What's New:


The March release is here, and it is the most powerful one of the year. We are proud to announce the three featured enhancements and additional third party integrations to help you win more cases with less work. This month, we are focusing on usability, with the following features:

  1. Neos Today Integrated Dashboards
  2. Neos Document Generation Wizard
  3. Premium Documents Package – Inline PDF Editor with OCR – paid module

Neos Today Integrated Dashboards

Customize your homepage with information relevant to you and your firm.

Neos users can now:

  • Add and remove new widgets to Neos Today to build custom visualization dashboards
  • Build visual charts from Advanced Search queries
  • Visualize any data in Neos to identify patterns and trends in your practice area


Document Generation Wizard

The new Neos Document Generation Wizard is the premier solution for your document generation needs. It allows you to select multiple templates to generate an entire document package.

Neos users can:

  • Select multiple templates for a documents package
  • Preview your document templates during the selection
  • Generate pre-trial letters and court forms all at once by selecting multiple values, medical, insurance providers, and more

Premium Documents Package – Inline PDF Editor with OCR – Paid feature ($25/month)

We are excited to introduce our first-ever documents add-on module for enhanced PDF editing with Optical Character Recognition (OCR). OCR converts PDFs into editable documents.

Neos users who purchase the Premium Documents Package can:

  • Edit, redact and annotate documents directly from Neos
  • Search through the document using the document side pane
  • Merge multiple documents into one or remove unnecessary pages
  • Leverage commenting for easy collaboration on documents and forms
  • Crop specific sections of the document to speed up the review of important information


RingCentral Version 1.0

  • Identifies your contacts in Neos when they call your RingCentral number and the case associated with the incoming phone number will automatically appear in your Neos system
  • Free until May 2022, then $200 per month (per firm). Requires a RingCentral subscription


Cost-Recovery (Copitrak, Equitrac)

  • The Cost-Recovery integration allows firms to interface with their existing cost recovery solution to seamlessly track and recover costs
  • $200 per month (per firm). Requires a Copitrack or Equitrac subscription

Additional enhancement

Data Backups

Daily, weekly and monthly backup on demand

  • Monthly – $499 per month
  • Weekly – $999 per month
  • Daily – $2,499 per month


For detailed instructions on using these enhancements, click the Help icon in Needles Neos to access the Self-Serve Portal and Knowledge Base.