What's New in Neos: November 2025

Two new Search steps are available in the Neos Zapier app:

• Find Case or Intake by Number
• Find Case or Intake by First Party

We’ve enhanced Medical Record Extractions to further reduce manual data entry and speed up case preparation.

• Upload medical records and select Analyze with AI to extract medical data.
• NeosAI automatically identifies and maps key details such as treatments, examinations, diagnoses, and medications.
• Extracted data is organized into standardized Dynamic Layouts in chronological order, including titles, dates, providers, and AI-generated descriptions.

*The expanded AI Medical Record Extraction capabilities was originally deployed to Production with a maintenance release on September 29, 2025.

We’ve added additional AI Prompts and Tags to NeosAI Platinum.

Users can now group search results by medical code when working with Examinations, Medical Conditions, Medication, or Treatment in Advanced Search.

• This release introduces multiple enhancements to Neos Automations that improve usability, flexibility, and visibility across automation setup, execution, and tracking.
• Updates include new triggers for case creation and closure, new options for email recipients, expanded search and filtering in automation history, and interface improvements for creating, managing, and reviewing automations.

Customer Requests #2471, 1903, 3224, 2747

Enhancements include a new Last Activity column for Browse Cases (mirroring Browse Intakes), clearer conjunction operators and list-based filters, and new Provider User-Defined Field (UDF) options when performing a Names > Provider search.

Enhancements improve clarity, layout, and change management in the checklist side pane.

Users can now view, add, and remove attachments to calendar events in Neos.

Customer Requests #4134, 3660, 2459, 931, 968

Firms with this module enabled can now subscribe to Outlook webhooks either at the firm level or for individual staff profiles. This allows near real time syncing of calendar when changes are made in outlook.

A new firm-level preference lets users choose which case number automatically appears in the subject line when sending emails or creating case calendar events.

Customer Requests #741, 1084

It allows users to edit key fields for value entries that are not time-type, giving them greater flexibility in managing costs and quantities.

• These updates enhance the Contact Communications tab by adding a new Email grid with full search, filter, and action capabilities.
• Users can now view all emails associated with a contact, search and filter by key details, and take actions such as reply, forward, edit, delete, or summarize—all from one place.

A new “Sync Approved Value Records” header has been added under Firm Preferences > Time and Billing to manage accounting integration settings.

It is an enhancement to the QuickBooks Online (QBO) integration that automatically syncs approved cost and fee value entries from Neos to QBO based on the firm’s sync preferences.

Users can now continue paging through all notes using the arrow buttons, even after reaching the 50th note in the list.

Customer Requests #1936, 3124

After each major or maintenance release, users who haven’t automatically received the latest UI version will see a reminder every 10 minutes prompting them to refresh. Refreshing ensures you’re always using the most up-to-date version of Neos and helps quickly resolve any cache-related issues that can occur after a release. You’ll have the option to finish your work before refreshing so your progress isn’t interrupted.



• A new "Email Preferences" section has been added under the Advanced tab in Staff Profile.
• This section includes a new checkbox option: "Send email attachments as links by default."
• When Enabled:
• All Send Email modals (Doc Details caret, Notes, Notes Grid, Case Actions) will default to the “Link” format for attachments.
• Users can still manually select between “Link,” “Original,” and “PDF” formats when sending emails.
• When Disabled:
• Email attachments will continue to follow existing behavior with no default format changes.

Customer Request #2745

• When a user selects target cases and confirms the move from the Party tab, a warning modal now appears with the following details:
• Title: Move to Other Case(s)
• Body: Moving parties will delete associated items such as Value, Insurance, and User Defined Data. This action cannot be undone.
• Options:
• Cancel – aborts the action
• Move Parties – moves the selected parties and deletes associated data