra steps.
How it works
Contact Language Dropdown (Customer Request)
A new Preferred Language dropdown has been added to contacts and parties (not available for companies). Users can select a contact’s language from a predefined list of supported languages.
Why is this important?
Capturing a contact’s preferred language helps firms communicate more effectively, personalize interactions, and improve accessibility. It also makes it easier to search, filter, and manage cases involving multilingual parties.
How it works
Global Search Updates (Customer Request)
The case, intake, and contact search cards in Global Search have been redesigned with updated styling and layouts.
Why is this important?
The side-by-side detail pane and updated search cards improve efficiency by reducing navigation, enhancing readability, and making it faster to review and scan results.
How it works
Side-by-Side Detail Pane View
Updated Case, Intake, and Contact Cards
Checklist Updates
The Case Checklist experience has been enhanced with a redesigned side pane for managing automations, clickable Case #/Intake # and Case Name links in the Checklist Summary and Neos Today widget, updated Add Auxiliary and Add Checklist Task modals with clearer labels and advanced filtering, and improved tab usability with clearer button labels, color updates, and streamlined editing.
Why is this important?
These updates simplify how users interact with checklists, making it easier to manage automations, quickly navigate to related cases, and work more efficiently with checklist tasks. By improving clarity, navigation, and filtering, these changes reduce clicks, save time, and ensure a smoother overall workflow.
How it works
Checklist Item Settings: Side Pane Updates
Additional updates (see Knowledge Base for full details):
Improvements and Updates
Document Assembly: Populate Dynamic Layout Tags
Users can now insert Dynamic Layout tags into a document template, which will be populated with data from the selected instance during Document Generation.
