Legal TechJanuary 26, 2026

What's New in Neos: February 2026

Oh it’s cold. Let’s just call it Febrrrruary! But snowstorms and sub-freezing temperatures can’t stop the Neos team from delivering some amazing new features! As always, don’t miss the “edutaining” (not a typo) New in Neos webinar on February 6 at 1pm, hosted by our VP of Education, Bryan Billig.

This is not all the features; it's just a selection of the most impactful. Read the full release.

Here’s the great new functionality coming to Neos the night of February 4.

New Features
Enhancements
New Features
Checklist Task Collaborators 

Keep entire teams aligned on shared checklist tasks with automatic reminders for everyone involved.

Outlook Calendar Sync for Checklist Tasks 

Optionally sync important Neos checklist tasks to your Outlook calendar for on-the-go visibility with automatic updates from Neos to Outlook.

Global Search: Open Cases Only Filter 

Find what you need faster by filtering Global Search results to show only open cases.

Add Negation Operators to Advanced Search 

Filter out irrelevant data by excluding specific groups, collections, or criteria from your Advanced Search queries.

Add Subgroups of Conditions to Advanced Search  

Users can now create subgroups within Advanced Search groups and collections to build more complex, layered search conditions.

Apply Multiple Conditions with Collection Groups in Advanced Search 

Users can now create collections within Advanced Search allowing multiple conditions to be applied to the same list (e.g., Notes or Value Items). This provides greater flexibility and precise search logic when building complex queries. 

Enhancements
Reply to Emails and Pin Important Notes 

Respond to case-related emails directly in Neos and mark critical notes as important using a visible indicator.

Full Markdown Formatting Across NeosAI Outputs (NeosAI Platinum users only)

NeosAI Chat, Case Summaries, and AI Document Generation now deliver professionally formatted outputs — including tables, headers, bold text, and lists — ready to use without manual cleanup.

Register for the New in Neos webinar on February 6 at 1pm ET!

Hosted by the ebullient Bryan Billig, VP of Customer Education

Bryan will demo all the amazing new features being released this month in real time, cracking jokes along the way.

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