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"}]},{"uid":"37a8e3767f3840b3945138389eebc471","type":"p","attrs":{},"children":[{"text":"Don't forget to "},{"uid":"0d888bf3e4e84e1aab643abd05a4c21c","type":"a","attrs":{"url":"https://assemblysoftware.zoom.us/webinar/register/6117742834258/WN_FMTXdydQRLG3YllAjW-j4A","target":"_blank"},"children":[{"text":"sign up for the live demo"}]},{"text":" of the top features with our VP of Customer Education, Bryan Billig, during the New in Neos webinar on April 1 at 1pm ET!"}]},{"uid":"bc33d8e7a0124f2bbdacf835314e58f5","type":"p","attrs":{},"children":[{"text":""},{"uid":"6a38592c496e425fa0d4296b6b62dddc","type":"a","attrs":{"url":"https://www.assemblysoftware.com/neos/whatsnew","target":"_blank"},"children":[{"text":"Read the full release with all features, improvements, and enhancements."}]},{"text":""}]},{"uid":"d31a668f5e634390a5431761f76b0f33","type":"p","attrs":{},"children":[{"text":""}]}],"_version":32},"features_title":"New Features","features":[{"feature_title":"Customizable AI Instructions","feature_subtitle":"NeosAI Platinum only","feature_content":{"type":"doc","uid":"1dc74ae952954e40912565ba9e93d898","attrs":{},"children":[{"type":"p","uid":"8e90f63d68d94336bc4422e830a7ccba","attrs":{},"children":[{"text":"An Additional Instructions field is now available on AI Tags, including the Executive Case Summary system tag. 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Tags"}]},{"uid":"4ad94af8f3434523a44864df83096bdf","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Navigate to "},{"text":"Settings > AI Tags","bold":true},{"text":" and open any tag to edit, or create a new one."}],"uid":"c6d2be246ae94bf4b3bda9952b043f92"},{"type":"li","attrs":{},"children":[{"text":"An "},{"text":"Additional Instructions","bold":true},{"text":" field is now available above the AI Prompt field."}],"uid":"76f0e9d29b1c41b6be14643051dacd04"},{"type":"li","attrs":{},"children":[{"text":"Save the tag — the instructions will be stored with it."}],"uid":"9a7432fa9c664bdd9878eacb6c09bf5b"},{"type":"li","attrs":{},"children":[{"text":"When any user generates a document using that tag, the Additional Instructions field will be pre-populated automatically."}],"uid":"f77ebdc45c22436c8129ffdf206de31b"},{"type":"li","attrs":{},"children":[{"text":"Users can still edit or override the pre-populated instructions at generation 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if no billing client exists, defaults to the first party."}],"uid":"b4c2006bf79f4dc7ab6c7755b8299f91"},{"type":"li","attrs":{},"children":[{"text":"Service Date","bold":true},{"text":" — Set to the date the automation executes."}],"uid":"df642c3c73c74cceb8dc6d35287f035c"}],"uid":"818ff5a263304ee9aba0527115a97f2f"},{"uid":"34a989bf7e73418fa39428051210c027","type":"li","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"Usage Rules"}],"uid":"0098474a232d4e62bd11e81c3b7ee544"}]},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"The action can be added multiple times to a single automation."}],"uid":"abee0f5208a04e5e866a7540841fc8d6"},{"type":"li","attrs":{},"children":[{"text":"Available for all triggers except \"When Intake Status is Changed.\""}],"uid":"cb1948963e2f434a9883f20ff94b2e67"},{"type":"li","attrs":{},"children":[{"text":"The action only fires on cases, not intakes."}],"uid":"701020a804ab4d14a0aef7cb7186cadd"},{"type":"li","attrs":{},"children":[{"text":"\"Add Value Item\" appears as a filter option in the Automations Directory and History tabs."}],"uid":"bbe843ca1d724a849752883adec73846"}],"uid":"ce974beaa93f4fecacda4deb8a833875"}]},{"uid":"e95a168ee7394f2e9b2f433de9a262cd","type":"fragment","attrs":{},"children":[{"text":"\n"}]}],"_version":32}},{"accordion_title":"Why it's Important","accordion_content":{"type":"doc","uid":"6a41b8d29bf847548f8ad0e6d8691b8f","attrs":{},"children":[{"type":"p","uid":"6356facaa55a432c80dd2619c6b3c844","attrs":{},"children":[{"text":"Manually creating value items on cases is repetitive and easy to overlook, especially when the same entries are needed every time a specific event occurs. Automating value creation eliminates that manual step, ensures consistent financial tracking across cases, and reduces the risk of missing billable entries or standard costs."}]}],"_version":32}}]},{"feature_title":"Favorite Cases","feature_subtitle":"Top Customer Request","feature_content":{"type":"doc","uid":"70c32aba9e274d968eba824d4d278366","attrs":{},"children":[{"uid":"21f94189704046a184126c80404ecab9","type":"p","children":[{"text":"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. 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The column can be sorted to show favorited cases at the top."}]},{"uid":"b4c0e9913f6e4f36ae801200c52c2ce8","type":"p","attrs":{},"children":[{"text":"All favorited cases can be queried in the "},{"text":"Cases","bold":true},{"text":" primary record in "},{"text":"Advanced Search","bold":true},{"text":" using the "},{"text":"Favorite","bold":true},{"text":" filter — filter for Favorite true or false."}]},{"uid":"c8369f1a8c534a24bc2c4efd4daa2c3d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ea7d18bc8c474732a8d5c5956302fecb","type":"p","children":[{"text":""}],"attrs":{}}],"_version":32}},{"accordion_title":"Why it's Important","accordion_content":{"type":"doc","uid":"223b193816b645fb9ef813871235ce34","attrs":{},"children":[{"type":"p","uid":"9898f3f95a20438197817020d47ccc5c","attrs":{},"children":[{"text":"Provides a fast way to surface high-priority or frequently accessed cases without scrolling or searching. 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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) "},{"type":"a","attrs":{"url":"https://assemblysoftware.zoom.us/webinar/register/4817692686771/WN_JyWrmKi2Q9OYKnII103Ykg"},"children":[{"text":"New in Neos webinar on February 6 at 1pm"}],"uid":"d959edfba1df4280ae756bc9f9f7bc70"},{"text":", hosted by our VP of Education, Bryan Billig. "}]},{"uid":"0a5c6de4881a4eb5b96ab19436f39728","type":"p","attrs":{},"children":[{"text":"This is not all the features; it's just a selection of the most impactful."},{"uid":"19801ac970d340839e3d942f1afb61ee","type":"a","attrs":{"url":"https://assemblysoftware.atlassian.net/wiki/external/MmFmYjU5ZWJiYjZjNGY0Y2I2ODE1MDJjMzNjN2MzMTc","target":"_blank"},"children":[{"text":" Read the full release"}]},{"text":". "}]},{"uid":"2e9af641053244a190ac26fad3926fc6","type":"p","attrs":{},"children":[{"text":"Also: big shout out to our customers for suggesting these new features! Every single update to Neos on this page was put forth and voted on by YOU. ","bold":true}]},{"uid":"199dcddff36c45f687e0a01d631f4e91","type":"p","attrs":{},"children":[{"text":"Here’s the great new functionality coming to Neos the night of February 4. 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The toggle defaults to ON and remembers your last choice for future searches, so you don’t have to reset it each time."}],"attrs":{}}],"_version":47}}]},{"feature_title":"Add Negation Operators to Advanced Search","feature_subtitle":"","feature_content":{"type":"doc","uid":"93385cd4da9f4b2c850f1b82e862574e","attrs":{},"children":[{"uid":"c601f32f9421489298398f281851916c","type":"p","children":[{"text":"Filter out irrelevant data by excluding specific groups, collections, or criteria from your Advanced Search queries."}],"attrs":{}}],"_version":47},"accordion":[{"accordion_title":"How it Works","accordion_content":{"type":"doc","uid":"8a7537c0faac40ce89ab41777b423aa5","attrs":{},"children":[{"uid":"ef8850817e904e72aa07b07d0e525358","type":"p","children":[{"text":"Requires the "},{"text":"AdvancedSearchCollections","italic":true},{"text":" module:\r"}],"attrs":{}},{"uid":"e916fe25bd4545e7ab9f6b7c476de207","type":"p","children":[{"text":"Users can now negate groups, collections, and list-type filters.\r"}],"attrs":{}},{"uid":"d28ef0fb121147ffa11ac69035d3259c","type":"ul","children":[{"uid":"c25d22ed2f804da4b8bbac338a88ce67","type":"li","children":[{"text":"New conjunction operators available:\r"}],"attrs":{}},{"uid":"c846b90589634129b9a57801fe5aa4af","type":"ul","attrs":{},"children":[{"uid":"89d070b54ea6405abee6e7147f35c6eb","type":"li","children":[{"text":"Where Not\r"}],"attrs":{}},{"uid":"1ea719d941ea435991b55271ff5691db","type":"li","children":[{"text":"And Not\r"}],"attrs":{}},{"uid":"1611a750bfd1430bbbe7672e9507e9df","type":"li","children":[{"text":"Or Not\r"}],"attrs":{}}]},{"uid":"a05aa9e30b504bf3bf6e63eb21cbf358","type":"li","children":[{"text":"Negating a group or subgroup applies negation to each element within that group.\r"}],"attrs":{}},{"uid":"4964dda90e514191bae165acd3393c4d","type":"ul","attrs":{},"children":[{"uid":"86ea2dad25134fc7ac56cd6218efe0e1","type":"li","children":[{"text":"Example: If a group contains “Case Type = MVA AND Is Closed = False,” negating it returns results where the Case Type is not MVA or the case is Closed.\r"}],"attrs":{}}]},{"uid":"bd7037ab0bc44c80a5226bedc642a155","type":"li","children":[{"text":"Negating a collection or list-type filter returns results where that collection item does not exist.\r"}],"attrs":{}},{"uid":"eabefba5d3b543ceaa6bd5c33aea05b3","type":"ul","attrs":{},"children":[{"uid":"3e1f4b253c084a2586609a8bfb310f61","type":"li","children":[{"text":"Example: If the filter is “Notes > Note Type = Email,” negating it returns cases that do not contain any email-type notes.\r"}],"attrs":{}}]},{"uid":"12f1ad37686449a794886e38d34d4f8a","type":"li","children":[{"text":"Double negatives are not allowed.\r"}],"attrs":{}},{"uid":"f70aace21abc44cd86c4256dab0f5901","type":"ul","attrs":{},"children":[{"uid":"7d05df8662be40cfa41db42796a9ac09","type":"li","children":[{"text":"If a collection, subgroup, or filter is already negated and the user negates the top-level group, the inner negation automatically reverts to a standard conjunction."}],"attrs":{}}]}],"attrs":{}},{"uid":"2ead0745fb744a0c807c011be0f0c851","type":"reference","attrs":{"display-type":"display","asset-uid":"blt39c7e4093e551c00","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt39c7e4093e551c00/6977977674e233050c695cbe/negation-operators.png","asset-name":"negation-operators.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"negation-operators.png","asset-alt":"negation-operators.png","inline":false},"children":[{"text":""}]},{"uid":"22c4a6db92204c578cca2da06edddb7d","type":"p","children":[{"text":""}],"attrs":{}}],"_version":47}},{"accordion_title":"Why it's Important","accordion_content":{"type":"doc","uid":"e44ab9e344f64948a8a56cbe1b9f8d5c","attrs":{},"children":[{"uid":"c23daf5c0f3844e3bce7919fab44dc56","type":"ul","children":[{"uid":"983192869aab4f9f8296f7b8b97e2f15","type":"li","children":[{"text":"Find relevant information faster by removing known irrelevant results from your searches"}],"attrs":{}},{"uid":"cac8c216840545f98acbc29a3af87f0c","type":"li","children":[{"text":"Build more powerful searches using exclusion logic. ","attrs":{"style":{}}}],"attrs":{}},{"uid":"ae8fc4092bf94cbc8a9e4d33e35b7695","type":"li","children":[{"text":"Reduce manual filtering by excluding unwanted data upfront"}],"attrs":{}}],"attrs":{}}],"_version":47}},{"accordion_title":"What's New","accordion_content":{"type":"doc","uid":"af2d0d995edf461590f72202fb6edae3","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"Advanced Search now supports negation operators, allowing you to explicitly define what should be excluded from your results. You can apply negation to entire groups, collections, or individual filters. This gives you precise control to eliminate noise and focus on exactly the data you need.","attrs":{"style":{}}}],"uid":"46084c8236a945efa85a2f0bdfb71149"}],"_version":47}}]},{"feature_title":"Add Subgroups of Conditions to Advanced Search ","feature_subtitle":"","feature_content":{"type":"doc","uid":"bb0ebc5e770e44a784190079838164d0","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"Users can now create subgroups within Advanced Search groups and collections to build more complex, layered search conditions.","attrs":{"style":{}}}],"uid":"42d215a79542485cb8d027353d5473b9"}],"_version":47},"accordion":[{"accordion_title":"How it Works","accordion_content":{"type":"doc","uid":"e1b6dce4ff9f4f1099ba52919dde4023","attrs":{},"children":[{"uid":"4515f1022ee04438926a2ff6fb4d8cf6","type":"p","children":[{"text":"Navigate to Advanced Search > Add within a Group> Add Group.\r"}],"attrs":{}},{"uid":"a1296415e52a4f818645940df6528c42","type":"ul","attrs":{},"children":[{"uid":"c6ea3b45958b46c5a92b9a46e42bfdb7","type":"li","children":[{"text":"A subgroup is added within the selected group.\r"}],"attrs":{}},{"uid":"bdfd2af813d546cd8c857ffb73cd61bc","type":"li","children":[{"text":"Subgroups function the same way as top-level groups.\r"}],"attrs":{}},{"uid":"d5b8adccba9f43aaa780f06ad27e20e5","type":"li","children":[{"text":"Allows for more complex queries with multiple layers of conditions.\r"}],"attrs":{}},{"uid":"3aad240a14b042e18ace8327b7c91e0f","type":"li","children":[{"text":"Supports up to two subgroup levels."}],"attrs":{}}]},{"uid":"199c8755dc154c05ac6f29e4ad5d920e","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"b24b79351146439ba758def836e84b1d","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1159783310","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]}],"_version":47}},{"accordion_title":"Why it's Important","accordion_content":{"type":"doc","uid":"350981f7673b4b539f1ca3e480b2b7a9","attrs":{},"children":[{"uid":"a5defc1a30844321aa4da385cca84da5","type":"ul","children":[{"type":"li","attrs":{},"children":[{"text":"Build more precise and sophisticated searches by nesting layered conditions.","attrs":{"style":{}}}],"uid":"24e78f069dda4e6fa415bdcdb9603f07"},{"type":"li","attrs":{},"children":[{"text":"Apply advanced grouping logic without running multiple separate searches.","attrs":{"style":{}}}],"uid":"cb6d2c039c6a42ff9148c070a687f428"}],"attrs":{}},{"uid":"ee715e3d2048449ab209694007a530fc","type":"p","children":[{"text":""}],"attrs":{}}],"_version":47}},{"accordion_title":"What's New","accordion_content":{"type":"doc","uid":"0208e671d1b54ad6b47e8be50a8987b5","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"Advanced Search now supports nested subgroups within groups and collections, allowing users to build multi-level search logic. Subgroups behave the same as top-level groups and support up to two levels of nesting, making it easier to construct complex queries.","attrs":{"style":{}}}],"uid":"7bd0a4da4fd64224bee65ed57082d1ac"}],"_version":47}}]},{"feature_title":"Apply Multiple Conditions with Collection Groups in Advanced Search","feature_subtitle":"","feature_content":{"uid":"d2f3d04aacae4178b71b17128e3f68aa","type":"doc","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"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.  ","attrs":{"style":{}}}],"uid":"66efdcf476a244b9be23aef00dbde96a"}],"_version":47},"accordion":[{"accordion_title":"How it Works","accordion_content":{"uid":"872ef83c9d9d42a4820872526d9fbec8","type":"doc","attrs":{},"children":[{"uid":"27a543fdd1354544b9d8d73983264aa9","type":"p","children":[{"text":"Navigate to "},{"text":"Advanced Search > + > Add Collection.","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"0bad2187ea0943f8b25105f5082f0965","type":"ul","attrs":{},"children":[{"uid":"e7b87ecac7f5461bb684f68a09bd6cfb","type":"li","children":[{"text":"Select a collection (e.g., Notes, Value Items) and a field to filter by.\r"}],"attrs":{}},{"uid":"a87e7bc7dd5e43639acec0d4d7a27860","type":"li","children":[{"text":"Add multiple conditions to the collection.\r"}],"attrs":{}},{"uid":"8ce2516177d64b3ab28a5472fc39f471","type":"li","children":[{"text":"When the search is executed, all filters within the collection are evaluated together.\r"}],"attrs":{}},{"uid":"c4602089c722462d86c147648ddd7bbf","type":"li","children":[{"text":"Within the collection, click + to add a sub-collection.\r"}],"attrs":{}},{"uid":"73bb1ebe69f04a38abde4791e5aa2d62","type":"li","children":[{"text":"Supports up to two collection levels.\r"}],"attrs":{}},{"uid":"8686384640bf4d8cab2121165057c2c0","type":"li","children":[{"text":"Example use cases:\r"}],"attrs":{}},{"uid":"2875c38743da4235834d699b0474c773","type":"ul","attrs":{},"children":[{"uid":"1d4b24a6c3044c0f98905912355445c5","type":"li","children":[{"text":"Example A: Returns cases with at least one email-type note created in the last 30 days.\r"}],"attrs":{}},{"uid":"19158fc536de462e8f1aa626ac5f93aa","type":"li","children":[{"text":"Example B: Returns cases with at least one email-type note "},{"text":"and ","bold":true},{"text":"at least one note created in the last 30 days.\r"}],"attrs":{}},{"uid":"f2bd71f2763d439bb4f9d39432f3ef03","type":"li","children":[{"text":"Example C: Returns cases with at least one value item coded as CASEEXP and a payment-type transaction of at least $10."}],"attrs":{}}]}]},{"uid":"c0b5dc5a931341398ec8e05ec2b8f64a","type":"reference","attrs":{"display-type":"display","asset-uid":"blt8749024b39cfae46","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8749024b39cfae46/6977b9eab95c1c1b60534068/multiple-collections.png","asset-name":"multiple-collections.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"multiple-collections.png","asset-alt":"multiple-collections.png","inline":false},"children":[{"text":""}]},{"uid":"620212690d404bdba564216fe62ca7af","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"842b09af36b148ea8a1779c8e1e6b94d","type":"p","attrs":{},"children":[{"text":"Refer to the Knowledge Base for additional details."}]},{"uid":"02d0e3a107894096a1cd36f179ba31f9","type":"p","attrs":{},"children":[{"text":"\r"}]}],"_version":47}},{"accordion_title":"Why it's Important","accordion_content":{"uid":"60967962df964d6eae5cdc315317ff0b","type":"doc","attrs":{},"children":[{"uid":"821081fb25fb4d99bc9c794a7983ceaa","type":"ul","children":[{"type":"li","attrs":{},"children":[{"text":"Find exactly what you need by applying multi-layered conditions to the same underlying data set (such as notes or value items).","attrs":{"style":{}}}],"uid":"7ab2b364b24c4b38b4e34bd34bbf5122"},{"type":"li","attrs":{},"children":[{"text":"Save time by building sophisticated searches in a single query instead of running multiple separate searches.","attrs":{"style":{}}}],"uid":"438caddc90e4459d82639179d41ab9a1"}],"attrs":{}}],"_version":47}},{"accordion_title":"What's New","accordion_content":{"uid":"da55ddea40d74ac384ced63809a8e617","type":"doc","attrs":{},"children":[{"uid":"cb20829f73984b84b398198ab36bb86b","type":"p","children":[{"text":"Users can now create collection groups within Advanced Search, allowing multiple conditions to be applied to the same list (e.g., Notes, Value Items). This provides greater flexibility and precision when building complex search queries. "}],"attrs":{}}],"_version":47}}]}],"enhancements_title":"Enhancements","enhancements":[{"enhancement_title":"Reply to Emails and Pin Important Notes","enhancement_subtitle":"Top Customer Request","enhancement_content":{"uid":"fc64329071cf43c0abd04d05efc1cd5d","type":"doc","attrs":{},"children":[{"type":"p","uid":"4816776de4f0426ab4b265ffabdea80d","attrs":{},"children":[{"text":"Respond to case-related emails directly in Neos and mark critical notes as important using a visible indicator.","attrs":{"style":{}}}]}],"_version":47},"accordion":[{"accordion_title":"How it Works","accordion_content":{"type":"doc","uid":"1ee63408151f45c78246f1b55e3fe220","attrs":{},"children":[{"uid":"010b93b5b9a0454ca6c264c9492e0159","type":"p","children":[{"text":"Reply to Email from Neos\r","bold":true}],"attrs":{}},{"uid":"986880e7704941f3a273fb8468c11dc8","type":"ul","children":[{"uid":"5cc152c905c346c6a62b912b0bf40bf3","type":"li","children":[{"text":"Navigate to the Notes tab or Activity Feed in a case or intake.\r"}],"attrs":{}},{"uid":"8343898fefa0461c8dca3822c13f20f4","type":"li","children":[{"text":"Locate an email note and select Reply, Reply All, or Forward.\r"}],"attrs":{}},{"uid":"b8bca7bbe40b4691978e3aee3487aad8","type":"li","children":[{"text":"Neos automatically pre-fills the email subject, body, and recipients.\r"}],"attrs":{}},{"uid":"08c82d16f2444ede91534ec542960ea3","type":"li","children":[{"text":"Send the email, and Neos saves it as a new note in the case or intake."}],"attrs":{}}],"attrs":{}},{"uid":"39e3c18cbe6642d4b1b6f06ad79ca245","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"0800a28499bc4c6a9e87ff99518fe734","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1158511232","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"uid":"7c254902547c49659670bf458377cbf9","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"11572d693b734d2b92de2d58eefa9c98","type":"p","attrs":{},"children":[{"bold":true,"text":"Pin Notes in Case/Intake\r"}]},{"uid":"21c4641216ca4ec1b725d6b83a1ffab3","type":"ul","attrs":{},"children":[{"uid":"d4d4eb9eecda48a18707b27936c98dd5","type":"li","children":[{"text":"In the Notes tab, mark a note as important by selecting the appropriate option.\r"}],"attrs":{}},{"uid":"4a74033a8499451da11dc8a8cc889ab5","type":"li","children":[{"text":"The note displays a red exclamation mark and is highlighted in the notes grid.\r"}],"attrs":{}},{"uid":"bfb39db454964bc3b413ede09b71d04d","type":"li","children":[{"text":"If your firm has visibility settings enabled, important notes are pinned to the top of the notes list.\r"}],"attrs":{}},{"uid":"5f3350f657684c03b14c0cd5745f1adc","type":"li","children":[{"text":"This feature is not available for text messages at this time."}],"attrs":{}}]},{"uid":"8d69a9096c6545f0b98073743371a074","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"79d0d14711ae4b5093cb244cfd4801d0","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1158522675","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"uid":"3643a3ec0f234be3b70952f54cf6ee35","type":"p","children":[{"text":""}],"attrs":{}}],"_version":47}},{"accordion_title":"Why it's Important","accordion_content":{"type":"doc","uid":"b19fdd40b9d84dbd847391d1b73ddbad","attrs":{},"children":[{"uid":"6c4c157534644d77bd7a6bf9e5046e06","type":"ul","children":[{"uid":"94d7f939c6a643e3b25468d7c0c89e40","type":"li","children":[{"text":"Keep all case communication in one place without juggling multiple applications.\r"}],"attrs":{}},{"type":"li","attrs":{},"children":[{"text":"Ensure critical case notes remain visible through use of visual highlights and optional pinning to the top of the Notes list.","attrs":{"style":{}}}],"uid":"a4cdb250f47844fdb3a478ec74badf58"}],"attrs":{}}],"_version":47}},{"accordion_title":"What's New","accordion_content":{"type":"doc","uid":"ddb56250b3eb42b680949336f60c35cd","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"Stay in your workflow without switching between applications. You can now reply, reply all, or forward case- and intake-related emails directly from the Notes tab or Activity Feed. Neos automatically pre-fills the email details and saves your response as a new note.  Mark important notes with a visual indicator, and when enabled by firm settings, pin them to the top of your Notes list so urgent information stays visible.","attrs":{"style":{}}}],"uid":"1fb2c03c649642eaa5fb889ce6a5159e"},{"uid":"be45608c96e84cd8a737d4d3fa0d06d2","type":"reference","attrs":{"display-type":"display","asset-uid":"blt22130f799e8b3da6","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt22130f799e8b3da6/697b5f42219ed59e1827aece/image_(27).png","asset-name":"image_(27).png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"image_(27).png","asset-alt":"image_(27).png","inline":false},"children":[{"text":""}]},{"type":"p","attrs":{},"uid":"eb11b4f3f9b14ead8a55b356f7819f62","children":[{"attrs":{"style":{}},"text":""}]}],"_version":47}}]},{"enhancement_title":"Full Markdown Formatting Across NeosAI Outputs","enhancement_subtitle":"NeosAI Platinum users only","enhancement_content":{"type":"doc","uid":"3a1231cf4870469b83c8e83d6e2d12c0","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"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.","attrs":{"style":{}}}],"uid":"68bd02effe654de790b553e85029cb72"},{"type":"p","attrs":{},"uid":"278782cc20854b90a423ae127f59bfef","children":[{"attrs":{"style":{}},"text":"Interested to learn more about how NeosAI can save you 75 hours per week? 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The results can then be used in subsequent steps of your Zap workflow."}],"attrs":{}},{"uid":"f321a641497a49d68cfa98cf138c6ae6","type":"p","children":[{"text":"Important:","bold":true},{"text":" These new search steps are available only in the latest version of the Neos Zapier app, released earlier this year."}],"attrs":{}},{"uid":"0c82fa21d4ee43d1b9913ac818cb405f","type":"ul","children":[{"uid":"50a78e58a9c04228978192123fae28a5","type":"li","children":[{"text":"Any existing Zaps built on an older version must be upgraded."}],"attrs":{}},{"uid":"0066447187814a49b9c1f872412891da","type":"li","attrs":{},"children":[{"text":"The current version has been marked as Deprecating and will be "},{"text":"officially deprecated by the end of February 2026.","bold":true}]},{"uid":"52fdb5604bbf484ab38d769fded00c09","type":"li","attrs":{},"children":[{"text":"Be sure to upgrade your Zaps before that date."}]},{"uid":"ded07c7ea04e4dc58cc441721f738317","type":"li","attrs":{},"children":[{"text":"For details, see "},{"uid":"394c38b002194186983d80821dc74865","type":"a","attrs":{"url":"https://simovagmbh.gallerycdn.vsassets.io/extensions/simovagmbh/cfd-by-simova/4.9.6/1755154393998/dist/pages/releasenote/index.html","target":"_blank"},"children":[{"text":"Zapier’s help article on Deprecating Steps/Upgrade.","bold":true}]},{"text":""}]}],"attrs":{}}],"_version":23}}]}],"enhancements_title":"New Enhancements","enhancements":[{"enhancement_title":"Expanded AI Medical Record Extraction Capabilities","enhancement_subtitle":"NeosAI Platinum ","enhancement_content":{"uid":"0f1864a3d2b84cb39c71ce398c60f78c","type":"doc","attrs":{},"children":[{"uid":"2683a373e56b4e8a87b7d2f959735666","type":"p","children":[{"text":"We’ve enhanced Medical Record Extractions to further reduce manual data entry and speed up case preparation. "}],"attrs":{}},{"uid":"970af6832c6b4df39135c468771a6822","type":"ul","children":[{"uid":"ff4d016c81be431b830d0daabf456340","type":"li","children":[{"text":"Upload medical records and select "},{"text":"Analyze with AI","bold":true},{"text":" to extract medical data."}],"attrs":{}},{"uid":"1d2615024afb434c96cc4ed2bd65ff5b","type":"li","attrs":{},"children":[{"text":"NeosAI automatically identifies and maps key details such as "},{"text":"treatments, examinations, diagnoses, and medications.","bold":true}]},{"uid":"ae527eb037474b7588c4d81e22149dcd","type":"li","attrs":{},"children":[{"text":"Extracted data is organized into standardized "},{"text":"Dynamic Layouts","bold":true},{"text":" in chronological order, including "},{"text":"titles, dates, providers, and AI-generated descriptions.","bold":true}]}],"attrs":{}},{"uid":"5dd1b15743d94b178f343dd11bf522cf","type":"p","children":[{"text":"*The expanded AI Medical Record Extraction Capabilities were originally deployed to Production 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Intakes\r","underline":true}],"attrs":{}},{"uid":"f694239d89a940b494ca918e72d47f73","type":"ul","attrs":{},"children":[{"uid":"ee36360da8f040319434a5d5ebf79baa","type":"li","attrs":{},"children":[{"text":"Users can create new “Manual Trigger” automations in the Automations Editor and access them in cases and intakes through the “Workflows” dropdown.\r"}]},{"uid":"faeade69b18844f6ac2a2ab397540d14","type":"ul","attrs":{},"children":[{"uid":"00854c6939774a2cab08483c62a0d74d","type":"li","attrs":{},"children":[{"text":"Using the Case Type Trigger condition field, users can configure the automation to appear for all case types or limit it to specific ones where the manual workflow should be available.\r"}]}]}]}],"attrs":{}},{"uid":"861543646578436a9d66c85e6ecc9d61","type":"reference","attrs":{"display-type":"display","asset-uid":"blt6caf17291ace09a4","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6caf17291ace09a4/690a9db9249d491fb6e061af/Create_New_Manual_Trigger_Layout_&_Add_Manual_Case_Triggers_Dropdown_to_Cases_&_Intakes_Image.png","asset-name":"Create_New_Manual_Trigger_Layout_&_Add_Manual_Case_Triggers_Dropdown_to_Cases_&_Intakes_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Create_New_Manual_Trigger_Layout_&_Add_Manual_Case_Triggers_Dropdown_to_Cases_&_Intakes_Image.png","asset-alt":"Create_New_Manual_Trigger_Layout_&_Add_Manual_Case_Triggers_Dropdown_to_Cases_&_Intakes_Image.png","inline":false},"children":[{"text":""}]},{"uid":"7bad64bea14b4c4a90c64de6f409b046","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"8626997a24134c5d8ba534939df6663d","type":"p","children":[{"text":"NEW AUTOMATION EDITOR\r","bold":true,"underline":true}],"attrs":{}},{"uid":"974aaa2e60b447d38be8aa5a5ea72604","type":"ul","children":[{"uid":"0ed2ae098bbc4bb2961a094c082f5110","type":"li","children":[{"text":"Editor Side-Pane UX Updates\r","underline":true}],"attrs":{}},{"uid":"3eca962d647e4fc0bc3fba10729efe43","type":"ul","attrs":{},"children":[{"uid":"5aa111fc65454a9bbe9400183c568111","type":"li","attrs":{},"children":[{"text":"The Automations Editor side-pane has been updated as follows:\r"}]},{"uid":"a04ad392d31c4237b6e64a4492b8d28a","type":"ul","attrs":{},"children":[{"uid":"1370b862a8fd4a5f924c12d2f9d7a525","type":"li","attrs":{},"children":[{"text":"Added a Trigger header for clearer organization.\r"}]},{"uid":"47022bcc0bcc43c1a31028060d6864d0","type":"li","attrs":{},"children":[{"text":"Removed the trigger field label and expanded its width to fill the side-pane.\r"}]},{"uid":"936943602ee540b0990e9711733dd135","type":"li","attrs":{},"children":[{"text":"Increased the width of Trigger Condition and Action Settings dropdowns.\r"}]},{"uid":"d2fff5a9144243f1805154c496129bdd","type":"li","attrs":{},"children":[{"text":"Updated dropdown menus to expand fully and truncate long entries for better readability.\r"}]},{"uid":"615a4eecd3f740ca8d0718dbf213db9b","type":"li","attrs":{},"children":[{"text":"Added validation to ensure Checklist Status is a required field.\r"}]},{"uid":"ce21512a68f640d486769fe2317359b2","type":"li","attrs":{},"children":[{"text":"Fixed Save button validation for actions tied to required fields\r"}]}]}]}],"attrs":{}},{"uid":"8b06f01b3dc945698a0923beb0c777a0","type":"reference","attrs":{"display-type":"display","asset-uid":"blta7c371029f492f25","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta7c371029f492f25/690a9e53dcc341f38aa5e1d7/Editor_Side-Pane_UX_Updates_Image.png","asset-name":"Editor_Side-Pane_UX_Updates_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Editor_Side-Pane_UX_Updates_Image.png","asset-alt":"Editor_Side-Pane_UX_Updates_Image.png","inline":false},"children":[{"text":""}]},{"uid":"7aba712128a248f4aaa9b978cd053d4b","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"12bb50e271af4956a10654663b9e1366","type":"p","children":[{"text":"AUTOMATION DISCOVERABILITY\r","bold":true,"underline":true}],"attrs":{}},{"uid":"9ab6a9e6d58e48e28a6d6abc387dc58e","type":"ul","children":[{"uid":"e401e4a3fe2b4b71a1346604e7e200c3","type":"li","children":[{"text":"Add Automation to Case Type Settings\r","underline":true}],"attrs":{}},{"uid":"62ad7c5d0f0c43aa94afa0947da33e90","type":"ul","attrs":{},"children":[{"uid":"1988360e97574f948a9ba8c00e10c029","type":"li","attrs":{},"children":[{"text":"Users can quickly create a new automation using the quick action menu in a case or intake\r"}]},{"uid":"0e45de633f8d4b54b1ff24f0a207106e","type":"ul","attrs":{},"children":[{"uid":"f6a7955e13a1459988fdfbd692533c5a","type":"li","attrs":{},"children":[{"text":"Clicking this button opens a checklist task automation with the current case type automatically selected in the Case Type field.\r"}]}]},{"uid":"28b18371aa114870975c2ee361f211d2","type":"li","attrs":{},"children":[{"text":"Additionally, the Duplicate Case Type action has been moved out of the 3-dot menu and is now available as its own button in the Case Type header.