Fresh Season, Fresh Features: NeosAI Updates Deliver Legal Insight On-Demand

LawNext PR host Bob Ambrogi interviews Bryan Billig, Head of Customer Education at Assembly Software, about the latest NeosAI and case management updates. Neos — born from Needles and Trialworks and built on Microsoft Azure — delivers fast, familiar workflows and day‑one access to new AI capabilities.

Here’s a recap of the key takeaways from the podcast, what’s new with Neos, why it matters, and what to watch moving forward.



What’s New and Notable



1. Three Pillars of NeosAI

• Consumptive AI: Summarizes long documents and extracts key data (e.g., expenses from invoices) directly into the case file — no more read-here/type-there.

• Generative AI: Drafts complex documents like demand letters using case facts, records, costs, statements, and more — always with attorney review.

• Assistant/Chat: Lets users ask case-specific questions (compare witness lists, spot discrepancies, etc.).



2. Reasoning Model Selection

Users can now choose between faster, broad responses or deeper, slower “reasoning” for complex prompts (e.g., potential case valuation; build a likely defense to prepare strategy).



3. Automations Builder

No-code “if-this-then-that” workflows. Example: when a case moves stages (investigation, negotiation), users can automatically email the client with what it means and next steps — creating a consistent, hands-off client comms cadence.



4. Batch Document Analysis

The ability to upload mixed document sets (discovery, medicals, invoices, insurance cards) and NeosAI will summarize, extract values, and route data to the right fields/parties in one go.



5. Executive Case Summary

One-click, 10-second case synopsis with financials right on the case home screen — perfect for getting up to speed before a call.



6. User-Driven Iteration & Learning Resources

Quarterly (often faster) releases with 40–50 enhancements; an Idea Portal lets customers submit and upvote features that often become productized (case summary started as a user build). Each release ships with clear educational content so users know when to select different models and how to get the most from new features.



Bottom Line

Neos is evolving quickly, pairing Microsoft’s AI backbone with legal-specific workflows to shrink admin time, elevate document work, and improve client communication with automation and smarter reasoning tools. 

• Watch the full LawNext interview

• Explore the newest release notes and training materials

• See product tour for NeosAI Chat client updates