Needles Neos - Changelog

March 2023
Updated 03/16/23

Accident Tab	Adds a new standard tab for all case types called Accident Information. Allows users to input and store all relevant information related to an accident
Advanced Search – Dynamic Dates	With configurable date ranges in Advanced Search, you can now create an aging report that shows activity over the last X days, so saved Advanced Search reports and dashboard widgets are automatically updated and reflected from today’s date
Advanced Search – Email address	You can now create email address reports using Advanced Search. Email address can be used as a filter and show as a column.
Case Budget	You can now track case budget for each case using the Case Header. Case budget is configuriable under case type settings and using the case header for specific cases.
Case Header – Contact List	With clickable contact lists users have the ability to call phone numbers from the list parties, providers, and related contacts without the need of leaving the case contact detail side pane
Case Header – Quick Add Button	You can now easily add items to case using the Case Header – Quick Add menu. This menu also includes a new option to add checklist item from anywhere.
Case Header – Totals	You can now add value and time total values to the Case header. The fields on the case header are customizable per case type using the Case type settings.
Case Header – UI	Case header now displays across the entire screen to improve real estate and put more valueable information at your fingertips.
Case Phases	You can now add up to 10 phases under each Case type. We’ve added industry standard cases phases per practice types to empower users to standarize how cases are tracked by phases and improve reporting and analytics.
Checklist – Note	You can now add a note to each checklist to improve collaboration and task management
Contact Pages – Email	Email moved from Online Accounts to newly created Email Section on Party Tab/Contacts
Documents – Document Record Linking	You can now upload documents from User Tab 2. Documents uploaded from this tab will always be displayed as liknked documents and will also be available in the case documents tab.
Documents – SharePoint Sync	New option available under the Case Documents menu to sync files and folders from SharePoint. If a user uploaded files directly to ShareFile, you can use the SharePoint Sync option to update the Case Documents tab and automatically update the case documents list in Neos.
Documents – Sidepane	Enhanced user interface for the documents sidepane and added section to enable editing data of document type specific fields
Neos Premium Texting	Neos Premium Texting allows firms to request a new dedicated business phone number to send and receive text messages directly in Neos.
Notes – Expandable grid	Notes table now has an option to expand the body of the note so you can see the full note in the list view.
QuickBooks Integrator	New version available for the QuickBooks SDK Integration. This version includes fixes and performance enhancements. Download QuickBooks Integrator

December 2022
Updated 12/30/22

Activity Feed Tile	Enhanced user experience for activity feed with a more compact user interface to increase efficiency browsing through activity across all cases.
Activity Feed Tile Permission	Added special permission to control staff access to the activity tile
Digital Disbursement	New integration with Digital Disbursement allows firms to disbursement settlement funds to clients electronically.
Documents – Content Search	Added new option to include document content when performing keyword search for documents
Documents – Related Document Filter	Added new filter to show primary documents only in the case documents list. This filter will hide any related documents to improve the document browsing experience.
Communication Center	Communication center is now available for all users. You can now use the communication center to manually enter call logs for cases.
Case Header – Related Contacts	Added new option to case header to see list of related contacts, parties, providers. This allows users to see a list of all contacts associated with the active case.
Case Header – Synopsis	Added synopsis as an optional value to the case header. You can add synopsis to the case header from the Case Type settings.
QuickBooks Integrator	New version available for the QuickBooks SDK Integration. This version includes fixes and performance enhancements. Download QuickBooks Integrator

November 2022
Updated 11/30/22

Activity Feed Tile	Activity Feed is now available as a tile for Dashboads. You can now see your case activity across all cases and intakes.
Document Generation	Counsel is automatically included in the certificate of service tags in document generation
Text Notes	New tab added under Notes to organize all text messages. Keep all texts sent to a specific number organized under a single note

October 2022
Updated 10/25/22

Bulk Invoicing	Bulk create invoices across multiple cases that represent all the value records that are billable and have not yet been billed
Calendar	Calendar now warns about Office 365 permissions when editing a note. If you don’t have access to another staff’s calendar, Outlook will not allow you to modify the event.
Mailchimp Integration	Keep your clients engaged with automatic bulk communications leveraging Neos Mailing list and the new Mailchimp Integration.
Notes Tab	The notes tab now displays value notes added from the Value tab. New sub-tab added to organize value notes under the Notes tab.
Provider UI Change	Updated user interface for the contact/provider detail screen. Information architecture was split into two columns: one for name/provider text fields and the second column displays tables for addresses, phones, and online accounts.
Settlement Tab	New settlement tab available under the Value tab. The settlement section will provide a space for firms to track disbursements related to a settlement
Single Sign-on with Microsoft	You can now log in with your Microsoft account to Neos. Please ensure you have your email already configured under your staff profile. Single Sign on is also available from the Office add-ins
Value – Provider Info	We’ve added the ability to open the provider sidepane from the value screen. Adding the ability to click on Provider from the Provider screen allows users to open the Provider sidepane so they can get more information about the value provider and even click to dial!
QuickBooks Integrator	New QuickBooks SDK Integrator available. This version adds support for single sign on with Microsoft. Download QuickBooks Integrator

September 2022
Updated 9/21/22

Accounting Permissions	Added permissions for Funds and Invoice sections of the value
Dashboards	Users will now receive a notification when someone shares or unshares a dashboard with them.. Staff code added to top of shared dashboard so users can easily tell who is sharing a dashboard with them.
Document Tab	Unique fields added to each standard type of documents. This allows users to add additional information that’s relevant to specific type of documents. The additional fields are available in both the grid and document detail.
Document Type settings	Associate a document type with a library of additional fields to give everyone the ability to add more information to medical documents, correspondence, depositions, discovery, subpoena and more.
Notes Tab	You can now use the Notes sidepane to quickly add and edit notes from the list of all notes.
Notes Tab – Text tab	Text messages sent from Neos are now automatically set as Text message type and can be quickly filtered using the new Text message sub section of the Notes tab.
Value – UI change	Fields moved up to a new section. Fields moved: Value code, amount, party, provider, and lien checkbox
DocuSign Integration – PDFs	Set up PDF templates with DocuSign signature tags and send them directly to DocuSign when generating documents in Neos
Notes Tabs	Notes are now organized by type. You can use the new tabs at the top to quickly browse through the different types of note under your case.