\r"}]}]}],"attrs":{}},{"uid":"e22e68a9d25644a59cb67f03f79aafd4","type":"reference","attrs":{"display-type":"display","asset-uid":"bltf03b3de2925492fa","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltf03b3de2925492fa/690a9e7b33d908d554172f3b/Add_Add_Automation_to_Case_Type_Settings_Image.png","asset-name":"Add_Add_Automation_to_Case_Type_Settings_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Add_Add_Automation_to_Case_Type_Settings_Image.png","asset-alt":"Add_Add_Automation_to_Case_Type_Settings_Image.png","inline":false},"children":[{"text":""}]},{"uid":"7c60964287734bd29aaec22633e963ff","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"2ca2a7bb79b74252b260bd2e2f833da7","type":"ul","children":[{"uid":"3b03664a7bf040908545097cd3b87b99","type":"li","children":[{"text":"Create an Automation from a Case (Quick Action)\r","underline":true}],"attrs":{}},{"uid":"7d9e71c2f0304035bf20fede51aa5173","type":"ul","attrs":{},"children":[{"uid":"454ac6331b5d4757a48eccc7af120770","type":"li","attrs":{},"children":[{"text":"Users can now quickly create a new automation directly from the quick action menu within a case or intake.\r"}]},{"uid":"238adf9fb8704e4faca450020b4e3408","type":"ul","attrs":{},"children":[{"uid":"231ffbaeb788499eaca61a1f6bc1ce38","type":"li","attrs":{},"children":[{"text":"This option defaults to creating a checklist automation, with the current case type automatically selected in the Case Type dropdown.\r"}]}]}]}],"attrs":{}},{"uid":"c58ee89a81f34612bdf751a2088fae99","type":"reference","attrs":{"display-type":"display","asset-uid":"blt7f94ec7adaca3d87","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt7f94ec7adaca3d87/690a9e955ba74c4c0b869f0a/Create_an_Automation_from_a_Case_(Quick_Action)_Image.png","asset-name":"Create_an_Automation_from_a_Case_(Quick_Action)_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Create_an_Automation_from_a_Case_(Quick_Action)_Image.png","asset-alt":"Create_an_Automation_from_a_Case_(Quick_Action)_Image.png","inline":false},"children":[{"text":""}]},{"uid":"cac18dfc810c479fa87b7d9f57f72215","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"ca038ce5051e41ba9f6de7d4f7b56789","type":"ul","children":[{"uid":"6e730c5e37ab4c899c9b12022e494293","type":"li","children":[{"text":"Update Automation Editor Title Field Layout and Validation\r","underline":true}],"attrs":{}},{"uid":"3e7b19c8343c41fea76e448184e97acc","type":"ul","attrs":{},"children":[{"uid":"9840305042734a6aae7fc98ec88038df","type":"li","attrs":{},"children":[{"text":"The required field validation for the Automation Title field has been fixed and now displays in red when the field is left empty.\r"}]},{"uid":"d69e3cd907cf411cbd8cb5d2791e33ec","type":"li","attrs":{},"children":[{"text":"The size, layout, and label of the title field have also been updated to improve visibility and usability.\r"}]}]}],"attrs":{}},{"uid":"815c627a5c5b423e8191481c8d713455","type":"reference","attrs":{"display-type":"display","asset-uid":"blt0f63120fd8a8a9a2","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0f63120fd8a8a9a2/690a9eae58d2e5556fc2e3e6/Update_Automation_Editor_Title_Field_Layout_and_Validation_Image.png","asset-name":"Update_Automation_Editor_Title_Field_Layout_and_Validation_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Update_Automation_Editor_Title_Field_Layout_and_Validation_Image.png","asset-alt":"Update_Automation_Editor_Title_Field_Layout_and_Validation_Image.png","inline":false},"children":[{"text":""}]},{"uid":"d573f6ca44f14ff080a3eccabe207794","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"d803d4764af94a47b64dca932f2cade8","type":"ul","children":[{"uid":"64537eabe9f948fe9b4efcf08cb8a398","type":"li","children":[{"text":"Add URL Path & Update Tab Headers\r","underline":true}],"attrs":{}},{"uid":"45933c0d917c403d8dbdbb6492272093","type":"ul","attrs":{},"children":[{"uid":"a999b97e462a4222a7cd0756ea74f610","type":"li","attrs":{},"children":[{"text":"Users can now see the automation’s title displayed in the tab header alongside the automation icon.\r"}]},{"uid":"daa43fad79d844e693b03584833c8df2","type":"li","attrs":{},"children":[{"text":"The Automations directory also now includes a unique URL path and tab header for easier navigation and reference.\r"}]},{"uid":"85ac400d45a04c6e98f28ceeabd32d37","type":"ul","attrs":{},"children":[{"uid":"7c6597a053514987bf6bfa14cdbe0f37","type":"li","attrs":{},"children":[{"text":""},{"uid":"8ed3ed089d114a2a8251bee68377784f","type":"a","attrs":{"url":"neos-cloud.com/automations/","target":"_blank"},"children":[{"text":"neos-cloud.com/automations/"}]},{"text":"\r"}]}]}]}],"attrs":{}},{"uid":"0d269989d23c4940bd511be16614113e","type":"reference","attrs":{"display-type":"display","asset-uid":"blt876440a9ae1f48f9","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt876440a9ae1f48f9/690a9ece76772ea007677d97/Add_URL_Path_&_Update_Tab_Headers_Image_1.png","asset-name":"Add_URL_Path_&_Update_Tab_Headers_Image_1.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Add_URL_Path_&_Update_Tab_Headers_Image_1.png","asset-alt":"Add_URL_Path_&_Update_Tab_Headers_Image_1.png","inline":false},"children":[{"text":""}]},{"uid":"f25b2366fbc64e8c883d143452f39b3a","type":"reference","attrs":{"display-type":"display","asset-uid":"bltd4ab9c242ba576ae","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltd4ab9c242ba576ae/690a9ed603a509365f730082/Add_URL_Path_&_Update_Tab_Headers_Image_2.png","asset-name":"Add_URL_Path_&_Update_Tab_Headers_Image_2.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Add_URL_Path_&_Update_Tab_Headers_Image_2.png","asset-alt":"Add_URL_Path_&_Update_Tab_Headers_Image_2.png","inline":false},"children":[{"text":""}]},{"uid":"6c5ee79604644a019956fa1343cd8a0a","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"3b0c5340fbbc4411a777df823abd8ff1","type":"ul","children":[{"uid":"30860c4b9d214775a647353d921f8553","type":"li","children":[{"text":"Automation Side-pane UX Updates\r","underline":true}],"attrs":{}},{"uid":"0f31f7ed6b554da2bca09b2f07c35475","type":"ul","attrs":{},"children":[{"uid":"64c9e3ef036d4ef0834bc8302a997ee4","type":"li","attrs":{},"children":[{"text":"The Automation Directory side-pane layout has been updated to improve readability and ease of use.\r"}]},{"uid":"c4175a31f09e479d9062dc031318cd1a","type":"li","attrs":{},"children":[{"text":"The automation title area now has more space and will wrap to a second line when needed.\r"}]},{"uid":"2c1c601394a945589fc6dccd64589ed8","type":"li","attrs":{},"children":[{"text":"The View/Edit option has been removed from the 3-dot menu and replaced with a pencil icon, which opens the automation in a new tab.\r"}]}]}],"attrs":{}},{"uid":"a1b9c5a09e0c47c2adb142f0e6a081dd","type":"reference","attrs":{"display-type":"display","asset-uid":"blt15deca20b0426269","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt15deca20b0426269/690a9eed7e4cc4eba987bdc5/Automation_Side-pane_UX_Updates_Image.png","asset-name":"Automation_Side-pane_UX_Updates_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Automation_Side-pane_UX_Updates_Image.png","asset-alt":"Automation_Side-pane_UX_Updates_Image.png","inline":false},"children":[{"text":""}]},{"uid":"e57666c7a7d14fa6a8da515d4a0dfb2a","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"8cfaae6ac7394beeae569244e242fe95","type":"p","children":[{"text":"AUTOMATION HISTORY\r","bold":true,"underline":true}],"attrs":{}},{"uid":"09335383db3d4e3c9911b2d8b680817d","type":"ul","children":[{"uid":"a5199449756e4e84a5dd8b9b82fb8b54","type":"li","children":[{"text":"Automations Directory History Tab\r","underline":true}],"attrs":{}},{"uid":"5c48f0e0b6ea4b5a95cf95ebdd64086a","type":"ul","attrs":{},"children":[{"uid":"e9d0c7b9ca14470bb98bb7387f50fe2c","type":"li","attrs":{},"children":[{"text":"Users can now view a grid displaying all automation executions across the firm.\r"}]},{"uid":"5fb90c08896748fe8bc352fd41291b52","type":"ul","attrs":{},"children":[{"uid":"f6ea159ffc454598816323e247289d6c","type":"li","attrs":{},"children":[{"text":"This feature is available as a new tab in the Automations Directory called \"History.\"\r"}]},{"uid":"5135ebe5511d42709021569c6430db78","type":"ul","attrs":{},"children":[{"uid":"bb85ea7e9b0b40f8b0bb4cc3624b783a","type":"li","attrs":{},"children":[{"text":"History Table Columns:\r"}]},{"uid":"e268998ca3de48648c1ec20214a8a63d","type":"ul","attrs":{},"children":[{"uid":"0850b0a448cc42718d73d39e823c3a60","type":"li","attrs":{},"children":[{"text":"Execution Date/Time – Default sort is newest to oldest; can also be manually sorted\r"}]},{"uid":"51c4618d4d6d4a49a40cc99f3fe9ba07","type":"li","attrs":{},"children":[{"text":"Case/Intake – Displays the case name for cases and the party name for intakes; clicking opens the case or intake in a new tab\r"}]},{"uid":"03316961b536408aba5dd447fe131859","type":"li","attrs":{},"children":[{"text":"Automation Name – Displays the name of the executed automation\r"}]},{"uid":"8c6e4a5c5ab54607939111b26fe26154","type":"li","attrs":{},"children":[{"text":"Trigger Staff – Displays the staff member who triggered the automation\r"}]},{"uid":"8b76a8144aed4127a5a61cba232eb294","type":"li","attrs":{},"children":[{"text":"Case Type – Displays the case type of the triggering case or intake\r"}]},{"uid":"f1aad87aae634af6961cc9ac078159db","type":"li","attrs":{},"children":[{"text":"Trigger – Displays the trigger condition for the automation\r"}]},{"uid":"c522c01834c0465e91eac1d656f66974","type":"li","attrs":{},"children":[{"text":"Actions – Displays all actions within the automation; \r"}]}]},{"uid":"09802c0f84a742eda6990ee08cedfa1b","type":"li","attrs":{},"children":[{"text":"Single-click opens the automation side-pane from the directory tab, double-click opens it in the editor.\r"}]},{"uid":"c3b2bb5b8d5a49cd9ed74d7af60497c5","type":"li","attrs":{},"children":[{"text":"Double-click opens it in the editor\r"}]}]}]}]}],"attrs":{}},{"uid":"6b7be32217b54c6c961160ad8a2de2c8","type":"reference","attrs":{"display-type":"display","asset-uid":"blt31d4a80a2eaffa2d","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt31d4a80a2eaffa2d/690a9f3199b3e2f2330aa70a/Automations_Directory_History_Tab.png","asset-name":"Automations_Directory_History_Tab.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Automations_Directory_History_Tab.png","asset-alt":"Automations_Directory_History_Tab.png","inline":false},"children":[{"text":""}]},{"uid":"585d30d550b3450fa45f352b2d77707b","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"987769c350874555a430b561922164db","type":"ul","children":[{"uid":"fc010a009d35477f8da485b6bec283c1","type":"li","children":[{"text":"Single Automation History\r","underline":true}],"attrs":{}},{"uid":"237e8f5445c6491799d33c39071ac4c7","type":"ul","attrs":{},"children":[{"uid":"6a794cddd0a541fabacc5df36fa83f8b","type":"li","attrs":{},"children":[{"text":"Users can now view the execution history of a single automation within the Automation Directory side-pane.\r"}]},{"uid":"f0be86a83d634a97aed4de79e7c2ff25","type":"ul","attrs":{},"children":[{"uid":"8c543e24e0c94e138a2467e3d920f430","type":"li","attrs":{},"children":[{"text":"The side-pane now includes two tabs:\r"}]},{"uid":"136343466ef5467794057d2c97a078b5","type":"ul","attrs":{},"children":[{"uid":"80483d7bbc934d01bfc91f8a456ad329","type":"li","attrs":{},"children":[{"text":"Details – Displays the existing automation details\r"}]},{"uid":"e3e80c4a44a6422eb06d41b50e8eb449","type":"li","attrs":{},"children":[{"text":"History – Displays a grid of executions, sorted by most recent first\r"}]},{"uid":"b9462e8167ab410da3e8cd48948a80fa","type":"ul","attrs":{},"children":[{"uid":"38cdfa10fc32446296e667080f79d647","type":"li","attrs":{},"children":[{"text":"History Grid Columns:\r"}]},{"uid":"c9d4ef8707fb4ae7a91fc4265b292c50","type":"ul","attrs":{},"children":[{"uid":"6dac811012c1495293a977e8cd757b4d","type":"li","attrs":{},"children":[{"text":"Execution Date/Time – Displays the time and date the automation was executed\r"}]},{"uid":"3a207b60c4bd475da6af477179bd6c34","type":"li","attrs":{},"children":[{"text":"Case/Intake Name – Displays as [Case Name] [(Case #)] and links to the corresponding case or intake in a new tab\r"}]}]}]}]}]}]}],"attrs":{}},{"uid":"73e09b81ef2a4063a88bfe30a7a58b71","type":"reference","attrs":{"display-type":"display","asset-uid":"blt8d80eccbb293786f","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8d80eccbb293786f/690a9f5705acfe76190fb65b/Single_Automation_History.png","asset-name":"Single_Automation_History.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Single_Automation_History.png","asset-alt":"Single_Automation_History.png","inline":false},"children":[{"text":""}]},{"uid":"390a3075703641568156511fa83f66de","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"f24716da89484afabb77d540c26caf77","type":"ul","children":[{"uid":"7983e11869ac434daad0655316801670","type":"li","children":[{"text":"Automations History Search & Filters\r","underline":true}],"attrs":{}},{"uid":"9ba12d1414154e159c603baa30709522","type":"ul","attrs":{},"children":[{"uid":"00ac9530ad4e4ec7845d906c9c866569","type":"li","attrs":{},"children":[{"text":"Users can refine results in the Automations History tab using the following filters:\r"}]},{"uid":"8cfe1ad90c0d40bab0bcc474379ecb51","type":"ul","attrs":{},"children":[{"uid":"d77bea245c5f41529021ad239a91bf7a","type":"li","attrs":{},"children":[{"text":"Case/Intake – Opens a Select a Case modal (single select). Filters the grid to show all executions linked to the chosen case or intake.\r"}]},{"uid":"69330f301f89464ab438a01ca779169e","type":"li","attrs":{},"children":[{"text":"Trigger – Single-select filter for the automation trigger.\r"}]},{"uid":"d93001fa0e374d8888180dea84508c32","type":"li","attrs":{},"children":[{"text":"Case Types – Multi-select filter to show executions for cases and intakes matching the selected case types.\r"}]},{"uid":"f0bf1c4065d044d09b66440b81711dd6","type":"li","attrs":{},"children":[{"text":"Trigger Staff – Multi-select dropdown using the staff directory. Filters the grid to show executions triggered by the selected staff members.\r"}]},{"uid":"97d3f0a08e524547ab66a2f78eb7bb0c","type":"li","attrs":{},"children":[{"text":"Actions – Multi-select filter for automation actions.\r"}]},{"uid":"d54261883d3844fca085d66a3444e203","type":"li","attrs":{},"children":[{"text":"Execution Date Range – Date range picker (same component as the Global Text Messages grid) that filters executions by date.\r"}]}]},{"uid":"73c5747c352f455fbb03df720743200a","type":"li","attrs":{},"children":[{"text":"Users can use a text search bar that searches the automation Name field\r"}]}]}],"attrs":{}},{"uid":"6ffa84ed01d54dea971854fc6abce495","type":"reference","attrs":{"display-type":"display","asset-uid":"bltadead55fbb69e6f5","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltadead55fbb69e6f5/690a9f8473e0760e6b2b36a4/Automations_History_Search_&_Filters.png","asset-name":"Automations_History_Search_&_Filters.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Automations_History_Search_&_Filters.png","asset-alt":"Automations_History_Search_&_Filters.png","inline":false},"children":[{"text":""}]},{"uid":"c9a9d8e3821e41b3b7d6c4af6c4816f1","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"423700e972fd4629ac1fb87237fbcb81","type":"p","children":[{"text":"NEW CONDITIONS - CUSTOM FIELD CONDITIONS as QUERIES\r","bold":true,"underline":true}],"attrs":{}},{"uid":"fc6c906c97274a5c913113d544d5bed2","type":"ul","children":[{"uid":"c58a463b767346f2a78da430469b790d","type":"li","children":[{"text":"Adding an Advanced Search Report/Query as an Automation Condition\r"}],"attrs":{}},{"uid":"593c108bb91d4ad48d70e1632d2c9cfe","type":"ul","attrs":{},"children":[{"uid":"d107c42a58d84e4eaafabbe5fe346e58","type":"li","attrs":{},"children":[{"text":"Users can associate an automation trigger with a saved Advanced Search Report through a new \"Field Conditions\" section in the automation editor side-pane.\r"}]},{"uid":"1c98c5e5a03a4738add6bb464133f1e0","type":"ul","attrs":{},"children":[{"uid":"29f23700cf2548a8a9e5c259c176d6df","type":"li","attrs":{},"children":[{"text":"New \"Field Conditions\" Section in the automation editor trigger side-pane screen\r"}]},{"uid":"12f9b3be1f3e434c8ee600560f97c993","type":"li","attrs":{},"children":[{"text":"Load Report dropdown – Displays only shared reports where “Search For” is Intakes, Cases, or Intakes & Cases.\r"}]},{"uid":"1b4fdf85aa054dd0bf91d07f866ef55f","type":"ul","attrs":{},"children":[{"uid":"7c96a0b1d4d44e82ac722fdc244659be","type":"li","attrs":{},"children":[{"text":"Users without the General > Reports permission will not see any reports in the dropdown.\r"}]},{"uid":"2509ab93915149ce939bfb8405e27f60","type":"li","attrs":{},"children":[{"text":"Given a user is creating or editing an automation, when they select the Load Reports dropdown in the trigger condition side-pane, then the list will display only shared reports where the \"Search For\" option is set to Intakes, Cases, or Intakes & Cases.\r"}]},{"uid":"e02b4f8d4a554e0eb9b682e8d58f1c47","type":"li","attrs":{},"children":[{"text":"After a report is selected, an “Open in Advanced Search” link appears, opening the report in a new tab for quick review.\r"}]},{"uid":"7b510ec3ca9c444fb9b81af1c410f917","type":"li","attrs":{},"children":[{"text":"When the automation is triggered, the fields defined in the selected Advanced Search report are evaluated for the trigger case or intake.\r"}]},{"uid":"f3f847e7a06d4ca090fb2f777f6408a3","type":"li","attrs":{},"children":[{"text":"The automation runs only when both the default trigger conditions and the Advanced Search query conditions are met (i.e., the case or intake appears in the report results).\r"}]}]}]}]}],"attrs":{}},{"uid":"2d5d299c3cff4587923180cba9b814ff","type":"reference","attrs":{"display-type":"display","asset-uid":"blt539075d407412145","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt539075d407412145/690a9fb533d9081a1a172f47/Adding_an_Advanced_Search_Report_Query_as_an_Automation_Condition.png","asset-name":"Adding_an_Advanced_Search_Report_Query_as_an_Automation_Condition.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Adding_an_Advanced_Search_Report_Query_as_an_Automation_Condition.png","asset-alt":"Adding_an_Advanced_Search_Report_Query_as_an_Automation_Condition.png","inline":false},"children":[{"text":""}]},{"uid":"09453f7934d64fb1aef0dfced6d7fbd1","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"6c6a2108e879452bb035236625c06575","type":"ul","children":[{"uid":"6ba87bbe4aff4bb28b8c6e1061c759f3","type":"li","children":[{"text":"Editing or Deleting Advanced Search Reports Linked to Automations\r","underline":true}],"attrs":{}},{"uid":"fedda0549a9044bcbb450c7b41dc3179","type":"ul","attrs":{},"children":[{"uid":"349b9180636946ae9c4af868f8cf382d","type":"li","attrs":{},"children":[{"text":"Reports linked to at least one automation display an automation logo in both the Load Report dropdown in Advanced Search and the Reports AG Grid Name column (similar to the PLAT reports pill).\r"}]},{"uid":"f10680bc1ca94f9fa1e48556f186ea8f","type":"li","attrs":{},"children":[{"text":"Editing Linked Reports\r"}]},{"uid":"94e32a0125494e438d19fd04c171cda6","type":"ul","attrs":{},"children":[{"uid":"54f2fa44dbfb42feafd9f288680b7c05","type":"li","attrs":{},"children":[{"text":"When a user edits a report linked to an automation and clicks Save Changes, a yellow warning modal appears:\r"}]},{"uid":"fc912628933a45f8a637bbdc296ebf3e","type":"ul","attrs":{},"children":[{"uid":"1c762c3b132a4dec94759d81f7d1905b","type":"li","attrs":{},"children":[{"text":"Text:","italic":true},{"text":" “Edit Report Linked to Automation? Are you sure you want to edit this saved report? This report is currently used as a field condition in one or more automations. Editing it may impact how those automations run.”\r"}]},{"uid":"5ee89b7ac4874ac0aa6672324a1b2437","type":"li","attrs":{},"children":[{"text":"Selecting “Yes” saves the changes.\r"}]},{"uid":"caca1ee52dae462fbbc704d1c6d1a626","type":"li","attrs":{},"children":[{"text":"Selecting “No” cancels the save and leaves the report unchanged.\r"}]}]},{"uid":"90f0a689b9364952ade59435436e6f47","type":"li","attrs":{},"children":[{"text":"If a user turns off “Share Report” for a shared report linked to an automation and confirms, the report becomes private and is removed from the automation.\r"}]}]},{"uid":"40393be74cb14674a9864475702c3d29","type":"li","attrs":{},"children":[{"text":"Deleting Linked Reports\r"}]},{"uid":"ff3fd7f7ca95413080783f5ec7b2aaba","type":"ul","attrs":{},"children":[{"uid":"8a86d589bb1f472994d1ca3b55a0b56c","type":"li","attrs":{},"children":[{"text":"When a user attempts to delete a linked report (either from the Advanced Search 3-dot menu or from the Reports Directory), a red warning modal appears:\r"}]},{"uid":"8afd56a5b5ef45ccac17db1dd71004fd","type":"ul","attrs":{},"children":[{"uid":"a08f1e1dc3ec4d9bb51630242ff1cba7","type":"li","attrs":{},"children":[{"text":"Text:","italic":true},{"text":" “Report Linked to Automation. This report is currently being used as a field condition query for one or more automations. Deleting this report will impact how those automations run.”\r"}]},{"uid":"0043b1914bf842da959a9539a87484a3","type":"li","attrs":{},"children":[{"text":"Selecting “Delete” confirms and removes the report.\r"}]},{"uid":"081f767c96874b8ca31e3d406a9ee5e6","type":"li","attrs":{},"children":[{"text":"Selecting “Cancel” closes the modal without deleting.\r"}]}]},{"uid":"9c55a4d58cba4fd9bdb95416fe391268","type":"li","attrs":{},"children":[{"text":"If a linked report is deleted, the Field Conditions report field in the automation is cleared, and the automation continues to trigger based on its default conditions."}]}]}]}],"attrs":{}},{"uid":"d02f5996d4d64ea785bb8287f97d5b10","type":"reference","attrs":{"display-type":"display","asset-uid":"blt857cdfdd9752e6d6","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt857cdfdd9752e6d6/690aa016249d49209ae061b7/Editing_or_Deleting_Advanced_Search_Reports_Linked_to_Automations.png","asset-name":"Editing_or_Deleting_Advanced_Search_Reports_Linked_to_Automations.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Editing_or_Deleting_Advanced_Search_Reports_Linked_to_Automations.png","asset-alt":"Editing_or_Deleting_Advanced_Search_Reports_Linked_to_Automations.png","inline":false},"children":[{"text":""}]},{"uid":"82a5b599ea154f39afeeefc7e6496ab3","type":"p","children":[{"text":""}],"attrs":{}}],"_version":23}}]},{"enhancement_title":"Advanced Search","enhancement_subtitle":"","enhancement_content":{"type":"doc","attrs":{},"uid":"596458ea4d7b4fe7b2eda5f4d8870018","children":[{"uid":"9161434592574bee9918fed93ffab9a4","type":"p","children":[{"text":"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."}],"attrs":{}},{"uid":"5049c466ccb94b4aa88b215cf6d56e30","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"0bec7451bd2648ec8fd91d12f0492b83","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1134300780","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]}],"_version":23},"accordion":[{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"846f00709bcc460c8627a58fb6e4d81e","attrs":{},"children":[{"uid":"13a2afedbd7d4a0a9255c180bbe5894a","type":"ul","children":[{"uid":"f1b3fc31902246dfa0a2657aac31c6da","type":"li","children":[{"text":"Improves visibility into case activity with the new “Last Activity” column in browse cases, helping users quickly identify recent updates or actions."}],"attrs":{}},{"uid":"c8cfd1935e7c4368906a12223843905e","type":"li","attrs":{},"children":[{"text":"Enhances usability and reduces confusion through clearer display of conjunction operators and list-based filters in the interface."}]}],"attrs":{}}],"_version":23}},{"accordion_title":"How it works","accordion_content":{"type":"doc","attrs":{},"uid":"d6b03acaef73462bb7023dfdaf47d68d","children":[{"uid":"16e16a3a3c21497bbe73a2061ee609e3","type":"ul","children":[{"uid":"df2a3c5731274b22be5e215051f79567","type":"li","children":[{"text":"Updated “Last Update Time” to Apply to Cases","underline":true}],"attrs":{}},{"uid":"b037713d230a48e6be12b3673e43212c","type":"ul","attrs":{},"children":[{"uid":"0286af43ea3e4c2b9e7d3fece126289b","type":"li","attrs":{},"children":[{"text":"A new “Last Activity” column has been added to Browse Cases."}]},{"uid":"3d788a9b2c59418882e71791120ad2f2","type":"li","attrs":{},"children":[{"text":"Functions the same way as the existing column in Browse Intakes."}]},{"uid":"062c08ab1fd844eebdf172ee83c1d1ec","type":"li","attrs":{},"children":[{"text":"Whenever there is any activity on the case (for example, a change on the Case tab, a new note, or a document deletion), the Last Activity timestamp updates to “Now”."}]},{"uid":"18bb23040a0144e1a97765ce80314ea3","type":"li","attrs":{},"children":[{"text":"In Advanced Search, users can filter by or display the “Last Update Time” column for both Intakes and Cases."}]}]}],"attrs":{}},{"uid":"dd0fb7f8417e4a8183dba6f59d8715a4","type":"reference","attrs":{"display-type":"display","asset-uid":"bltab6a67686d44447d","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltab6a67686d44447d/690a7f3b450d16e14993d4aa/Updated_“Last_Update_Time”_to_Apply_to_Cases_Image.png","asset-name":"Updated_“Last_Update_Time”_to_Apply_to_Cases_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Updated_“Last_Update_Time”_to_Apply_to_Cases_Image.png","asset-alt":"Updated_“Last_Update_Time”_to_Apply_to_Cases_Image.png","inline":false},"children":[{"text":""}]},{"uid":"76abf1106ddc4cef854cd673aa7a3f71","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"5cf0d2a158c7451b818731078bff6d5b","type":"ul","children":[{"uid":"85267246370845a4beef00d1d6ad862b","type":"li","attrs":{},"children":[{"text":"UI Updates for Advanced Search: Improved Clarity for Operators and List Filters","underline":true}]},{"uid":"307b283757cc4debab6d5798f5cb262e","type":"ul","attrs":{},"children":[{"uid":"1277084a0f5b430fba00d796434bd210","type":"li","attrs":{},"children":[{"text":"Conjunction operators (AND / OR) have been moved outside of groups so it’s visually clear which conditions they apply to."}]},{"uid":"7405824276fe4a4b95207aa762ff2a4c","type":"li","attrs":{},"children":[{"text":"An ANY tag has been added to list-based filters (such as Notes, Value Items, etc.) to clearly indicate that the condition applies to any item within that list that meets the specified criteria."}]}]}],"attrs":{}},{"uid":"64b47fe2f720481a9f2fdf088eb1733d","type":"reference","attrs":{"display-type":"display","asset-uid":"blt115b61b5dd663868","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt115b61b5dd663868/690a7fb14f0dee808befc30c/UI_Updates_for_Advanced_Search_Improved_Clarity_for_Operators_and_List_Filters_Image.png","asset-name":"UI_Updates_for_Advanced_Search_Improved_Clarity_for_Operators_and_List_Filters_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"UI_Updates_for_Advanced_Search_Improved_Clarity_for_Operators_and_List_Filters_Image.png","asset-alt":"UI_Updates_for_Advanced_Search_Improved_Clarity_for_Operators_and_List_Filters_Image.png","inline":false},"children":[{"text":""}]},{"uid":"32c1be2b7c4a4dbd9464d85776946234","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"9849323a14d64fb9ae480e8fd52bbd6e","type":"ul","children":[{"uid":"1d3da0a9026e42f2bcba016d442604e8","type":"li","attrs":{},"children":[{"text":"User Defined Fields for Provider Search","underline":true}]},{"uid":"546b651db495411fa0da8bdcdd55466e","type":"ul","attrs":{},"children":[{"uid":"1d667314e43d45a49e25e71391f33f79","type":"li","attrs":{},"children":[{"text":"When conducting a search by Names, the Select… dropdown now includes a new section called Provider User Defined Data."}]},{"uid":"2e3c9d782d3e43cc927ba53b133636a0","type":"ul","attrs":{},"children":[{"uid":"a14d32257c4e4c6db42910ec9b54cc67","type":"li","attrs":{},"children":[{"text":"Displays all custom fields configured in Layout Manager > Provider."}]},{"uid":"88d3ff1a644243a9a0993a591f9b9db0","type":"li","attrs":{},"children":[{"text":"Fields are grouped beneath Names > Provider for easier navigation."}]}]},{"uid":"727128e300234e81aeab61e114fa9a90","type":"li","attrs":{},"children":[{"text":"After running a Names search, the Columns menu includes:"}]},{"uid":"a5f076593824403ab37cbb91fa6dbc5e","type":"ul","attrs":{},"children":[{"uid":"198a492d16f5425597d7ff4963737c22","type":"li","attrs":{},"children":[{"text":"All provider user-defined fields, listed alphabetically."}]},{"uid":"03639f7d01fa4d6f867ac4f407f44385","type":"li","attrs":{},"children":[{"text":"Each field is prefixed with “(Providers)” for clear identification."}]}]}]}],"attrs":{}},{"uid":"f936b30abebd45619c6ed690b6feea07","type":"reference","attrs":{"display-type":"display","asset-uid":"blt8cff2df4a088b3ec","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8cff2df4a088b3ec/690a7fce05acfe7def0fb596/User_Defined_Fields_for_Provider_Search_Image.png","asset-name":"User_Defined_Fields_for_Provider_Search_Image.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"User_Defined_Fields_for_Provider_Search_Image.png","asset-alt":"User_Defined_Fields_for_Provider_Search_Image.png","inline":false},"children":[{"text":""}]},{"uid":"935d53d0be0e4246b9766c61eacc380b","type":"p","children":[{"text":""}],"attrs":{}}],"_version":23}}]},{"enhancement_title":"Case Checklist: Side Pane Updates","enhancement_subtitle":"","enhancement_content":{"type":"doc","attrs":{},"uid":"d058b6ac773240dbbc21e3fe94c4ef61","children":[{"uid":"e00680b3a5274aa08cfe415f2d07516a","type":"p","children":[{"text":"Enhancements improve clarity, layout, and change management in the checklist side pane."}],"attrs":{}}],"_version":23},"accordion":[{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","attrs":{},"uid":"2347612461c44e6e8acb05016a842d2c","children":[{"uid":"93a4a0db87a8493fb04ee7f8ca576876","type":"p","children":[{"text":"Users can more easily identify task types, modify checklist codes without losing data, and clearly manage changes with visual prompts and confirmations—reducing accidental deletions, missed updates, and overall workflow friction."}],"attrs":{}}],"_version":23}},{"accordion_title":"How it works","accordion_content":{"type":"doc","attrs":{},"uid":"bbfd85045995448f813fe9207231e3d3","children":[{"uid":"f2924e956b4549498ca707eed0bede2c","type":"ul","children":[{"uid":"d92c726496b84192994ea961de6d2560","type":"li","attrs":{},"children":[{"text":"Task Type now appears as a pill between the Task Name and the Change Task button"}]},{"uid":"f1a4749a1a7e4899baff7f71fbae3980","type":"li","attrs":{},"children":[{"text":"Clicking Change Task allows users to update the checklist code of a checklist item and select from their firm’s list of Checklist Codes."}]},{"uid":"88c5ad114b4d41a3a52c80a2b9b1f33d","type":"ul","attrs":{},"children":[{"uid":"45a4859fd57148c99552f76947ac1e41","type":"li","attrs":{},"children":[{"text":"All user-entered information is retained after changing the task."}]}]},{"uid":"e1ca15a5625f425a9f5d455e89b55c9c","type":"li","attrs":{},"children":[{"text":"The +Add Automations button has been redesigned."}]},{"uid":"a4e35cea83f347749a0a52f00068ff0b","type":"li","attrs":{},"children":[{"text":"The parent/child checklist item layout has been updated to a stacked design for better readability."}]},{"uid":"e333e4f3dfcc4acca13d56423d033ef2","type":"li","attrs":{},"children":[{"text":"Active Automations on checklist items now display an ellipse and pencil icon"}]},{"uid":"4d50eab4a9d24d24af589f5557ecb6c1","type":"ul","attrs":{},"children":[{"uid":"30c7f904683d48ada0720678c448fe44","type":"li","attrs":{},"children":[{"text":"Selecting the ellipse opens a Delete option"}]},{"uid":"37ca03efa59b4556853c3ef4c25a49ad","type":"li","attrs":{},"children":[{"text":"When deleting, a confirmation modal appears:"}]},{"uid":"3651923dccb64d9592ed4fe15dac62f3","type":"ul","attrs":{},"children":[{"uid":"ef59440b652a41558f64e4bc536dee84","type":"li","attrs":{},"children":[{"text":"Title: Delete Automation"}]},{"uid":"42f19a78a47447578e392358e5cb14db","type":"li","attrs":{},"children":[{"text":"Body: \"Deleting this automation will remove it for all checklist items with matching trigger conditions in Neos. Deleting can’t be undone.\""}]}]},{"uid":"270625c6ccfc411091039c383fb4b810","type":"li","attrs":{},"children":[{"text":"Disabled Automations no longer appear in the list of automations associated with the checklist item."}]},{"uid":"89c8a0df5d8b4c1dbf229dabc5e3ea6c","type":"li","attrs":{},"children":[{"text":"When editing a checklist item in the side pane, users now see Save Changes and Discard buttons to manage updates."