Neos 2024: Elevating Case Management with Cutting-Edge Features

Assembly Software has set a new standard for legal technology in 2024 with groundbreaking enhancements to its Neos case management platform. From AI-powered tools to streamlined workflows and integrations, Neos’ latest features are designed to empower legal professionals to work smarter, not harder. Here’s a breakdown of the top new features we’ve released in 2024.



AI-Driven Enhancements: A New Era of Efficiency



AI Chat

NeosAI Chat transforms how you interact with your case data. Ask specific questions and receive instant, document-relevant answers. From summarizing depositions to extracting key details from medical records, AI Chat is designed to save time and ensure precision.

AI Document Summaries

Tackling lengthy documents is now a breeze with AI Document Summaries. This feature handles files up to 200 pages, delivering concise, page-referenced summaries. Whether reviewing medical records, depositions, or contracts, you can now extract key insights in seconds, saving countless hours.

AI Extractions

Streamline data collection with AI Extractions, which automatically pulls critical information from uploaded documents and maps the data to relevant records in Neos. This ensures accuracy and reduces manual input, allowing your team to focus on higher-value tasks. Even better, extraction details now show the context from the original document via a pop-up as well as associated medical codes for treatments, examinations, conditions and medications.

AI Document Generation

Creating complex legal documents has never been easier. With AI Document Generation, you can leverage NeosAI to write documents tailored to your needs in seconds, cutting down on time and ensuring consistent quality.

AI Image Summaries

No more sifting through visuals for key details. AI Image Summaries provide instant insights from image-based documents, making this tool invaluable for cases involving visual evidence.









Try NeosAI for free for 45 days with our limited-time NeosAI Platinum tier trial. 

Dynamic Forms: Tailored Workflows Made Simple

Dynamic Forms bring unparalleled flexibility to case management. These customizable forms can be added on the fly to individual cases or reused across multiple case types, with updates applied universally. Drag-and-drop reordering and nesting capabilities allow firms to configure layouts specific to their workflows, streamlining data management and improving accessibility.





Calendar V2: A Redesigned Experience (Customer Request)

The revamped calendar offers a more intuitive design, making it easier to schedule and track important deadlines. The updated interface improves usability while maintaining the comprehensive functionality legal professionals rely on to stay organized. Enhancements include:

• Search, print, and export calendars without generating a report
• Easily refresh to fetch the latest updates
• Keep cancelled, reschedule, or archived events in case history without having them in Outlook
• Improved reporting





Zoom Phone Integration

Communication just got easier with Zoom Phone integration. This feature allows users to make and log calls directly within Neos, ensuring seamless record-keeping and reducing administrative overhead.

• Firms can utilize the advanced functionality of click-to-call when interacting with phone numbers in a case.
• When a call is incoming, Neos can do a search to match the incoming call to a Case or Contact living in the Neos environment and automatically open a tab for easy note taking and streamlined assistance for a Firm's clients.
• Call recording and logging provides data records that can be transformed into Marketing data and help to increase productivity.
• Users can create a phone call note during a call.
• Users can control how they receive phone log notifications.
• New staff setting allows users to enable/disable opening a call log in a new tab.
• Auto-create intakes from Zoom calls and filter out internal calls from call logs with new firm preference







SSO Updates and Contact Extractions

Enhanced Single Sign-On (SSO) updates simplify login processes while maintaining high-security standards.

• The new Domain approval list in Firm Preferences on the Security Page mitigates risk of third-party misuse of SSO
• Shorter lived security tokens ensure that users that have their access revoked are automatically removed from Neos within the hour.
• Firms using SSO can control security from one place, e.g., set restrictions on locations and times when someone can or cannot log in to their Microsoft portal.



Why These Features Matter

Neos is an ever-evolving application that transforms how law firms manage their operations. By automating time-intensive tasks, reducing errors, and improving customization, Neos gives legal professionals the freedom to focus on delivering exceptional client outcomes. Whether it’s through AI-powered insights, improved communication tools, or streamlined workflows, Neos is designed (will continue to evolve) to make your firm more productive, efficient, and client-focused.

Stay ahead of the curve with Neos—where innovation meets the needs of modern law firms.

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