August 2022
Updated 8/23/22

Accounting Permissions	Added new permissions to allow the administrator to control access to the Neos Accounting Tab.
Calendar – Unlinked events	Quickly identify any events unlinked with Outlook and send them to your Outlook to keep both Neos and Outlook calendar in sync.
Case Specific Document Tags	Easily add tag documents with case specific information.
Custom Dashboards	Add up to 25 custom dashboards to Neos home screen. Custom dashboards can be shared with other staff.
Documents Tabs	Documents are now organized by type using tabs at the top. You can use the tabs at the top to quickly filter your case and provider documents by type.
Documents – New standard fields	New standard fields added to all documents to allow users to add additional metadata data to all documents. New fields added: Party, subject, sent date, received date, due date, delivery info and Notes.
Documents Tab – UI Changes	Added new button to allow users to quickly add documents from a template and moved Folder view next to list of filters.
DocuSign Integration – PDFs	Set up PDF templates with DocuSign signature tags and send them directly to DocuSign when generating documents in Neos
Notes Tabs	Notes are now organized by type. You can use the new tabs at the top to quickly browse through the different types of note under your case.

July 2022
Updated 7/21/22

Client Master Rate	New tab under Contact screen allows you to turn on/off master rates for clients. Set specific hourly billing rates for any contact in your address book. Automatically override the billing rate for all new cases associated with the client
Notes – Email threads	You can now see email notes grouped together by conversation thread under the Notes sidepane and detail screens
LawPay Integration	The LawPay integration will enable firms to securely and efficiently accept online Credit Card and ACH payments. From Neos you can share an invoice or trust request with your client and when they pay, records of the transaction will be automatically updated in Neos. This will improve firm collection rates, ability to track the status of payments and the experience for law firm customers.
QuickBooks Online – Name Sync	Name and default Address changes sync to customer and vendor that have a link type of Link & Update when the integration setting: “Sync address and name changes of customer and vendors” is turned off
Related Documents Sidepane	Drag and drop documents into related grids for a better user experience
Settlement Calculator – Additional decimal points	Precise settlement calculation when using attorney fee or referral fee percentages. This allows you capture accurate revenue amounts for larger settlements
Settings – Permissions	Added Accounting Permission Category to Staff Permissions
Value Transactions	Added default selections to Value transactions screen. This optimizes the user experience when adding common payments transactions to value items. Default options include: Transaction date defaults to today’s date Payment locks C/D to debit

June 2022
Updated 6/28/22

Address Book	List of all names in your Neos database in single screen. This screen used to contain only providers. Now it lists all your providers and parties in a single list with options to filter the list
Case Header	Customize the case header for each case type to see additional information about the case from any tab
Checklist Reminders	Add reminders to checklist items to notify staff when time critical tasks are due. Reminders will generate a in app notification and will be logged in the notification center
Counsel	Multiple Parties – You can now select multiple parties when adding/editing a counsel record
Dashboards – Table Tile	You can now add table tiles to Neos Today dashboard.
PDF – Redaction and Flattening	Redaction and Flattening – You can now redact PDF documents and flatten them before sharing them with clients. Flattenting documents will create a new copy of the file and redaction cannot be removed
QuickBooks IIF	Accounting tab now allows you to export checks and deposits requests in QuickBooks IIF format

May 2022
Updated 6/1/22

Accounting Tab	You can now see all check request, deposit request, name links and invoices for all cases from the Accounting tab. The accounting tab allows you to sync transactions with QB online if you have the integration enabled.
Advanced Search	New search for options added to list all calls logged in the communication center.
Case Docs – Related Documents	You now are able to group documents together by adding relationships. Related documents appear in the sidepane and in the document detail screen.
Communication Tab	The communication tab is available for the RingCentral integration. This new tab has a log of all incoming and outgoing calls to RingCentral phone numbers.
QuickBooks Online	QuickBooks Online integration is now available for Neos and QuickBooks online users. With QuickBooks Online integrations enabled, you can use the new accounting tab to sync customers, providers, checks and deposit requests.
Settings – Value Code Mini Directory	Value code mini directory now has a new Value Type option so you can categorize your value codes. This helps standardize common values to improve automation and settlement calculation.
Settings – Duplicate Case Type	You can now duplicate case types from the actions menu of the Case Type settings. Duplicating a case type will create a new case type and copy all case type settings, all tab layouts and checklist items.
Settings – Permissions	New permissions available for the new communications tab and invoices
Value – Invoices	You can now create invoices from one or more value items. Invoices are available under a new sub-tab under the value tab. You can also use the Accounting tab to see invoices for all cases.
Value – Settlement Calculator	A new settlement calculator is available from the case value tab. The settlement calculator allows you to enter an settlement amount and it will automatically calculate the net to client and net to firm after deducting expense, damages, liens and any other due amounts on the case.

April 2022
Updated 4/25/22

Advanced Search – Bulk Document Generation	You can now select multiple cases at from advanced search results to start the document generation wizard and generate documents for multiple cases
Document Generation Wizard	Added ability to expand columns when selecting templates to display the full name of the template
Document Generation Wizard	When generating multiple documents at once, documents will be grouped in batches during document generation for better organization.
Document Generation Wizard	Optimized generation wizard to improve performance while generating new batches of documents
Email Notes – Actions	You can now reply, reply all, and forward notes created from emails. This will automatically open your Outlook web app.
Email Notes – Download	You can now download a copy of emails saved in Neos. Emails will be downloaded as an EML format. EML format has all the original information and format of the email and can be open in any email client.
RingCentral – Click to dial	Users with RingCentral integration enabled can now click on any phone number in Neos to dial directly using their RingCentral account.
Settings – Staff Profile	Improved user experience of connecting your Neos profile to Office 365. You are now able to connect your Office 365 account without leaving Neos.

