What's New: Neos January 2025

New year, new Neos updates! January’s release includes a few significant upgrades mixed with some smaller enhancements to continue to evolve Neos to meet and exceed your standards.

Don’t forget to register for the “New in Neos” webinar with the knowledgeable and entertaining Bryan Billig on January 30 at 1 pm ET.

Features

• Settlement Interest Calculator

Integrations

• Stamps.com

Enhancements

• Value Filters to Subtotals
• Multi-Recipient Advanced Search Subscriptions
• Advanced Search: Primary Type Records Double Click for Results
• Multi-Select Topic Filter
• Premium Texting: Notifications
• Staff Profile Page
• Additional Configuration Options to PDF/Word Invoice Download
• NeosAI Platinum: Increased Character Limit (Now 8,000 Characters)
• NeosAI Platinum: Continue Previous NeosAI Chat



New Features



Settlement Interest Calculator

Easily calculate and apply interest to a case during settlement calculations and have it appropriately documented in Neos – no more manual calculations!

How it works

It's super simple! Users with appropriate value permission can multi-select as many values as they'd like in the case values section, click the 3-dot menu, and click "Calculate interest" to open the interest calculator

Why is this important?

Interest calculation is a complex process. With varying methods for calculation based on jurisdiction or firm/client contract and multiple calculation rules (e.g., case type, accrual during pre-judgement versus post-judgement, compounding method, and prime rates or other financial indices, etc.), it can take significant time and resources to compute. Leveraging the Settlement Interest Calculator in Neos greatly simplifies the settlement workflow, decreasing stress and giving you time back.

When to use

When a firm charges interest on the costs that have been paid up front on behalf of their client, such as medical bills, they can then calculate interest on those costs and include them in the settlement workflow. A grid will appear on the right-hand side showing the total interest for each value item and the total interest for all items summed for the user to reviwe. Click "Save to value" to create a SINGLE value entry for the total interest amount for all selected value entries

NOTE: This is flat rate interest compounded daily using the formula i =(P * (1 + r/365) ^ (b-a)) - P

i = Total interest

P = Value amount - value reductions

r = Interest percent as a decimal (e.g., 5% is .05)

b = Accrual end date



Integrations



Stamps.com

Create postage and shipping labels for contacts for any case using an existing Stamps.com account. Users can also choose to save the cost of the postage to the case as a case expense.

Sign up for a Stamps.com account before you activate in Neos!

How it works

Activate Stamps.com in Neos

The integration can be toggled on and off for all users by selecting Activate or Disable in the Stamps.com integration page

Permissions on the Stamps.com Integration Page

A new Stamps.com Special Permission is required to interact with the Stamps.com workflows

Auto-Create Notes

• Can be toggled on or off
• Automatically creates a case note with address and cost information for a batch of purchased postage

Auto-Create Expense/Value Creation

• Can be toggled on or off
• Allows users to expense postage to one or more bill to contacts in a case and will create one value item per unique bill to
• DTFs can be auto created as well

Authorization

Users will be prompted to sign in to Stamps.com when they first interact with any of the "Print postage" buttons found within the case:

• Party tab list view
• Party Detail view
• Quick add menu
• Users can use a shared firm/team account or an individual account to sign in
• A user's session lasts for 7 days

Printing Postage

Select Address

• Users will be able to sort and select addresses from all of the following case contact roles:
• Party, Counsel, Insurer, Adjuster, Court, Billing Client, Negotiator, Judge, Police, Value Provider, User Tab 1-10 contacts
• The role column will also display any necessary metadata (e.g., Negotiator will display the associated party and negotiation type in parentheses)
• Each contact will have an entry for each of their Address Types (Home, Business, etc.)
• If the Auto-create expenses/value creation toggle is enabled in the integration page, then the "Create Value Items" toggle will be available in the Print Postage Select Address screen
• Enabling the toggle adds the "Bill To" column which defaults to the case's default Bill To contact



Validate Address

If a selected address does not have an exact match in the USPS database, the user will be prompted to make a selection in one of three scenarios:

• The address Cannot be shipped to (red warning) - If the City, State, or Zipcode could not be verified, the user will be prompted to skip the address, or should exit the workflow to make needed changes to the address
• City, State, and Zip are valid, but the Street could not be verified (No suggestions) - The user is able to select the formatted address, but is notified that the street couldn't be verified.
• City, State, and Zip are valid, but the Street could not be verified (+ Suggested addresses) - The user is able to select the formatted address or a suggested address, but is notified that the street couldn't be verified as-is.

The user can move to the Shipping Details Screen once a selection as been made on each address requiring a validation response.

Shipping Details

For more information on Shipping Details, refer to Knowledge Base article XXX. The Knowledge Base is accessible through the question mark in the top right-hand corner of Neos.



Review Total Cost

• Displays a breakdown of the add-on(s) cost on the left and a cost per piece of postage on the right
• Displays total number of labels and the total cost
• View/Print Sample opens up a voided printable PDF of one label



Insufficient Funds

• If the user's stamps.com account balance does not have sufficient funds to cover the total amount, a warning banner is displayed
• The Add Funds link will take the user to their Stamps.com account in a new tab and allow them to add funds directly.
• The Refresh button will update the new account balance and allow the user to proceed through the workflow



Confirm Pay & Print

Selecting Pay and Print will initiate the creation and download of your printable pdf of your postage and any corresponding notes and value items are created.