}]},{"uid":"a37d2b99db9b452fa0009d451e7347a1","type":"ul","attrs":{},"children":[{"uid":"d55e15a7b4e54581863a2ca126a81c4c","type":"li","attrs":{},"children":[{"text":"Save Changes keeps edits"}]},{"uid":"bb01e4b2e6614bcc930fa42fee1867b6","type":"li","attrs":{},"children":[{"text":"Discard removes them"}]}]},{"uid":"b700c18fa76f42e299876723d8bc39e0","type":"li","attrs":{},"children":[{"text":"If a user makes changes and clicks the X to close the side pane, an Unsaved Changes modal is displayed:"}]},{"uid":"ab1e6806ae4d40e583ab0a877eb32101","type":"ul","attrs":{},"children":[{"uid":"b4533d6c8357481bb3c86658718d859d","type":"li","attrs":{},"children":[{"text":"Title: Unsaved Changes"}]},{"uid":"aa92c81e8c204672802a6571baac7cad","type":"li","attrs":{},"children":[{"text":"Body: \"There are some unsaved changes. 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"}]}],"attrs":{}}],"_version":23}},{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"e53f1e1f770b431e81b0ca8df218a0eb","attrs":{},"children":[{"uid":"87a6da475400483594ddc07a042957a7","type":"ul","children":[{"uid":"699d741d62264d7db33c3f81406b102b","type":"li","children":[{"text":"Applies to value entries that are NOT time-type:"}],"attrs":{}},{"uid":"7ae5ab8798b546eb86cdf572b9304b5f","type":"ul","attrs":{},"children":[{"uid":"d7e24889daeb4863b41cab74f6bf3f23","type":"li","attrs":{},"children":[{"text":"Users can edit unit, cost, and quantity."}]},{"uid":"fbbf2d903fba4d9d9d835803d5a186f4","type":"li","attrs":{},"children":[{"text":"Updating cost or quantity automatically updates the amount."}]},{"uid":"221f4d37559e4038b0ce948b53b6e271","type":"li","attrs":{},"children":[{"text":"Changing the unit does not update the final amount."}]},{"uid":"9431e638e14742db846e83049e677795","type":"li","attrs":{},"children":[{"text":"Updating the amount adjusts the cost to 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tagged."}]},{"uid":"271768bdf3144926b4db61ff608ec315","type":"li","attrs":{},"children":[{"text":"Only the Sent Date/Time column is sortable."}]}]}],"attrs":{}},{"uid":"d5f6b6ee86984e06a1f23c3192e9648e","type":"reference","attrs":{"display-type":"display","asset-uid":"blta638be1b58d1429b","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta638be1b58d1429b/690a920299b3e227420aa6f4/Email_Grid_Columns.png","asset-name":"Email_Grid_Columns.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Email_Grid_Columns.png","asset-alt":"Email_Grid_Columns.png","inline":false},"children":[{"text":""}]},{"uid":"d15651804fd3465296ba8922c3500f61","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"30f9e730c1de460985b617fabf67eacb","type":"ul","children":[{"uid":"9f55c939d0a844a4a9fbc9b232f16d53","type":"li","children":[{"text":"Email Grid Actions","underline":true}],"attrs":{}},{"uid":"d9be9f8f19e747bd87fe0329f9559d67","type":"ul","attrs":{},"children":[{"uid":"4e922dfeebde4ea88a42c99c9245e10d","type":"li","attrs":{},"children":[{"text":"Users can perform both single and bulk actions on email notes in the Contact Communications tab."}]},{"uid":"a7acb059978b4a24bf033dddd52597f3","type":"li","attrs":{},"children":[{"text":"Single Note Actions:"}]},{"uid":"6cec9083f26e4eb3ae4c65a11c91ef0d","type":"ul","attrs":{},"children":[{"uid":"5ec1fb9b702a466e969acc407775d0eb","type":"li","attrs":{},"children":[{"text":"View Note – Opens the case in a new tab with the selected note displayed in detail view (different behavior from case notes)."}]},{"uid":"f76b7412515e433f812273fea89a818a","type":"li","attrs":{},"children":[{"text":"Download Email – Downloads the email as a .eml file."}]},{"uid":"1f477c2516a343f8898dbd9379a1b706","type":"li","attrs":{},"children":[{"text":"Reply – Opens a reply in Outlook 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Selecting “Yes” deletes the note and refreshes the grid. Requires Provider > Communications Tab > Can Delete and Case > Notes Tab > Can Delete permissions."}]}]},{"uid":"471f7e7e8d7446f78523d1754cd0e2d1","type":"li","attrs":{},"children":[{"text":"Bulk Actions (follow existing Notes tab logic unless otherwise specified)"}]},{"uid":"79bda43504a84421b26fb739d04afe10","type":"ul","attrs":{},"children":[{"uid":"fc073fb084cc4668bdaf0116632fad5f","type":"li","attrs":{},"children":[{"text":"Delete – Opens the “Delete Note(s)” modal. Selecting “Yes” deletes the selected notes and refreshes the grid. Requires Provider > Communications Tab > Can Delete and Case > Notes Tab > Can Delete permissions."}]},{"uid":"c4a82b355c9a4cbe921f8df4416ddf07","type":"li","attrs":{},"children":[{"text":"Edit – Opens the “Update Note(s)” modal. Selecting “Save” applies updates, closes the modal, refreshes the grid, and displays a confirmation toast. Requires Provider > Communications Tab > Can Modify and Case > Notes Tab > Can Modify permissions."}]},{"uid":"03bb707f975d447bbf3182842577da2b","type":"li","attrs":{},"children":[{"text":"Summarize – Launches the AI Note Summary creation in the background. This option appears only if the firm’s AI module is enabled and the user has NeosAI special permissions."}]}]}]}],"attrs":{}},{"uid":"517f03071cdb449dad7eac5417f46659","type":"reference","attrs":{"display-type":"display","asset-uid":"bltae1f39f7275af048","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltae1f39f7275af048/690a9213f20dcb7e4442b3ed/Email_Grid_Actions.png","asset-name":"Email_Grid_Actions.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Email_Grid_Actions.png","asset-alt":"Email_Grid_Actions.png","inline":false},"children":[{"text":""}]},{"uid":"3c2828b1ded642adbb827101c290d6a6","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"c9ba12f232f44f5e9a62f64ea4c4439e","type":"ul","children":[{"uid":"b7479a7a4c1943eab89c11c4e01ff909","type":"li","attrs":{},"children":[{"text":"Email Grid Search & Filters"}]},{"uid":"147c6213e8b54533a874426bc6e5dc83","type":"ul","attrs":{},"children":[{"uid":"9f1d72388ae1467eb89ac4195f2f622e","type":"li","attrs":{},"children":[{"text":"Users can search and filter email notes for a contact using the following options:"}]},{"uid":"3df8436e01ce466791a8b76c1e185163","type":"ul","attrs":{},"children":[{"uid":"103006f05b334ff7a15f7b9032906c50","type":"li","attrs":{},"children":[{"text":"Case – Single-select, searchable case field that filters the grid for emails linked to the selected case."}]},{"uid":"d4bfa633f5dd418997885bdcab72d760","type":"li","attrs":{},"children":[{"text":"Staff – Single-select staff directory dropdown that filters for emails created by the selected staff member."}]},{"uid":"4820794cb7904297b9270baa28dda87e","type":"li","attrs":{},"children":[{"text":"Sent Date – Date range picker that filters for all emails sent within the selected timeframe."}]},{"uid":"10726d1b350740feb16770cc2c0fba52","type":"li","attrs":{},"children":[{"text":"Topic – Multi-select dropdown from the email topic directory."}]}]},{"uid":"c7c1a6b67a604058b1b5fe852fc87a40","type":"li","attrs":{},"children":[{"text":"The text search bar filters across the following columns:"}]},{"uid":"8a05a26e08664c198559135acd7cf0ca","type":"ul","attrs":{},"children":[{"uid":"c53c0f4aecd24d53a9dd144d61d6c729","type":"li","attrs":{},"children":[{"text":"Subject"}]},{"uid":"8595e9440420478eb8043d2cc2465374","type":"li","attrs":{},"children":[{"text":"To"}]},{"uid":"2885c6f980ee47baa90afb0a023f1187","type":"li","attrs":{},"children":[{"text":"From"}]}]},{"uid":"3b1052cd5d064b3cb18935d425ae17bb","type":"li","attrs":{},"children":[{"text":"All filters and search preferences are cached per user and per contact name ID in the browser cache, so selections persist when navigating back to the same contact."}]}]}],"attrs":{}},{"uid":"e5f7d9d33e4848b8934a1d9d189a2084","type":"reference","attrs":{"display-type":"display","asset-uid":"bltd857c5372047fdd4","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltd857c5372047fdd4/690a9223d3077fb67dd625ce/Email_Grid_Search_&_Filters.png","asset-name":"Email_Grid_Search_&_Filters.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Email_Grid_Search_&_Filters.png","asset-alt":"Email_Grid_Search_&_Filters.png","inline":false},"children":[{"text":""}]},{"uid":"8a920f92db3c478b82fff210acf4b44d","type":"p","children":[{"text":""}],"attrs":{}}],"_version":23}}]},{"enhancement_title":"QuickBooks Online Integration - Sync Approved Value Records with QBO","enhancement_subtitle":"","enhancement_content":{"type":"doc","uid":"eec2ddb1def64f6ca41c535c18caf4fd","attrs":{},"children":[{"uid":"cc7a4903b9cc4901bcfee13758696533","type":"p","children":[{"text":"A new “Sync Approved Value Records” header has been added under Firm Preferences > Time and Billing to manage accounting integration settings."}],"attrs":{}}],"_version":23},"accordion":[{"accordion_title":"Why is this important?","accordion_content":{"uid":"63c2f474d62e485680565ca6ef099c7d","type":"doc","attrs":{},"children":[{"uid":"ab1071ee796741ddb223a6d0911131f0","type":"p","children":[{"text":"It provides firms more control over how and when approved value entries are synced to QuickBooks Online (QBO), ensuring data consistency and reducing manual effort during billing and reconciliation."}],"attrs":{}}],"_version":23}},{"accordion_title":"How it works","accordion_content":{"uid":"4823fea133264b5f851821f230fbc57e","type":"doc","attrs":{},"children":[{"uid":"f57d46fa55a54f8bb1b0716b9564ec3e","type":"ul","children":[{"uid":"8ebe15d390234a41adc224df04748e4c","type":"li","children":[{"text":"Users can enable the firm preference to sync approved value entries to QBO."}],"attrs":{}},{"uid":"74f6e263f9ff41efb54af6df7a660525","type":"ul","attrs":{},"children":[{"uid":"66950d6cd48a45e98b26883f2d6bef1b","type":"li","attrs":{},"children":[{"text":"When this option is selected, time and value approval will automatically be turned on to support the synchronization process."}]}]}],"attrs":{}},{"uid":"0ce16e860a394f42abd525434ac9ea92","type":"reference","attrs":{"display-type":"display","asset-uid":"blt640e1dbedd8ea123","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt640e1dbedd8ea123/690a92467e4cc4698e87bda1/New_Firm_Preference_Sync_Approved_Value_Records_with_QBO.png","asset-name":"New_Firm_Preference_Sync_Approved_Value_Records_with_QBO.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"New_Firm_Preference_Sync_Approved_Value_Records_with_QBO.png","asset-alt":"New_Firm_Preference_Sync_Approved_Value_Records_with_QBO.png","inline":false},"children":[{"text":""}]},{"uid":"6dbfb0780cb546fc9e4a9fc760723f0b","type":"p","children":[{"text":""}],"attrs":{}}],"_version":23}}]},{"enhancement_title":"QuickBooks Online Integration - 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This latest release, live the night of September 15,  is packed with powerful new features that will help your firm stay efficient, productive, and ahead of the curve this season. 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"},{"uid":"fba6d3b6cd2f4286bb06077f45e778da","type":"a","attrs":{"url":"https://ideas.assemblysoftware.com/ideas/NEED50-I-2302","target":"_blank"},"children":[{"text":"2302"}]},{"text":""}],"attrs":{}},{"uid":"82b6f1f3fd8340c49c5d7e2499fb698d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"e8b9c0325e914d13a942efd6697580df","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1117133193","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]}],"_version":17},"accordion":[{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"c7e38ad3e394484087a4a9e014fb4e4d","attrs":{},"children":[{"uid":"8f06ade8c1504601be20f3fe9ea2dbcb","type":"p","children":[{"text":"General Automation Updates\r","italic":true}],"attrs":{}},{"uid":"f5f87090e646403a96e63d627bb83038","type":"p","children":[{"text":"The assignee condition now defaults to \"Any Staff\" for the following 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The link is valid only for users who are already subscribed."}]},{"uid":"3823c769d81b45bfaf5123f3ebf5af3b","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ac68aa78480044a09b44ecd79552f7ca","type":"p","attrs":{},"children":[{"text":"Users with Advanced Search permissions disabled will only be able to view default dashboards and dashboards that have been shared with them."}]},{"uid":"8d4bbd23c60c4daf854d8defbf59db9f","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"They will not be able to:"}],"uid":"317fa629a2a144afb0eebb62f014dd91"},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Create new dashboards or tiles"}],"uid":"263e668f22504eb6aad35b8c641c6784"},{"type":"li","attrs":{},"children":[{"text":"Edit shared dashboards (they can only remove them)"}],"uid":"3fbeb85c69c9411f9189198b1f8328c8"},{"type":"li","attrs":{},"children":[{"text":"See the “View Report” button on each 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button"}]},{"uid":"8175da8231404c84ace364941a720f13","type":"reference","attrs":{"display-type":"display","asset-uid":"bltb06f3ce8ab3e7429","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltb06f3ce8ab3e7429/68bc921707b4fa627738bb7b/Advanced-search-button.png","asset-name":"Advanced-search-button.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Advanced-search-button.png","asset-alt":"Advanced-search-button.png","inline":false},"children":[{"text":""}]},{"uid":"01a2d2351d7346ed8a0acb47345b0e2d","type":"p","children":[{"text":""}],"attrs":{}}],"_version":17}},{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"ec845d067ea942c6a0bc738572985878","attrs":{},"children":[{"uid":"c946f0bc5b52447f9b3c6878ef6a7719","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Unsubscribing from reports is now simpler and more 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Platinum","enhancement_content":{"type":"doc","uid":"aae149df70044ff1b2e44c4a56c41fa3","attrs":{},"children":[{"uid":"ef642bc4d8534d74ab86a594b7968778","type":"p","attrs":{},"children":[{"text":"Allows users to include metadata from AI Extractions—such as Medical Codes—when including dynamic layout data as context when using AI to generate documents."}]}],"_version":17},"accordion":[{"accordion_title":"How it works","accordion_content":{"uid":"3ef9d4e20a4247eab68ef191891eca17","type":"doc","attrs":{},"children":[{"uid":"9a495019cfc54e5792e14938b4d01cfd","type":"p","attrs":{},"children":[{"text":"If medical codes are available, a "},{"text":"Medical Codes","bold":true},{"text":" dropdown will appear:"}]},{"uid":"e6399ad37c39438195bf2626b484ce0b","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"If a user chooses none, all will be included"}],"uid":"0d954dcce9e34094b9ecc305a56a184c"},{"type":"li","attrs":{},"children":[{"text":"If a user chooses one or more, only the selected will be included"}],"uid":"ce551a826d2b40d3b3b5b48aadbd06f4"}]},{"uid":"8e3d67ed1a114beaaa05570197c5ce49","type":"p","attrs":{},"children":[{"text":""}]}],"_version":17}},{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"e5b5d56a1b554cdabfbd162e992f94d1","attrs":{},"children":[{"type":"p","uid":"a9b807bed1c24753a2a290883a2d3e97","attrs":{},"children":[{"text":"Including metadata such as medical codes ensures the AI has the most precise and structured context when generating documents, resulting in more accurate, relevant, and reliable outputs. This is especially important in scenarios where specific coding or terminology is critical.","attrs":{"style":{}}}]}],"_version":17}}]},{"enhancement_title":"AI Extractions","enhancement_subtitle":"NeosAI Platinum","enhancement_content":{"uid":"b98582aa96014021b010994c2b20ee1b","type":"doc","attrs":{},"children":[{"uid":"19ed27a771ef4232a223b72a90996c38","type":"ul","children":[{"uid":"2de5148a33de427c91802642a1b4c1ce","type":"li","children":[{"text":"Enable extractions from any document type\r"}],"attrs":{}},{"uid":"c48496d649ca43399c6242b8f1eb36da","type":"li","children":[{"text":"Bulk party creation\r"}],"attrs":{}},{"uid":"d6745ca481e04327b96740253b9c8803","type":"li","children":[{"text":"AI-powered health insurance card extractions"}],"attrs":{}}],"attrs":{}},{"uid":"fdedd52f4a1145ea88b69251324ebd7f","type":"ul","children":[{"uid":"8da9dd7eb0524331a3f674083d3b7b47","type":"li","attrs":{},"children":[{"text":"User Prompt When Analyzing Documents in Bulk"}]}],"attrs":{}},{"uid":"fd0afb0b3b9b4f89ac3c0a70b5bd00d6","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"5325b102b7964d29b7fd5236a893b04b","type":"p","children":[{"text":""}],"attrs":{}}],"_version":17},"accordion":[{"accordion_title":"How it works","accordion_content":{"uid":"a69878138bc748c3bac5f10fc25e51aa","type":"doc","attrs":{},"children":[{"uid":"4963c131c2234c8dbfe561dd7507e5ed","type":"p","attrs":{},"children":[{"text":"Allow Extractions on Any Document Type:","italic":true}]},{"uid":"291d27ac7d6f405b875cfe10c509a141","type":"p","attrs":{},"children":[{"text":"Document analysis now supports flexible extraction options:"}]},{"uid":"47dbe01a3424483ca8b5b9d88ba4bf4f","type":"ul","children":[{"type":"li","attrs":{},"children":[{"text":"Choose from any available extraction types to run"}],"uid":"ae72c6fd2a7d41c08661a2d19a419b21"},{"type":"li","attrs":{},"children":[{"text":"By default, the extraction linked to the document type is pre-selected"}],"uid":"15e804f8a9264662a47ec0c93bdb4385"},{"type":"li","attrs":{},"children":[{"text":"Only one Financial or Identification extraction can be selected at a time (e.g., Photo ID and Business Card cannot be run together)"}],"uid":"6eae029083d84569b43ef4b4cf88da1f"},{"type":"li","attrs":{},"children":[{"text":"Summary generation is always selected by default. If a summary already exists, it will not be generated again"}],"uid":"850c706ebe82453eac4682ab253f5f33"},{"type":"li","attrs":{},"children":[{"text":"Extractions can be run multiple times; each run creates new dynamic layouts with the extracted data"}],"uid":"e95326fe7cca4d6a94f99763fe68b5c2"},{"type":"li","attrs":{},"children":[{"text":"Medical and Contact extractions are supported only for Word and PDF documents"}],"uid":"5eb6f90b1cc74d0a811224d647c31e56"},{"type":"li","attrs":{},"children":[{"text":"Option to create value records and/or parties from extracted data is enabled only when Financial and/or Identification extractions are selected. If both are selected, Party creation will display first, followed by Value creation"}],"uid":"fd784cb9a4bf49c69d55513bf4f41a75"}],"attrs":{}},{"uid":"6d91dea4af4f4d61af36f2dad065a843","type":"reference","attrs":{"display-type":"display","asset-uid":"blteee63f9125ef6053","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blteee63f9125ef6053/68c02ad8d9e51a283081aa46/AI-extraction-again.png","asset-name":"AI-extraction-again.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"AI-extraction-again.png","asset-alt":"AI-extraction-again.png","inline":false},"children":[{"text":""}]},{"uid":"b513a9f823164495ac02de42a8bf1b6a","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"972e91144e744e6594b50a1d22d279f9","type":"p","attrs":{},"children":[{"italic":true,"text":""}]},{"uid":"05bc2971a0e34a6e8d9079977acdbc3f","type":"p","attrs":{},"children":[{"italic":true,"text":"Bulk Party 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created:","attrs":{"style":{}}}]},{"uid":"4226fed1d69e44f9aca52007ed693e1a","type":"ul","children":[{"uid":"3b17569f8d6042f0aeb07654dbbf42c4","type":"li","attrs":{},"children":[{"text":"Health Insurance Card","attrs":{"style":{}}}]},{"uid":"12ac65ceae3d4d0dbf139f2f58244c94","type":"li","attrs":{},"children":[{"text":"Dependent","attrs":{"style":{}}}]},{"uid":"7f1550b175ff45a99f4a1e226c742182","type":"li","attrs":{},"children":[{"text":"Copay","attrs":{"style":{}}}]},{"uid":"33edc39075e64466b56bb0deda407b43","type":"li","attrs":{},"children":[{"text":"Payer","attrs":{"style":{}}}]},{"uid":"1efc62b37bdc4427a8fc4e4585b8c3a7","type":"li","attrs":{},"children":[{"text":"Medicare/Medicaid","attrs":{"style":{}}}]}],"attrs":{}},{"uid":"0f3ca9f6bfbe4dfdb1ca9b60f824697e","type":"p","attrs":{},"children":[{"text":"A new document type, Health Insurance Card, has also been added with the category “Health Insurance Card.”","attrs":{"style":{}}}]},{"uid":"ee802c577fd748cd9f519cdf6aebd2e8","type":"ul","children":[{"uid":"232d9602f4724a2ca18425b7481255f7","type":"li","attrs":{},"children":[{"text":"Users can assign the category to custom document types from Document Type Settings > Edit Fields","attrs":{"style":{}}}]}],"attrs":{}},{"uid":"59e20c5f01de4d4aadc114ab18d03230","type":"p","attrs":{},"children":[{"attrs":{"style":{}},"text":"A new extraction option, Health Insurance Card Extraction, is now available."}]},{"uid":"83e1c279351a46f0b6bcb88b089402b2","type":"ul","attrs":{},"children":[{"uid":"bb7d34d127e5434aa7799c68d4f59113","type":"li","attrs":{},"children":[{"text":"Documents added to Neos with this category will automatically use the new extraction type:","attrs":{"style":{}}}]},{"uid":"72188e585e1c4319904dcbec400eb421","type":"ul","attrs":{},"children":[{"uid":"a34976f5621347d49ed850c1a648dae4","type":"li","attrs":{},"children":[{"text":"Data from the document will be extracted using AI and stored in the Dynamic Layouts linked to it","attrs":{"style":{}}}]}]},{"uid":"b97a004206c741879c0f49ac1b50a50d","type":"li","attrs":{},"children":[{"text":"Users can create parties from the extracted data:","attrs":{"style":{}}}]},{"uid":"3e28709fe76a4581aacea16492749d08","type":"ul","attrs":{},"children":[{"uid":"ea6b23b9ef11494fa2af18ee265c28b0","type":"li","attrs":{},"children":[{"text":"Party Name will be populated from the Member Name","attrs":{"style":{}}}]},{"uid":"9277e17b7d6c473c8b3b8a5f1d64668c","type":"li","attrs":{},"children":[{"text":"Date of Birth and Gender will also be carried over, if available","attrs":{"style":{}}}]}]}]},{"uid":"9e6eabf34292471397b5342dbb9a4cf7","type":"p","children":[{"text":"","italic":true}],"attrs":{}},{"uid":"d847efdb749b4677b59abacbcd41d338","type":"p","attrs":{},"children":[{"italic":true,"text":"User Prompt When Analyzing Documents in Bulk"}]},{"uid":"aa870087f5234c518889ac97022527f2","type":"p","children":[{"text":"On the documents grid, select one or more documents:\r"}],"attrs":{}},{"uid":"24b7ccba693345459f22c01da9a73fcf","type":"ul","attrs":{},"children":[{"uid":"149f8c7bde76475f83c643aa74b47fec","type":"li","children":[{"text":"Navigate to Bulk Actions > Analyze with NeosAI\r"}],"attrs":{}},{"uid":"29b28aedfedb4d8bb7d7ffa39268d4ec","type":"ul","attrs":{},"children":[{"uid":"30bdbb696b0743aa9241cc32f9fcb3e7","type":"li","children":[{"text":"Users will have the same extraction options as with a single document.\r"}],"attrs":{}},{"uid":"d3a70a2f9bd64895bb873d4d9b68f551","type":"ul","attrs":{},"children":[{"uid":"4b009988a7ad4acaafc62ac898158310","type":"li","children":[{"text":"When a single document is selected, or all selected documents share the same (or no) document type, an extraction option will be auto-selected based on the document type.\r"}],"attrs":{}}]}]},{"uid":"6ebfba7f8cf74a3194f601c9c32bb832","type":"li","children":[{"text":"Users will see all extraction options compatible with any selected document.\r"}],"attrs":{}},{"uid":"7575ecf672d44b7d937e64e07914a3d9","type":"ul","attrs":{},"children":[{"uid":"fb4dcac9e99c4ce690387fed0c41c9a6","type":"li","children":[{"text":"If an extraction option is not compatible with a selected document, it will not be performed on that document.\r"}],"attrs":{}}]},{"uid":"da7a79e2e47e4458aafc18c1da9cbee2","type":"li","children":[{"text":"If a summary has already been generated for a selected document, it will not be generated again.\r"}],"attrs":{}},{"uid":"60638b49494b4b46a8b7d24b6f2285f5","type":"li","children":[{"text":"If an extraction option has already been performed on a selected document, it will be performed again and a new dynamic layout with extracted data will be added to the document\r"}],"attrs":{}},{"uid":"ecb6629cebb1411fbbc55435b27f9239","type":"li","children":[{"text":"The option to create value records in bulk is not yet 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prompted to select extraction options, with the same choices available as single document and bulk analysis\r"}],"attrs":{}},{"uid":"57f9465f2b9244fcac9fe8c346fc91c6","type":"li","children":[{"text":"If a single document is dropped, or all documents share the same document type, an extraction option is auto-selected based on that type\r"}],"attrs":{}},{"uid":"e19d77df391249e098157115e86c8eb5","type":"li","children":[{"text":"All extraction options compatible with any uploaded document are displayed\r"}],"attrs":{}},{"uid":"88253192e46b47b995cb2b15f89b1349","type":"li","children":[{"text":"If an extraction option is not compatible with a document, it will not be performed on that document\r"}],"attrs":{}},{"uid":"deb06c667876498f84c6b6faa03a2352","type":"li","children":[{"text":"The option to create party and value records in bulk is not available"}],"attrs":{}}],"attrs":{}},{"uid":"50b358f699014fcfaea81e7b8b5ea892","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"777c1ccdcc8c4d5babe3399d4483e60d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"1d884f5e49eb4518b43dd08eae6229ff","type":"p","children":[{"text":"\r"}],"attrs":{}}],"_version":17}},{"accordion_title":"Why is this important?","accordion_content":{"uid":"47c95c1492f0408ca27d1468252d8d53","type":"doc","attrs":{},"children":[{"uid":"7099deac45b148868d1822e0f461cd96","type":"ul","children":[{"uid":"76c37e1f59484ba0b61952dd57f93f04","type":"li","children":[{"text":"Allowing extractions on any document type gives users far greater flexibility and control to choose the extraction type most relevant to their workflow when analyzing case materials. \r"}],"attrs":{}},{"uid":"f5f5e78d1a314266893b93c4e6d2e0b1","type":"li","children":[{"text":"Bulk party creation streamlines data entry by allowing users to generate multiple parties at once from Photo 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It’s not just the egg frying on the sidewalk outside your office because it’s 150 degrees outside; it’s the smokin’ Neos release going live the night of July 21! Below are the top features coming out; "},{"uid":"f08baf4192e549eb8148ec50d2bea037","type":"a","attrs":{"url":"https://assemblysoftware.atlassian.net/wiki/external/YmNiMTk0YzE4MDYxNGM3YjgxNjA0ZGE3Mjc5ZGMwOWU","target":"_blank"},"children":[{"text":"read the release in its entirety on Confluence"}]},{"text":". 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(Refer to "},{"type":"a","attrs":{"url":"https://ideas.assemblysoftware.com/ideas/NEED50-I-2544"},"children":[{"text":"Neos Portal Idea 2544"}],"uid":"902301dc012b45c68eb30098e4a29ff7"},{"text":", "},{"type":"a","attrs":{"url":"https://ideas.assemblysoftware.com/ideas/NEED50-I-2672"},"children":[{"text":"2762"}],"uid":"ee824cb01cba4e30bb359e3921a8d174"},{"text":", "},{"type":"a","attrs":{"url":"https://ideas.assemblysoftware.com/ideas/NEED50-I-2740"},"children":[{"text":"2740"}],"uid":"75d36bdad9b0470ca4dd54ab858a2901"},{"text":", and others.)"}]}],"_version":79},"accordion":[{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"d74d3c97dc2e45a0978de3fa4e3a74e2","attrs":{},"children":[{"uid":"601c0b2262c84a738458e24edd90c56a","type":"p","attrs":{},"children":[{"text":"Increasing the usability of Neos contact management features boosts customer efficiency, satisfaction, and productivity."}]}],"_version":79}},{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"d234448d8a98494a8916fe29eb0fd152","attrs":{},"children":[{"uid":"404f3f485101494aa457e5d4fa98440e","type":"ul","children":[{"uid":"606845945bab48e1a89cd1d7e887c117","type":"li","children":[{"text":"When the Addresses, Phone Numbers, Emails, or Online Accounts tables are empty, a “+” button now appears, allowing users to easily add new entries.\r"}],"attrs":{}},{"uid":"2a46dc95873d43e69486c5e1e564a074","type":"li","children":[{"text":"Address Cards now display key details such as:\r"}],"attrs":{}},{"uid":"413a8c4366f3465c81414c277eb4aa9f","type":"ul","attrs":{},"children":[{"uid":"539d03a3a0e34eccb005b7e514eabdc2","type":"li","children":[{"text":"Address type, lines 1 and 2, city, state, zip, county, and default status.\r"}],"attrs":{}},{"uid":"2dc8fe180f79439f9091827548c0e50b","type":"li","children":[{"text":"Salutation and contact information appear when available.\r"}],"attrs":{}},{"uid":"51ad5a1e99f54bd5a94c96b9c4c07152","type":"li","children":[{"text":"A dropdown menu offers options to Copy, View/Edit, or Delete.\r"}],"attrs":{}}]}],"attrs":{}},{"uid":"f75a30494e8e44f2b929a2a0d3176db0","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"a725532ea2c141d1abf0e1c0d8aed540","type":"reference","attrs":{"display-type":"display","asset-uid":"blt16608d6e42915ff0","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt16608d6e42915ff0/6874ff17ff2dfef3e0f4c9dc/address-neos-update.png","asset-name":"address-neos-update.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"address-neos-update.png","asset-alt":"address-neos-update.png","inline":false},"children":[{"text":""}]},{"uid":"745b60662b0f4547910f1b8721dd2b82","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"042358acb4de4871be8f1fe74b4782db","type":"ul","attrs":{},"children":[{"uid":"78307573fbe048cc94fab8d5de43b1be","type":"li","children":[{"text":"The Addresses table now shows up to three addresses by default. If more exist, a “View All” link appears.\r"}],"attrs":{}},{"uid":"d8e09f52d53644acbee206750b91ba08","type":"ul","attrs":{},"children":[{"uid":"745393e8fd04429e9555b2e41f6be6bb","type":"li","children":[{"text":"Clicking “View All” opens a grid view displaying all addresses. It includes a three-dot menu with options to Copy, View/Edit, or Delete. "}],"attrs":{}}]},{"uid":"a597172eb3ec48a0bf5361c9d4c2ee80","type":"li","attrs":{},"children":[{"text":"Addresses can be reordered in grid view—moving an address to the top sets it as the default.\r"}]}]},{"uid":"a099916494f549179181547b31776187","type":"reference","attrs":{"display-type":"display","asset-uid":"blt7515bcaa50806ad4","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt7515bcaa50806ad4/6874fe294af1af1d7fce9e88/address-reorder-grid.png","asset-name":"address-reorder-grid.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"address-reorder-grid.png","asset-alt":"address-reorder-grid.png","inline":false},"children":[{"text":""}]},{"uid":"046e5d6495934163820854fa8ba1ba4d","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"1e5fae2a8f8a42ce93f87dbd2690b32d","type":"ul","attrs":{},"children":[{"uid":"5c7659b565a64d289b646f46a20a7d8a","type":"li","children":[{"text":"The banner containing the Actions dropdown, Discard, and Save Changes buttons now remains visible at all times.\r"}],"attrs":{}},{"uid":"b9f8ccf2b21642e98cb76e3265c80b6f","type":"ul","attrs":{},"children":[{"uid":"01eb8cd8d0ff41c88f2decb55e84a811","type":"li","attrs":{},"children":[{"text":"All functionality previously found under the ellipsis (⋯) menu has been consolidated into the Actions dropdown.\r"}]}]},{"uid":"4b74a2bf9f9744b0a96fe79c3c6bc22c","type":"li","children":[{"text":"Users can now associate a text message with any case involving the contact, even if the contact is not listed as a direct party on the case.\r"}],"attrs":{}},{"uid":"dbe3c39ad6fc43aab45841346e40212c","type":"ul","attrs":{},"children":[{"uid":"c982b9e15bf04ca28015b9ec001889ee","type":"li","children":[{"text":"This functionality mirrors the New Time Entry experience, allowing users to select from a dropdown or search directly for a case.\r"}],"attrs":{}},{"uid":"7e903bfef2f54da5a2cc9d29eb96bedc","type":"li","children":[{"text":"A search icon has been added to the case selection dropdown. Clicking the icon or pressing Enter opens the Select a Case modal.\r"}],"attrs":{}},{"uid":"864704ca090e430c8cad3a681ba0a7d0","type":"li","children":[{"text":"The Post to Case dropdown displays a list of cases where the contact is a party, along with a visible Search Cases… link to open the case search modal.\r"}],"attrs":{}}]},{"uid":"f65de5db525643779b8009f599408234","type":"li","children":[{"text":"In the Party tab details view, Contacts tab side pane, and Case Contacts Phone Numbers grid, the current case number is automatically populated in the Post to Case field.\r"}],"attrs":{}},{"uid":"16bc2f2ee62842239fdf74cce470fb1a","type":"li","children":[{"text":"In the Contact Detail view, the New Text Message button is now located within the Actions dropdown and has been relabeled to “Send Text Message.\""}],"attrs":{}}]},{"uid":"397cf3dc8d344ea7881cc9f35fc7d434","type":"reference","attrs":{"display-type":"display","asset-uid":"blt209dc0094828addf","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt209dc0094828addf/6874febf2ad48972b3144d45/neos-send-text.png","asset-name":"neos-send-text.