March 2022
Updated 3/28/22

Document Generation Wizard	You can now select multiple templates at once to generate whole document packages
Integrations – Cost Recovery	Integrate Neos with Copitrak to track and recover document costs
Integrations – RingCentral	RingCentral all-in-one widget is now integrated with your Neos contacts
Neos Today – Add Widgets	You can now add charts and number widgets to customize your Neos today for every staff
Neos Today – Messages	Enhanced the messages widget in Neos today and added link to easily open all messages
PDF Editor	New PDF and OCR bundle available. The PDF editor allows you edit, annotate, and easily collaborate on PDF documents in Neos.

February 2022
Updated 2/22/22

Advanced Search – Grouping	Multiple levels of grouping supported for all reports. For example, see cases by primary staff broken down by class, value providers, or insurance adjusters. Easily summarize groups of data so you can quickly review groups of cases by total due amounts, damages, insurance coverage limits and more.
Advanced Search – PDF Export	Export your grouped reports to PDF using a new high quality format and take summary reports with you to your next team meeting.
Neos Today – Edit mode	Neos Today is now customizable. Users will be able to rearrange and resize the widgets currently available in Neos Today for a more personalized Neos Today dashboard.
Neos Today – Messages	Neos Today now includes My Messages widget so users can quickly catch up on all internal messages as soon as they open Neos.
Notes – Attachments	When sending an email directly from Neos that includes attachments, the attachments are linked to the note that is created from the email automatically, so that there is a record of that email including the attachments.
Search – List of records	Preview the list of cases directly from the results card. This was added as a shortcut for users that need to see a quick list of associated records with a particular result. They can use the preview to jump into one of the listed records without having to click into the result. .
Timer – Staff options	New staff specific options to control how the timer behaves. You can now turn off the automatic timer, turn off the automatic prompt, or completely disable time tracking for a specific staff
Time Entry – Value Code	Value code is now required for billable time entries. The value code is only a required field when you turn on the billable option on a time entry.

January 2022
Updated 1/31/22

Automatic Timer	Start tracking time automatically when you access a case. Timer will automatically pause and resume as you move in and out of cases. You must activate Time Tracking under Firm Preferences settings to use this feature.
Mini Directory	New mini directory is now available for Activity Codes. Activity codes identify the type of activity associated with a task.
Navigation	We’ve introduced a new top navigation bar to improve the user experience accessing the most common tools in Neos. Search, notifications, timer, and the Help portal icon were all moved from the main navigation side bar to the top navigation bar
Notes	Email notes appear as emails in Neos. When you open notes created from emails, the user interface will no display the to, from, subject, date, and list of attachments separately from the body of the note.
Reports	Improved margins for PDF exports
Reports	Advanced search reports are now using a new modern grid with better visuals and usability options like autofit columns and hide/show columns on each column header.
Reports	Advanced search reports has new option under numbers and dates columns to summarize the data and add a footer showing sum, avg, min, or max. The total number of results for the report was moved to the top of the grid.
Search	Search is now 3x times and always accessible from the top navigation bar
Search	Search results are now sorted by relevance and each result will show full address, contact image, default phone/email, date of birth AKA, Role, Provider, Deceased, Minor, Status, and role to help users identify results faster

December 2021
Updated 12/14/21

Calendar	Calendar will now display a warning when it is disconnected from Office 365. User will be able to use the banner to reconnect their account. This allows users to connect their Neos calendar with their Office 365 right from the Global Calendar without having to go deep into settings to finish this critical configuration.
Calendar	Appointments now display the event’s organizer/owner in the main view of the Global calendar
Intake Pro – Zapier	Zapier is now embedded in Neos under Integrations tab. This allows users to see the list of configured Zaps under a Zapier account and access a list of recommended Zaps for Neos users.
Intake Pro – Zapier	This change is for Intake Pro users only. Zapier integration now allows users to map source and marketing fields so they can track where the Intakes are coming from and how the lead was generated
Reports	We’ve added the ability to create better administrative reports using counts as filters and columns. When you need to see a list of cases that have over or under a number of records, for example # of notes, parties, insurances, or documents, you can use Advance Search to build reports that show these numbers. You can also filter by number of records in a case to find cases to compare how cases are being handled by your team.
Staff Profile	Enhanced experience of adding an email address to staff to improve the integration with Office 365. With this enhancement, users will be able to tell when the integration is enabled and working so they can confirm the calendar and document integration is ready to use in Neos. A similar experience is also available to turn on and off two-factor authentication from this screen.

November 2021
Updated 11/15/21

Advanced Search	Added ability to enter a description when saving an Advanced Search query/report.
Intakes	Intakes will now prompt for primary staff when converting to case
Intake Pro	Capture leads effectively, and turn more of them into clients. Intake Pro brings end-to-end client management to Neos. Demo Intake Pro today
Intake Pro – Automations	You can now trigger automations using Checklist. Configure email and text communication templates to be automatically sent when tasks are completed using your existing Checklists.
Intake Pro – Required Fields	You can now configure Intake fields as required field and never miss critical information during data entry
Intake Pro – Zapier Integration	Zapier integration is now available for Intake Pro users. Zapier is an integration platform that allows firms to integrate their Neos Intakes with 2000+ services and products.
Main Navigation	Changed color or the main menu in Neos to add more contrast to the user interface.
Notifications Center	The notification center is a place to see all notifications for the last 15 days. Includes all @ mentions, direct messages, DocuSign and more!
QuickBooks Integrator	A new version of the QuickBooks Integrator is now available. This version allows you to link providers with the same name in Neos to unique vendors in QuickBooks. Instructions to download and install QuickBooks addin
Staff Profiles	The staff profiles page was rearranged to show the important fields and information first. The changes were made to make it easy to find without having to scroll too much.