Why is this important?

No more waiting in line at the post office! This will save a significant amount time when snail mail is required.

When to use

When mailing anything to your clients or the providers in the case.



Enhancements



Value Filters to Subtotals

Users will see that any filters applied to their "Values List" will also apply to the subtotal, allowing the display of only subtotal values. If a user selects specific rows in the "Values List," only those selected values will be included in the subtotal calculation.

Why is this important?

Users no longer need to manually calculate subtotals for a party or provider, cutting down administrative labor.

When to use it

When users need to do quick math on the fly for a specific provider or party in a case that subtotals the related value items.



Multi-Recipient Advanced Search Subscriptions

Users can now add more than one email to the Advanced Search subscription.

When to use it

When creating report subscriptions that need to be sent to multiple individuals or groups of staff.

Why is this important?

Previously, each staff member needed to create a separate saved search to subscribe to a report. Now, one search can serve multiple subscribers.



Advanced Search: Primary Type Records Double Click for Results

Users can now double click in any result in the following primary records to open that record in a new Neos tab: Case Records, Counsel, Parties, Accident Info, Case Docs, Check Requests, Police, Invoices.

When to use it

When creating and utilizing reports and dashboards for day to day management of cases

Why is this important?

Quickly navigate to the item you are searching for without losing your place in your report or dashboard.



Multi-Select Topic Filter

Users now have the ability to filter for more than one note topic at a time.

When to use it

When reviewing case notes

Why is this important?

Filtering by multiple topics makes note review more efficient by showing only relevant information in a single view.



Premium Texting: Notifications

Firms can now set automatic text message notifications for specific staff, reducing unnecessary alerts for users.

How it works

• For a user with "View Case Types" permission enabled: When opening the settings for a case type, a "Receive Notifications" checkbox for each staff assignment will display
• Default is "OFF"
• The roles that will be automatically assigned once a user selects the "Receive Notifications" is under Staff Assignments
• Users still have the control to remove and add who is subscribed to the notifications.
• "Staff" has been changed to "Subscribed to Notifications"

When to use it

When determining who should be kept in the loop regarding a text conversation.

Why is this important?

This feature gives the ultimate control to the user so only the relevant staff get notifications of text conversations if they want them, decreasing the amount of uncessary alerts.



Staff Profile Page

The new Staff Profile page allows users to quickly edit their profile now without having to go into Staff Directory.

How it works

Activate "My Staff Profile" under Staff Profile Permissions. It provides the ability to:

• "View Staff Directory" or "View Permission Groups" to see a new permission called "My Staff Profile" under "Special Permissions." This will default to disabled for existing and new Staff.
• "Modify Staff Directory" or "Modify Permission Groups" (for users with permissions): When they modify their special permissions those permissions will be saved.
• See the "Staff Profile" button in the left navigation menu (if Staff Profile is enabled)

When a user opens a staff settings page, the tab in the top navigation will include the account-circle-outline icon.



Users with the "My Staff Profile" permission enabled and "View Staff Directory" permission enabled

When opening their "Staff Profile" (either through the left navigation button or from the Staff Directory list), their staff profile will be the same as it appears today with everything showing.



Users with the "My Staff Profile" permission enabled and "View Staff Directory" permission disabled

When opening their "Staff Profile" from the left navigation menu then their "Staff Profile" will open with the following items hidden/disabled:

• Hidden
• Active label and info button and checkbox
• Neos User label and info button and checkbox
• Actions menu in header
• Permissions tab
• Staff Group tab
• Time & Billing tab
• Disabled
• Staff Code Input field



Users with the "My Staff Profile" permission enabled and "View or Modify" Staff Directory permissions disabled

Users will be able to save their changes made to their own Staff Profile, Notification settings, or Advanced settings.

When to use

Recommended that all staff have staff profile permission access to change their settings whenever they need.

Why is this important?

Staff can now manage personal settings like notifications settings, M365 connection, time zones, etc., but administrators with broader permissions still retain control over critical permissions and settings.



Additional Configuration Options to PDF/Word Invoice Download

Added six new invoice configuration options to the invoice download modal for Word and PDF Formats including:

• Alt Case #1
• Alt Case #2
• Date of Incident
• Docket #
• And more

Why is this important?

Invoice format requirements may call for inclusion of additional data from the case or the firm.

When to use

If firms need to include additional case data in the header of their invoices or remove the rate column, thereby expanding the rate column.



NeosAI Platinum: Increased Character Limit

Increased the character limit for document summaries to 8,000 characters

Why is this important?

Expanding document summaries generated by AI allows for more detailed comprehensive overviews of documents that often are hundreds of pages long.

When to use

To summarize longer documents using AI.





NeosAI Platinum: Continue Previous NeosAI Chat

Users can now continue a previous NeosAI Chat conversation from a side note so they don't have to initiate a new one. (If the user is continuing a conversation, they can now close and reopen the case without sending a new message; the continued message will still be there).

Why is this important?

The option to pick up previous NeosAI Chat conversations right from the notes tab instead of re-entering all previous information saves precious time.

When to use

Pick back up right where you left off if you save a chat to the Notes tab but realize you want to ask NeosAI Chat further questions.



Try NeosAI Platinum for FREE for 45 days.