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"neos-send-text.png","asset-alt":"neos-send-text.png","inline":false},"children":[{"text":""}]},{"uid":"a0d2fbd29fb74e9894a6ddd724b6a6b9","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"348cfe2bfd394513ad7d365f3a46d244","type":"p","attrs":{},"children":[{"text":"\r"}]}],"_version":79}}]},{"enhancement_title":"Flexible AI Tags with User Data Tabs","enhancement_subtitle":"NeosAI Platinum only","enhancement_content":{"type":"doc","uid":"ef12219c46fb4125a0293ff790a77711","attrs":{},"children":[{"uid":"e17585edbb8e4982a2b84f7c923980e2","type":"p","attrs":{},"children":[{"text":"Save valuable time by pre-defining which case-specific user tabs (1-10) should be automatically included in AI-generated documents."}]},{"uid":"72b20a2192c64b8596b3b44a626db891","type":"p","attrs":{},"children":[{"text":"Users can modify the data sources included in the prompt to generate a case summary specifically for this instance, so that they can exclude irrelevant information."}]}],"_version":79},"accordion":[{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"a2bd2117079d4a80bb5232202157ec2f","attrs":{},"children":[{"uid":"844a48a6e3e6458db552b9ef93c03d32","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Enables precise control over which case details are included or excluded from summaries, resulting in more relevant and focused outputs."}],"uid":"edef518327d44b5983b566dec71d0c7f"},{"type":"li","attrs":{},"children":[{"text":"Improves clarity and decision-making by ensuring summaries highlight only the most critical and pertinent case information."}],"uid":"ed46111fb2414f99b680a0753e049155"}]}],"_version":79}},{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"6261965572e74632819f320615a570e2","attrs":{},"children":[{"uid":"61fcb2d98d9c4b92bf0d5ffee639451c","type":"p","attrs":{},"children":[{"text":"Add User Tabs 1-10 to AI Tags","italic":true}]},{"uid":"d4eb396a470e4aa7a7fd43a4e707bb0c","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"When creating or editing an AI Tag, users can designate User Tabs 1–10 as default data sources."}],"uid":"af76ae8da11e4b6f86cb69a5a009c041"},{"type":"li","attrs":{},"children":[{"text":"If a tab is selected in the AI Tag and enabled for the case, its data will be automatically included in the prompt to NeosAI."}],"uid":"b3e0c1c6080c4bf18dd5d875c073e4cc"},{"type":"li","attrs":{},"children":[{"text":"Tabs that are not enabled in the case will be excluded."}],"uid":"6a598df3628e41679e287730515376e2"}]},{"uid":"e58488c734174775a7c3ca2e13407324","type":"p","attrs":{},"children":[{"text":"Modify Data Source","attrs":{"style":{}},"italic":true}]},{"uid":"c2d670b464fb4deeab1b0254f5345dc5","type":"ul","children":[{"uid":"7b355ac6903e4759bb819b2c88865f93","type":"li","children":[{"text":"Users can now choose to save their selected data sources as the default for future Case Summaries.\r"}],"attrs":{}},{"uid":"a8bac3b97bd14c7c8a73996675530d68","type":"li","children":[{"text":"When this option is enabled, the data sources chosen in the current case will be applied by default to summaries of future cases.\r"}],"attrs":{}},{"uid":"37638051a4dc49a791a3ce7746061b32","type":"li","children":[{"text":"When disabled, the selections will apply only to the current case.\r"}],"attrs":{}},{"uid":"a183f507d3134a69abfc07193ce3a8aa","type":"li","children":[{"text":"Record-level selections within list-based data sources will apply only to the current case, regardless of the default setting."}],"attrs":{}}],"attrs":{}}],"_version":79}}]},{"enhancement_title":"Simplified Multi-Document Selection for AI Chat ","enhancement_subtitle":"NeosAI Platinum only","enhancement_content":{"type":"doc","uid":"29d35a9903064561bb159b3afe6ace0b","attrs":{},"children":[{"uid":"91bd933606d947a9a1c2653669b10aba","type":"p","attrs":{},"children":[{"text":"Users can now select and add multiple documents to AI Chat at once."}]}],"_version":79},"accordion":[{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"f1382500ad894f1f8348f63a50e66724","attrs":{},"children":[{"uid":"0fc9f0aece774799a66e8fc60044aac4","type":"p","attrs":{},"children":[{"text":"This new feature significantly reduces the time spent uploading and managing documents individually significantly, enabling users to streamline their workflow."}]}],"_version":79}},{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"a4678ed0a7ff40ac9ad8da4fe34d6346","attrs":{},"children":[{"uid":"7c808f83604f433c8dd1614cec4be05a","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Open a case or intake > NeosAI Chat > + > Add a Document > select up to 5 documents to add to chat."}],"uid":"b31d59d0fd4346699dcb32b410dbb2d2"},{"type":"li","attrs":{},"children":[{"text":"Drag and drop up to five documents into the chat side pane."}],"uid":"bec4f3ae374d477ba8fda4491b7deb99"},{"type":"li","attrs":{},"children":[{"text":"All selected documents will be automatically added to the conversation."}],"uid":"efe525721e3847fd93515f3f37209610"}]}],"_version":79}}]},{"enhancement_title":"Advanced Search Enhancements","enhancement_subtitle":"","enhancement_content":{"type":"doc","uid":"a7a3fbe10f564185ab03fe707aa72bb2","attrs":{},"children":[{"uid":"2b5d7a3ab7c345c4a44c7a1872065b95","type":"p","children":[{"text":"Top Navigation Menu\r","italic":true}],"attrs":{}},{"uid":"5e400e197934422f96024388fd70a0d6","type":"p","children":[{"text":"Users can now access Advanced Search from the top navigation menu. "}],"attrs":{}},{"uid":"94f0e3702ca9461a8132b60dad4153d1","type":"reference","attrs":{"display-type":"display","asset-uid":"bltadcbd279995a29a9","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltadcbd279995a29a9/687520852ad489ffea144f35/advanced-search-top-nav.png","asset-name":"advanced-search-top-nav.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"advanced-search-top-nav.png","asset-alt":"advanced-search-top-nav.png","inline":false},"children":[{"text":""}]},{"uid":"9c43bbb6a15e4482be57a936a7e1d7a2","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"a3b758bbd4fb4274add14b725fd9531f","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"ae5b3df0f71346119a1494ef0299d716","type":"p","children":[{"text":"Discard Button\r","italic":true}],"attrs":{}},{"uid":"e774b229b15941f296913af9113c24a8","type":"p","children":[{"text":"New Discard button is now available.  "}],"attrs":{}},{"uid":"a4545a4174c847f99695405bdaeacff5","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"91e1529c0ff74cf1904836ec242692b9","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"a71af0732d0e49a7bffbb4d65b91a779","type":"p","children":[{"text":"Enhanced Dynamic Layout Reporting\r","italic":true}],"attrs":{}},{"uid":"07d181d34e634ef2b7bf6b374335434d","type":"ul","children":[{"uid":"7ce11cb8805c4b3f884afb21458d93f8","type":"li","children":[{"text":"Users can now include columns from the parent case in Dynamic Layout search results within Advanced Search.\r"}],"attrs":{}},{"uid":"1e1786b0e55f4a158fcf0f4831a13eee","type":"li","children":[{"text":"The default search results include the Case Number, Case Name, and the columns defined within the Dynamic Layout.\r"}],"attrs":{}},{"uid":"a471c437b3864269ac02b184cc4a9d58","type":"li","children":[{"text":"Users can also include any additional columns available when searching for Cases—such as Case Dates, Case Staff, First Party information, and more.\r"}],"attrs":{}},{"uid":"8d0e03d541854c93a45fcf36034312ff","type":"li","children":[{"text":"Users can now filter by and display information about the linked parent record in search results.\r"}],"attrs":{}},{"uid":"cbb3057634fb4cb79501e1ebdaafae51","type":"ul","attrs":{},"children":[{"uid":"862a4b1e6e084da1a5adbb63e0f3efa1","type":"li","children":[{"text":"Linked Parent Type: Indicates the type of record the Dynamic Layout is a child of (e.g., Case, Document, Insurance, etc.)\r"}],"attrs":{}},{"uid":"d7fe17f8082a49fd853f5adefe631ebd","type":"li","children":[{"text":"Linked Parent Title: Displays the title of the record that the Dynamic Layout is a child of (e.g., if the parent is a Case, this will show the Case Name)."}],"attrs":{}}]}],"attrs":{}},{"uid":"2d3b64ad52274c10b14987facaccddf8","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"99d6cb0779a64b758d2edd8a84b43b37","type":"p","children":[{"text":"Drag and Drop Columns\r","italic":true}],"attrs":{}},{"uid":"cb99c332a75841ef823574e8c8595c21","type":"p","children":[{"text":"Users can now drag a column to the grouping header to group by that column. If a user wants to group by three columns, they can rearrange the columns in the drag-and-drop area to change the grouping order. \r"}],"attrs":{}},{"uid":"8914ec33d0af4497856b10400354499e","type":"p","children":[{"text":"Grouping is still available in the 3-dot menu. "}],"attrs":{}},{"uid":"ad4fcbe663c241e38010dc0272433165","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"ced01a86323142189f4f911fc0b4d764","type":"reference","attrs":{"display-type":"display","asset-uid":"bltae0b0dd29b0f7856","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltae0b0dd29b0f7856/687548f5b315ef8cbcd2505d/bryan-drag-n-drop-search.png","asset-name":"bryan-drag-n-drop-search.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"bryan-drag-n-drop-search.png","asset-alt":"bryan-drag-n-drop-search.png","inline":false},"children":[{"text":""}]},{"uid":"08791f0482c84b4c881ed93dab1e2c97","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"172c2be1b58d48c1b01ef9257b6d4970","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"7d6586cd94864ab1bf06c36298ff9c9a","type":"p","children":[{"text":"Reports\r","italic":true}],"attrs":{}},{"uid":"4f2f191eb92a4f67aa39a072aa6776ac","type":"p","children":[{"text":"If a report is shared, users will see the shared icon in the saved \"As\" report. If the report is private, the \"Mine\" icon will be displayed instead.\r"}],"attrs":{}},{"uid":"e851e4a4607a40cfbe69b71ef5f72b37","type":"p","children":[{"text":"When users make changes to a saved report, they'll now see the 'discard' button to remove any new changes."}],"attrs":{}},{"uid":"125b4d39d7cc48008abc28b9bee019ec","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ea353a932555455da69d656c52543ce7","type":"p","children":[{"text":"Calendar Invite - Organizer Blank\r","italic":true}],"attrs":{}},{"uid":"6fb8f96d4ed14160b89272e23a6c2ee2","type":"p","children":[{"text":"Calendar invites with a blank Organizer are now fully editable.\r"}],"attrs":{}},{"uid":"5c34836aa8444ebbb1aa7494b45debd2","type":"p","children":[{"text":"Once the event is open, you can click \"Send to Outlook\" or make any changes directly and click Save.\r"}],"attrs":{}},{"uid":"d3755b363ceb49659b972786d598169b","type":"p","children":[{"text":"","italic":true}],"attrs":{}},{"uid":"513c004b84d04369ac81c3dc7a51e2fb","type":"p","attrs":{},"children":[{"italic":true,"text":"Sort by UDF Fields:\r"}]},{"uid":"4e4afeb8a5c6465ebd20e973254eaf81","type":"p","children":[{"text":"User Defined Fields (UDFs) are now sortable.\r"}],"attrs":{}},{"uid":"1ee0bcca7006478c848ce1c9a751b97e","type":"p","children":[{"text":"You can now click on column headers to sort data within User Defined Fields, making it easier to organize and analyze information."}],"attrs":{}},{"uid":"e6642753af0245a1bed7391cbee85c59","type":"p","attrs":{},"children":[{"text":"\r"}]}],"_version":79},"accordion":[{"accordion_title":"","accordion_content":{"type":"doc","uid":"91d3e0e3d5244083a58a20c441298074","attrs":{},"children":[{"type":"p","attrs":{},"uid":"e82e24eb221045b2b7ab2f787f3eafb8","children":[{"text":""}]}],"_version":79}}]},{"enhancement_title":"New Version of Zapier Requires Zap Updates","enhancement_subtitle":"","enhancement_content":{"type":"doc","attrs":{},"uid":"5dc9b8b694774d5080a94e3f6cbcc724","children":[{"uid":"324342cb7bd24f1a9d5aecb2aad9556f","type":"p","children":[{"text":"New version of Neos Zapier integration now available! This new version includes changes that will prevent us from automatically updating installed Zaps. Therefore any existing Zap will need to upgrade to the newer version and the existing version will be marked as \"Deprecating.\" "}],"attrs":{}},{"uid":"6c51ca204b9b4c63bf06738c74361449","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"186e4e9443ae4c9e87e444a2068cac22","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"49446cbfd53b46bda9e39b1a7f1a3e77","type":"p","children":[{"text":"Get more details on deprecating apps and how to upgrade with this article: "},{"uid":"9520afa989a749fabb901d94244b1bfa","type":"a","attrs":{"url":"https://help.zapier.com/hc/en-us/articles/18755649454989-App-versions-in-Zapier","target":"_blank"},"children":[{"text":"Deprecating Steps/Upgrade  "}]},{"text":"\r"}],"attrs":{}},{"uid":"4dadcd2c9e1048109ba3c26558b03bbc","type":"p","children":[{"text":"We’ve officially marked it for deprecation by the end of February 2026, and you’ll have until then to upgrade any existing Zaps to the latest version.\r","bold":true}],"attrs":{}}],"_version":79},"accordion":[{"accordion_title":"What is changing","accordion_content":{"type":"doc","attrs":{},"uid":"5528c548e5c1481abbf358d8ebe4356d","children":[{"uid":"33397407303a4a2da1c2c36ea4c975df","type":"p","children":[{"text":"\r"}],"attrs":{}},{"uid":"56bf5bbd12cb45dcafb06a644cfcd1fc","type":"ul","children":[{"uid":"e68d345422f841fe96a9806cada71368","type":"li","children":[{"text":"We added 3 new steps: "}],"attrs":{}},{"uid":"53e39c267855435e9eb0b1d5fe877499","type":"ul","attrs":{},"children":[{"uid":"778ccd004fbb4a50b4256933b9b365df","type":"li","attrs":{},"children":[{"text":"Create New Case - The Create New Case action in the Neos Zapier app allows you to automatically create a new case in Neos.\r"}]}]}],"attrs":{}},{"uid":"a30ea52cf9784642936447ba05689576","type":"ul","children":[{"uid":"7a325c3f54c74b4f9bc3398df68d6385","type":"ul","attrs":{},"children":[{"uid":"7e974deee2ac4235a39aa48195c91632","type":"li","children":[{"text":"File Upload - The File Upload action in the Neos Zapier app allows you to automatically upload a document to an existing case or intake.\r"}],"attrs":{}},{"uid":"e87e3fb0a42d4b5fbab4a25d7a91ba74","type":"li","children":[{"text":"Post Note - The Post Note action in the Neos Zapier app allows you to automatically create a note on an existing case or intake.\r"}],"attrs":{}}]},{"uid":"863e2b5629524012bec1664c7b241f4b","type":"li","attrs":{},"children":[{"text":"Create Intake update:\r"}]},{"uid":"2ed3cd8592d448b39fd5f9ad524c9d4d","type":"ul","attrs":{},"children":[{"uid":"8ebc09709ec246379cfed0aa548d5f3a","type":"li","children":[{"text":"Changed field names (Functionality is all still the same, but the new name is more indictive of the data being passed through since the intake data coming in to Zapier can be from other sources besides emails):\r"}],"attrs":{}},{"uid":"294f9c0b5876444bbb93d60704c919f7","type":"ul","attrs":{},"children":[{"uid":"de5c888d9607412abac4bc96838c1c74","type":"li","children":[{"text":"EmailBody is now Note.\r"}],"attrs":{}},{"uid":"9915fd9e19354d328187afa6c71eb5eb","type":"li","children":[{"text":"Attachment is now File.\r"}],"attrs":{}},{"uid":"cf96cae17d274371a02cefc5356d1380","type":"li","children":[{"text":"Metadata field removed."}],"attrs":{}}]}]}],"attrs":{}}],"_version":79}}]}],"integrations_title":null,"integrations":[],"improvements_title":null,"improvements":[]}]},"newsletter":[],"boxed_promo":[{"uid":"blt2ddad14e6dd61532","copy":{"type":"doc","attrs":{},"uid":"416624c580584bac825a5e238f9579d9","children":[{"type":"p","attrs":{},"uid":"826c3c3600494e44bdf95ee4a8920d8f","children":[{"text":"Bryan will demo all the amazing new features being released this month in real time, cracking jokes along the way."}]}],"_version":6},"headline":"Register for the New in Neos webinar on July 23 at 1pm ET!","id":"5dbee454-16d1-58ed-bb1c-e91beb40db27","image_alignment":"right","promo_image":{"image":null,"image_alt_text":"new in neos july webinar"},"promo_link":{"external_link":true,"link_text":"Register for the webinar","link_url":"https://assemblysoftware.zoom.us/webinar/register/7417525881656/WN_X398wvTuSlaTTDlvij2sFA"},"promo_type":"standard","subhead":"Hosted by the ebullient Bryan Billig, VP of Customer Education","internal":{"type":"Contentstack_standard_promo"}}],"customer":null,"content":{"type":"doc","attrs":{},"uid":"8724a0ee91a04c82a50bcffbcbcf2185","children":[{"type":"p","attrs":{},"uid":"6e876d82b6554c63af0187a7517a2ede","children":[{"text":""}]}],"_version":18},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#2270DD"},"logo":{"image":null,"image_alt_text":""}},"headline":"What's New in Neos: July 2025","key_quote":null,"lc_content_type":[{"landing_page_name":"Product Releases","navigation_name":"Product Releases","url_segment":"product-releases","id":"a260e5be-80c5-50b5-84b7-49e1d69a7504"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Check out the sizzling new release, live July 21! 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Add dynamic layouts to a case on the fly using the quick add dropdown or include these layouts in any case type when modifying case type layouts."}]},{"uid":"347a7f4d573d48a7896b720859c09a60","type":"p","attrs":{},"children":[{"text":"NOTE: ","italic":true},{"text":"Only NeosAI Platinum customers can","bold":true},{"text":" ","italic":true},{"text":"manage dynamic layouts and add new layouts","bold":true},{"text":". Non NeosAI Platinum firms will have access to a number of pre-configured Dynamic Layouts (find the full list in Knowledge Base 2019, which you can access by clicking the question mark in the top right-hand corner of Neos): ","italic":true}]},{"uid":"49fa23d3efb546cda499275986a1df06","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Examinations","italic":true}],"uid":"5c379ab8b7994edf9858d1abc19856af"},{"type":"li","attrs":{},"children":[{"text":"Medical Condition","italic":true}],"uid":"1b24dd1cde9e4db9a886f6afb3404645"},{"type":"li","attrs":{},"children":[{"text":"Treatment","italic":true}],"uid":"b350d1ef37ce4d18a77042352c68bb1d"},{"type":"li","attrs":{},"children":[{"text":"eLaw Motions","italic":true}],"uid":"3ef1e2056dfa4f1e986853cb017ec728"},{"type":"li","attrs":{},"children":[{"text":"And more","italic":true}],"uid":"6dabcced3349404b99fe802ca2ea7344"}]},{"uid":"55e93ad047354fe1830d449789a9ef4d","type":"p","attrs":{},"children":[{"text":"Why is this important?","bold":true}]},{"uid":"3662c7837cf34c9bae93acdd0113a889","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"This feature offers significantly greater flexibility in adding data to a case. Rather than pre-configuring every potential field and layout into a particular case type—many of which may not apply to every case—you can add these layouts only when they’re needed."}],"uid":"87a6181ab82a446f9977836a407b2ce1"},{"type":"li","attrs":{},"children":[{"text":"Add Dynamic Layouts to the current tab, as a new tab or nest within other Dynamic Layouts - greatly expanding the formats in which you can store data in Neos."}],"uid":"35ce67b31eb240f5abed7a9341691b93"},{"type":"li","attrs":{},"children":[{"text":"Reuse standardized dynamic layouts across case types, eliminating the need to manage every case type layout separately."}],"uid":"2b70490446214e41bcaf68642487f55a"}]},{"uid":"d25a22c528714889a56ad4f968fd45cb","type":"p","attrs":{},"children":[{"text":"How it works","bold":true}]},{"uid":"eee7101e5b76464db7f110610aa3a39c","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Within a case, select Quick Add>Dynamic Layout."}],"uid":"b5a644ac147e439bae57a01b7ccad993"},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"You will have the ability to add the dynamic layout as a new tab or depending on where you are in the case, the tab that you are currently in."}],"uid":"718af34b55e742f6affb6865e52d0f97"},{"type":"li","attrs":{},"children":[{"text":"Select the dynamic layout you wish to add and where you would like to add the layout."}],"uid":"8e13c674c06c47a4be30910e28890d87"}],"uid":"1fd42b8d3b4244cbb4e7f119486e7bce"},{"type":"li","attrs":{},"children":[{"text":"To save the layout, fill at least one of the fields and select save."}],"uid":"17d02da72b6a4c90bd491a26b0372ecd"},{"type":"li","attrs":{},"children":[{"text":"If added to an existing tab, the dynamic layout will be added as a new list item."}],"uid":"1c3c0ffa44814752af99ee07f35ececf"},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Add additional dynamic layouts of that same type using the “New Entry” button."}],"uid":"e5ac2f24537e43fba690a69fcad1c846"}],"uid":"5dd578b827914f8088338bd8097279b1"},{"type":"li","attrs":{},"children":[{"text":"If added as a new tab, a new tab will be created with a flat form of that dynamic layout."}],"uid":"48b134f540ce4105b242c1200722c15e"},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Select new entry to add any other dynamic layout as a list to the new tab just created."}],"uid":"cbf3ccb3ec644b2aa32d49baa5a339f4"}],"uid":"8ef257aa8dbe40c3a20b92d705251009"},{"type":"li","attrs":{},"children":[{"text":"Dynamic Layouts can be nested as many levels deep as you please by continuing to add new entries on existing Dynamic Layouts."}],"uid":"af33eaefd213487fa0ab6f7da218590c"},{"type":"li","attrs":{},"children":[{"text":"Bulk selecting dynamic layouts in the grid will provide the option to bulk edit or delete dynamic layouts."}],"uid":"bcf89ff5bb794ecbb7d51b1c45bf62ec"},{"type":"li","attrs":{},"children":[{"text":"Users have the ability to sort by any column in the grid."}],"uid":"7a9792aba60b430ba33b4ea8e77d4b7b"},{"type":"li","attrs":{},"children":[{"text":"Users can also add Dynamic Layouts to tabs in the case layout manager."}],"uid":"b479e82daae0411c9a92abcc61e36351"},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"This will ensure that Dynamic Layouts are always added to that case type when they are created in the future."}],"uid":"fa9cd16c7fcb41329fb32faff9662aba"}],"uid":"f93fee73fc234e7e89f67be30ff222df"},{"type":"li","attrs":{},"children":[{"text":"Within Settings > Dynamic Layouts manage the behavior, whether a layout is active or not, the order of columns and what columns are displayed."}],"uid":"fd0b8e45f94742c1b94d9b19625863bf"},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Further management of the layouts and ability to add new layouts is only available for NeosAI Platinum customers."}],"uid":"49823af91afe4f79a017bcf2143ced27"}],"uid":"927beb6d45944fb99fe72d6aab9211c8"}]},{"uid":"a01163bb4da0411cbdcdc4e087c9bfae","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"40902d1b14004643997c10555accbcca","type":"h3","attrs":{},"children":[{"text":"Executive Case Summary (NeosAI Platinum only)"}]},{"uid":"504b47c615d340c3a5011e3abea4bfb3","type":"p","attrs":{},"children":[{"text":"Use NeosAI to generate a helpful case summary (including a summary of the value data in the case), eliminating the need to review each tab and document separately to get an overview. The Executive Case Summary appears in the NeosAI side pane, making it easily accessible from anywhere in the case."}]},{"uid":"d933a70b13bb41b18e42f6ce7f87a879","type":"p","attrs":{},"children":[{"text":" "},{"text":"Note: Special Permission, “Show AI Case Summary in the Case Tab,” is required.","italic":true}]},{"uid":"0be2d5c21b204bf6b9d2f8ee70dba64b","type":"reference","attrs":{"display-type":"display","asset-uid":"blt6af698173d597e5d","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6af698173d597e5d/6818cf6a6c26f43d4ae5f6a5/case_summary.png","asset-name":"case_summary.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"case_summary.png","asset-alt":"case_summary.png","inline":false},"children":[{"text":""}]},{"uid":"6a652a65124745c6b0d5dfa5462d7313","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"f944d0f0501c4da2bbfbe66a82adea27","type":"p","attrs":{},"children":[{"text":"Why is this important?","bold":true}]},{"uid":"2455c726ae514c63bc130e62fe4971d3","type":"p","attrs":{},"children":[{"text":"The Executive Case Summary saves time by allowing users to quickly grasp the case’s content without reviewing the entire case and all related documents. Users can easily access key details and a financial overview of the case from any tab using the AI Case summary in the Tools sidebar; the Case Summary can also be emailed by using the three-dot menu in the top right of the summary."}]},{"uid":"57563b082faa4b759d8db6a29b926cbc","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"f14a8ffc3e104c5caa3904b6b668e4b2","type":"p","attrs":{},"children":[{"text":"How it works","bold":true}]},{"uid":"d7a632adb7d24ea6bef2eb88f25c785c","type":"p","attrs":{},"children":[{"text":"Refer to our Knowledge Base article (coming May 12) for step-by-step instructions on how to generate an Executive Case Summary."}]},{"uid":"867cfbf38a5548158887dbe23938fbd0","type":"p","attrs":{},"children":[{"text":"Tutorial video coming soon!","italic":true}]},{"uid":"94b9845e8db24ccebadf48b608f72b26","type":"p","attrs":{},"children":[{"text":" ","bold":true}]},{"uid":"cf094c21a7874de6a992b08e8d9b1409","type":"p","attrs":{},"children":[{"text":"Show Case Summary in NeosAI Tools side pane","italic":true}]},{"uid":"f15526f8122a47df99380ede99395e51","type":"ul","children":[{"type":"li","attrs":{},"children":[{"text":"Click NeosAI Tools button in the case header to open the NeosAI Tools side pane"}],"uid":"89868565b0f14d85afef455301a1e7b1"},{"type":"li","attrs":{},"children":[{"text":"New section Case in the side pane"}],"uid":"cbf8e48585094aa480caaa3d716889d4"},{"type":"li","attrs":{},"uid":"5ab9ea34f23d4edd8f153a36e0deb902","children":[{"text":"In a case without a summary generated, option to Generate the case summary"}]}],"attrs":{}},{"uid":"5c047cf1d0704fd6b99219dd8a4a7a58","type":"ul","children":[{"uid":"58fd5612f986486aabcaaa4a2bf05a24","type":"ul","attrs":{},"children":[{"uid":"2324033f7af94426943d33bad99f7309","type":"li","attrs":{},"children":[{"text":"Triggers the generation of the case summary"}]}]},{"type":"li","attrs":{},"children":[{"text":"In a case with a summary generated, option to View the case summary"}],"uid":"7054c889a0644fa997923021dea6cb96"},{"uid":"336689a2731547739f9f9d173835df85","type":"ul","attrs":{},"children":[{"uid":"d717bab79eaf4fbfb2de3ee65b533175","type":"li","attrs":{},"children":[{"text":"Shows the case summary in the side pane, including the state of the summary and the Financials data"}]},{"uid":"5967041930774ea58f1862eb3ae81c8c","type":"li","attrs":{},"children":[{"text":"Option to refresh the summary if changes were made to the case since it was generated"}]},{"uid":"f389abf7c1874f948f514b3af739aed2","type":"li","attrs":{},"children":[{"text":"3-dot menu with options to Refresh, Send as Email, Select Data Sources or Remove"}]}]},{"uid":"d7a2c8e0cc3e412280110af9c0f5433b","type":"li","attrs":{},"children":[{"text":"Same functionalities as equivalent options on the Case 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It enables attorneys to search, monitor, and manage active and archived cases, dockets, and court calendars in the trial courts of New York and New Jersey, as well as in 94 U.S. District Courts. 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a data source from the + menu"}]}],"attrs":{}},{"uid":"9ca99904666b4bb3a0972e39da2bead2","type":"h3","attrs":{},"children":[{"text":""}]},{"uid":"32b437455eaa48a4991aa4ed3c8a2e13","type":"reference","attrs":{"display-type":"display","asset-uid":"bltdfd690e7be411bb9","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdfd690e7be411bb9/6818e03ba50a9d0e09185fdd/neosaichat_record.png","asset-name":"neosaichat_record.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"neosaichat_record.png","asset-alt":"neosaichat_record.png","inline":false},"children":[{"text":""}]},{"uid":"937735ac2d47413e8261901e1f21c5e3","type":"h3","attrs":{},"children":[{"text":"Case Contacts Tab"}]},{"uid":"dba228af1b054d18a2ff0c16f9c049e3","type":"p","attrs":{},"children":[{"text":"New case tab that allows users to see all contacts used in a case from a single, interactive, and actionable list, enabling them to quickly identify 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This is an improvement over the related contacts side pane, which has limited information, actions and shows duplicative usage."}]},{"uid":"e20127d42c5a45e8a5b495366285c381","type":"p","attrs":{},"children":[{"text":"Why is this important?","bold":true}]},{"uid":"51846c6970374264ac1b869ede8f2381","type":"p","attrs":{},"children":[{"text":"This tab provides users with a single location to locate contacts and initiate a call, text, or email for expedient communication."}]},{"uid":"f190f424eca745eaa78fae74ea9cef82","type":"p","attrs":{},"children":[{"text":"How it works","bold":true}]},{"uid":"f20731d9fe294ad0a9183bb289a2de4b","type":"p","attrs":{},"children":[{"text":" Refer to our Knowledge Base for the full step-by-step instructions and details on the following:"}]},{"uid":"c87c7e5cf3774c3d8911e750c9837161","type":"ul","children":[{"uid":"eea042e1e84d4cb4a3240331ec30bdde","type":"li","children":[{"text":"Contact Tab Grid and Columns\r"}],"attrs":{}},{"uid":"5ae46cf3de9e450c8556760f1d6c2430","type":"li","children":[{"text":"Add Case Contacts Tab\r"}],"attrs":{}},{"uid":"d597d579336b4e52b74204a5ed38e543","type":"li","children":[{"text":"Contact Tab Print and Export\r"}],"attrs":{}},{"uid":"19be6def8138425c9742a9dc33fbf776","type":"li","children":[{"text":"Case Contacts Column Permissions"}],"attrs":{}}],"attrs":{}},{"uid":"99daf1c7fdd74ff980d21fc1a7338ebf","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1080935723","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"uid":"6b91da1d2b904962baa545e56849d6c9","type":"h3","attrs":{},"children":[{"text":""}]},{"uid":"01bebd173b964beb8c2809e4e011ae25","type":"h3","attrs":{},"children":[{"text":"Advanced Search"}]},{"uid":"6b4114cac19c46d79dd875a144031402","type":"p","attrs":{},"children":[{"text":"A new visualization of filters in Advanced Search has been created. 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"}],"attrs":{}}],"_version":25},"accordion":[{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"87d2d2effc0944248af508aa76c5370a","attrs":{},"children":[{"uid":"1074100efe5646be9f2b42a1671082ed","type":"p","children":[{"text":"AI Tags now Include data from Dynamic Layouts","italic":true}],"attrs":{}},{"uid":"3890811a8f3e467f96ecaf3d0ea9826a","type":"p","children":[{"text":"In the Data Sources dropdown, select one or more Dynamic Layout types to include"}],"attrs":{}},{"uid":"31bdfe0599294d509fee37a240d07cb5","type":"ul","children":[{"uid":"2b0e35fd37f54db3a5762520d7fe0c1c","type":"li","children":[{"text":"By default, all forms of the selected type(s) in the case will be included in the prompt"}],"attrs":{}},{"uid":"e18d5d401b1c454180a6dbf970d1c8c2","type":"li","children":[{"text":"Select one or more options from the Parent Types dropdown to limit the forms to only those with a parent of the selected type(s) (e.g. Case, Document, etc.)"}],"attrs":{}},{"type":"li","children":[{"text":"Fields from the form that are included in the prompt to AI include the Title, Date and any other columns that are populated"}],"attrs":{},"uid":"6465b92ee1674294a731c613a806e2c8"}],"attrs":{}},{"uid":"ed19b576dc7d42589d43fc6bfc72c193","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"2fdd7b7f1bc749a19d474abbd231de7f","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1065561374","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"uid":"f7656a61f00241f08203b1d9bb6e3dac","type":"p","children":[{"text":""}],"attrs":{}}],"_version":25}},{"accordion_title":"Why is this important? ","accordion_content":{"type":"doc","uid":"0d83519a7646403c993a9658d2b7e16e","attrs":{},"children":[{"uid":"eae3a289e29646ffb79d2f5f356f5d72","type":"p","attrs":{},"children":[{"text":"The option to include dynamic forms in the AI document generation process helps ensure more relevant and focused content creation. It also connects AI Document Extraction and AI Document Generation, providing information extracted from documents for use in the generation process. "}]}],"_version":25}}]},{"feature_title":"Variable Interest Calculator ","feature_subtitle":"","feature_content":{"type":"doc","uid":"ab9f0b3f0a65498c967dbd5421294c76","attrs":{},"children":[{"uid":"30188cf1b9134fc3a10625a1ed6e2b7d","type":"p","children":[{"text":"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."