What's New in Neos: July 2025

• The Contact Detail page has two new sections that provides a 360-degree view of contacts.
• The Communications Tab shows all calls and texts users have had with the contact.
• The Involvement Tab displays all cases and intakes associated with the contact



We’ve upgraded the AI language model powering AI Document Summaries, NeosAI Chat, AI Document Generation, and AI Executive Case Summary. As a result of this upgrade, the input limit has dramatically increased to approximately 4,000,000 characters, or 1,500–2,000 pages—depending on text density. 





Generate more precise and informed documents by easily incorporating relevant data from existing case documents.

Several highly user-requested improvements to contact management have been implemented. (Refer to Neos Portal Idea 2544, 2762, 2740, and others.)

Save valuable time by pre-defining which case-specific user tabs (1-10) should be automatically included in AI-generated documents.

Users can modify the data sources included in the prompt to generate a case summary specifically for this instance, so that they can exclude irrelevant information.

Users can now select and add multiple documents to AI Chat at once.

Top Navigation Menu

Users can now access Advanced Search from the top navigation menu.



Discard Button

New Discard button is now available.



Enhanced Dynamic Layout Reporting

• Users can now include columns from the parent case in Dynamic Layout search results within Advanced Search.
• The default search results include the Case Number, Case Name, and the columns defined within the Dynamic Layout.
• Users can also include any additional columns available when searching for Cases—such as Case Dates, Case Staff, First Party information, and more.
• Users can now filter by and display information about the linked parent record in search results.
• Linked Parent Type: Indicates the type of record the Dynamic Layout is a child of (e.g., Case, Document, Insurance, etc.)
• Linked Parent Title: Displays the title of the record that the Dynamic Layout is a child of (e.g., if the parent is a Case, this will show the Case Name).



Drag and Drop Columns

Users can now drag a column to the grouping header to group by that column. If a user wants to group by three columns, they can rearrange the columns in the drag-and-drop area to change the grouping order.

Grouping is still available in the 3-dot menu.





Reports

If a report is shared, users will see the shared icon in the saved "As" report. If the report is private, the "Mine" icon will be displayed instead.

When users make changes to a saved report, they'll now see the 'discard' button to remove any new changes.



Calendar Invite - Organizer Blank

Calendar invites with a blank Organizer are now fully editable.

Once the event is open, you can click "Send to Outlook" or make any changes directly and click Save.



Sort by UDF Fields:

User Defined Fields (UDFs) are now sortable.

You can now click on column headers to sort data within User Defined Fields, making it easier to organize and analyze information.