October 2021
Updated 10/19/21

Intake Browse	New column added to Intake browse helps you sort Intakes by last activity. Activities are logged when any information is added or edited in an Intake.
Performance	We know how important performance is for staff productivity. In this release, we’ve optimized screens and APIs to improve loading times in many areas of Neos.

September 2021
Updated 9/28/21

DocuSign through text	Templates configured with DocuSign tags can now be sent to recipients through text messages. Recipients will receive a text message with a link to sign the document from their mobile device.
Calendar attendees outside the firm	You can now add appointment attendees using their email address. This allows users to create case appointments and invite the client, co-counsel, adjuster or any other people outside the firm.
Rich email signatures	You can now add images to email signatures under staff profiles. We’ve added support for images under email signature to allow users to copy and paste their signatures from Outlook. This allows users to add firm logo, profile picture or any other icon image to professionalize and upgrade the look of their signature.
American Retrieval Integration	A new integration option for ARC (American Retrieval) is available under Integration settings. This integration is for existing customers of American Retrieval.
Scorpion Integration	A new integration option for Scorpion is available under Integration settings. This integration is for existing customers of Scorpion.
Needles Today	Removed empty space from Needles today to give users more room to use My Checklist and My appointments.
Browse Intakes	Added Intake # and Archived columns to list of Intakes. Added a new Archived Status filter that filters for only Archived or only Unarchived intakes. When filter is not set, intake list includes all.

August 2021
Updated 8/31/21


Calendar		You can now create new Case appointments on behalf of other staff using the organizer dropdown . You must have full rights to your teammate’s Office 365 calendar to add calendar on their behalf.
Documents – Open options	We’ve added a new option to open in Word desktop or Word online. You can configure the default behavior for documents under your staff profile. The new option allows you to override that default behavior. For example, you can set Neos to always launch Word desktop but if you’re using a computer without Word, you can use this option to open Word online in the browser.
Documents – File Path	Documents are now automatically organized under a category subfolder in SharePoint. You can use document type along with category to keep your documents organized in in a folder hierarchy. You can see the file path of each document whenever a document is added or moved.
Intake	You can now select multiple Intakes from the Intakes Browse screen and change the status, archive, change the primary, or delete all of them at once. Deleting an Intake is permanent and there is no way to recover a deleted Intake.
Email – Send now	You can now send emails from Needles Neos directly without opening Outlook. If you need to share a quick note or document, you can now skip opening Outlook and click Send Now to send the email.
Email – Send – Later	If you’re working late on a email and need a note or document to be received at the right time, you can now schedule the email to be sent at a specific date and time using Send Later option.
Email – Signature	You can now add an email signature under your staff profile. This email signature will automatically be attached to any emails sent from Neos.
QuickBooks Integrator	A new version of the QuickBooks Integrator is available. This version includes the ability to filter and sort all pages of check requests. You also have full control over the order of check requests posted to QuickBooks. Instructions to download and install QuickBooks addin

July 2021
Updated 7/26/21


Advanced Search	You can now create new custom reports for Intakes using Advanced Search options
Calendar	You can now see Checklist tasks assigned to you on your calendar
Documents	You can now select multiple documents under the Browse documents screen and perform bulk actions such as download, copy to Other Case(s), Move to Other Case(s), and email. This is great for when you need documents from different cases.
Documents	We’ve added a new option under the documents tab that allows you duplicate existing documents.
Documents	You can now configure Neos to open documents on Word Desktop. When this setting is turned on, any document you click to open from a documents tab will prompt you to launch Word desktop. This allows you to edit documents in Word desktop and any changes will automatically save to Neos
Intake	New look and feel for your custom Intake forms. Keep Intake information organized with new tabs for notes, documents and appointments.
Intake – Checklist	The full versatility of your checklist is now available for your Intakes. With the Checklist you now can: Review and add new checklist items the Checklist tab on Intakes. Use your existing checklists to manage tasks for your different types of Intakes. Filter tasks specific to Intake using a new Intake phase. Create new tasks using a new checklist reference option based Intake creation date.
Intake – Layout Manager	An intuitive new layout manager that lets you customize your Intakes in minutes. The new layout manager allows you drag and drop entire sections in an Intake form, taking the guesswork out of knowing where individual fields should go and a real time-saver for firm administrators configuring new layouts for each case type
Search	Search sidebar now recalls your most recent search results. When you’re searching through a list of search results, you may need to review each record in the list. With this enhancement, there’s no need to run the same search again, the results from your previous search will automatically be displayed and you can pick up where you left off.
Word Desktop Addin	A new Word desktop addin is available. This version adds supports for two factor authentications for users that have that option turned on

June 2021
Updated 6/28/21


Documents	You can now select multiple contacts (parties/providers) when generating documents

June 2021
Updated 6/9/21


Documents	The options to email as link, pdf, and copy were merged into a single option for Email. This change was made to optimize the user experience and also allow users to type any custom email address when sharing documents through Neos
Documents	We’ve added colors to for document icons under the Documents tab. Under all documents tab, you’ll see icons now in full color and you’ll be able to find the files easier.
Notes	You can now use kebab menu (3-dot menu) to select a note from the list of case notes and email to a case contact or type any email address
QuickBooks Integrator	A new version of the QuickBooks Integrator is now available. You can now delete checks request and value transactions from the QuickBooks Integrator. Select all transactions at once and override credit/debit accounts for all transactions before posting to QuickBooks. Instructions to download and install QuickBooks addin
Search	We’ve modified the name search results to now prioritized based on matching Last/First Name, instead of prioritizing based on prefix.
Value	Firm administrators can now control which staff can turn off DTF creation on value transactions. Due to firm transactions are normally always created for value codes configured as DTF under the Value Code mini directory. With this new special permissions available under all staff profiles, a firm administrator can disable the DTF switch so that certain users will not be able to turn off DTF creation by accident.