}],"attrs":{}}],"_version":25},"accordion":[{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"87c6b116f8014f128524ba65667727cc","attrs":{},"children":[{"uid":"6e45c0b397074bfcbcaa842502a1cc16","type":"p","children":[{"text":"Users with access to Preferences can now go to Firm Preferences > Time and Billing to view and modify their interest rates for any month in any year. The default rate is 0% until the user changes it."}],"attrs":{}},{"uid":"886453d5cddc4a3d8ca525267e612225","type":"p","children":[{"text":"These configured rates will be used when calculating interest in value using the “variable monthly interest” option."}],"attrs":{}},{"uid":"d3239564c2c84e5cbde354b99a4b599a","type":"p","children":[{"text":"Variable Interest Rate","italic":true}],"attrs":{}},{"uid":"4e778b8181d24add81ef01a1bcd6ea45","type":"ul","children":[{"type":"li","children":[{"text":"When users open the interest calculator in the value tab then they'll see a new checkbox labeled “Variable monthly interest”"}],"attrs":{},"uid":"46ce0eef419f40548010f8d9bb2ac1e3"},{"type":"ul","children":[{"type":"li","children":[{"text":"If checked, the 'Configure Rates' button will appear below the checkbox, allowing users to enter rates for any month they need to calculate interest. "}],"attrs":{},"uid":"a1b4ff19405144fa8055fe801b11bb2f"},{"type":"li","children":[{"text":"If Variable monthly checkbox is enabled the following calculation will be used to calculate total interest for all chosen value entries"}],"attrs":{},"uid":"7b435646f36b4e34bc246e86f4272eca"},{"type":"li","children":[{"text":"Interest calculation should be calculated for each month using this formula (compounding daily): i = (P * (1 + r/365) ^ (b-a)) – P"}],"attrs":{},"uid":"7d72b556325d42deb0cef5ce87641ca5"},{"type":"li","children":[{"text":"Please refer to the Knowledge Base for descriptions of each symbol "}],"attrs":{},"uid":"8d2c3057f80e4878bb3db2e03e0227e0"}],"attrs":{},"uid":"d7fbcd2c43fb415d8b12a76eb576b1eb"}],"attrs":{}},{"uid":"1c8b0ef0ff664b2c9a9d502a4840bf92","type":"p","children":[{"text":"NOTE","italic":true,"bold":true},{"text":": Users can also go to \"Firm Preferences\" Time & Billing to make adjustments to their Variable Interest Rates.","italic":true}],"attrs":{}},{"uid":"e495b362291142ba9dfb0029a760c308","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1065961948","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"uid":"b8f264e21eee493c997ec542715828f3","type":"p","children":[{"text":"","bold":true}],"attrs":{}}],"_version":25}},{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"aafb233fe3054e04b823962ee00fd356","attrs":{},"children":[{"uid":"0b5cba315e574ebdbe63b57dcaf4648a","type":"p","children":[{"text":"There are jurisdictions that statutorily dictate that the interest rates must align to a published rate guide that changes as the market rate shifts. Some firms that charge interest on Case-related costs or fees might need to apply a variable interest rate that may change periodically or monthly."}],"attrs":{}}],"_version":25}}]}],"enhancements_title":"Enhancements","enhancements":[{"enhancement_title":"NeosAI Document Extraction Enhancements","enhancement_subtitle":"NeosAI Platinum Only","enhancement_content":{"type":"doc","uid":"5e61cee1a77b4d1b856a8ec829b7f008","attrs":{},"children":[{"uid":"b9a27a1e801845189391683bbee71c06","type":"p","attrs":{},"children":[{"text":"Users can now: "}]},{"uid":"8edb84a5d9c142f59c226d855e9fc547","type":"ul","children":[{"type":"li","uid":"36aa7ae0dce745cfb9853dd3c66dd792","attrs":{},"children":[{"text":"View medical codes from AI extracted data in Advanced Search and on Dynamic Form Grids, making the data reportable and easily accessible. "}]},{"type":"li","uid":"bef218ddf5734aa08bdf98d63235c310","attrs":{},"children":[{"text":"View medical codes associated with the title column of a form by hovering over it in the Dynamics Layout Tab"}]},{"type":"li","uid":"36797819a7884652b17f526d910127ed","attrs":{},"children":[{"text":"Perform AI analysis on documents in bulk, eliminating the need to do it separately for each document."}]}],"attrs":{}}],"_version":25},"accordion":[{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"d122ca4592b24d7fb77b270e6c657c13","attrs":{},"children":[{"uid":"0a931b5ad200414d8492b7bee8416263","type":"p","attrs":{},"children":[{"text":"Viewing Medical Codes from AI Extracted Data in Advanced Search/Dynamic Forms ","italic":true}]},{"uid":"1bee9b2043044c7f8a69c2a39aa0b0f2","type":"p","attrs":{},"children":[{"text":"Advanced Search"}]},{"uid":"701d72a84e6249cb9d7d77ff7e795853","type":"ul","children":[{"type":"li","uid":"c821ad7b5e404e40a0e9772a0749791a","attrs":{},"children":[{"text":"Filters > Dynamic Layouts > Medical Codes"}]},{"type":"li","uid":"154787b3bf9f48f8a8132c35621537c8","attrs":{},"children":[{"text":"Codes: CPT Code / ICD10CM Code / UMLS Code / DXP Code / CSP Code / ICD10 Code / CCSR_ICD10PCS Code"}]},{"type":"li","uid":"dc94f86003d5475687c0cadef2f0818e","attrs":{},"children":[{"text":"When searching for a specific Dynamic Layout type, the above will also be options in Columns"}]},{"type":"li","uid":"40b66d530e8a4dbea7c36fb838a95260","attrs":{},"children":[{"text":"Will filter by or show as a column the medical code(s) associated with the Title column of the form"}]},{"type":"li","uid":"85d2ae5ed2ee420b990f7dc5385b3307","attrs":{},"children":[{"text":"Medical Codes are populated using the Medical Records Extraction on a Medical Records type document"}]}],"attrs":{}},{"uid":"d29a1a1eb8124306ba0408564d306b64","type":"p","children":[{"text":""},{"uid":"3a42f030bb784de19c8414aa42727e0f","type":"reference","attrs":{"display-type":"display","asset-uid":"blt60e2fec2ee97a8bc","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt60e2fec2ee97a8bc/67d08b5118b0844c25aab777/doc_extraction.png","asset-name":"doc_extraction.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"doc_extraction.png","asset-alt":"doc_extraction.png","inline":true},"children":[{"text":""}]},{"text":""}],"attrs":{}},{"uid":"2517dfc273cb42edac5d5aa06d1cb88c","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"2290d62f4c41457db1c67392bce7be59","type":"p","attrs":{},"children":[{"text":"Dynamic Layouts tab","italic":true}]},{"uid":"a238787fe2ea4b29b14312108c67f2c8","type":"p","attrs":{},"children":[{"text":"When there are Medical Codes associated to the Title column of a form, hover over the Title column to see the codes in the Dynamic Layouts tab"}]},{"uid":"3932b8765b314bf6a9c97732e1bb13d8","type":"p","attrs":{},"children":[{"text":"Performing AI analysis on documents in bulk","italic":true}]},{"uid":"b8eeb5a4bea847fc94ac640204fee040","type":"p","attrs":{},"children":[{"text":"Eliminates the need to do it separately for each document!"}]},{"uid":"2d66dd0c40e64957b066715d6e18af4d","type":"ul","children":[{"type":"li","uid":"e7f30013634644f8abdcd91f02a08d2e","attrs":{},"children":[{"text":"Select one or more documents from the Case, Provider, Intake, or Browse Documents"}]},{"type":"li","uid":"3324454c4b6c47448a024fe79caa3277","attrs":{},"children":[{"text":"Open Bulk Actions menu"}]},{"type":"li","uid":"610176e80fa943e884bd323527eb58c3","attrs":{},"children":[{"text":"Select Analyze with NeosAI option"}]},{"type":"li","uid":"74ff593703814a91a258f8038a3c5fb5","attrs":{},"children":[{"text":"Analysis will be run on each selected document based on the file type and document type. For example, if you select 2 documents, 1 Invoice type with .jpg extension and 1 Medical Record type with .pdf extension,"}]},{"uid":"da9977a453e34d35b2798a70b3eef25f","type":"ul","attrs":{},"children":[{"uid":"004cabaf2ad241ee8b8d9806dbadb067","type":"li","attrs":{},"children":[{"text":"the Invoice document will be summarized and the Invoice extraction performed"}]},{"uid":"0cbeaddff70d4230bbb5931905f16189","type":"li","attrs":{},"children":[{"text":"the Medical Record document will be summarized and the Medical Record and Contact extractions performed"}]}]}],"attrs":{}}],"_version":25}},{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"ff075a37047a42788987d063c50eaf06","attrs":{},"children":[{"uid":"5561313e789440cfa4f1f1694de0c2cb","type":"ul","children":[{"type":"li","uid":"1cbdade1fa7b469e99f322cc6a72a52c","attrs":{},"children":[{"text":"Gain easy access to medical codes from AI-extracted data facilitates better reporting and analysis"}]},{"type":"li","uid":"d4b54acadd04478384ba5ba1d164550b","attrs":{},"children":[{"text":"Streamlines the process of analyzing large amounts of medical data by making it easily searchable and viewable in Dynamic Layouts and Advanced Search."}]},{"type":"li","uid":"30c981df23c0461185ee3a1550dc7161","attrs":{},"children":[{"text":"Bulk AI analysis of documents increases efficiency, saves time, reduces manual effort"}]}],"attrs":{}}],"_version":25}}]},{"enhancement_title":"NeosAI Dynamic Forms UX Improvements","enhancement_subtitle":"NeosAI Platinum Only","enhancement_content":{"type":"doc","uid":"854aa7209ddf48dab4ba41ac9a05fc12","attrs":{},"children":[{"uid":"3d2f3349790447caafb5397751dfe669","type":"p","attrs":{},"children":[{"text":"The UX for Dynamic Forms has been updated making them easier to view/use."}]}],"_version":25},"accordion":[{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"59100c9ea5764a9593148fa37560da09","attrs":{},"children":[{"uid":"73045e51203342819cafe83601eee740","type":"p","children":[{"text":"Delete icons is now a trash can icon. Additionally, dynamic form entries now open in a full screen and allow users to navigate back to the case."}],"attrs":{}},{"uid":"78a9e937876344e88f0040c3c3586e5e","type":"p","attrs":{},"children":[{"text":""},{"uid":"6da47654be38454aa32279da01d44f80","type":"reference","attrs":{"display-type":"display","asset-uid":"blt65ad72fd506f329d","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt65ad72fd506f329d/67d0b990a01ee9623b060f3c/trash_can.png","asset-name":"trash_can.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"trash_can.png","asset-alt":"trash_can.png","inline":true},"children":[{"text":""}]},{"text":""}]}],"_version":25}},{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"1733a9b8fc4d40fa9b38b53f5ac43cd2","attrs":{},"children":[{"uid":"8cbec782f3664cbfbcd8e43eaf4d10d1","type":"p","attrs":{},"children":[{"text":"A simplified user experience makes dynamic forms easier to navigate and manage; also ensures users can return to the case quickly after working on dynamic forms."}]}],"_version":25}}]},{"enhancement_title":"Stamps.com Enhancements","enhancement_subtitle":"","enhancement_content":{"type":"doc","uid":"eef26d6574b84b18890ee665feff580d","attrs":{},"children":[{"uid":"9f400b50f70341eeaa0ef2ee9cefc754","type":"p","attrs":{},"children":[{"text":"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."}]},{"uid":"b238c7fbb6854330a6f5b29776009cda","type":"ul","children":[{"type":"li","uid":"f7e3ca16de594b42a1917f40319a7193","attrs":{},"children":[{"text":"The \"Add Funds\" external link has been replaced with an \"Add Funds\" button"}]},{"type":"li","uid":"b4183fe742624255a68b5d6889330780","attrs":{},"children":[{"text":"Users can toggle showing the return address on and off when creating First Class Mail postage"}]},{"type":"li","uid":"73d62358f7ae4c02baed37dd8851c4f0","attrs":{},"children":[{"text":"A new \"Postage\" note type and tab have been created and are visible in the Notes tab"}]},{"type":"li","uid":"fb5fd02931d647c6b527f474f9c65cd2","attrs":{},"children":[{"text":"Toggle was removed from Stamps.com Postage Note Creation. Now, postage notes are always created when printing postage"}]},{"type":"li","uid":"bf18796e8f8e42899e26d1b8edff3d44","attrs":{},"children":[{"text":"Users can reprint a batch of postage up to three times within 24 hours after purchase"}]},{"type":"li","uid":"4fdd0307038e47919ebc5544e55c37d7","attrs":{},"children":[{"text":"Users can cancel an entire batch of purchased postage "}]},{"type":"li","uid":"d3dfcff6b47d4735965957a6d714ceb2","attrs":{},"children":[{"text":"Users can click the new \"Sign Out\" button next to the account balance to trigger the credentials modal to restart the postage workflow with a different account"}]}],"attrs":{}}],"_version":25},"accordion":[{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"1fd56369282746259dae58dc17c4c722","attrs":{},"children":[{"uid":"a8dccf83c85f49e48f1185fb52058ec7","type":"p","attrs":{},"children":[{"text":"Refer to the Knowledge Base article on Stamps.com for instructions on for use (Reprint Postage - KB 2086 and Cancel Postage - KB 2087). "}]},{"uid":"e89d70721384458cbc25f925f7d127d5","type":"p","attrs":{},"children":[{"text":""},{"uid":"c338c7e5b17e4748a2a44dd205ea2242","type":"a","attrs":{"url":"https://www.stamps.com/?utm_source=product+release&utm_medium=website&utm_campaign=assembly_neos","target":"_blank"},"children":[{"text":"Sign up for your Stamps.com account today"}]},{"text":" to use in Neos (make sure to put ASSEMBLY SOFTWARE in the promo field)!"}]}],"_version":25}}]},{"enhancement_title":"LEDES Enhancements","enhancement_subtitle":"","enhancement_content":{"type":"doc","uid":"662cb91e7eb74dc4bec0be4c9bdae87b","attrs":{},"children":[{"uid":"05b2decaeb7e4e53b1de5a2c2ed88d3e","type":"p","attrs":{},"children":[{"text":"An \"Append Matter ID\" checkbox (which requires LEDES billing to be enabled) has been added as an option when downloading a LEDES invoice. "}]},{"uid":"219be28743a0412e920e42a34820772b","type":"p","attrs":{},"children":[{"text":"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."}]},{"uid":"500bd62306074206b03418e2c721350c","type":"p","attrs":{},"children":[{"text":"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."}]}],"_version":25},"accordion":[{"accordion_title":"How it works","accordion_content":{"type":"doc","uid":"c4e888ea300e4f6da9f31fa0e3bb6f64","attrs":{},"children":[{"uid":"b0caff9f6f254686823445ae44859465","type":"p","attrs":{},"children":[{"text":"New option added to the LEDES98B Invoice Download modal","italic":true}]},{"uid":"42552e3102634068a3904268e6f04069","type":"ul","children":[{"type":"li","uid":"22f30cefc7bf4e9993154ee0f2aa6684","attrs":{},"children":[{"text":"After Billing Period End and before the all-caps description, user will see a checkbox option for \"Append Matter ID to Each Line Item\" "}]},{"uid":"3f4505a6b81648138855cca6b80c2848","type":"ul","attrs":{},"children":[{"type":"li","uid":"024ee107763d4bbbb1b7aa40775b9c96","attrs":{},"children":[{"text":"This will map the Law Firm Matter ID to both the Law Firm Matter ID and Client Matter ID if enabled"}]}]}],"attrs":{}},{"uid":"332dbaec692444d0aa918c1872d4c59f","type":"p","children":[{"text":""},{"uid":"935eb7b5c8b94f4783d0447a8fcbe0e9","type":"reference","attrs":{"display-type":"display","asset-uid":"blt87c57fbb37b31b2b","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt87c57fbb37b31b2b/67d083c7ffac1946981bf47e/ledes_invice.png","asset-name":"ledes_invice.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"ledes_invice.png","asset-alt":"ledes_invice.png","inline":true},"children":[{"text":""}]},{"text":""}],"attrs":{}},{"uid":"2ea254e3d5c149cc9ef28f3d07ad227e","type":"p","attrs":{},"children":[{"text":"Added Client ID Dropdown in Firm Preferences","italic":true}]},{"uid":"8bee3041b83d4a64ba5e7e29dd153a61","type":"ul","children":[{"type":"li","uid":"97994df8ad184c0387721aae86bef27e","attrs":{},"children":[{"text":"Client ID dropdown in Firm Preferences that allows users to choose from:"}]},{"uid":"57a70f96d9754ff49eba16064743adc2","type":"ul","attrs":{},"children":[{"type":"li","uid":"f8b390dfcab3407c94e56aa9707cc2df","attrs":{},"children":[{"text":"Client ID (default selection)"}]},{"uid":"e6b585f50b0347ac9bac620862a14edb","type":"li","attrs":{},"children":[{"text":"Alternative Case Number Label 1"}]},{"uid":"8f490bbf89454c788e75b92c0a984574","type":"li","attrs":{},"children":[{"text":"Alternative Case Number Label 2"}]},{"uid":"d7c47120a70848e8a061c3f1f56fb5b2","type":"li","attrs":{},"children":[{"text":"This selection will inform the value mapped to the \"Client ID\" in LEDES98B export"}]}]}],"attrs":{}}],"_version":25}},{"accordion_title":"Why is this important?","accordion_content":{"type":"doc","uid":"747f7ec303724589805f4f7e332bd25f","attrs":{},"children":[{"uid":"8f4fa40c56e8491588e8f59c6da1f370","type":"p","attrs":{},"children":[{"text":"Provides greater flexibility in how the Law Firm Matter ID and Client Matter ID are mapped in the LEDES98B export, improving consistency and accuracy in billing data."}]},{"uid":"dde0e1691c2c4a919a4122d044297cbd","type":"p","attrs":{},"children":[{"text":"It also allows firms to customize their Client ID mapping based on their preferences to accommodate different billing structures and workflows."}]}],"_version":25}}]},{"enhancement_title":"Outlook Add-In Enhancements","enhancement_subtitle":"Customer Request","enhancement_content":{"type":"doc","uid":"80bad562e2a5431aacea2a4ee0b8f1e0","attrs":{},"children":[{"uid":"03c4c4abe324424389aedee21237ea68","type":"p","attrs":{},"children":[{"text":"Updated error header and link icon. 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"}],"attrs":{}},{"uid":"993ce0190440484bb45d1b1193f081f9","type":"p","children":[{"text":"How it works","bold":true}],"attrs":{}},{"uid":"d61b1494719e4c6fa6bc6b5c23a0aeec","type":"p","children":[{"text":"AI Tags now Include data from Dynamic Layouts","italic":true}],"attrs":{}},{"uid":"fa36738f1d4147399f95d81784c8a8d1","type":"p","children":[{"text":"In the Data Sources dropdown, select one or more Dynamic Layout types to include"}],"attrs":{}},{"uid":"3c02a6a571284747941f6770e54ba4e7","type":"ul","children":[{"uid":"3cdd5482704d4088b11dea85c4522296","type":"li","children":[{"text":"By default, all forms of the selected type(s) in the case will be included in the prompt"}],"attrs":{}},{"uid":"c7e167bd10134ceabeafbdd12c33c6e6","type":"li","children":[{"text":"Select one or more options from the Parent Types dropdown to limit the forms to only those with a parent of the selected type(s) (e.g. Case, Document, etc.)"}],"attrs":{}},{"type":"li","children":[{"text":"Fields from the form that are included in the prompt to AI include the Title, Date and any other columns that are populated"}],"attrs":{},"uid":"bc93999add8949bebb17f0a18ffbcca4"}],"attrs":{}},{"uid":"a862ac66056947ee98fc870d944a5235","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"2b61e5a74909456996a8f57c782018a5","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1065561374","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"type":"p","children":[{"text":""}],"attrs":{},"uid":"45d73f8c0c534b1a89103cbc0616b8e5"},{"uid":"17e50cb022a94fa2a1170d97dc404b90","type":"p","children":[{"text":"Why is this important? ","bold":true}],"attrs":{}},{"uid":"bc164bbb20394b6eb9d5dab54806797d","type":"p","attrs":{},"children":[{"text":"The option to include dynamic forms in the AI document generation process helps ensure more relevant and focused content creation. It also connects AI Document Extraction and AI Document Generation, providing information extracted from documents for use in the generation process. "}]},{"uid":"fe1b7eb98a6449aa8da039233b82a57c","type":"p","children":[{"text":"When to use it","bold":true}],"attrs":{}},{"uid":"ba8861c9460744dfba313b81f59a4a98","type":"ul","children":[{"uid":"a4d7bfdefd024bdda2db3a19c78bfc34","type":"li","attrs":{},"children":[{"text":"When using NeosAI to generate documents that require specific content from dynamic forms for a more tailored output. "}]},{"uid":"c28122976c45438faf6cd255153e89cd","type":"li","attrs":{},"children":[{"text":"During document assembly to ensure only relevant data from dynamic forms is included in the AI-generated content."}]}],"attrs":{}},{"uid":"8b2d915294834e758c0cad26bd7cbe7a","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"136352735f3245ed8ce0d4f660424ca3","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"118cbadb9f8640629c8a164fe826faa1","type":"h3","children":[{"text":"Variable Interest Calculator "}],"attrs":{}},{"uid":"63e37143b16a48afa7a4accfa97eca52","type":"p","children":[{"text":"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."}],"attrs":{}},{"uid":"72550226fb1542ce9006e6b04a1b5ea0","type":"p","children":[{"text":"How it works","bold":true}],"attrs":{}},{"uid":"2283bb875a364bbc8d5b7034e698c0ae","type":"p","children":[{"text":"Users with access to Preferences can now go to Firm Preferences > Time and Billing to view and modify their interest rates for any month in any year. 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"}],"attrs":{},"uid":"43fe681dbfce4af7b496615ca84e9b90"},{"type":"li","children":[{"text":"If Variable monthly checkbox is enabled the following calculation will be used to calculate total interest for all chosen value entries"}],"attrs":{},"uid":"8ff1f5d7a2ee4a30907b4c6a32241aeb"},{"type":"li","children":[{"text":"Interest calculation should be calculated for each month using this formula (compounding daily): i = (P * (1 + r/365) ^ (b-a)) – P"}],"attrs":{},"uid":"7e9efd6fe82e4084a134adc6deb763ef"},{"type":"li","children":[{"text":"Please refer to the Knowledge Base for descriptions of each symbol "}],"attrs":{},"uid":"2ff9a0e7b23c4ce0b33b9740bc028dc3"}],"attrs":{},"uid":"cf737604f8a84fc3b5bd5943067d7fa8"}],"attrs":{}},{"uid":"219c50994b3d45e88b1f461af3fe343e","type":"p","children":[{"text":"NOTE","italic":true,"bold":true},{"text":": Users can also go to \"Firm Preferences\" Time & Billing to make adjustments to their Variable Interest Rates.","italic":true}],"attrs":{}},{"uid":"6d4d396297ae47bda0fa3cc6631b3dda","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1065961948","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"uid":"043bfaca14d345e384a0620125a24cef","type":"p","children":[{"text":"Why is this important?","bold":true}],"attrs":{}},{"uid":"74a6cb2b491d4b3989c24a418bc69468","type":"p","children":[{"text":"There are jurisdictions that statutorily dictate that the interest rates must align to a published rate guide that changes as the market rate shifts. Some firms that charge interest on Case-related costs or fees might need to apply a variable interest rate that may change periodically or monthly."}],"attrs":{}},{"uid":"c01116e42143473b99f38ffc0be61c39","type":"p","children":[{"text":"When to use it","bold":true}],"attrs":{}},{"uid":"ff2d8ab6da44478ba6c0b484fbd0cddf","type":"p","children":[{"text":"When calculating daily compounding interest on a value item where the rate may vary from month to month. This could occur periodically throughout a Case or upon settlement of a Case."}],"attrs":{}},{"uid":"ecf56b26edeb45069379737e1822b0e6","type":"p","children":[{"text":"\n","bold":true}],"attrs":{}},{"type":"h2","uid":"2ac0936d76ef48fcac2b4d320bd116ca","attrs":{},"children":[{"text":"Enhancements"}]},{"type":"h3","uid":"07716a1cd8844e4e964888689362dd58","attrs":{},"children":[{"text":""}]},{"type":"h3","uid":"9716ef8034254f9ab1593bdc7edd5611","attrs":{},"children":[{"text":"NeosAI Document Extraction Enhancements (NeosAI Platinum Only)"}]},{"type":"p","uid":"4c3328a6b1a74dcaa412cdb29bc82830","attrs":{},"children":[{"text":"Users can now: "}]},{"uid":"9e69f25e399a4be7a3440a6721dcd35c","type":"ul","children":[{"type":"li","uid":"c869ebdb59e34897aafc454145bd2455","attrs":{},"children":[{"text":"View medical codes from AI extracted data in Advanced Search and on Dynamic Form Grids, making the data reportable and easily accessible. "}]},{"type":"li","uid":"ac76d29d93f34c3590a1d1e1a48a73a5","attrs":{},"children":[{"text":"View medical codes associated with the title column of a form by hovering over it in the Dynamics Layout Tab"}]},{"type":"li","uid":"e9c1853add45476db34ebfcaed1324ba","attrs":{},"children":[{"text":"Perform AI analysis on documents in bulk, eliminating the need to do it separately for each document."}]}],"attrs":{}},{"type":"p","uid":"50a7e0103737438b8d1937ea972199a2","attrs":{},"children":[{"text":"How it works","bold":true}]},{"type":"p","uid":"83c49d7d14504d588260447394a31668","attrs":{},"children":[{"text":"Viewing Medical Codes from AI Extracted Data in Advanced Search/Dynamic Forms ","italic":true}]},{"type":"p","uid":"bc5ee3ef5af1410ca9288bef8406e6d4","attrs":{},"children":[{"text":"Advanced Search"}]},{"uid":"33b1d53e3d3244fcad9c27c26db590ea","type":"ul","children":[{"type":"li","uid":"f6fe59d4d2ec4a7cb9952c8dc3e69c79","attrs":{},"children":[{"text":"Filters > Dynamic Layouts > Medical Codes"}]},{"type":"li","uid":"28d01e8f6bd440c9b8a3086378d8d435","attrs":{},"children":[{"text":"Codes: CPT Code / ICD10CM Code / UMLS Code / DXP Code / CSP Code / ICD10 Code / CCSR_ICD10PCS Code"}]},{"type":"li","uid":"8626a153f5df48a285d1b5bd297b2fad","attrs":{},"children":[{"text":"When searching for a specific Dynamic Layout type, the above will also be options in Columns"}]},{"type":"li","uid":"c1ecf9c5862b47e1b564a1b0f2bbd7b0","attrs":{},"children":[{"text":"Will filter by or show as a column the medical code(s) associated with the Title column of the form"}]},{"type":"li","uid":"9766f545311847cfacdf599163c0f3dd","attrs":{},"children":[{"text":"Medical Codes are populated using the Medical Records Extraction on a Medical Records type document"}]}],"attrs":{}},{"uid":"d470974af3134b5d9a5b940408e9c474","type":"reference","attrs":{"display-type":"display","asset-uid":"blt60e2fec2ee97a8bc","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt60e2fec2ee97a8bc/67d08b5118b0844c25aab777/doc_extraction.png","asset-name":"doc_extraction.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"doc_extraction.png","asset-alt":"doc_extraction.png","inline":false},"children":[{"text":""}]},{"uid":"ed91bd62dde3404a985c682ebae865da","type":"p","children":[{"text":""}],"attrs":{}},{"type":"p","uid":"f170fc4ce0694051ba44666ebfca8ec8","attrs":{},"children":[{"text":"Dynamic Layouts tab","italic":true}]},{"type":"p","uid":"f2f82f22b49e46db9d8f50f59042a486","attrs":{},"children":[{"text":"When there are Medical Codes associated to the Title column of a form, hover over the Title column to see the codes in the Dynamic Layouts tab"}]},{"type":"p","uid":"8e4f10dfa1254ec191adcb38335938a4","attrs":{},"children":[{"text":"Performing AI analysis on documents in bulk","italic":true}]},{"type":"p","uid":"9bfbf409e90643a195a2e3e29fd612b3","attrs":{},"children":[{"text":"Eliminates the need to do it separately for each document!"}]},{"uid":"cb0019ee43d145319877c4e56a06cf87","type":"ul","children":[{"type":"li","uid":"e5c43f66ee3d4aa995bd1abdcfa2b3b3","attrs":{},"children":[{"text":"Select one or more documents from the Case, Provider, Intake, or Browse Documents"}]},{"type":"li","uid":"c09672b94a8b4a23a6f54dbc394a3516","attrs":{},"children":[{"text":"Open Bulk Actions menu"}]},{"type":"li","uid":"e05dd156717e44d9a941ee2702bf2a7e","attrs":{},"children":[{"text":"Select Analyze with NeosAI option"}]},{"type":"li","uid":"d5f78b737190418883dd3b397b0cce2d","attrs":{},"children":[{"text":"Analysis will be run on each selected document based on the file type and document type. 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Users can also choose to save the cost of the postage to the case as a case expense."}]},{"uid":"bff16cc71063478b8766896cad40678a","type":"ul","children":[{"type":"li","uid":"487116e2843b435d801b438e3b785fc5","attrs":{},"children":[{"text":"The \"Add Funds\" external link has been replaced with an \"Add Funds\" button"}]},{"type":"li","uid":"f00f59ca0c354b9fb82fd2d4024ac807","attrs":{},"children":[{"text":"Users can toggle showing the return address on and off when creating First Class Mail postage"}]},{"type":"li","uid":"b44e023c6a394c7285f81b4188790ceb","attrs":{},"children":[{"text":"A new \"Postage\" note type and tab have been created and are visible in the Notes tab"}]},{"type":"li","uid":"2463e47fa46f4b2196df3e73d40c2755","attrs":{},"children":[{"text":"Toggle was removed from Stamps.com Postage Note Creation. Now, postage notes are always created when printing postage"}]},{"type":"li","uid":"e08c5c37e03041e0b1ed8ed9fc7ed2cf","attrs":{},"children":[{"text":"Users can reprint a batch of postage up to three times within 24 hours after purchase"}]},{"type":"li","uid":"de451f8eb4584c8092b1f3f517959060","attrs":{},"children":[{"text":"Users can cancel an entire batch of purchased postage "}]},{"type":"li","uid":"d3090202b1f9443da0f65aa89e4d514a","attrs":{},"children":[{"text":"Users can click the new \"Sign Out\" button next to the account balance to trigger the credentials modal to restart the postage workflow with a different account"}]}],"attrs":{}},{"type":"p","uid":"add46721f06e47ca909a3dbd16b92188","attrs":{},"children":[{"text":"How it works","bold":true}]},{"type":"p","uid":"910f042485144b75b0d916ea31806c12","attrs":{},"children":[{"text":"Refer to the Knowledge Base article on Stamps.com for instructions on for use (Reprint Postage - KB 2086 and Cancel Postage - KB 2087). "}]},{"type":"p","uid":"33b987f7cf8a48fcb01523af765582c6","attrs":{},"children":[{"text":""},{"uid":"1de9ce7b80ae461ca00dedb2b3428c1e","type":"a","attrs":{"url":"https://www.stamps.com/?utm_source=product+release&utm_medium=website&utm_campaign=assembly_neos","target":"_blank"},"children":[{"text":"Sign up for your Stamps.com account today"}]},{"text":" to use in Neos (make sure to put ASSEMBLY SOFTWARE in the promo field)!"}]},{"type":"p","uid":"045296bc68144de6b3d798a67edf05e9","attrs":{},"children":[{"text":""}]},{"type":"h3","uid":"798d43026a7c4bb1b09763d9568c5cdd","attrs":{},"children":[{"text":"LEDES Enhancement"}]},{"type":"p","uid":"eeb8c23ff6424ed8b15be9b2fd2ce020","attrs":{},"children":[{"text":"An \"Append Matter ID\" checkbox (which requires LEDES billing to be enabled) has been added as an option when downloading a LEDES invoice. 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Highlight/select the Choose Type text and begin typing the desired Type value "}]},{"type":"li","uid":"c7108a3588254bee9535dba51a5e1009","attrs":{},"children":[{"text":"Once Type has been selected then users can leverage the same workflow to select the Category"}]},{"type":"li","uid":"8ae04e88fd3e42109750c7156a6efe47","attrs":{},"children":[{"text":"Users can also click the dropdown arrow at the right of the Choose Type or Choose Category boxes to view and select available values"}]}],"attrs":{}},{"type":"p","uid":"a2487078892a4191b3969e6b5b63ed52","attrs":{},"children":[{"text":"Why is this important?","bold":true}]},{"type":"p","uid":"4ae9ed495a724d0d8a018dc51c17e3a8","attrs":{},"children":[{"text":"Resolves "},{"uid":"643c7a982a8c4ebf970eb6e9b93fad55","type":"a","attrs":{"url":"https://ideas.assemblysoftware.com/ideas/NEED50-I-867","target":"_blank"},"children":[{"text":"customer requests"}]},{"text":" for making it easier to search for note topic and type/category."