The ability to create custom questionnaires is a feature with NeosAI Platinum. Questions are created in the Intake Layout Manager and added to the design layout screen of a selected Case Type. This feature allows you to customize your firm's Intake workflow and guide staff with dynamic forms to ensure all critical information is captured. Questions can be used to show/hide custom sections from the Intake Layout Manager for Intake forms by a specific Case Type.

For example, if your Intake form has a section with police-specific fields, it can be configured to only display when a Question about police involvement is answered (e.g., Yes or checked). If police were NOT involved, the police section fields remain hidden.

This feature is also helpful to instruct staff on your firm's procedures for handling specific types of cases. For example, if your firm is not accepting cases where the client admits fault, a paragraph can be inserted in the Intake Layout Manager to display instructions only when a specific Question is answered.

Questions will now transfer when an Intake is made into a Case to a new "Intake Questions" tab.

NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > User Defined Screens to configure the Intake Layout Manager.

If your firm does not have NeosAI Platinum, contact your Customer Success Manager or [email protected] for more information.

To access the Questions (Plat) feature, open the Intake Layout Manager (from Browse Intakes > Intake Settings or from the Settings > User defined section) and choose a Case Type.

Select the Questions tab in the left pane. The bank of questions will be initially empty until your staff adds questions.

To add a question to the list, click the Add a new question button at the bottom of the left pane.

On the Create a new question window, enter the question Name (25 characters maximum), Question Type, and Length. Name and Question Type are required fields.

The Question Type field uses Field Types from Mini Directories and User Mini Directories. Refer to Creating New User Defined Fields for more information. The Length field will display the default length of the selected Question Type, allowing the Length of only the Alphabetical Type to be changed. Questions must be unique.

NOTE: The Question list is not Case Type-specific, i.e., you will find the same list of questions across all of your firm's Case Types.

When the User mini directory Question Type is selected, an additional required field for specifying the exact User Mini Directory will display. Choose the applicable User Mini Directory and click the Create button.

New Questions will be added alphabetically to the Questions list.

Intake Questions can only be inserted into a selected custom section within the Intake Layout Manager.

Select a custom section from the layout or add a new section from the Sections tab.

NOTE: Questions cannot be added to predefined blocks (Name, Addresses, Phones, Online Accounts, and Emails).

Refer to Add/Remove Intake Layout Sections for more details on adding a new section.

When a custom section is selected, return to the Questions pane. Choose the question you wish to insert and click the plus icon

to add it to the selected custom section.

Questions can be used more than once in any section and can be relocated in the Intake Layout Manager design screen. Refer to Customizing Intake Layout Design.