May 2021
Updated 5/13/21


Documents	Document type was repositioned above document category in both the document detail and the document side panel to be consistent with other areas of the application
Documents	The button to generate documents was moved to the top of the screen for better accessibility. The button was also renamed from Save to Generate.
Value Shortcut	We’ve added an action to all user defined tabs to allow users to add value items from any custom tab. You can use this shortcut from a Records Request tab to quickly add a value item associated with the record and automatically add the provider to the value.

March 2021
Updated 3/30/21


Activity Feed	We’ve made some changes to the look and feel of the activity feed. The Phases now show additional colors: Green for past steps, Blue for current step, and Grey for future phases
Advanced Search	In the Advanced Search, the user defined fields “Case User Defined Data Tabs” and “User tabs 6-10” are now grouped under the filter dropdown. We’ve grouped these user defined fields to help users find them quicker when adding filter criteria to advanced search
Calendar – Case Dates	We’ve made it easier to track upcoming case deadlines using the global calendar. You can now use the calendar to see case dates for all open cases you’re associated with
Documents	We’ve enhanced performance listing documents under case documents and browse document screens
Value – Grid	You now have an option under the value grid actions menu to print the list of values for a case
Value – Transactions	We’ve simplified the value transaction screen to improve handling payments in Neos. Credit/Debit option for Value transactions is now automatically selected based on the Paid by selection. This option is configurable under Paid By mini directory

Early March 2021
Updated 3/10/21


Activity Feed	We know cases can be complex and information can change rapidly, which is why we’re making it easy to view and act on changes made in the case in a single view. The new Needles Neos Activity Feed can quickly bring you up to speed on any case and show you how the case has progressed from beginning to end
Outlook Addin	A new update is available for the Outlook addin to support 2FA. This update is installed automatically
QuickBooks Integrator	A new update is available for the QuickBooks Integrator. This update includes support for 2FA and additional enhancements posting multiple checks to QuickBooks. Instructions to download and install QuickBooks addin
Security – 2FA	We’ve added additional security features. Two-factor authentication gives your firm an additional layer of security for users. When turned on, users will be sent an authorization code to the email or mobile phone on file for their account
Word Online Addin	A new update is available for the Word Online Addin to support 2FA. Instructions to install addin

February 2021
Updated 2/22/21


Advanced Search	Added new options to create search queries and reports on Check requests
Advanced Search	Added new options to create search queries and reports on Value Transactions
Calendar – Organizer	To reduce confusion, we have updated the Needles Neos calendar to explicitly display a separate organizer field which shows the calendar that owns the event to be consistent with Outlook rules. The organizer cannot be changed without canceling the event first. The organizer can still be the staff or the calendar that was used to create the event.
Calendar – View	We’re changing the way staff calendars are viewed when returning to the Calendar and working with multiple staff calendars. Now the calendar will remember your staff calendar view selections so that the next time you open the Needles Calendar, all your staff calendars will be loaded automatically.
Calendar – Neos Only	We’re adjusting the way Neos calendar handles events that are not in Outlook after migration. You will now have the option to send these events to Office 365 Calendar and keep both calendars in sync.
Calendar – Refresh	We’ve enhanced calendar automatic refresh after editing events in all calendar views
Documents	We are optimizing response performance on the browse documents and case documents screen. To support the performance increase, users will now only be able to sort on the following fields: File name, Date created, Last Accessed, Type, Category, Staff Created, and Last Accessed By. Please note: The following fields are not sortable in Browse Docs: Entry Id, tags, case number, Party/Provider, Document Group, and Author.
Documents	You can now edit document information from the grid using the side panel
Documents	Set the document type, category, tags for all documents at once from the upload document screen
Documents	We’ve added new options that allow you to create more powerful templates and leverage text and images from other master documents
General	Improved automatic resizing of the grids when the main menu is collapsed
General	Enhanced the user interface for dropdowns with long descriptions
Password Reset	Now users can self-service their Password Reset directly from the login screen, without needing to request from an administrator
QuickBooks Integrator	We continue to enhance the QuickBooks Integrator to provide a feature rich integration with an easy-to-use interface. New features include: Write one check per payee, Transaction count and totals, automatic selection of debit/credit accounts for specific value codes, sync case number, party name and value reference between Neos value and check in QuickBooks. Instructions to download and install QuickBooks addin
Reports	You can now export reports from the list view. Click on the 3 dot menu to see the available export options for each report, then the reports will download and open in the browser
Search	Keyword match information reintroduced under Search for ‘All’

January 2021
Updated 1/25/21


Advanced Search	You can now add subscriptions to Advanced Search reports
Advanced Search	You can now group by Primary Staff on list of Cases
Advanced Search	Added option to select all results to perform bulk actions
Calendar	Added new view by week to calendar overview
Calendar	Added additional case information to note section of the event for users to identify the case in Outlook
Checklist	Checklist summary now shows the total of number of checklist items
Documents	You can now select multiple documents under the Folder view and perform bulk actions, such as email, edit or copy to other cases
Documents	New options added to Case docs to allow users to open case folder in SharePoint, rename case folder and change case folder
General	Selecting and viewing multiple values from drop downs can be time consuming, so we modified the way that the selections are displayed to make it easier to quickly remove selected values.
Notes	New Select All option has been added on the Notes tab to perform bulk actions.
Notes Mentions (Beta)	Added @mentions to Notes. You can use mentions to keep other staff members in the loop about specific case notes
Outlook Add-in	A new version add-in is now available. With the latest update, you can easily file emails using a list of recent and active cases
Outlook Add-in	You can now use Outlook addin to organize your attachments with type and category before sending them to a case.
Settings	Now you can allow users to select whether they want to receive notifications of Mentions by Email or Neos Only
Word Online Add-in(Beta)	New BETA version of the Needles Neos Word Online add-in. This add-in can be used to add and modify Needles Neos tags on document templates using Word online. Instructions