}]},{"type":"p","uid":"74f4ccab1def48779acf971baa71b41c","attrs":{},"children":[{"text":"","bold":true}]},{"type":"h3","uid":"7fae5e48ca6449f8b9788be3e12e3388","attrs":{},"children":[{"text":"Memo and Description in Sync"}]},{"type":"p","uid":"89d470bd364f4a53b5284e44c8b5d8a8","attrs":{},"children":[{"text":"The description on billable time entries will now sync with the Memo field on the linked value item. "}]},{"type":"p","uid":"1dd3eebaf33049f3b8e6bb8e09b6fae8","attrs":{},"children":[{"text":"How it works","bold":true}]},{"uid":"829de503bbf44df2805ece4e93195615","type":"ul","children":[{"type":"li","uid":"7e426d71ff81493ba47b185cb1029695","attrs":{},"children":[{"text":"Go to Settings > Firm Preferences > Time & Billing > Enable Time Description and Value Memo Sync"}]},{"uid":"bf19a8cd7e4d4a4e83a7e8e2b908fbb7","type":"ul","attrs":{},"children":[{"type":"li","uid":"6945dd4e8b3c42a9b977d67b897a6f5e","attrs":{},"children":[{"text":"OFF by default"}]}]},{"type":"li","uid":"ce93e10215d54623953380ab142aab21","attrs":{},"children":[{"text":"When OFF, functions the same as today"}]},{"uid":"7ca702753daa44b0b395c01a63b400de","type":"ul","attrs":{},"children":[{"type":"li","uid":"bc2e5736d9534b8f92b581934bcd5df2","attrs":{},"children":[{"text":"Time Description is copied to Value Memo at the time the value item is created. changes on either side are not synced"}]}]},{"type":"li","uid":"a7b49a6dd3204d21b9eb412dd0bd74dc","attrs":{},"children":[{"text":"When ON, changes to the Time Description or Value Memo are synced back and forth"}]},{"uid":"480969431737495ea45844b92212283b","type":"ul","attrs":{},"children":[{"type":"li","uid":"01226c97e0a64b78a2f01a8e404c5bca","attrs":{},"children":[{"text":"When looking at a Value Item with a Time type value code, Memo will be locked and changes to Description will sync to it"}]}]}],"attrs":{}},{"uid":"33ddfabec77f4aaea334b97581a02f3a","type":"p","children":[{"text":"Why is this important?","bold":true}],"attrs":{}},{"uid":"2c62ffb8d0e64300a950afb61eb566f5","type":"ul","children":[{"uid":"99e99a4c53864dabba6bde68e6b13f14","type":"li","attrs":{},"children":[{"text":"Ensures consistency between billable time entries and linked value items, reducing errors and improving data integrity"}]},{"uid":"7aba9355064e4f429eaf9a5ca5344d0f","type":"li","attrs":{},"children":[{"text":"Automatically syncing descriptions between the Time Description and Value Memo fields saves time and eliminates the need for manual updates"}]}],"attrs":{}},{"uid":"6c6e1dd1f4ad4436885be68a284cb887","type":"p","children":[{"text":"When to use","bold":true}],"attrs":{}},{"uid":"327a9628790b4775a1b6b4c2dbe1f293","type":"ul","children":[{"uid":"a2ad6c3317e44f23bad41096c0b84f06","type":"li","attrs":{},"children":[{"text":"When synchronization for time entries and value items is required for better billing accuracy"}]},{"uid":"1cdb6867e6204ef1bdb057b7bb50670f","type":"li","attrs":{},"children":[{"text":"During case review or billing processes, where consistency in the value items' descriptions and time entries is crucial"}]}],"attrs":{}},{"type":"h3","uid":"189cc05308334ee286a218e73c9b3460","attrs":{},"children":[{"text":""}]},{"type":"h3","uid":"ed5d6464bbe84f03935cd1cdc2a97c3c","attrs":{},"children":[{"text":"Case Name Enhancement (Customer Request)"}]},{"type":"p","uid":"fd5cc45e0c644ed58e5749bdd5d859a0","attrs":{},"children":[{"text":"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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Leveraging the Settlement Interest Calculator in Neos greatly simplifies the settlement workflow, decreasing stress and giving you time back. "}]},{"uid":"4719115fde8e4404998e1a5893f5eb32","type":"p","attrs":{},"children":[{"text":"When to use ","bold":true}]},{"uid":"2d650ca7b29f4050ba7d697ce2d34544","type":"p","attrs":{},"children":[{"text":"When a firm charges interest on the costs that have been paid up front on behalf of their client, such as medical bills, they can then calculate interest on those costs and include them in the settlement workflow. A grid will appear on the right-hand side showing the total interest for each value item and the total interest for all items summed for the user to review. 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Users can also choose to save the cost of the postage to the case as a case expense."}]},{"uid":"71dde904428a4146b1a5aad6fc855b3f","type":"p","attrs":{},"children":[{"text":""},{"uid":"f0daf250bf85497aaf639b94cc8efec6","type":"a","attrs":{"url":"https://registration.stamps.com/registration/profile","target":"_blank"},"children":[{"text":"Sign up for a Stamps.com account"}]},{"text":" before you activate in Neos!"}]},{"uid":"c39f0aa308f944488781f20f057264c0","type":"p","attrs":{},"children":[{"text":"How it works","bold":true}]},{"uid":"1e33ca55734c4b66a633e9300309d8e6","type":"p","attrs":{},"children":[{"bold":true,"text":""}]},{"uid":"acf2db6df43d4cfb88c3f84ac1e374f9","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1049795080","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"uid":"0e3e127e2de64c43890d1b736f301688","type":"p","attrs":{},"children":[{"text":"Activate Stamps.com in 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in"}]},{"uid":"858656941571409f8883c1cf8f0000df","type":"ul","attrs":{},"children":[{"uid":"9ed91a78e52e4500b92dff3102354fea","type":"li","attrs":{},"children":[{"text":"A user's session lasts for 7 days "}]}]}],"id":"4cdef2e03ac04911a137def395da4d9a","attrs":{}},{"uid":"c3dc379f66cd4f009d58e36113173ac5","type":"p","attrs":{},"children":[{"text":"Printing Postage","italic":true}]},{"uid":"f708d154d8e34e1a82a89979df5f8833","type":"p","attrs":{},"children":[{"text":"Select Address"}]},{"uid":"407c28d377454e58a11d7fc35b897015","type":"ul","children":[{"uid":"3584057ffbdf4ab7addc700c5c1facb6","type":"li","attrs":{},"children":[{"text":"Users will be able to sort and select addresses from all of the following case contact roles:"}]},{"uid":"ce41c88633b44bacb63b4327ba7fce64","type":"ul","attrs":{},"children":[{"uid":"98f6c7e7780b4dfaabe86adf683afcb3","type":"li","attrs":{},"children":[{"text":"Party, Counsel, Insurer, Adjuster, Court, Billing Client, Negotiator, Judge, Police, Value 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as-is"}]}],"id":"70e022cd30aa4773bc937c1c1439e2d8","attrs":{}},{"uid":"f890e7ce69364047a85cf1437d0608b3","type":"p","attrs":{},"children":[{"text":"The user can move to the Shipping Details Screen once a selection as been made on each address requiring a validation response."}]},{"uid":"640f454f78b74cc5861b8e508ffd7510","type":"p","attrs":{},"children":[{"text":"Shipping Details","italic":true}]},{"uid":"055659717e0f4701b0925f38aec71264","type":"p","attrs":{},"children":[{"text":"For more information on Shipping Details, refer to the Knowledge Base article 2077. The Knowledge Base is accessible through the question mark in the top right-hand corner of Neos. "}]},{"uid":"fad10cebb6de4680916b24296e448c94","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"52e7095e42454d7287eebb013c7269da","type":"p","attrs":{},"children":[{"text":"Review Total Cost","italic":true}]},{"uid":"b9c2bf8ac9634f2094595814fba14816","type":"ul","children":[{"uid":"4439d761d2344c279432eb48c16539db","type":"li","attrs":{},"children":[{"text":"Displays a breakdown of the add-on(s) cost on the left and a cost per piece of postage on the right"}]},{"uid":"8121923ba13b4fde9d019a11c179c3fe","type":"li","attrs":{},"children":[{"text":"Displays total number of labels and the total cost"}]},{"uid":"269a9486650d4073a4df28cf6f0e7b6a","type":"li","attrs":{},"children":[{"text":"View/Print Sample opens up a voided printable PDF of one label"}]}],"id":"71eff20918e241c19133e6ab2ac07f64","attrs":{}},{"uid":"3fd6c483f5234036ab044e07f898f9a6","type":"reference","attrs":{"display-type":"display","asset-uid":"blt88d960fc38da07af","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt88d960fc38da07af/678c2682a36eeb2b8d305df9/reviewstampsl.png","asset-name":"reviewstampsl.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"reviewstampsl.png","asset-alt":"reviewstampsl.png","inline":false},"children":[{"text":""}]},{"uid":"653afb00b0384e1aa35dafdc8e1e32a6","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"62119a9e5a6d48ed902ea2ef36306a4d","type":"p","attrs":{},"children":[{"text":"Insufficient Funds","italic":true}]},{"uid":"06df0805a7ad44d39a6e8ea3be882a62","type":"ul","children":[{"uid":"bb877e5f5afb4e17a74309ef1ed0aa02","type":"li","attrs":{},"children":[{"text":"If the user's stamps.com account balance does not have sufficient funds to cover the total amount, a warning banner is displayed "}]},{"uid":"1f74cd7cffc54dd181a0f4a5f15ba4ff","type":"li","attrs":{},"children":[{"text":"The Add Funds link will take the user to their Stamps.com account in a new tab and allow them to add funds directly. "}]},{"uid":"0317a22868404c2fbffea160f8656a0a","type":"li","attrs":{},"children":[{"text":"The Refresh button will update the new account balance and allow the user to proceed through the workflow"}]}],"id":"b83b2b9ab0be4a848b3545804d91713d","attrs":{}},{"uid":"1ac1a73afe7c433b846f60f87b435b2a","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"5e22cad94ff54cd4bd9d5d804b16155d","type":"p","attrs":{},"children":[{"text":"Confirm Pay & Print","italic":true}]},{"uid":"deb0317c8a1b418d83ec970f8b1b8da2","type":"p","attrs":{},"children":[{"text":"Selecting Pay and Print will initiate the creation and download of your printable pdf of your postage and any corresponding notes and value items are created."}]},{"uid":"a4fddba08af44147853f618cfbc0d12d","type":"p","children":[{"text":"Why is this important?","bold":true}],"attrs":{}},{"uid":"68e395454b464c19a30494408546bbdc","type":"p","children":[{"text":"No more waiting in line at the post office! This will save a significant amount time when snail mail is required. "}],"attrs":{}},{"uid":"3cd0b98da75047cfb8c09c77193de351","type":"p","children":[{"text":"When to use ","bold":true}],"attrs":{}},{"uid":"54a4ab6388b843178042fe3928fd1594","type":"p","children":[{"text":"When mailing anything to your clients or the providers in the case."}],"attrs":{}},{"uid":"32f5879b043b47f7b638c1f78895c4b9","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"6b815a67d4774e1eb4940bb98419b077","type":"h2","attrs":{},"children":[{"text":"Enhancements"}]},{"uid":"f5bc5f476ee54773ae17e690f1ed2ce0","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"5c15a643ea4541d5a8276dbd7a23a66d","type":"h3","attrs":{},"children":[{"text":"Value Filters to Subtotals"}]},{"uid":"1af03d27dc0e4e9d90ae47045df13057","type":"p","attrs":{},"children":[{"text":"Users will see that any filters applied to their \"Values List\" will also apply to the subtotal, allowing the display of only subtotal values. If a user selects specific rows in the \"Values List,\" only those selected values will be included in the subtotal calculation."}]},{"uid":"dd6381c6df9045acb73feb3944087eec","type":"p","attrs":{},"children":[{"text":"Why is this important? ","bold":true}]},{"uid":"4ea61e70d4064bc886fcc42d91f79c20","type":"p","attrs":{},"children":[{"text":"Users no longer need to manually calculate subtotals for a party or provider, cutting down administrative labor. "}]},{"uid":"4714b6f92b31444bbbb53c55ceae40cc","type":"p","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"uid":"f59064411fbe43018d573bf89fa1eebf","type":"p","attrs":{},"children":[{"text":"When users need to do quick math on the fly for a specific provider or party in a case that subtotals the related value items."}]},{"uid":"0a0061d0602f4f5fa7dd7cee6939fca2","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ee0d4013b6b74126b087668a6368323c","type":"h3","attrs":{},"children":[{"text":"Multi-Recipient Advanced Search Subscriptions"}]},{"uid":"2fd94a1f0e644313998602ab12d96f5b","type":"p","attrs":{},"children":[{"text":"Users can now add more than one email to the Advanced Search subscription."}]},{"uid":"0c25ede02f6b43fd9cf1399d17d127b0","type":"p","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"uid":"e887b1d203704c24ba6776c5e8807ea7","type":"p","attrs":{},"children":[{"text":"When creating report subscriptions that need to be sent to multiple individuals or groups of staff."}]},{"uid":"93e953521f6a4afa8072978e8b1d942a","type":"p","children":[{"text":"Why is this important? 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Limit your chat prompts to specific ones defined by your firm or allow users to create their own."}]}],"id":"4a5f8121f1a84a56ac2b333a7251ae11","attrs":{}},{"type":"p","uid":"15e9bb50223a409fb32b1fc5cbb640a7","attrs":{},"children":[{"bold":true,"text":""}]},{"uid":"ff2db509d0ba4528a269ea3a21b65820","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1035336175","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"type":"p","uid":"97c619ba91a74dd5a4f5221e44b94e32","attrs":{},"children":[{"bold":true,"text":"How it works"}]},{"type":"p","uid":"d70cddae20904ecbbf66d2616250593e","attrs":{},"children":[{"text":"Upload a document (or multiple documents, one at a time) and ask NeosAI questions in the chat box! Copy chat conversations to case notes (or to the clipboard) for easy reference and documentation. Easy and simple to use. 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Access the Neos Knowledge Base from Neos by clicking on the question mark in the top right-hand corner of the screen.)"}]},{"type":"p","uid":"248abf6425454179a6267a8e7109af6b","attrs":{},"children":[{"text":"Why is this important?","bold":true}]},{"type":"p","uid":"e6e063ab04634ce6b8b0eb9f4b0a2f6d","attrs":{},"children":[{"text":"NeosAI Chat is the most intuitive way to leverage AI in your daily activities to make you faster, decrease mistakes, and finally, give you time to breathe when you are racing from task to task."}]},{"uid":"adc6c0af00a34711b2300dd806afc9a6","type":"ul","children":[{"type":"li","uid":"f839115d9a6546e089f74719175040b7","attrs":{},"children":[{"text":"NeosAI Chat reduces time needed for manual review and interpretation of documents, enabling users to quickly get insights or clarify information by typing a question. "}]},{"type":"li","uid":"1685c82ef4d84914b075792f20cee4e6","attrs":{},"children":[{"text":"Customizable prompts allow firms to maintain consistent workflows."}]},{"type":"li","uid":"79b0af3669fb435e8607be00e162dfa0","attrs":{},"children":[{"text":"NeosAI Chat will not provide answers that go beyond the purview of the uploaded document"}]}],"id":"115bb72c139747d9a84bc646acb7ff55","attrs":{}},{"type":"p","uid":"805d9cbbe4bf4ee7b4f78f267d41298a","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"type":"p","uid":"ee2bf311e444476fb48072e090bbdffe","attrs":{},"children":[{"text":"Is there ever a good time NOT to use it? (Just kidding)"}]},{"uid":"be1ea48e9afb4cf0811defc33718a424","type":"ul","children":[{"type":"li","uid":"ddbe5443732648fb932642bbfd6cfce9","attrs":{},"children":[{"text":"Review or analyze uploaded case-related documents such as contracts, incident reports, or medical records. Ask it to create medical chronologies, summarize a document, or find specific information buried in hundreds of pages."}]},{"type":"li","uid":"998f7a14e6d24c89b66dcc6f4492930d","attrs":{},"children":[{"text":"Quickly get answers or insights about documents during case preparation or legal document review."}]},{"type":"li","uid":"ec58c904108b4c73ba7f850a0bd279b0","attrs":{},"children":[{"text":"Double check information in a case before you send out a public-facing document. "}]}],"id":"819b026d51304f368417a14a551896e4","attrs":{}},{"type":"p","uid":"0029dfe4a29e422ca5b19d18b5de1dfe","attrs":{},"children":[{"text":""},{"uid":"6df765e9e54d4dc49e7a415e78294486","type":"a","attrs":{"url":"https://assemblysoftware.com/neosai-platinum-interest-forms","target":"_self"},"children":[{"text":"Try our brand new NeosAI Chat for free for 45 days"}]},{"text":"."}]},{"type":"h3","uid":"8db2533778bc430290149e4dd137bb1c","attrs":{},"children":[{"text":""}]},{"type":"h3","uid":"160ae516be4e4af7a6faa1765bf94d84","attrs":{},"children":[{"text":"NeosAI Tag Manager (NeosAI Platinum Only)"}]},{"type":"p","uid":"43237e5e53bc47fc947cf402da60b812","attrs":{},"children":[{"text":"Create virtually any document using NeosAI and case data to drastically decrease document creation time. "}]},{"uid":"f89fb3d6b54b41f3a03f9ddad1541742","type":"ul","children":[{"type":"li","uid":"3cc247dd2cba4726b3bc66cf740cd169","attrs":{},"children":[{"text":"Create and customize AI Tags for use in legal documents."}]},{"type":"li","uid":"317ff21f33954819b180d754866ea991","attrs":{},"children":[{"text":"Edit existing tags to refine data sources, or mark tags as inactive."}]},{"type":"li","uid":"0708035d5898466c8a798822def5a7f5","attrs":{},"children":[{"text":"Leverage the preview feature to test AI Tags and see sample outputs before implementation."}]},{"type":"li","uid":"55a9bbc6d7404a7c92d06f3bc708e0b1","attrs":{},"children":[{"text":"AI Tags integrate seamlessly with the Word Add-In, making them accessible in the AI Document Generation workflow."}]}],"id":"5d08eccd9fc446cfa1c9765a83d443c2","attrs":{}},{"uid":"1e133b3fdde4402582a59dd140e9eb47","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1035753205","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"type":"p","uid":"02057f97609141f781324e0a1bc5b1f4","attrs":{},"children":[{"bold":true,"text":"How it works"}]},{"type":"p","uid":"ec110ffee8ce4b6e84e2c68d59e6353a","attrs":{},"children":[{"text":"If you have NeosAI Platinum, go to Settings > AI Tags (a new directory to define your own and edit existing tags for AI document generation)"}]},{"type":"p","uid":"43a393d8617c41869e1ecebb3ab711a5","attrs":{},"children":[{"text":"NOTE: Native, immutable AI Tags cannot be deleted, only edited to add/remove data sources or marked as inactive","italic":true}]},{"uid":"b483ee4b458f48d0bc2f3f9f675eed17","type":"ul","children":[{"type":"li","uid":"db5e03a9b8534e5e9cace8e8b3e6538a","attrs":{},"children":[{"text":"Name, Handle, and AI Prompt are required fields"}]},{"uid":"332dc2fe89b84d4fb9c6304827721840","type":"ul","attrs":{},"children":[{"type":"li","uid":"7c241f610c0147edb3235fa65f758b88","attrs":{},"children":[{"text":"Name will be the human-friendly name that shows in the Word Add-In and in AI Document Generation workflow"}]},{"uid":"44456feb7bda4014927a22511abc7d14","type":"li","attrs":{},"children":[{"text":"Handle will be the underlying tag inserted into the template"}]},{"uid":"938b6600ac4a4c6b94b88df63a08fba4","type":"li","attrs":{},"children":[{"text":"AI Prompt will be the prompt that is sent to the AI to generate a response"}]}]},{"type":"li","uid":"8a99ae9fe9594c9397efc17e07fa95f2","attrs":{},"children":[{"text":"Select one or more Data Sources to include extra context from the case in the prompt to the AI"}]},{"type":"li","uid":"515e4313e7b8484994c09b9be06423ec","attrs":{},"children":[{"text":"Generate a preview to see a sample of what is generated from the current prompt"}]},{"uid":"12fe9066e3584037a54a39fb66388aa1","type":"ul","attrs":{},"children":[{"type":"li","uid":"89cadc3a40e744a481fdd5271f69d104","attrs":{},"children":[{"text":"go to the Configure Preview tab to select a case and other records based on data sources selected, to include context in the sample response generation"}]}]},{"type":"li","uid":"168716a4b87645a7ad6398ef36539790","attrs":{},"children":[{"text":"Tags created by users will be available in the Word Add-In under the AI category among the other existing tags"}]}],"id":"4cffe5be5a824dcbaf84b8c4193296a4","attrs":{}},{"type":"p","uid":"ff31f3db185e46ff9d425c95c796fb9e","attrs":{},"children":[{"text":""},{"uid":"8ae68d919cb642a4a1ef09917c104b4e","type":"a","attrs":{"url":"https://assembly.sysaidit.com/KBFAQTree.jsp?id=2055","target":"_blank"},"children":[{"text":"Refer to Knowledge Base article 2055","italic":true}]},{"italic":true,"text":" for more detailed information."}]},{"type":"p","uid":"12993635f39048bda13c9bb19842a615","attrs":{},"children":[{"text":"","bold":true}]},{"type":"p","uid":"51f8ed9d723c4bf6b8d1d4c330132f09","attrs":{},"children":[{"bold":true,"text":"Why is this important?"}]},{"type":"p","uid":"cf64b613d90d4d198d5bd80d8ded5eac","attrs":{},"children":[{"text":"Legal document generation is one of the most time-consuming and error-prone tasks for legal professionals. NeosAI Tag Manager gives your firm the ultimate flexibility and control over how AI is used to generate document content, ensuring alignment with existing workflows and preferences. "}]},{"type":"p","uid":"e53380ac2d834b4dafff5cdd9461d913","attrs":{},"children":[{"text":"Cut down on document creation time, decrease burnout and fatigue, and improve accuracy. 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Make one update, and it automatically applies to all case types—no need to update each one individually!"}]}],"id":"964ca499d415451cac43f597a9bfe272","attrs":{}},{"uid":"be169fbd05af4b059a652d83aecb59a3","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"c6cc34b27d984b7bb1ccf378e3e9b763","type":"reference","attrs":{"display-type":"display","asset-uid":"blt68036a028afa492a","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt68036a028afa492a/6740fd0a8eb9120049ddc26e/image_(1).png","asset-name":"image_(1).png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"image_(1).png","asset-alt":"image_(1).png","inline":false},"children":[{"text":""}]},{"uid":"b116ee31fb89473c8d3d2798e1854d69","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"a77e4184624c48e8a9cd37324f9e976f","type":"p","attrs":{},"children":[{"text":"How it works","bold":true}]},{"uid":"2835b4be512c4844ab5642b5c5142c91","type":"p","attrs":{},"children":[{"text":""},{"uid":"d3faa459cd4f4bff94af07fb4d249902","type":"a","attrs":{"url":"https://assembly.sysaidit.com/KBFAQTree.jsp?id=1066","target":"_blank"},"children":[{"text":"Refer to the Knowledge Base on Dynamic Forms (1066)","italic":true}]},{"italic":true,"text":" for more detailed information on how to implement Dynamic Forms in the Case Layout Manager."}]},{"uid":"476cb6ee38504e56bad30866b5c72b0b","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"2323f7d309524117b85316f156cd90aa","type":"p","attrs":{},"children":[{"text":"Why is this important?","bold":true}]},{"uid":"a9dd53c0aeb24e92a7561c202ab483bd","type":"p","attrs":{},"children":[{"text":"Integrating Dynamic Forms into the Case Layout Manager enhances flexibility and customization. They build on the customizability of User-Defined Fields and take it a few steps further. You’re no longer limited to a single field type (like with user-defined-field) and can nest a new Dynamic Form on the fly in any part of an existing Dynamic Form. 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first Alphabetic type field in the layout, Date will be the first Date type field in the layout"}]}]}],"id":"c37f46ff82ab411f921ed1645e15c873","attrs":{}},{"uid":"dc1f2a52eedf4d64a323688546488146","type":"p","attrs":{},"children":[{"text":"Dynamic Layouts tab within a case / intake","italic":true}]},{"uid":"bee73cf473594923a3d11c71b40043eb","type":"ul","children":[{"uid":"02b6f45545a041e1868591ca95bc9e54","type":"li","attrs":{},"children":[{"text":"Settings > Case Types > select a single case type > Tab Setup"}]},{"uid":"c2fde622c533423799fc8f90a827b31f","type":"ul","attrs":{},"children":[{"uid":"9e9464be39fd419b96843c119fc6ada5","type":"li","attrs":{},"children":[{"text":"new tab added to each case type called Dynamic Layouts"}]},{"uid":"f1c509b1dd304977bdbac1c8a3a9d4db","type":"li","attrs":{},"children":[{"text":"Tab is Active by default"}]},{"uid":"9566353d8a874216a34a30a4fe7e15aa","type":"li","attrs":{},"children":[{"text":"Users can deactivate the tab and/or rename the tab"}]}]},{"uid":"b096be8070aa4872831580fb07780dce","type":"li","attrs":{},"children":[{"text":"Tab will show in cases and intakes"}]}],"id":"2580c8325f4c49f09ff29f6f2b02d479","attrs":{}},{"uid":"f055926194ab4e6cb8e705bc6123540c","type":"ul","children":[{"uid":"88c4a3178dc4438e97dae010d372c821","type":"li","attrs":{},"children":[{"text":"Grid will show each dynamic layout contained within the case or intake"}]},{"uid":"2931adfa7e454cb0bd88f410a919eb52","type":"ul","attrs":{},"children":[{"uid":"21c8a0e700fa4e5db0408027f3cdc582","type":"li","attrs":{},"children":[{"text":"Dynamic layout can be a direct child of the case, or a child of a document or any other record within the case"}]},{"uid":"b9362f33adbc4a11a24e17abc8bd4cf6","type":"li","attrs":{},"children":[{"text":"Grid will show the Title and Date of the layout instance, as well as info about the parent"}]},{"uid":"3e5ac2730aa6480ba5a8dd585a7f1b37","type":"li","attrs":{},"children":[{"text":"Single click to open the side pane / 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Having all Dynamic Forms visible and accessible in one place in the case eliminates time wasted searching throughout the case."}]},{"uid":"659194bf43b347529f0356c6ad827777","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"4c33bc5a1c544dfc9873a7a0062c1fd2","type":"p","attrs":{},"children":[{"bold":true,"text":"When to use it"}]},{"uid":"01304780ebb24294825d399547a92555","type":"ul","children":[{"uid":"aa4211211f4e478f874d19ddbbc3388e","type":"li","attrs":{},"children":[{"text":"To organize and display key details for Dynamic Layout records within a case or intake (for example, filtering for examinations, treatments, or medical conditions to assist with creating a medical chronology)"}]},{"uid":"c7043b3598274fdd97df7069f9fb7459","type":"li","attrs":{},"children":[{"text":"When searching for or managing records across different Dynamic Layout types in the Dynamic Layouts tab or Advanced Search."}]},{"uid":"fc31a6d409b54e299ad9552b74b40183","type":"li","attrs":{},"children":[{"text":"To customize the appearance of the Dynamic Layouts grid to better fit specific workflows or case management needs."}]}],"id":"2dc2c5bd999748e1b696f116713c4ea4","attrs":{}},{"uid":"40b3f16b37ba4cadb9ff384aac3c9f93","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"a410b0ff5bb44b5493cc64cb9837518d","type":"h3","attrs":{},"children":[{"text":"Activity Feed Grid View & Enhancements"}]},{"uid":"f79d02e4fbad4e8582b70cc38b787f14","type":"p","attrs":{},"children":[{"text":"Enhancements to the Activity Feed include a grid view with updated colors and expanded descriptions that offer a clearer overview of case activity. 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(If you’d like to try NeosAI as part of our NeosAI Platinum FREE trial, "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/neosai-platinum-interest-forms"},"children":[{"text":"fill out this form"}],"uid":"163d562a5cb6443297d57302aed0acf3"},{"text":" or contact your Customer Success Manager.)"}]},{"uid":"d85792eb586e48b2a1ebe768c6639079","type":"p","children":[{"text":""},{"uid":"4c2104bed0ac41c2b2e6281d803f7cb6","type":"a","attrs":{"url":"https://youtu.be/Y_CvIkkYVzM","target":"_blank"},"children":[{"text":"Watch the \"New in Neos\" webinar recording on demand."}]},{"text":"\n"}],"attrs":{}},{"uid":"ee492da4957b4dfda948dad08278ddc1","type":"p","children":[{"text":"Enhancements ","bold":true}],"attrs":{}},{"uid":"27ab477510f0411893d09dab79f49685","type":"ul","children":[{"type":"li","attrs":{},"uid":"40df5be401524af9b002a05f0669080e","children":[{"text":"NeosAI "}]},{"uid":"07b85ed48b5b4657b21092f393b84b68","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"uid":"b8dc891063724fdf8624793bbd6fbb61","children":[{"text":"Dynamic Forms Enhancements "}]},{"uid":"a0879621d4bf4c29a80382a0d717b700","type":"li","attrs":{},"children":[{"text":"AI Document Extraction Enhancements "}]},{"uid":"999b231fff2e42a29aa7e5d5f979a2d5","type":"li","attrs":{},"children":[{"text":"AI Document Generation Enhancements"}]}]},{"type":"li","attrs":{},"uid":"cb8b061ba67b4765a15f533a13a3c7ed","children":[{"text":"Calendar Enhancements"}]},{"type":"li","attrs":{},"uid":"548d60f54a3c4047a2f8657e7188c32d","children":[{"text":"Advanced Search Enhancements (Customer Request)"}]},{"type":"li","attrs":{},"uid":"9c4c1444e31a4840b85e32677c265cd1","children":[{"text":"LawToolBox Trigger Date Mapping Enhancement\n"}]}],"attrs":{}},{"uid":"f1deac9eb3d74a5995b5d4ddbb486532","type":"p","children":[{"text":"Improvements and Updates","bold":true}],"attrs":{}},{"uid":"ff489bf34dc24c459898b892f8f2590e","type":"ul","children":[{"uid":"de69b24fef844210a1ce33cc54c9ebaf","type":"li","children":[{"text":"NeosAI Platinum Dynamic Questionnaire"}],"attrs":{}},{"type":"li","children":[{"text":"Zoom Note Character Limit Raised (Customer Request)"}],"attrs":{},"uid":"5bf94c18004749e1b7a3c4e41e1dc8f9"},{"type":"li","attrs":{},"uid":"cfda8fa780da4201812865f462789516","children":[{"text":"Note in Side Pane Locked in Position (Customer Request)"}]},{"type":"li","attrs":{},"uid":"e0ca8c0edac34ce4a871f3572c09ad40","children":[{"text":"Search Case Documents Box (Customer Request)\n"}]}],"attrs":{}},{"uid":"99ebf1057fee42219a929544a08fa1ca","type":"h2","children":[{"text":""}],"attrs":{}},{"uid":"6e3d6c5a21294b49945a7d27953271be","type":"h2","attrs":{},"children":[{"text":"Enhancements\n"}]},{"uid":"7042d5e156c440228ee4054a3d960a4c","type":"h3","attrs":{},"children":[{"text":"NeosAI: Dynamic Forms Enhancements"}]},{"uid":"eeabcd629e74459a8aff1bf0ac2d5076","type":"p","attrs":{},"children":[{"text":"This update allows users to add dynamic forms to the Party, Value, Insurance, and Counsel tabs, either as part of the current record or a new tab for easy access. It also enables column management for dynamic layouts and includes data in dynamic forms to Advanced Search."}]},{"uid":"f06e1f52fda34691a0421eb19ab3960d","type":"p","attrs":{},"children":[{"text":"How it Works","bold":true}]},{"uid":"2489cc27a9cc49a085c4f65cb342a18e","type":"p","attrs":{},"children":[{"text":"Navigate to Settings > Dynamic Form Types > double click a dynamic form type"}]},{"uid":"cc6975b372e94ad0b9ed35f1051db5f9","type":"ul","children":[{"uid":"bb5a7cbc7ba14b399912f9282bedea47","type":"li","attrs":{},"children":[{"text":"The columns section on this page allows the user to configure the columns to show within the dynamic form grid when viewing within a case"}]},{"uid":"e4d662eeccf24a2dbfc43cd35b529ad9","type":"li","attrs":{},"children":[{"text":"The fields added to the layout are included in this table in the order they appear within the layout"}]},{"uid":"a8be815eaa2f4ab2b557db8466c152f9","type":"li","attrs":{},"children":[{"text":"In addition to the fields, the metadata fields are also included: Date Created, Date Modified, Created By, Modified By"}]},{"uid":"8637feb64b8b410abee9e8035c5caa58","type":"li","attrs":{},"children":[{"text":"At most 10 columns can be enabled at once"}]},{"uid":"424aacd6bc964a51ac2c1d04dc3e865e","type":"li","attrs":{},"children":[{"text":"By default, the first 8 fields in the layout are enabled as columns, as well as Date Created and Date Modified"}]},{"uid":"22b31a3f3f764be783feb28306345b64","type":"li","attrs":{},"children":[{"text":"Users can choose any columns they want"}]},{"uid":"12746196b1344f66b0f1ddd5739b4bcb","type":"li","attrs":{},"children":[{"text":"Users can rearrange the order of columns"}]}],"id":"ce1900cb3af84360bf75e09608e4e9e4","attrs":{}},{"uid":"b420b4f1567f40b38482648822562c79","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"71ece8c9bcff463f8369a4251ac73c22","type":"reference","attrs":{"display-type":"display","asset-uid":"blt65ce99bf367a062f","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt65ce99bf367a062f/66ed985bff82bd3d8c2d21b9/dynamicformsetp.png","asset-name":"dynamicformsetp.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"dynamicformsetp.png","asset-alt":"dynamicformsetp.png","inline":false},"children":[{"text":""}]},{"uid":"0075766e4e3e45adae99ad49e8000f42","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"f78e5569829e4eb886ff9ae3294db3fa","type":"p","attrs":{},"children":[{"text":"Adding a dynamic form","italic":true}]},{"uid":"421c8611ca794f99835ebc236f57992d","type":"p","attrs":{},"children":[{"text":"The option to add the form to the current record is now enabled when viewing a single Party, Value, Insurance or Counsel record. This function works the same as other forms added to the case or document."}]},{"uid":"cbb304bc51bc409f9799b45580907d38","type":"p","attrs":{},"children":[{"text":"Navigate to Case > Quick Add > Dynamic Form"}]},{"uid":"b86d5044297f4148adbf90b9b90a6103","type":"p","attrs":{},"children":[{"text":"Party (Example)","italic":true}]},{"uid":"5b768dac98ce48ef9d00cff4bc3188be","type":"reference","attrs":{"display-type":"display","asset-uid":"blta341249d5d6e16c5","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta341249d5d6e16c5/66ed987b36c3aebd9b4b7141/dynaimcform_party.png","asset-name":"dynaimcform_party.