What's New in Neos: September 2025

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.

Customer request #1555

• New triggers: Change in intake status, Checklist task is added, change in class code
• New actions: Add case/intake note, add auxiliary checklist
• A single trigger can have multiple actions
• Primary staff added to recipient list for email and text message actions
• Case type trigger condition now allows for multi-select
• General usability enhancements and UI improvements

Customer Requests #1655, 2302



Users can now view the questions and responses asked during the intake process no matter when the intake was created.

After 14 months of development and refinement, this feature is now fully stable and ready for use.

Customer Request #3363

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.



Users can now automatically sync invoices to QuickBooks Online for approved invoices.

Improvements have been made to the Dynamic Layouts functionality:

• Bulk Edit and Delete Child Dynamic Layouts
• Expand Rows in Dynamic Layouts Grids to Display Child Layouts
• Allow any Field Type to be Used as the Title Column

• Unsubscribe to Advanced Search reports from the subscription email
• Dashboard viewing permissions re-aligned with Advanced Search permissions
• Grouping available in Advanced Search for dynamic layout columns

Allows users to include metadata from AI Extractions—such as Medical Codes—when including dynamic layout data as context when using AI to generate documents.

• Enable extractions from any document type
• Bulk party creation
• AI-powered health insurance card extractions

• User Prompt When Analyzing Documents in Bulk





Several updates across case layouts, search functionality, notes, communication tools, and tab displays have improved usability and efficiency.

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.



The case, intake, and contact search cards in Global Search have been redesigned with updated styling and layouts.

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.

Users can now insert Dynamic Layout tags into a document template, which will be populated with data from the selected instance during Document Generation.