End of Year 2020
Updated 12/22


Advanced Search	You can now filter by specific time using date filters
Advanced Search	You can now filter using two new operators: Is Blank and Is Not Blank. This allows you to query for empty data in your cases
Advanced Search	You can now sort aggregated columns
Calendar	Calendar side panel is now collapsible to allow more screen real state
Checklist	You can now use a new Checklist side panel to work on your checklist items. The checklist side panel also has a new field called instructions that allows up to 1000 characters and can be used to add more information about the task
Checklist	You can now filter by blank status on both Checklist summary and case checklist
Documents	You can now see all files and folders as they are stored in SharePoint using the new Folder view option under Case documents
Documents	New options added under Case Documents to change the case folder for the case and also rename the client folder name in Sharepoint
Documents	You can now drag and drop multiple files and set the document type and categories as you upload files to the Case documents tab
General	Improved user experience to validate data submitted in all case tabs. If incorrect data is entered in a field, Neos will suggest right away how to fix it. For example, required fields and duplicate Social Security numbers.
General	Clicking on the Needles Neos logo will take users to the Needles Today dashboard
Notes	You can now attach documents to Notes. Documents uploaded through Notes detail screen will be uploaded to Case docs
Notes	You can now print notes with full details from the notes detail screen
Login	All users will be prompted to change their password when logging in. Needles Neos now requires strong passwords for all staff
Party	You can now drag and drop the list of phones and addresses on a party and change the display order
Party	Unique SSN and FFN are no longer enforced. Neeedles Neos will warn that a duplicate was found but you will still be able to save
Provider	Provider Usage list now includes case name
Provider	You can now click on a case listed under Provider Usage list to display the case summary side panel
Provider	Provider Usage list is now sortable
QuickBooks Addin	A new version is available for the QuickBooks Integrator. This version now writes the check number from Quickbooks to the Value reference field. If the check is voided, it will update the value amount and remove the DTF from Needles. Download
Search	Search results side panel now has a new look that includes the number of cases and intakes associated with each case or name
Search	Improved user experience to select contacts and cases from the search results
Value	Reports for Case now includes option to export in Word Format (DOCX)
Value	You can now add transactions for multiple values at once from the value grid bulk actions. This allows you to enter multiple payments, DTFs and check requests from a single screen.

December
Updated 12/1


Advanced Search	Added options to delete, edit, and save as a new search
Advanced Search	You can now group filter criteria to run multiple queries in one.
Calendar	You can now scroll through a list of appointments in the calendar week and month views
Documents	We’ve updated the options to email documents and included now the ability to send a copy of any file
Documents	Document import now allows you to search for files and folders
General	Sort preferences are now saved under the grid for Case tabs
General	New loading animation for all screens
Search	Search results sidepane now includes the party role for each case where the contact appears
Search	Search results sidepane now includes full address for the person or provider
Settings – Checklist	You can now use a new side pane on Primary checklist to setup the details for each checklist item
Reports	Reports are now listed in a grid that allows you to sort, filter, delete and even create new reports. New reports are created using Advanced search user interface

November
Updated 11/5


Advanced Search	Explore all your data through advanced search queries
Advanced Search	Build search queries to update any information on multiple cases
Advanced Search	Create report summaries by grouping and aggregating your data
Advanced Search	Create your own private queries or share them with others through report categories
Documents	New filters added to Browse documents screen for Staff, class code, and Party role
Documents	A data format can now be selected when inserting Data tags into a document template.
Party	You can now click to open the party picture in full size
Reports	Report list now displays in a grid, providing sort and filter capabilities
Reports	Reports tab now displays information in a grid, including a new column for report type
Word Addin	A new version is available for the Needles Neos Word Addin. This version adds support of date formats and multi-record tags for lists. Download
QuickBooks Addin	A new version is available for the QuickBooks Integrator. Download

October
Updated 10/23


Documents	You can now filter your documents list using tags
Checklist	Options to Delete and Mark as N/A for Checklist items were placed under a 3-dot overflow menu icon menu in the grid
General	New login screen with new logo and new color palette
General	Changes to all screens to provide a clean, simple and consistent user interface.
General	Reduced white space padding in Needles Today to display more Checklist columns
Settings – Checklist	Updated color backgrounds in Primary Checklist to match Case Checklist user interface
Settings – Checklist	New tree view introduced to display parent-child relationship of checklist items
Settings – Checklist	Parent checklist items now show a count of child items attached
Settings – Checklist	You can now drag and drop checklist items to configure reference code for parent-child checklist items
Word Addin	A new version is available for Needles Neos Word Addin. Download
Word Addin	Word addin now supports tags for current date
Word Addin	Word addin now supports multi-record tags. This allows users to configure custom tags on templates that require multiple parties, insurances, counsel, values, etc. You can configure custom labels for these tags and the labels will be used as prompts during document assembly.