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"dynaimcform_party.png","asset-alt":"dynaimcform_party.png","inline":false},"children":[{"text":""}]},{"uid":"09d2c64a8de943668a63c1541c98286d","type":"h3","attrs":{},"children":[{"text":""}]},{"uid":"aacc332a616046388c5e0d76cd85a265","type":"p","attrs":{},"children":[{"text":"Advanced Search","italic":true}]},{"uid":"1bba08d992ad4c3fa25876148b4aacd6","type":"p","attrs":{},"children":[{"text":"Each Dynamic Form Type will be an option under “Search For”"}]},{"uid":"889ed7ef70674a89907fef2f1acd91f6","type":"ul","children":[{"uid":"00ab403f9a424e23b306c1047452249a","type":"li","attrs":{},"children":[{"text":"Use these options to search for specific data stored within a dynamic form of a specific type"}]},{"uid":"1855542366c846b3870d25e6d48a37ab","type":"li","attrs":{},"children":[{"text":"Filter options include the parent record types, the dynamic form type, and the fields configured as columns for the type within the type settings "}]},{"uid":"c233ffdd0a174550b42d5f02aa782356","type":"ul","attrs":{},"children":[{"uid":"609a08e2effc4fe2aaf9fb42bbdde651","type":"li","attrs":{},"children":[{"text":"Case: filter based on the data within the parent case of the form"}]},{"uid":"201fbceece254d028e2f4643db4cd2c5","type":"li","attrs":{},"children":[{"text":"Counsel: filter based on the data within the parent counsel of the form"}]},{"uid":"e50e800b08464c90828888a5be0162df","type":"li","attrs":{},"children":[{"text":"Document: filter based on the data within the parent document of the form"}]},{"uid":"cf0bca73f6da4678b97c7149454f555c","type":"li","attrs":{},"children":[{"text":"Dynamic Form Type: filter based on the data within the dynamic form type (all forms in this option have the same type)"}]},{"uid":"8769389472c84bd88736898fa646abd4","type":"li","attrs":{},"children":[{"text":"Insurance: filter based on the data within the parent insurance of the form"}]},{"uid":"c0e7a72f199141e6aee2158f3ea53c04","type":"li","attrs":{},"children":[{"text":"Intake: filter based on the data within the parent intake of the form"}]},{"uid":"602d0a3af48540d99ef6b576fd600bff","type":"li","attrs":{},"children":[{"text":"Party: filter based on the data within the parent party of the form"}]},{"uid":"74c7fbd9c2d64bd2b961b842828e9325","type":"li","attrs":{},"children":[{"text":"User Defined Fields: filter based on the data within the form AND shows fields that are configured as columns for the type"}]},{"uid":"bada1fb3f5b541bab422c7033848bc78","type":"li","attrs":{},"children":[{"text":"Value: filter based on the data within the parent value of the form"}]},{"uid":"815fcf3899af4412a84ed5a4e7288063","type":"li","attrs":{},"children":[{"text":"Column options for each type include the columns configured for that type within the type settings"}]}]},{"uid":"ff54557ba10e415cbfaf5ee47499930e","type":"li","attrs":{},"children":[{"text":"Limitation: Unable to show data in the results grid from the case or other parent of the dynamic form"}]},{"uid":"a9dcb40ad9d14b2abbfb79d7e0f71b91","type":"li","attrs":{},"children":[{"text":"Dynamic Forms is now an option to filter by when searching for other records within a case (or the case itself). Searches all dynamic forms within the case, including those as children of documents, insurance, value, etc."}]}],"id":"ee466a19b44f417588fc8480ed2e0229","attrs":{}},{"uid":"85d3ab8dc2ec46a6b14fb14a8e860cd6","type":"p","attrs":{},"children":[{"text":"Note that columns are not available for dynamic form data.","italic":true}]},{"uid":"fb2020db04b84f80adef909c374be3da","type":"p","attrs":{},"children":[{"text":"Why are these important?","bold":true}]},{"uid":"b6759091ffaa406bbc88e3fb3cdd82fd","type":"p","attrs":{},"children":[{"text":"The inclusion of dynamic forms as part of Advanced Search allows users to access all data stored in Neos for their own uses (reporting, trendspotting, etc.). Flexible management of columns ensures more efficient consumption of this data. "}]},{"uid":"9d4b761bb94548f294e4f139b9ed5d75","type":"p","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"uid":"94d3fb30ffeb42ba81abcf364e3861f1","type":"p","attrs":{},"children":[{"text":"Dynamic forms are useful for storing data extracted from a medical record or manually adding relevant data to a case that is not included in all cases using that case type. You can now search for all the instances of a dynamic form across all your cases or see the cases that contain certain forms or form data. Also search for all the instances of a specific treatment or medication contained within a case’s medical records.  "}]},{"uid":"85731b70a228497f8b9c1043f047fa11","type":"h3","attrs":{},"children":[{"text":""}]},{"uid":"1259a5c439854f95a8f34bf6af342cf0","type":"h3","attrs":{},"children":[{"text":"AI Document Extraction Enhancements"}]},{"uid":"7ab0f2c4e6264d43bfe29f059388dc4c","type":"p","attrs":{},"children":[{"text":"NeosAI already allows users to extract key information from documents and images. New updates include:"}]},{"uid":"087bc07fbb694e80b6e92904a8c7050b","type":"ul","children":[{"uid":"8e744e22734c463ba22b2ee65d2fc54a","type":"li","attrs":{},"children":[{"text":"Ability to generate a summary for images in Neos"}]},{"uid":"aca164c3339d4846b5e071ad15b578ec","type":"li","attrs":{},"children":[{"text":"Can now see all the medical codes provided by NeosAI extraction. (You will no longer have to look up the codes separately.)"}]},{"uid":"f7c0a41b82f14a16a9eaa64585fc5d5a","type":"li","attrs":{},"children":[{"text":"The New Details button menu in the documents grid remains visible regardless of the number of columns or the scroll position."}]}],"id":"7daf7d34806446278a922df4375515fd","attrs":{}},{"uid":"cfdee198617d453eae3590be9793b666","type":"p","attrs":{},"children":[{"text":"Extractions","italic":true}]},{"uid":"ab821dcfd19642f6be9dae547d1ab571","type":"ul","children":[{"uid":"505352ead8e844419dc6bd92b93c6905","type":"li","attrs":{},"children":[{"text":"Drag and drop a new document and enable option to Analyze with NeosAI"}]},{"uid":"272d210699234f5c830e3a05edefbd0c","type":"ul","attrs":{},"children":[{"uid":"69ea5e4bebd240479f254652e7386fd5","type":"li","attrs":{},"children":[{"text":"For existing documents, click Analyze button on the documents grid or document details (use the new option, \"Contacts Extraction\""}]}]},{"uid":"172dea0b548643dd89d6c20f5538f823","type":"li","attrs":{},"children":[{"text":"Contacts Extraction will be supported for Word (.docx), PDF (.pdf) and Text (.txt) documents of any document type"}]},{"uid":"b4bb99a1033941e6806e194de92901c5","type":"ul","attrs":{},"children":[{"uid":"75e92a0e824a45ca8f855267a145fb24","type":"li","attrs":{},"children":[{"text":"If the document has a document type that supports another type of extraction, that will take precedence (Photo ID, Business Card, etc.)"}]},{"uid":"1126d388e06a4ceeb8eea28e2ba72dc8","type":"li","attrs":{},"children":[{"text":"Only one extraction type can be performed on a document"}]}]},{"uid":"e65f7710e4dd44c098bca8d00a52e4ff","type":"li","attrs":{},"children":[{"text":"Once complete, new Contact dynamic forms will be added to the document (similar to Medical Record extraction). Each form will have"}]},{"uid":"e1c500ac47d247a485a9367bafc5cb53","type":"ul","attrs":{},"children":[{"uid":"2095d7ad93904aa6aacab5146506b643","type":"li","attrs":{},"children":[{"text":"A person field containing the name of the person extracted "}]},{"uid":"ed19dd261bb2473fbd402af9b314bd4c","type":"li","attrs":{},"children":[{"text":"Other data including email address, phone number, address, social security number, etc. will be added to the form"}]}]},{"uid":"aacaac57d2b14b92b9450e56699b02af","type":"li","attrs":{},"children":[{"text":"UMLS, ICD, CPT, DXP code are available in the Neos UI for AI extractions."}]}],"id":"da365b6b01504dbda4e9f470b8d6ac36","attrs":{}},{"uid":"23400dd0b143470aa5782636d74a988e","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"f45accfc1e1a4a66b63ae927d642ed09","type":"reference","attrs":{"display-type":"display","asset-uid":"blt7dfec5be3bf73083","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt7dfec5be3bf73083/66ed9966e2f8766fb34049b8/contacts_extractionai.png","asset-name":"contacts_extractionai.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"contacts_extractionai.png","asset-alt":"contacts_extractionai.png","inline":false},"children":[{"text":""}]},{"uid":"c90e6f38748e448a833fe2f9f8b00b71","type":"p","attrs":{},"children":[{"text":"Dynamic Forms","italic":true}]},{"uid":"d1de179ddd914d70ae2d7b64e55865cb","type":"p","attrs":{},"children":[{"text":"For all dynamic form fields populated by an AI Extraction (from Medical Record extraction or Contacts extraction), a new info button will show next to the field"}]},{"uid":"afc909ea17884865954a0f9e9de26cbc","type":"ul","children":[{"uid":"f2c69eb4eb124c38a33b0ea31b5ab8cc","type":"li","attrs":{},"children":[{"text":"Clicking the info will open the Extraction Details popup"}]},{"uid":"fc3ff7e5bed0404b8643dbb8c72a1bcb","type":"li","attrs":{},"children":[{"text":"This popup will show the Extracted Value, which is the exact value that was extracted from the document"}]},{"uid":"86bcdad512df4d17a8d48e677fbabe13","type":"ul","attrs":{},"children":[{"uid":"3f9cdc11a04f40deb69e1fcf5601eeed","type":"li","attrs":{},"children":[{"text":"For field types like Date, Time and Gender with specific formatting requirements, the arrangement of the data in Neos may differ slightly from the extracted value. "}]}]},{"uid":"fe27259c2d4d4375bdee49a08e2e1de2","type":"li","attrs":{},"children":[{"text":"The pop-up for Medical Record extractions will also show the Medical Codes provided by the AI based on the text extracted"}]}],"id":"905de98d68024aa89fa8a691ec64c974","attrs":{}},{"uid":"f9cf35506b414f9fa4295c062d0ee4bc","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"65cf0db0cef54c82b222f4d621ca97c4","type":"reference","attrs":{"display-type":"display","asset-uid":"blt1f16597bb52f61c3","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1f16597bb52f61c3/66ed9989de00f94d5c0e465a/dynamic_forms_extraction.png","asset-name":"dynamic_forms_extraction.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"dynamic_forms_extraction.png","asset-alt":"dynamic_forms_extraction.png","inline":false},"children":[{"text":""}]},{"uid":"dddc6dbd11f546f08294050a50cd0ca4","type":"reference","attrs":{"display-type":"display","asset-uid":"blt1e4b1ee0d8352446","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1e4b1ee0d8352446/66ed99948d8478f811305944/dynamic_forms_extraction_(new).png","asset-name":"dynamic_forms_extraction_(new).png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"dynamic_forms_extraction_(new).png","asset-alt":"dynamic_forms_extraction_(new).png","inline":false},"children":[{"text":""}]},{"uid":"82a786715ac743aab6bf34a72c356c88","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"d13002795569414c8e46ee4763d71f5f","type":"p","attrs":{},"children":[{"text":"Image Summarization","italic":true}]},{"uid":"d3b1c49a8c0946c4a73e1e1365d48f45","type":"ul","children":[{"uid":"d18e0d6ac09f46858a2cf2a0f8466a4e","type":"li","attrs":{},"children":[{"text":"Image file limits: PNG (.png), JPEG (.jpeg and .jpg), and non-animated GIF (.gif)","bold":true}]},{"uid":"759471087b1d48e0877b0bfd3a953f58","type":"li","attrs":{},"children":[{"text":"Drag and drop a file with the above file types and enable option to Analyze with NeosAI"}]},{"uid":"75802a2cbd56424f836df44f1b5be113","type":"li","attrs":{},"children":[{"text":"For existing documents, click Analyze button on the documents grid or document details"}]},{"uid":"63e98439640645239d281776ff36252d","type":"li","attrs":{},"children":[{"text":"Enable option \"Generate a summary\""}]},{"uid":"e7b503816a1745f9ae26f0c284cd9cc1","type":"li","attrs":{},"children":[{"text":"Same workflow as existing summary generation for textual documents (Word, PDF, text)"}]},{"uid":"50ed2585a7304cf6894ca1a0947e597a","type":"li","attrs":{},"children":[{"text":"Summary generated is added to the Summary field on the document"}]}],"id":"66a89b1c7669418d8297745beeb1ef4e","attrs":{}},{"uid":"02336f9ba8044fe0be6c09694323d68a","type":"p","attrs":{},"children":[{"text":"Why is this important?","bold":true}]},{"uid":"28f346acbbd44d84af3d502963d8fd36","type":"p","attrs":{},"children":[{"text":"Data entry and extraction are burdensome admin tasks that take time away from client-focused work. Leveraging artificial intelligence to complete these tasks frees up staff time and eliminates human errors."}]},{"uid":"67ddefd933d646e9992da394ba39de66","type":"p","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"uid":"455decc650014364a242d09c64341383","type":"p","attrs":{},"children":[{"text":"Use document extraction any time you need to input data into Neos from a separate source. For example, pulling information from medical records (extract codes now too!), driver’s licenses, business cards, photo IDs, insurance cards, invoices, etc."}]},{"uid":"58348b9cb9034c888b81cd84ddff1a86","type":"reference","attrs":{"display-type":"display","asset-uid":"bltdc478da3f0608efd","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdc478da3f0608efd/66f6caf4a8aa7857f0c75918/Analyze_Photos.gif","asset-name":"Analyze_Photos.gif","asset-type":"image/gif","type":"asset","class-name":"embedded-asset","alt":"Analyze_Photos.gif","asset-alt":"Analyze_Photos.gif","inline":false},"children":[{"text":""}]},{"uid":"6c1033e2bd0a4033a2a37a5066c63063","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"985d71dccc5a44359b5bfa6a7c84d171","type":"h3","attrs":{},"children":[{"text":"AI Document Generation Enhancement"}]},{"uid":"b53866a64ba24cc6827729a15f425ef9","type":"p","attrs":{},"children":[{"text":"Enjoy faster and better quality generated text. The first dropdown in each section now shows the data sources that are included in that section so that it is easy to see and change if needed."}]},{"uid":"1abdd365dcf744788cb35cc569c80494","type":"p","attrs":{},"children":[{"text":"How to use it","bold":true}]},{"uid":"38c04aad17ee4cfebe1d74698f62c8c2","type":"ul","children":[{"uid":"d019b513b4384e449aa1873183bd9954","type":"li","attrs":{},"children":[{"text":"Navigate to Case > Documents > Generate with NeosAI"}]},{"uid":"0f51ce4cad7f4f8f86dfdaaaaafefc43","type":"li","attrs":{},"children":[{"text":"On the Review Content step, the Data Sources are now at the top of each section"}]}],"id":"d16fccca32444fda9527a0e6a6b2a914","attrs":{}},{"uid":"70bcd249541d422baa01e34a3c32d94e","type":"reference","attrs":{"display-type":"display","asset-uid":"blt67204e6fbf708bf1","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt67204e6fbf708bf1/66ed9a8d9002d1528289bd38/doc_generation_sept.png","asset-name":"doc_generation_sept.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"doc_generation_sept.png","asset-alt":"doc_generation_sept.png","inline":false},"children":[{"text":""}]},{"uid":"82275416672d43909aaaabce41770cb8","type":"p","attrs":{},"children":[{"text":" ","bold":true}]},{"uid":"d1db2e780c92418bb75390b3fcc861b8","type":"p","attrs":{},"children":[{"bold":true,"text":"Why is this important?"}]},{"uid":"480c9cf950214c24984ed2ec6e9428d5","type":"p","attrs":{},"children":[{"text":"NeosAI pulls accurate information directly from case files in Neos. Save time and improve accuracy by using AI to create documents, then enjoy an easier refinement process."}]},{"uid":"c3d2bcfa1743494db6a667ef374cdb48","type":"p","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"uid":"6b9b81d2dead47f1ac5b07601072ce4a","type":"p","attrs":{},"children":[{"text":"Any time you need to create a document using Neos case information. Note that you will need to have AI templates set up before use. "},{"uid":"a4c2c591c5bb428da514863afbd088b3","type":"a","attrs":{"url":"https://neoshub.needles.com/video/neosai-document-generation/","target":"_self"},"children":[{"text":"Learn more about how to use NeosAI for document generation"}]},{"text":"."}]},{"uid":"32c1c8640ec44fcba24e8217f4d2979f","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"5c4afc3e76d54ff98a21156a0b48443f","type":"h3","attrs":{},"children":[{"text":"Calendar Enhancements"}]},{"uid":"eb5aa50fc79146c3aeac963892851bc6","type":"p","attrs":{},"children":[{"text":"Users can now open any event they are attending in the case calendar, even without permissions to edit the organizer's calendar. Calendar modals will label non-Outlook events as \"Archived Events” instead of “Case Events” and all-day events are now properly labeled in Advanced Search and the Activity Feed."}]},{"uid":"78293cf73fb04a61a5f954f99226d95e","type":"p","attrs":{},"children":[{"text":"How it works","bold":true}]},{"uid":"0a6dcf6e686247eda75cf9a1f6c40643","type":"p","attrs":{},"children":[{"text":"Users who do not have permission to edit the organizer’s calendar but are included as an attendee within an event located in the case calendar will now be able to open that event via the case calendar and view details. This will be read-only and all fields will be disabled from editing except for “Reminder” and “Show as” fields, which will update for that attendee only."}]},{"uid":"ef5c7413d27f48c3a4ff18d19f9d2ea9","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"8d3fa093e1eb463d82791b78fd0b0ab9","type":"reference","attrs":{"display-type":"display","asset-uid":"bltb0d979f25fdfa2ac","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltb0d979f25fdfa2ac/66ed9ad5164dbf280e5b0996/outlok.png","asset-name":"outlok.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"outlok.png","asset-alt":"outlok.png","inline":false},"children":[{"text":""}]},{"uid":"b4d410c62aa14a438e0c06e4ddcfa9f3","type":"p","attrs":{},"children":[{"text":"Why is this important?","bold":true}]},{"uid":"5ede160447834518ac7c2b8ed5532bd8","type":"p","attrs":{},"children":[{"text":"We’ve improved the attendee experience, calendar section headers, and all-day event labeling to eliminate confusion, ensuring clearer navigation and better outcomes for your firm."}]},{"uid":"2e5dfa8d6a544b60af458ac0b0bd5f8d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"b30717fa100841758f44aa8227704b3b","type":"h3","attrs":{},"children":[{"text":"Advanced Search Enhancements (Customer Request)"}]},{"uid":"c82974b6fd9d471ea26d16a19893a233","type":"p","attrs":{},"children":[{"text":"This update allows users to send archived events to Outlook in bulk from Advanced Search, view both archived and Outlook events in Calendar Advanced Search, and sort by Event Type column. It also adds Invoice Data to Advanced Search as a Primary Record and in the Value/Value Transaction and enables Excel export for further data manipulation. Additionally, users can now sort by Due Date and Amount columns in Value, Accounting, and Advanced Search."}]},{"uid":"164e743a71a740729a27a9bf7f3b1757","type":"p","attrs":{},"children":[{"text":"How to use it","bold":true}]},{"uid":"9ff60799bd3948589b31cd13e67330ed","type":"p","attrs":{},"children":[{"text":"Bulk Send to Outlook","italic":true}]},{"uid":"ddb561fddf14496cb160283236c83591","type":"ul","children":[{"uid":"d9018a309d7a4b13b4230cf615c4a222","type":"li","attrs":{},"children":[{"text":"Select one or more archived events and select “Bulk actions,” then click the “Send to Outlook” action to populate the Send to Outlook modal with logged in user defaulted as the organizer. "}]},{"uid":"3decbff4b4a44c5c86f637cbc61d5161","type":"li","attrs":{},"children":[{"text":"Once you’ve sent those events to Outlook, you can track the progress via the bottom right-hand progress bar. "}]},{"uid":"76facc2bd6ff4f3c8708604f7f7eb9f7","type":"li","attrs":{},"children":[{"text":"Upon completion, you’ll receive an alert that sending is complete. "}]}],"id":"a8fa28afcb11458f97a3d4b002d20f88","attrs":{}},{"uid":"2f5f25853fae44a9be2c81dd4f0673fd","type":"reference","attrs":{"display-type":"display","asset-uid":"bltf7ec44c4aab9b3c6","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltf7ec44c4aab9b3c6/66edcf019002d1fe0f89c006/image_(12).png","asset-name":"image_(12).png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"image_(12).png","asset-alt":"image_(12).png","inline":false},"children":[{"text":""}]},{"uid":"e0de8ac92f8343edbf9481529f2f1b32","type":"p","attrs":{},"children":[{"bold":true,"text":""}]},{"uid":"71196833d4e144c28c9cf9d9d538563f","type":"p","attrs":{},"children":[{"bold":true,"text":"Why is this important?"}]},{"uid":"509e3dc5efd246d58b689b62dc67f04e","type":"p","attrs":{},"children":[{"text":"This update provides the ability to create and subscribe to reporting on invoices, entries that have been invoiced for, invoice data in a value entry and export invoice metadata. You can reconcile outstanding invoices by case, review the amounts due, track payments received, and identify cases with unpaid invoices. Additionally, you can view upcoming invoices due within a specified time frame to ensure timely management and payment."}]},{"uid":"7e457df5d90743d28b81e5f1052c0c83","type":"p","attrs":{},"children":[{"text":"Additionally, you can now also see all your events in the global calendar without having to push them individually. The ability to export query results as an Excel file will maintain all groupings, footer, and aggregates exported into an Excel sheet so data can be manipulated further."}]},{"uid":"38cd8be59c72472a9bbde3b33f411f3b","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"00da1d70f35544deae3c60fae2c2a77b","type":"h3","attrs":{},"children":[{"text":"LawToolBox Enhancements"}]},{"uid":"71d67495be2941ffad6302565be22f5c","type":"p","attrs":{},"children":[{"text":"The premier calendaring and docketing platform integration is now even more effective."}]},{"uid":"66d951e7663b44459d73154632eb56d0","type":"ul","children":[{"uid":"42eb5d88579246029fba1aa0742bf0e9","type":"li","attrs":{},"children":[{"text":"Case dates that have been mapped are now color coded within the case date label mini directory."}]},{"uid":"8e377ed3c8ba49f8b48708d01752a83e","type":"li","attrs":{},"children":[{"text":"Map all trigger dates for a given rule set instead of mapping from the individual case date one by one. "}]},{"uid":"373ba6a4ca8c46339706db0d5185548c","type":"li","attrs":{},"children":[{"text":"Create a new case date to associate with a trigger date without leaving the Map Trigger Dates workflow."}]}],"id":"d8cd147eadcf415ba215885ef84b14a0","attrs":{}},{"uid":"b3bef320ed414d259a3b34df78c8c516","type":"p","attrs":{},"children":[{"text":"How it works","bold":true}]},{"uid":"93208b83221941cb9e04d0071e628fcd","type":"p","attrs":{},"children":[{"text":"Click the new button in the Case Date Labels Mini Directory called \"Map Trigger Dates "}]},{"uid":"91948ebedd0e4686be34d86402261355","type":"reference","attrs":{"display-type":"display","asset-uid":"blt1414001b0a500758","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1414001b0a500758/66ed9bdcde00f920af0e4687/map_trigger_dates_ltb.png","asset-name":"map_trigger_dates_ltb.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"map_trigger_dates_ltb.png","asset-alt":"map_trigger_dates_ltb.png","inline":false},"children":[{"text":""}]},{"uid":"36419e9a2e4d47ce8f03e56db91cab84","type":"ul","children":[{"uid":"eb8f458ec1b6454c9e6cc2230a024d5e","type":"li","attrs":{},"children":[{"text":"All Rule Sets selected in the LawToolBox Integration page configuration section will be visible in the left column"}]},{"uid":"ce9ee292837a4554a42b31032d29e804","type":"li","attrs":{},"children":[{"text":"Select Neos Case Dates to map to LawToolBox Trigger Dates in each Rule Set"}]},{"uid":"f9f2e3759e354b89b374f324c02a51f1","type":"ul","attrs":{},"children":[{"uid":"b49be73a9dc445ee8d05e6415d24c0c3","type":"li","attrs":{},"children":[{"text":"Trigger Dates prepended with \"**\" (Recurring triggers) can now be mapped to more than one Case Date label. "}]},{"uid":"da5ac974d100423fbbaea0348b18e8f3","type":"li","attrs":{},"children":[{"text":"All other Trigger Dates can only be mapped to 1 Case Date."}]},{"uid":"a60fe6506a0643ea80b6353f969bbb5c","type":"li","attrs":{},"children":[{"text":"No matter which type of trigger, a single Case Date can only be mapped to 1 Trigger Date within a given Rule Set"}]}]},{"uid":"8b3ea66c18004dc787b912dd89bd634f","type":"li","attrs":{},"children":[{"text":"When a case date has been mapped in a rule set, it will be disabled in all other dropdowns within that rule set"}]}],"id":"f1c7ee699dd64378b1d5988a55579f5b","attrs":{}},{"uid":"6b55177c876347c9898300fe402cb919","type":"reference","attrs":{"display-type":"display","asset-uid":"blt70d7d06ef560af46","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt70d7d06ef560af46/66ed9c05f95822a7efa732a3/map_trigger_2.png","asset-name":"map_trigger_2.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"map_trigger_2.png","asset-alt":"map_trigger_2.png","inline":false},"children":[{"text":""}]},{"uid":"ef10683af2ec489b8f9fd075d0cf2632","type":"ul","children":[{"uid":"96ac9289937c4749b98af46705fc0d33","type":"li","attrs":{},"children":[{"text":"Use the \"Add Case Date\" field to create new case dates without leaving the mapping workflow"}]},{"uid":"a43e74dec0564468a67c7b67e369aead","type":"ul","attrs":{},"children":[{"uid":"0eb676863a974a14b3384d288232d645","type":"li","attrs":{},"children":[{"text":"After selecting the plus button, the new case date is validated and saved, and is available in Case Date dropdowns for mapping"}]}]},{"uid":"c3ddabc4d178498db040467428623f66","type":"li","attrs":{},"children":[{"text":"The discard button clears out any unsaved changes only on your currently selected rule set"}]},{"uid":"8dca3a40cd344582bb86fa012894d870","type":"li","attrs":{},"children":[{"text":"If removing or updating a currently existing mapping, after saving, mapped case dates that have existing Deadlines will return a validation error"}]}],"id":"1b0cb149cea94e20acbd3313fa697dc9","attrs":{}},{"uid":"520e25f0fc81486a991677763bba0529","type":"p","attrs":{},"children":[{"text":"Why this is important","bold":true}]},{"uid":"091ecf9152bc4567b004ee8a8c6ae33e","type":"p","attrs":{},"children":[{"text":"This new mapping workflow is a quicker, more intuitive way to get set up with LawToolBox."}]},{"uid":"ed660d1c70d84a0b87f428c94766ce71","type":"p","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"uid":"720ce1eed31d4a529bade8370545810e","type":"p","attrs":{},"children":[{"text":"When configuring LawToolBox for the first time."}]},{"uid":"dd6ca002a9cc438085946631ec189250","type":"p","attrs":{},"children":[{"text":""},{"uid":"d22a191107664260a382cfe71b03dc8e","type":"a","attrs":{"url":"https://lawtoolbox.com/neos/","target":"_blank"},"children":[{"text":"Learn more about LawToolBox.","bold":true}]},{"text":""}]},{"uid":"98bb91d885954436a731ac2ff92eb613","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"f21aea5919754cf68f2488a3382d4a9b","type":"h2","attrs":{},"children":[{"text":"Improvements and Updates"}]},{"uid":"4499a4a9af0b46e8a7d08f1384647276","type":"p","attrs":{},"children":[{"text":"NeosAI Platinum Dynamic Questionnaire ","bold":true}]},{"uid":"57c86eae8c50449d8091d8ce48ea4b38","type":"p","attrs":{},"children":[{"text":"Firms can now see the questions that were asked during the intake process and access historical data. 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This year, Assembly has released some amazing new Neos features, including NeosAI, a full Calendar redesign, Zoom Phone and InfoTrack integrations, and Single-Sign On (SSO) updates to make your life easier. This release is on the smaller side, but still packs a punch! \n"}],"attrs":{}},{"uid":"dfdd950dacab485cac9e757f14a5e844","type":"p","children":[{"text":"Don’t forget to "},{"uid":"2fa1f86d1f444ff8aa5cc66ac3e7215f","type":"a","attrs":{"url":"https://assemblysoftware.zoom.us/webinar/register/1717222604874/WN_PtdUqHB7ReGAp-KBpk1QNQ","target":"_self"},"children":[{"text":"register for the “New in Neos” webinar"}]},{"text":" with the knowledgeable and entertaining Bryan Billig on August 8 at 2 pm ET. \n"}],"attrs":{}},{"uid":"7a2ce0d30616499f87da613be0f73f9b","type":"p","children":[{"text":"Features ","bold":true}],"attrs":{}},{"uid":"4a31de827f5d4a18827f0f19fd449c0c","type":"ul","children":[{"type":"li","children":[{"text":"Outlook Add-in Enhancements (Customer Request)"}],"attrs":{},"uid":"dd96fd6d88d24ec8819a7cde028fb29e"},{"type":"li","children":[{"text":"Calendar V2 Enhancements (using customer feedback on the last release)"}],"attrs":{},"uid":"67bd5415b84a45bfa6a44017a8a21dfe"},{"type":"li","children":[{"text":"AI Content Extraction Enhancements (NeosAI Platinum Only)"}],"attrs":{},"uid":"d8810296938145c0b39f497a867b56e4"},{"type":"li","children":[{"text":"AI Document Generation Enhancements (NeosAI Platinum Only)"}],"attrs":{},"uid":"9d5238589f9c49ddbe1237e7ad2642ca"},{"type":"li","children":[{"text":"Dynamic Forms Enhancements (NeosAI Platinum Only)"}],"attrs":{},"uid":"86751509b5c2470eb335c3f2cab93016"}],"attrs":{}},{"uid":"ea6fa1ae731346b793b779028458989d","type":"p","children":[{"text":"Integrations ","bold":true}],"attrs":{}},{"uid":"8bfdb8a516d94febb9da32e13b5d79d5","type":"ul","children":[{"type":"li","children":[{"text":"LawToolBox Deadline Enhancements"}],"attrs":{},"uid":"6c946e3b02d1481088ac7ba2a25ed960"},{"type":"li","children":[{"text":"Smith.AI (coming soon) \n"}],"attrs":{},"uid":"79d855eebfbc4e108e517ec68d738508"}],"attrs":{}},{"uid":"1385a989005d4087805c0be563d3e993","type":"p","children":[{"text":"Enhancements ","bold":true}],"attrs":{}},{"uid":"a1fa3a2cfae34ed7aef28fd902476854","type":"ul","children":[{"type":"li","children":[{"text":"Advanced Search Updates (Expanded PDF Export) "}],"attrs":{},"uid":"e69b4b7b570540dd8e3385f6489ce0d7"},{"type":"li","attrs":{},"uid":"bc219a3ce5314f039c9e3d1d50dc1a53","children":[{"text":"Syncfusion Grid Update\n"}]}],"attrs":{}},{"uid":"819a462b35574c23b07b2d4d338164ab","type":"p","children":[{"text":"Improvements and Updates","bold":true}],"attrs":{}},{"uid":"e68c2fa2aa6b40a38b406b5bfa17266c","type":"ul","children":[{"type":"li","children":[{"text":"Certificate of Service tags updated"}],"attrs":{},"uid":"604608ea97bd492d9ba0ed6f916520c2"},{"type":"li","children":[{"text":"\"In Use\" check for Case Fields updated"}],"attrs":{},"uid":"b56b720003004ab79555b628fa793d61"},{"type":"li","children":[{"text":"\"Create Documents and Forms\" permissions updated \n"}],"attrs":{},"uid":"e8df16ad1e1b4a80b140f029c2100d0d"}],"attrs":{}},{"uid":"e35f58c2df9f4aa79fbde5c11b969326","type":"h2","children":[{"text":"New Features \n"}],"attrs":{}},{"uid":"7153436248804cc096b9448dd3a56160","type":"h2","attrs":{},"children":[{"text":""}]},{"uid":"0d4ea862c3674e4e98eccb29c1a69928","type":"h3","children":[{"text":"Outlook Add-in Enhancements (Customer Request) "}],"attrs":{}},{"uid":"213b5a76a89649fa9bd1915a00f49c57","type":"p","children":[{"text":"Save time when filing your emails! Neos’ new bulk tagging capability allows you to select multiple emails and tag them to a single case. Also, take advantage of the Case Suggestion for replies or forwards of previously tagged emails. "}],"attrs":{}},{"uid":"0659b2e1e2684bb4b9a38fffb398a9cd","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"182cedcb1e614e488a768cc59374c046","type":"p","children":[{"text":"Top "},{"type":"a","attrs":{"url":"https://ideas.assemblysoftware.com/ideas/NEED50-I-2192"},"children":[{"text":"customer-requested feature"}],"uid":"67b0c9af0d8c433e8739f086ace8ef89"},{"text":" in the Neos Ideas Portal. "}],"attrs":{}},{"uid":"8f66688dc8f2438383948adecf4aa231","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"61f14c1d518946cd8ad43c67e63ec834","type":"p","children":[{"text":"How it Works ","bold":true}],"attrs":{}},{"uid":"32d5c2be619c4fc7bc75906a43f597bf","type":"p","children":[{"text":""},{"uid":"83413226dd3a4a04ad2daefc0b5d311d","type":"a","attrs":{"url":"https://assembly.sysaidit.com/KBFAQTree.jsp?&menuFlag=ssp&notAddingIndexJSP=true#1182","target":"_self"},"children":[{"text":"Install the Neos Outlook add-in"}]},{"text":" first! ("},{"uid":"0c9e964cc908438593a2c8cb9de3b860","type":"a","attrs":{"url":"https://assets.contentstack.io/v3/assets/blt150f0e99f9258957/blt37e1d0973b574303/66b65a33908b53ad87884e7b/Installing_the_Neos_Outlook_Add-In.pdf","target":"_self"},"children":[{"text":"Download a PDF explaining how to install the Outlook Add-in"}]},{"text":")"}],"attrs":{}},{"uid":"cb370dc183a4485a92d9d4849f6ba9da","type":"p","attrs":{},"children":[{"text":"Bulk Tagging ","italic":true}]},{"uid":"25d1bf1a7bfd4d94a3ac3654740fb320","type":"p","attrs":{},"children":[{"text":"Select the emails that you want to tag.  Click on the Neos Outlook Add-In (Located at the Upper Right-Hand Side of your Home Ribbon). Search for or select the desired Case/Intake/Provider to which you want the emails to be tagged.  Click “Tag Email” and this will tag all the emails that you previously selected."}]},{"uid":"03efe8e9bf3b4fef8e7883345e7b7577","type":"p","attrs":{},"children":[{"text":"All emails tagged to Neos will be stored in the Email section of the Case Notes. "}]},{"uid":"c50c139733d84b67b3bfb2f76ce3be49","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"2391a819cc114876a68b4b62e1ad40bb","type":"embed","attrs":{"src":"https://player.vimeo.com/video/994260004"},"children":[{"text":""}]},{"uid":"1b8f7eb4aec94394894ef249d82f301b","type":"p","children":[{"text":""},{"uid":"b02b07e7bb20465cbc2162935ea5e388","type":"a","attrs":{"url":"https://assets.contentstack.io/v3/assets/blt150f0e99f9258957/blt0c223fcd68d922d2/66b65a5c31e1a2ffd8fa2893/Tagging_Outlook_Emails_and_Attachments_to_Neos.pdf","target":"_self"},"children":[{"text":"Download a PDF explaining how to tag emails in Outlook"}]},{"text":""}],"attrs":{}},{"uid":"da18537fde32444fbdba5e83d6228242","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"d5d91ba9539145738329517f1e9e9ebd","type":"p","children":[{"text":"Case Suggestion","italic":true}],"attrs":{}},{"uid":"808c7fa297c14c7cb03ba9284608e27a","type":"p","children":[{"text":"The Outlook Add-in will now suggest the Case, Intake, or Provider that has been previously tagged in an email thread “Tagged in Thread section). It will also suggest recently touched Cases, Intakes, and Providers (\"Recent\") in addition to the existing functionality of suggesting entities based on email matching (\"Matching Email\")."