What's New: Neos March 2025

When users create new emails from the Quick Add drop down by clicking the "Send Email" button, the Case Name and Case Number will automatically populate the subject line.

Summarize notes using AI, eliminating the need to read the entire note to understand its content.

Users can now select the data sources to use for NeosAI Chat conversations and include the current list they are viewing to ask questions about these records.

Users can now incorporate data from Dynamic Layouts to provide context for AI when creating or editing AI Tags or generating documents with NeosAI.

Enhances the current functionality of our Interest Calculator by providing users with the option to calculate interest using one interest rate for all values or variably by month.

Users can now:

• View medical codes from AI extracted data in Advanced Search and on Dynamic Form Grids, making the data reportable and easily accessible.
• View medical codes associated with the title column of a form by hovering over it in the Dynamics Layout Tab
• Perform AI analysis on documents in bulk, eliminating the need to do it separately for each document.

The UX for Dynamic Forms has been updated making them easier to view/use.

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.

• The "Add Funds" external link has been replaced with an "Add Funds" button
• Users can toggle showing the return address on and off when creating First Class Mail postage
• A new "Postage" note type and tab have been created and are visible in the Notes tab
• Toggle was removed from Stamps.com Postage Note Creation. Now, postage notes are always created when printing postage
• Users can reprint a batch of postage up to three times within 24 hours after purchase
• Users can cancel an entire batch of purchased postage
• Users can click the new "Sign Out" button next to the account balance to trigger the credentials modal to restart the postage workflow with a different account

An "Append Matter ID" checkbox (which requires LEDES billing to be enabled) has been added as an option when downloading a LEDES invoice.

If selected, the Law Firm Matter ID will be mapped to both the Law Firm Matter ID (as it currently does) and the Client Matter ID in the LEDES98B export. Additionally, a Client ID dropdown is now available in firm preferences, allowing users to choose from Client ID (default), Alternative Case Number Label 1, or Alternative Case Number Label 2. This selection determines the value mapped to the Client ID in the LEDES98B export.

When downloading a LEDES 98B invoice, if you set the billing period start date and end dates close together, a caution box will open, warning the user of the following: "Billing Period Selection." Selecting a shorter date range may result in fewer line items.

Updated error header and link icon. Typing is now allowed to search/select in attachment Type and Category and Removed Checkbox.





The description on billable time entries will now sync with the Memo field on the linked value item.

A Case Name now appears instead of a first party name on recently opened search results, contact card case and intake view, and contact search modal.