Early October
Updated 10/6


Calendar	Improved loading performance on Calendar’s Week and Day views
Calendar	You can now see appointment status color under General Calendar views
General	You now have option to close all open tabs in the top navigation bar
General	Custom fields are now expandable and display multiple lines of text
Outlook Addin	There is a new version available for Outlook Web addin. Instructions to install the addin
Quick Actions	Action options for Party, Name and Provider lists were moved to Quick Actions menu. These options were previously available under Actions button for all tab
QuickBooks Integration	There is a new version available for QuickBooks Integrator agent. Instructions to download and install QuickBooks addin
Templates	PDF Templates will now highlight in yellow all fillable fields from your PDF documents. It will also highlight in green any fields that are configured as merge or prompts using the PDF Template wizard

Late September
Updated 9/24


Calendar	Improved performance on Calendar
Documents	You can now add unlimited tags to documents. Tags will appear in the grid under General Documents and Case documents.
Messages	You can now create new messages from the case quick actions
Timekeeping	Task dropdown for Time entry now displays both description and UTBMS code
Settings	New mini directory added for Tags
Settings – Templates	You can now filter your list of Templates

Early September
Updated 9/3


Calendar	Updated look and feel to the calendar, making it easier to find important meetings and reminders
Dashboards	You can now add dynamic date ranges to dashboard tiles. Dynamic filters make it easy to create tiles that always show the most recent data
Documents	You can now color label your document types to help identify them under case and general document tabs. Color labels are configured under the Document Type settings
Documents	You can now set the document type and document category during document import from Case docs
Documents	You can now generate PDF documents with prompts and merge tags configured using in the new PDF Template wizard available from Settings – Templates.
Quick Actions – Timer	You can now start tracking time using a new timer option from the quick actions menu. This allows users to easily track time spent on tasks, then quickly turn it into billable hours for case. You can use the new timekeeper widget to manage multiple timers at once from anywhere in Needles Neos. Please note: The timer will only show for case types that have time tracking enabled.
Quickbooks SDK Agent	A new version of Quickbooks Integrator (2.0.4.2) is now available with fixes and performance improvements. Download
Settings – Permissions	New look and feel under staff and group permissions settings. We’ve grouped permissions into collapsible sections, added search and simplified permission inheritance. Video
Settings – Staff	You can now add phone extension number under staff settings
Settings – Templates	You can now add PDF forms to your list of templates and configure them with Needles Neos tags. This allows users to save common PDF forms as reusable templates and automate the process of filling out forms. Video

August
Updated 8/3


Calendar	You can now add new appointments using staff groups
Dashboards	You can now create Dashboard tiles and reports using case dates as options for filters and columns
Documents	Improved performance on document generation
Documents	Document generation from templates now includes support for advanced Word features like INCLUDETEXT and INCLUDEPICTURE
Documents	Document generation from templates now includes support for advanced Word features like PROMPT options
General	The case tabs side pane will now automatically hide on small screens and slide on mouse hover. This change was made to improve the user interface on small displays
Messages	Staff configured with email notifications will now receive new messages notifications to their email
Outlook Addin	Emails are now tagged with a new Needles Neos category after they have been filed to a Neos case. This allows users to track which emails have already been filed to Needles Neos from Outlook
Outlook Addin	Neos Add-in now allows you to include attachments when filing an email to a case
Reports	You can now remove custom reports created using Dashboards or Master reports
Search	You can now access the contact details from the search side pane. This allows users to edit basic contact information even when the contact is not associated with a case or provider
Settings	Staff Profiles – You can now change notification settings for each staff
Settings	Staff Profiles – You can now set the time zones under each Staff to ensure Neos items are displayed at the respective local time
Settings	Templates – Document Setup has been renamed to Templates. It includes both Word and PDF templates in the same list
Settings	Templates – PDF documents under templates now display a preview of the document within Neos

Mid July
Updated 7/15


Checklist	Checklist now has filter options, updated icons and improved loading and refreshing.
Dashboards	Custom tile wizard now includes combined primary records. This allows users to create tiles and reports that include fields from multiple case tabs such as Case and Value. Custom tile wizard now also includes options for Case Dates in both column and filter options.
Documents	Document generation now supports adding tags in the Header and Footer of the document
General	The Date Calculator is now available from all date fields.
General	You can now right-click on all grids for options to to print, copy and export the list to excel
Intake	Import intake from CSV now allows you to save mapping profiles
Messages	You can now Reply, Forward and Post a message to notes from the message’s sidepane
Messages	You can now send messages to Staff groups
Outlook Addin	A new version of the addin is now available. In this new version, additional information is included in the case search result and posting email to case now also posts the email header information: to, from, subject. This update requires users to remove and reinstall the addin. Instructions to install the addin
Provider	Improved UI and permissions for listing provider usage.
Search	Improved search by date of incident and DOB
Settings	Improved updating and refreshing firm preferences and LIM date

Early July
Updated 7/1


Dashboards	The option to create a custom tile is now always visible from the Tile library screen. This was changed to improve the accessibility of the custom tile wizard
Documents	You can now access the document side pane for each document under the browse document screen. This was changed to match the functionality of the Browse screen to the Case docs screen
General	We have made some changes to the user interface to improve the experience. Case fields are now grouped in distinctive sections to help users identify information in a more cognitive-friendly way
General	We have made changes to the user interface to reduce space between sections and include more information in each screen. This change was an effort to make all screens more compact and require less scrolling to get information in all case tabs
Intake	You can now import Intakes from CSV
Intake	You can now generate documents from Intake templates. Documents generated from Intakes are saved to the Provider document screen of the Intake party
Intake	You can now add notes to Intakes. Intake notes are saved to the provider notes screen of the Intake party
Outlook Addin	A new version of the addin is now available. This update requires users to remove and reinstall the addin. Instructions to install the addin
Party	You can now add parties to mailing lists from the party detail screen
Reports	You can now specify options for orientation and paper size when exporting reports to PDF
Settings	You can now manage document types from a new Document Type directory under settings. Document Type has been removed from Mini Directories
Value	We have added the value calculator to the value detail screen to allow users to calculate the value total amount using rates and time periods
Value	You can now add value items from the time entry screen