}],"attrs":{}},{"uid":"9bd19c24f2f74fe1b5f653fcb4fe06c9","type":"p","children":[{"text":"The tagging workflow is unchanged in this Feature. Any email thread that has been tagged to a Case, Intake, or Provider will show a “Tagged in Thread” section. If Neos finds a matching Recipient email, then the Matching Email selection will be displayed. Recently touched Cases, Intakes, and Providers will be displayed under the “Recent” section."}],"attrs":{}},{"uid":"a978a2ad17fe4ea5bdfd94c66df0f5b7","type":"p","children":[{"text":"Why is this important?","bold":true}],"attrs":{}},{"uid":"431d2233e79d44f0b4e9571a0af19a19","type":"p","attrs":{},"children":[{"text":"Efficiency is key for law firms and tagging emails individually can be very time consuming. Tagging multiple emails at once allows users to tag entire threads at a time.  Providing suggestions to previously tagged emails will save time and improve productivity."}]},{"uid":"f5088f32257a4dce88fa8f410a235113","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"35d2715dd7c94add8a4e42b9e781485d","type":"p","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"uid":"28eb781a57c442edaf77a574c4a44146","type":"p","attrs":{},"children":[{"text":"When you have multiple emails you want to tag to the same case that don't contain attachments.  Suggestions will be automatic if you have previously tagged a Case, Intake, or Provider in an email thread. "}]},{"uid":"246b83c054b74498841081ff237facea","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"6f2a5a67912c4c238d0fc25c2857a3c4","type":"p","attrs":{},"children":[{"text":"NOTE: Please refer to ","bold":true,"italic":true},{"uid":"0b4721834dfa46738dc890819ec40072","type":"a","attrs":{"url":"https://assembly.sysaidit.com/KBFAQTree.jsp?&menuFlag=ssp&notAddingIndexJSP=true#1182","target":"_self"},"children":[{"text":"Knowledge Base article 1182","bold":true,"italic":true}]},{"text":" for explicit instructions on installing the Neos Outlook add-in.  Refer to KB article 1176 for additional help with tagging. (Must be logged into Neos and to KB to access this link. Click the question mark at the top right-hand corner of Neos to access KB.)","bold":true,"italic":true}]},{"uid":"41522494e6404d9e8b83d0207bc8860c","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"f4f51ea7db814146b3fd1af577356448","type":"h3","children":[{"text":"Calendar V2 Enhancements  "}],"attrs":{}},{"uid":"965b1317921647f2bff77c175ea5d9e2","type":"p","children":[{"text":"The Assembly Product team incorporated YOUR feedback on our fully redesigned Calendar that we released in June. The updated Calendar includes: "}],"attrs":{}},{"uid":"ce8e49e8adf3442287ed3cb1cbc8847c","type":"ul","children":[{"type":"li","children":[{"text":"Case Calendar views with ability to sort Case Events and Calendar Events."}],"attrs":{},"uid":"1ff39f03f394499492166ff8cc078cf4"},{"type":"li","children":[{"text":"A new \"Send To Outlook\" option as part of Case Events."}],"attrs":{},"uid":"50ee7ab4b64443d39d3c83a47eb6e962"},{"type":"li","children":[{"text":"Staff Groups as part of the Global Calendar."}],"attrs":{},"uid":"6474acab50354fd290efcfe411fba337"},{"type":"li","children":[{"text":"The ability to see the additional calendar items in Global Calendar - click the \"See more\" button to see all the events for that day."}],"attrs":{},"uid":"8eb6f62eab684f3a803e498a6ba3ec67"},{"type":"li","children":[{"text":"Reinstated standard Calendar Reports: Calendar Report and Calendar Report 30 Day by Staff "}],"attrs":{},"uid":"879d44eea0124d9695fed84000bce5a9"}],"attrs":{}},{"uid":"ecffea5171f446bd8b6f1ac6b05286af","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"abe22d0282d3406abb95d00acaa82833","type":"embed","attrs":{"src":"https://player.vimeo.com/video/994201929"},"children":[{"text":""}]},{"uid":"619fb5b077844c61a0b483187aec2697","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"cb902f11d4604a23b5e459cd2029e1be","type":"p","children":[{"text":"How to use it  ","bold":true}],"attrs":{}},{"uid":"41a28f14670e490eba87d9ff7e2c75c2","type":"p","children":[{"text":"Case Calendar Views ","italic":true}],"attrs":{}},{"uid":"0b5cf321b87540fc92ed83bd3a79603c","type":"p","children":[{"text":"There are now three different views in the Case Calendar (similar to the design of the Notes tab): All Events, Calendar Events, and Case Events. "}],"attrs":{}},{"uid":"7ce760976d454928a37fe3e4e22ced90","type":"ul","children":[{"type":"li","children":[{"text":"All Events will show all Case Events (records) and Outlook Events; here you will not be able to sort on columns, but you will be able to filter by type, status, and start > end date"}],"attrs":{},"uid":"ce1d212fdf0148369cf326518103fc13"},{"type":"li","children":[{"text":"Calendar Events will show all your events that are connected to Outlook; here you'll be able to sort on start date, end date, and subject and also filter on type, status, and start>end date"}],"attrs":{},"uid":"07a7b2e41c434b21a70ba89d232031d0"},{"type":"li","children":[{"text":"Case Events will show all records of events that are not connected to Outlook; here you'll be able to sort on start date, end date, and subject and also filter on type, status, and start>end date "}],"attrs":{},"uid":"84d0e8a1b25f473d8fd01d08e1903be8"}],"attrs":{}},{"uid":"13f760450fc24292a46f8feaf21e2894","type":"reference","attrs":{"display-type":"display","asset-uid":"bltf18e68103085a257","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltf18e68103085a257/66a011f04a3601a5547bedab/image_(1).png","asset-name":"image_(1).png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"image_(1).png","asset-alt":"image_(1).png","inline":false,"width":"677","style":{"max-width":"677px","width":"677px","max-height":"190px","height":"190px"},"redactor-attributes":{"height":"190"},"max-width":"677","max-height":"190","height":"190"},"children":[{"text":""}]},{"uid":"f15b1dc3f3db4b1ba4d3d8e9db3b2d25","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"5b25770a24e2415fbf2868168f1bbf61","type":"p","children":[{"text":"Send to Outlook on Case Events ","italic":true}],"attrs":{}},{"uid":"20576c60c0284d2880c50076acf1d277","type":"p","children":[{"text":"You'll now see a “Send to Outlook” button in the edit event details modal in all Event Records/Case Events not connected to Outlook. Here you can make changes to the Case Event. Clicking Send to Outlook which will open a new modal that will allow you to set an organizer on the event (defaulted to logged in user) and keep a record of the original Case Event.  \n"}],"attrs":{}},{"uid":"eae785b047194450a7683eb71d83ff1d","type":"reference","attrs":{"display-type":"display","asset-uid":"blt42da62fb8a4d288f","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt42da62fb8a4d288f/66a7a322bc6ec290e3f98547/send2outlook.png","asset-name":"send2outlook.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"send2outlook.png","asset-alt":"send2outlook.png","inline":false},"children":[{"text":""}]},{"uid":"bc8ee385798f4c95b94028b6d9be82d2","type":"p","children":[{"text":"If you have made changes to the Case Event before hitting Send to Outlook, and you choose to keep a record, the changes you made will not be reflected in the record of the original event unless you save in the edit event modal before sending to Outlook. 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Here, you can click “+Groups” to choose a group to add to your available calendars."}],"attrs":{},"uid":"7d87d87cfd614e33b4abab9999759b50"},{"type":"li","children":[{"text":"You can add a max of 20 total users to your staff calendars; if you choose a group that has over 20, Neos will only select the first 20."}],"attrs":{},"uid":"53bbe633a9e143eca181d2defe50bac3"},{"type":"li","children":[{"text":"If you already have several staff calendars added and you select a group, Neos will only select the first calendars in the group until you hit the max of 20. 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Case events are critical milestones you need to hit. Don’t expend extra effort trying to juggle remembering everything; just add it to your calendar to have it at your fingertips. "}],"attrs":{}},{"uid":"71868e9b4a9445c6bd441484d4a01f66","type":"p","children":[{"text":"","italic":true}],"attrs":{}},{"uid":"6e9e8be8077940ed8f491caf5d2ee1df","type":"h3","children":[{"text":"AI Content Extraction Enhancements (NeosAI Platinum Only) "}],"attrs":{}},{"uid":"471ff004a90a4aa0a9455483d7e2a6d3","type":"p","children":[{"text":"NeosAI streamlines data entry processes by automating the extraction of key details and creation of records, reducing manual effort and minimizing the risk of manual entry mistakes. You can now extract information from invoices and receipts in the global value list. Additionally, document summaries are now available in the side pane preview of the document details."}],"attrs":{}},{"uid":"06ef88b24cb143e2af08992f0d416856","type":"p","children":[{"text":"","italic":true}],"attrs":{}},{"uid":"7e3ad25e035444629bb89e511c0d3cf5","type":"p","children":[{"text":"How it works ","bold":true}],"attrs":{}},{"uid":"96cce735f3c64914ad4436259e12240a","type":"p","attrs":{},"children":[{"text":"Extracting Information","italic":true}]},{"uid":"e592eac74d244a24a41d0af29550cc6d","type":"p","children":[{"text":"Upload your invoice or receipt. "}],"attrs":{}},{"uid":"39dd265dc73b47639e7eda4441fad0e3","type":"reference","attrs":{"display-type":"display","asset-uid":"blt1fd302a46cab8cad","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1fd302a46cab8cad/66a0125081a8f68fb0d3f2f9/image_(4).png","asset-name":"image_(4).png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"image_(4).png","asset-alt":"image_(4).png","inline":false},"children":[{"text":""}]},{"uid":"231d2f0b0a5949aca2b8e7ecd76c9e60","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"0e673e0092a54ebaac439c6d34b1f47f","type":"p","children":[{"text":"Documents are uploaded to the Case Documents drive in a temporary folder (you’ll need to choose a case for all Value items extracted.) The document will be moved into the case(s) and the Value items will be created after you click “Save.” "}],"attrs":{}},{"uid":"73a73100cfef4b459c3b5ed1f556b552","type":"reference","attrs":{"display-type":"display","asset-uid":"blte9b236e376b97ffa","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blte9b236e376b97ffa/66a7269dcb4fd4ebb080d371/image_(5).png","asset-name":"image_(5).png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"image_(5).png","asset-alt":"image_(5).png","inline":false,"width":"624","style":{"max-width":"624px","width":"624px","max-height":"356px","height":"356px"},"redactor-attributes":{"height":"356"},"max-width":"624","max-height":"356","height":"356"},"children":[{"text":""}]},{"uid":"c1a6e14b80ea4827bd2c030afc81c6a6","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"c78af7174f9e4e89a165e565b821724f","type":"p","attrs":{},"children":[{"text":"When creating value items from invoices or receipts, if you select a Time type value code and you have permissions/time tracking enabled, an associated Time entry will be created."}]},{"uid":"2f71a036f9694318b9d4241e4f9e66ae","type":"reference","attrs":{"display-type":"display","asset-uid":"blt083b9c93ef9e4d27","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt083b9c93ef9e4d27/66a726d1cb4fd4379380d375/image_(6).png","asset-name":"image_(6).png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"image_(6).png","asset-alt":"image_(6).png","inline":false},"children":[{"text":""}]},{"uid":"05acf735ef6c4dce90cffcc4f783db4a","type":"p","attrs":{},"children":[{"text":"Document Summaries Available in the Documents Side Pane","italic":true}]},{"uid":"2ed376bf31ec493f91a59d2fa566e9e2","type":"p","attrs":{},"children":[{"text":"See and edit the summary directly from the side pane of any documents grid.  There is a new “Details” button/menu in the documents grid that replaces the kebab menu.  The “Details” button will open the side pane to the details tab (clicking the grid row will open the side pane to the Preview tab). 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This fixes an issue when extracting values from invoices and receipts where the contact creation tab opened behind the extraction modal. It also updates all search fields so you do not have to leave what you are currently working on at the time. "}]},{"uid":"dbff31380b034442a081d01dd7a1c1f6","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"17eb93ae3b4c4d15b306780526db66a9","type":"p","attrs":{},"children":[{"bold":true,"text":"Why is this important?"}]},{"uid":"57c7fa753e0842ac8ebd90574df9fafc","type":"p","attrs":{},"children":[{"text":"Leveraging AI to extract content from invoices and receipts can eliminate hours of manual data entry tasks by automating the process of mapping information from records to Neos. This functionality is now available at the global level. Accessing document summaries generated by AI in a single click allows you to review the overview and details of a document more efficiently. 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When attempting to review a number of documents to determine where certain information lives, review an AI generated document summary with a single click to get a high-level understanding of the contents."}]},{"uid":"b23b4be4ab47428db8b4151184761448","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ecd2298c87d44c41b85ff1dd20fc9ad1","type":"h3","attrs":{},"children":[{"text":"AI Document Generation Enhancements (NeosAI Platinum Only)  "}]},{"uid":"1c272b150abf46959750f8296b635e15","type":"p","attrs":{},"children":[{"text":"NeosAI enhances efficiency by automating document creation, ensuring consistency across all documents, and adapting to your unique business needs with a customizable and flexible solution. Generate multiple document types on the fly, saving time and allowing your staff to focus on more strategic tasks. Now you can multi-select AI inputs for improved customization! 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"}]},{"uid":"dde9c26e16094dccae2c44aa6c477e01","type":"p","attrs":{},"children":[{"bold":true,"text":""}]},{"uid":"d1397925bb30474ab86b305ac498411d","type":"p","attrs":{},"children":[{"bold":true,"text":"When to use it"}]},{"uid":"69773ed841f3480f8f90ad3e5288b8c9","type":"p","attrs":{},"children":[{"text":"When generating a section of a document (like a demand letter) and two or more parties, police, counsel, etc. are involved select all relevant records. "}]},{"uid":"05122f5bd93941ac86d1e45e45304755","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"a2239ac392074c098655cd276f35112d","type":"h3","attrs":{},"children":[{"text":"Dynamic Forms Enhancements (NeosAI Platinum Only) "}]},{"uid":"3c6a07f19aff44c8a04baee39da0afa5","type":"p","attrs":{},"children":[{"text":"As part of NeosAI Platinum, you can set up forms that can be added as new tabs in a case, independent of case type, or nested forms within other dynamic forms. 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"}]}],"id":"61dc21908842470b98c5f2a3d5eea5a8","attrs":{}},{"uid":"26d81656638544a4bab7d1970bf35749","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"52675260f5234201a0413eaa12717080","type":"embed","attrs":{"src":"https://player.vimeo.com/video/995654856"},"children":[{"text":""}]},{"uid":"3d28344c3fcf48058576c41d97846ca5","type":"p","attrs":{},"children":[{"text":"How it Works ","bold":true}]},{"uid":"893312bf0e6841798edd48ef91090968","type":"p","attrs":{},"children":[{"text":"New Field Types: Address, Email, Phone Number ","italic":true}]},{"uid":"e8b66e3decf14130bcbf459e47167457","type":"p","attrs":{},"children":[{"text":"Choose from three new field types available when creating new fields in the Case Fields directory. (These field types are only available for dynamic forms, not case/provider user defined layouts nor intake questions.)"}]},{"uid":"787857b9641949da9fd90b21df6d5f27","type":"reference","attrs":{"display-type":"display","asset-uid":"bltfbdd5eb931c18775","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltfbdd5eb931c18775/66a72a0711af1debae326b66/image_(8).png","asset-name":"image_(8).png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"image_(8).png","asset-alt":"image_(8).png","inline":false,"width":"648","style":{"max-width":"648px","width":"648px","max-height":"138px","height":"138px"},"redactor-attributes":{"height":"138"},"max-width":"648","max-height":"138","height":"138"},"children":[{"text":""}]},{"uid":"e9fbb64c76e948b8b0ca17eee2416283","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"015cc612e19f46bd8df74f2b159a619f","type":"p","attrs":{},"children":[{"text":"More locations to add dynamic forms ","italic":true}]},{"uid":"82e7de9c566446b18b91708ede0dd55e","type":"p","attrs":{},"children":[{"text":"You can now add dynamic forms to other dynamic form layouts, so that they are available immediately on that form "}]},{"uid":"2917fa9e22fd4f0fafe6a3bcaf881fd9","type":"ul","children":[{"uid":"3e3c0b73236a43bfa01353a74861e5ff","type":"li","attrs":{},"children":[{"text":"When editing a dynamic form that has another form within its layout, the other form will appear within the sections and fields of the layout"}]},{"uid":"868e84de4c3b4ad89d5da882239a2ac5","type":"li","attrs":{},"children":[{"text":"When none or only 1 of the child forms exist, then you will see the layout fields of the child form (similar to the blocks in the intake layout)"}]},{"uid":"65149a90c77a41f8a2affa6455dad717","type":"ul","attrs":{},"children":[{"uid":"1f874ac722fd46469185b4cd525e588c","type":"li","attrs":{},"children":[{"text":"Otherwise, you will see a grid with the forms"}]}]},{"uid":"993a3f651c2446d88143017eef953326","type":"li","attrs":{},"children":[{"text":"When adding a form that has another form in the layout, you can add one or more child forms and navigate between them. 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No longer are layouts exclusively case type specific; now you can create forms and add information on the fly based on the data that is collected in a case."}]},{"uid":"5d7a1014321041ea8cef13b8344fa623","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"09aabd560d0144ef89e1e9d5df674534","type":"p","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"uid":"5c4ab785b8364c2895533022d9c7e0f0","type":"p","attrs":{},"children":[{"text":"Before dynamic forms, if you are managing the layouts of multiple different case types and need to make an update to one section, you would need to update each case/intake where that section appears. With dynamic forms, you can create one form that is used across case types and make updates that will be reflected wherever that dynamic form is added. "}]},{"uid":"7b48e1e3caee4b6e90433ef9e5886c63","type":"p","attrs":{},"children":[{"text":"Additionally, instead of adding multiple sections in Neos to capture data for any of the possible documents you could receive when you are working on a case (which can get cluttered), you can create dynamic forms that can be added if a specific document is added."}]},{"uid":"e066e39a723b446087b1fc48a50f35a4","type":"p","attrs":{},"children":[{"text":""},{"uid":"7891c6e3829b4ca4921dc34342b6ab16","type":"a","attrs":{"url":"https://assemblysoftware.com/neosai-platinum-interest-forms","target":"_self"},"children":[{"text":"Sign up for your FREE three-month trial of NeosAI Platinum"}]},{"text":"."}]},{"uid":"4fc4f7c5c23f48bdb47b67ce907bc913","type":"h2","attrs":{},"children":[{"text":"Integrations "}]},{"uid":"594ed87d446a482c8694945522fae195","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"cf8589161171408394044f78fa45187f","type":"h3","attrs":{},"children":[{"text":"LawToolBox Deadline Enhancements "}]},{"uid":"818ee4b4719d48b0b5d107292313ac5b","type":"p","attrs":{},"children":[{"text":"LawToolBox deadlines are now synced to Outlook (visible in the case calendar, global calendar, and in Outlook), making deadlines more immediately visible and useful.  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"}]},{"uid":"fa3faceccb3b4eff85bd87ca1e93f7d2","type":"li","attrs":{},"children":[{"text":"Changes to a deadline done in Neos will be captured in the Activity Feed as a calendar event update."}]},{"uid":"1279fa14ae454708944a84373257ae0f","type":"li","attrs":{},"children":[{"text":"Deadlines are searchable in Adv. Search under Calendar>Deadlines or doing a search for the Appointment Type>Deadline (LawToolBox)"}]},{"uid":"d0e9377d4a9b4afe8fa4baf1ee07f711","type":"li","attrs":{},"children":[{"text":"Deadline Calendar Events remain linked to the deadline metadata when turned into case events and can be sent back to Outlook."}]}],"id":"42782e2611cf48ada0249eec0664a515","attrs":{}},{"uid":"064136c51b3c4a4083cd75fbb2e15001","type":"p","attrs":{},"children":[{"text":"Recalculation","italic":true}]},{"uid":"2ee1d9ffd4074f249bf64d81b19c3d98","type":"ul","children":[{"uid":"a08edaa0ad544f1a8460654cfcc36290","type":"li","attrs":{},"children":[{"text":"Recalculating a case date will update the existing deadline events that you have calendar permissions to update. "}]},{"uid":"54d54bda50a8472cab1f86e542179f6e","type":"li","attrs":{},"children":[{"text":"Any events that you don't have calendar permissions to update will be listed in the batch errors table "}]},{"uid":"5f70ba740868479bb6454eaf90dff7e0","type":"li","attrs":{},"children":[{"text":"Deadline update failed; [email@email.com] does not have permission to update calendar events for [differentemail@email.com]. "}]},{"uid":"adae9816765b416599757f552c0a2df2","type":"li","attrs":{},"children":[{"text":"Event subject, description, and \"All Day\" status will be reset to original LawToolBox defaults for a given deadline if manual changes were previously made by a user."}]},{"uid":"39ebd7d0e7ea4517b004170198173e3a","type":"li","attrs":{},"children":[{"text":"Only additions made to the staff during the recalculation process will be applied"}]}],"id":"85b15fa0c4224d5dbb550ccbb6fecebe","attrs":{}},{"uid":"72d0e716011b4f79b08b8b318fef6735","type":"p","attrs":{},"children":[{"text":"Cancelling Deadlines","italic":true}]},{"uid":"fba5039395494b95b897f19282f3b20d","type":"p","attrs":{},"children":[{"text":"In Neos ","italic":true}]},{"uid":"18cb1c9ff18f416d87329ef36fe4f170","type":"ul","children":[{"uid":"ac62f21e00ae4bc4981ba66a46175a1e","type":"li","attrs":{},"children":[{"text":"If you cancel a deadline in the Global calendar and keep a \"case event\" snapshot, the case event will still be connected to the deadline, but the event will be removed from Outlook  "}]},{"uid":"881e6b2395b7455d817a377b32dbfaa4","type":"li","attrs":{},"children":[{"text":"If you don't keep a case event, the event is cancelled and the deadline is deleted in all locations"}]}],"id":"3383cb70f52e460ab91f038aabfa1440","attrs":{}},{"uid":"4ac072b29209484088b0bd9bcd2e8816","type":"p","attrs":{},"children":[{"text":"In Outlook","italic":true}]},{"uid":"22c70c5850a94306b7d1564a75b7adf1","type":"ul","children":[{"uid":"98c72fa19f2f4bd29878042ea85f1495","type":"li","attrs":{},"children":[{"text":"If you cancel a deadline in Outlook it will automatically be created as a \"case event\" the next time the case calendar is loaded"}]}],"id":"6a19c9bdf8e847a1acd073eb099cf103","attrs":{}},{"uid":"cefde5baeded4efcb1734a34333e7070","type":"p","attrs":{},"children":[{"text":"Recalculating Case Event deadlines","italic":true}]},{"uid":"ef83731e3f0642638c85820ca4292f13","type":"ul","children":[{"uid":"8450aa3ff372452683439ac8a42a5b69","type":"li","attrs":{},"children":[{"text":"If you recalculate a deadline that was previously cancelled, but a \"case event\" was retained, then the case event will automatically be turned back into an Outlook event if the event date is in the future"}]}],"id":"03cac479ca07451895193a6881bee186","attrs":{}},{"uid":"f0df632175594a4d87cf24686046d67c","type":"p","attrs":{},"children":[{"text":"Why is this important?","bold":true}]},{"uid":"e24d7f2287734d14ae19d7043777161c","type":"p","attrs":{},"children":[{"text":"When you rely on Outlook events outside of Neos while on the go, you need deadlines to appear there as well."}]},{"uid":"ccac4d7cfa1b49d9ba9fb619711c16fe","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"f3b7615d0a8843bcaabbcb49fbbaa98d","type":"embed","attrs":{"src":"https://player.vimeo.com/video/840596310"},"children":[{"text":""}]},{"uid":"684b4e8811504348a785662f51a1b89a","type":"p","attrs":{},"children":[{"text":"For more detailed instructions on how to use LawToolBox, review "},{"uid":"36a0045046594f468a461850baa3a2f2","type":"a","attrs":{"url":"https://assembly.sysaidit.com/KBFAQTree.jsp?&menuFlag=ssp&notAddingIndexJSP=true#1876"},"children":[{"text":"Knowledge Base article 1876"}]},{"text":". (Must be logged into Neos and to KB to access this link. Click the question mark at the top right-hand corner of Neos to access KB.)"}]},{"uid":"1730a5585c954bbaaea86d6214b0e3cf","type":"p","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"uid":"da28f091c8924a619794368ab85de2b1","type":"p","attrs":{},"children":[{"text":"For all LawToolBox customers when creating deadlines."}]},{"uid":"2f2977136c5842f9b9e3d0908362ded6","type":"p","attrs":{},"children":[{"text":""},{"uid":"e81f63b994ea4c928d689bfc6e7f1909","type":"a","attrs":{"url":"https://lawtoolbox.com/neos/","target":"_self"},"children":[{"text":"Learn more about LawToolBox "}]},{"text":""}]},{"uid":"67e06cef1c674d04bb86e2023e82e928","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"75feafb715d44facbfba51729c107b29","type":"h3","attrs":{},"children":[{"text":"Smith.AI (coming soon!) "}]},{"uid":"5680536217f647d7b53de49c669304b5","type":"p","attrs":{},"children":[{"text":"Smith.ai’s virtual receptionists answer calls, chats, and texts, 24/7. Combining the best live agents with next-generation AI, Smith.AI allows your firm to capture more leads, reduce interruptions, and increase profits. "}]},{"uid":"345efff6e1014a5c917ed20b96528c91","type":"reference","attrs":{"display-type":"display","asset-uid":"blt07af53e941c6da6f","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt07af53e941c6da6f/66a7d9c0cfbd2328057d6efa/Smith.ai_logo.png","asset-name":"Smith.ai_logo.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"Smith.ai_logo.png","asset-alt":"Smith.ai_logo.png","inline":false},"children":[{"text":""}]},{"uid":"c78be3b22d7c413b9372f2f94930a29d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"3c8eaf5b23e1407b96d970f9b4a19513","type":"h2","attrs":{},"children":[{"text":"Enhancements "}]},{"uid":"41c8dc7653af491bb052b82f059b5778","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"4472dbae3a634115a35daf6ee73e206c","type":"h3","attrs":{},"children":[{"text":"Advanced Search (Expanded PDF Export) "}]},{"uid":"5523b511cf97454d9903fbfb28b43461","type":"p","attrs":{},"children":[{"text":"New Expanded Export Options (PDF):  Custom Margins, Custom Format, also can justify (right, center, left) the firm logo and address. "}]},{"uid":"6034683cddee40a58bee5ee8ffa5b38d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"176a890e10e6427395087bcadb6c6148","type":"p","attrs":{},"children":[{"text":"New Options in From Operator:  Last Week, Last Month, Last Quarter, This Week, Next Week, Next Month, Next Quarter, Next Year, Next 180 days"}]},{"uid":"ac2ea1c51cf2479dbb2fbe35ec15560d","type":"reference","attrs":{"display-type":"display","asset-uid":"blt16f3f1a2fdca4509","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt16f3f1a2fdca4509/66a72b9bfc643c77817e832b/image_(10).png","asset-name":"image_(10).png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"image_(10).png","asset-alt":"image_(10).png","inline":false},"children":[{"text":""}]},{"uid":"36e01d5bfb324b0eb1573bfa4768c41b","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"92847115ceb34f40b5d14e3cfa947461","type":"p","attrs":{},"children":[{"text":"How to use ","bold":true}]},{"uid":"edbe79d8cece45a3b337d7289eb052a3","type":"p","attrs":{},"children":[{"text":"Advanced Search queries can be exported similar to reports by choosing either CSV or PDF formats. Choose the \"Export\" button when looking at the results from the Advanced Search query you inputted."}]},{"uid":"1a064fabc78c4a4fa9895b513c39876d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"d41f1c2af53c45a7ae9ff2099ee3fcc7","type":"p","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"uid":"b64f8a7d60264d7ba2d41affc342b772","type":"p","attrs":{},"children":[{"text":"Whenever you need to print Neos reports or want to search for a broader range of dynamic dates."}]},{"uid":"4b0c32caacc8400e896dcfac08a55f08","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"fcd13b0929b143bd9f92388fcfdf8b49","type":"h3","attrs":{},"children":[{"text":"Syncfusion Grid Update"}]},{"uid":"63a2d70697b342dcb7c9b72d1757dc9b","type":"p","attrs":{},"children":[{"text":"The “Browse Cases” tab has been updated with a new version of the grid.  It remembers any sorting that you previously put in place, cleans up unnecessary white space so you can view more data, and provides a new “Column Selector” under the 3 dot menu for easier accessibility. 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Explore the latest in this release article.","meta_keywords":"Neos release, Neos new features, Neos legal technology, legal software, Neos sept updates, case management software","meta_title":"Neos June 2024 Update: AI Summaries & Calendar Redesign","no_index":false},"social_media_metadata":{"description":"The latest Neos release is brimming with fantastic new features, integrations, and updates that are sure to bring fresh enthusiasm to your work!","image":null,"title":"What's New: Neos June 2024"}},"teaser_text":"Don't miss your chance to get up to speed on the latest and greatest Neos features","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"January 28, 2024","id":"e28c915f-1967-5f1d-bda2-99e423938cd9","uid":"blta4ad8007b9ebe7da","title":"What's New: Neos February 2024","page_url":"whats-new/february-2024","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"7684c3c1d4ee4a17b4194ca61ad41b8e","children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"7a750ac9a776418abbdac883efdd4cdc","children":[{"text":"January may be dark and gloomy, but the new Neos features are a beacon of shining light (or at least something to look forward to). 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The RingCentral integration also matches your contacts’ phone numbers with the associated case when they call you and displays it for you. All your calls will automatically be logged in the Communications Center. 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You can select multiple invoices in any status across different cases and download them in PDF, Word, or LEDES 98B formats."}]},{"uid":"c903e61cd40a439b883c11ed4d4119b5","type":"embed","attrs":{"src":"https://player.vimeo.com/video/762373414"},"children":[{"text":""}]},{"type":"h2","uid":"98010337d0274aa28eb4ee595c6755eb","attrs":{},"children":[{"text":"New Accounting Tab"}]},{"type":"p","uid":"e8809524419648148f9249b0d584327f","attrs":{},"children":[{"text":"Access all your firm’s accounting information (checks, deposits, names, invoices, and funds) from one place. Connect QuickBooks desktop or Online to seamlessly keep your books up to date. Firms that have the LawPay integration configured in Neos can further categorize transactions using an account from LawPay. 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(Users can now add up to 10 decimal places.)"}]},{"uid":"2b69eef19d3245e78b9fbec251ed277f","type":"embed","attrs":{"src":"https://player.vimeo.com/video/715714623"},"children":[{"text":""}]},{"type":"h2","uid":"59d7d949463d4fd798e071a51192699d","attrs":{},"children":[{"text":"Configurable Case Header"}]},{"type":"p","uid":"12f9de5ac6794cebae2a283a3d429422","attrs":{},"children":[{"text":"Efficiently find information about a case from any tab. Add any case and any staff role to the case header, or take advantage of other fields like Client DOB, DOD, Gender, Alt Case 1 & 2, Referred by/to, Source, Marketing Campaign, Case Title, Docket, Court, Judge, Synopsis, and Insurance Adjuster Name. 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