
Legal Tech
Don't miss your chance to get up to speed on the latest and greatest Neos features
Legal TechMarch 11, 2025
As always, the Assembly Neos Product team has been hard at work evolving Neos to meet our customers’ ever-changing needs. Get excited for brand new time-saving features and enhancements going live the night of March 18!
Watch the “New in Neos” on-demand webinar at your leisure.
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:
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.
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.
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