What's New in Neos: March 2026

Neos now supports uploading, organizing, and filing documents from a new File Documents tab — with optional NeosAI features for auto-assigning type and category, suggesting a case match, and analyzing documents after filing. Documents can also be synced directly from SharePoint. When the Analyze option is enabled, filing a document automatically triggers AI analysis — generating summaries and running extractions based on the document type selected. The grid supports resizable columns that persist per user and improved inline editing for faster changes.

An Additional Instructions field is now available on AI Tags, including the Executive Case Summary system tag. The "AI: Manage Prompts" permission has been renamed to "AI: Manage Prompts and Tags" and now applies to both the AI Tags and AI Prompts directories in Settings.

A new "Add Value Item" action is now available in the workflow automations editor, allowing firms to automatically create value items on cases when an automation triggers.

You can now favorite a case from the three-dot menu in Browse Cases. Favorited cases display a yellow star on the left-hand side of the columns, and the column can be sorted to show favorited cases at the top. In Advanced Search, a Favorite filter on the Cases primary record lets you query for favorited cases.

The "last used checklist item" behavior is replaced with a new "+ Add Task..." split button on the Case Checklist. Users can set a preferred auxiliary checklist task type as their Quick Add — the preference is per user and persists across all cases and case types.

NeosAI Chat is no longer limited to uploading 5 documents at a time. Documents can be added via Add Document or Drag & Drop. Character limits still apply and depend on the AI Mode used. The AI Prompt field in both AI Tags and AI Prompts settings has been increased to 5,000 characters.

When activity is logged to a case, the system automatically schedules a summary regeneration in the background. The summary displays a "Pending Regeneration" status while queued, and updates to "Up to date" when complete. Users can force an immediate regeneration at any time.

The note column in intake and case notes lists now shows up to 1,000 characters in Spacious view (previously 250) and up to 500 characters in Compact view (previously 250). Spacious view wraps text to 2 lines max. Compact view always shows 1 line. The selected view is saved.

In the Calendar Advanced Search, users can now multi-select Outlook events and cancel them in bulk via the Bulk Actions menu.