June 2020
Updated 6/14


Actions	Parties for Case now allow you to open the sidepane and see more information about parties in the list
Dashboards	Dashboard custom tile wizard now includes user defined field options for both filters and columns
Dashboards	Dashboard custom tile wizard now allows users to also add reports during new tile creation
Documents	Document Type is now a standard filter under Case Docs
Documents	You can now download multiple case documents as a zip file
Documents	You can now email documents from Case docs.
Documents	You can now import documents and folders into a Case from Sharepoint locations
General	All dropdowns are sorted alphabetically
Intake	You can now edit fields and screens for all Intake Case types using a new Layout Manager available under Settings
Messages	The main menu now shows a counter for new and unread messages
Messages	The message body now expands automatically when sending new messages with long text
Messages	Users will now receive a notification when a new message is sent to their staff id
Notes	The notes body now expands automatically when editing notes with long text
Notes	You can now email a note from the Case notes. Users have an option to select contacts from the case or any contacts from Outlook
Reports	Legacy (Needles 5) PDF and PDF options when exporting reports
Search	The cases under the Name summary sidepane are now sorted by most recent cases first
Search	New format for Open Date for the cases under the Name summary sidepane. The date now displays a 2 digit year instead of 4 to avoid text wrapping to the next row
Settings	Updated icons for Settings

MAY 2020
Updated 5/26


Filters	New look and style for filters for a better look and to make it easier to see the filter values
General	Improved error handling in the application to prevent all-white screens when user experiences any connectivity errors.
Outlook Addin	New version of the Neos Outlook addin is available. You can now see more the case type, case status and case date of incident when searching for a case to tag emails. This update requires users to remove and reinstall the addin. Instructions to install the addin
Party	Party tab now opens the first party detail screen by default
Performance	Optimization to Office 365 integration to improve the calendar integration performance
Performance	Optimization to Document assembly engine to improve generation from templates
QuickBooks SDK Agent	New version (2.1) of the QuickBooks Integrator is now available. Download
Reports	New optimized look for reports results view
Reports	New category added under reports to group “All Report Templates”. These report templates have many filters and columns options that can be used as a starting point to create new reports
Reports	You can now flag reports as favorites and group them under a new “All Favorites” category
Reports	You can now search by report name under any reports category
Reports	You can now edit standard reports with a new report editor. This allows users to configure how filters and columns are displayed in the report view. You can enforce required filters, set default values and even rename column headers. The edit option is available for all standard reports.
Reports	Report date columns like LIM date, Date of Accident, etc now only display the date without the time in report results
Reports	Reports with Birthday filters now allow users to type a specific month and day range to show all contacts within a specific Birthday month range. Please note that when using Date of Birth filters, a default year 1900 will be added but the report results will show all years.
Templates	You can now add Microsoft Word templates in .doc, .dot, and .dotx formats. Word .dot and .dotx formats allow advanced Word coding functions that are now supported in Neos Document generation.

APRIL 2020
Updated 4/28


Case Header	Case Header now displays any Auxiliary checklist applied to a case
Case Tab	Each case now includes a field under the Case tab to specify the name of the Sharepoint folder for case docs. This is currently only available for new cases and cases without documents
Documents	The document sidepane now includes DocuSign status for documents pending electronic signatures.
Documents	You can now all see documents by last accessed date or last accessed staff so you can quickly access your recent documents
Documents	Documents are now saved under subfolders that match the document type. This allows you to control the folder structure in Sharepoint using your Document Type mini directory.
Performance	Optimization to Case tabs to improve the loading performance
Performance	Optimization to Office 365 integration to improve the calendar integration performance
Performance	Optimization to Document assembly engine to improve generation from templates
QuickBooks SDK Agent	New version of the QuickBooks Integrator is now available. Download
Search	You can now add a new provider from the search sidepane after running a provider search
Texting	SMS messages are now saved to Notes tab. The communications tab has been removed.
Templates	Templates are now converted to the new merge tags when you use them for the first time. If you migrated your templates from Needles 4/5, your templates were set up using F1,F2, etc. The first time you use these templates, Neos will convert the tags to a new format that’s easier to use. The next time you use these templates, you will see the new format in the template preview.
Templates	Templates are now compatible with Microsoft Word Field codes. If you have any existing templates that use Field Codes (e.g. IF statements), the tags will be converted to the new tag format and Word will insert the appropriate text after the document is generated. More information on Microsoft Word Fields codes can be found in the following link: Field codes: IF field
Time	You can now add billable time to any case and automatically calculate amounts based on staff rate and task rates
Time	Task rates for Time entry are now configurable under Mini directories
Word Addin	New version of the Word addin is available now with support for certificate of service tags and docusign tags. Download

MARCH 2020
Updated 3/30


Bulk Edit	Bulk Edit is now available as a Bulk Action under all Case Tabs with multiple records
Calendar	Calendar integration with Outlook is now faster
Documents	A Document Preview is now displayed in the Document summary sidepane when you select a specific document in the Case and Provider Documents Tab
Filters	Filters are now applied automatically when you select them under Case Tabs
General	New name and new logo!
Mass Updates	Mass Updates is now available from Companion Cases
Outlook Addin	Outlook Web Addin is now available for all Office 365 users. You can use this addin to file emails to cases and to look up case information by a contact’s email address. The addin works on Outlook for Windows, Mac, Web, and Mobile. Instructions to install the addin
Outlook Integration	Customers migrating from Needles 4/5 no longer have to synchronize the calendar under Settings. Neos Calendar now displays appointments created before migration. New appointments will appear in both Outlook and Neos for staff with activate integration.
Party	You can now drag and drop parties under the Party tab. This allows you to change the party that is displayed in the case header
Quickbooks SDK Agent	QuickBooks SDK Integration Agent is now available for general release. Download
Reports	You can now create new reports from master report templates that give you a full view of your data.
Reports	You can now click to open a case from any report results list
Settings	You can now link your Needles Neos Case Docs, Provider Docs and Templates to specific Sharepoint folders under Settings > Firm Preferences. More Information
Value	You can now filter by a specific Party in the case under the Value tab
Word Addin	New version of the Neos Word Addin is now available. Now with support for lists, prompts and many more merge tags. Download