The following Data Sources contain pre-configured fields that can be incorporated in the Review content AI step of Generating documents with NeosAI. Data within each field will be used by NeosAI to create a preview for each section. NOTE: Case Data, Primary Staff Data, Court Information, and Case User Data now trigger the same list of fields for the related Case/Intake.
Accident Information
Date of Accident
City
County
Description of Injuries
Case Data
Case Type
Date Opened
Date Closed
Class Code
Title
Docket
Court
Judge
Synopsis
Date of Incident
Case User Data
Case Dates
Staff Assignments
Case Date Data
All populated Case Dates
• Label and Data
Case Summary Data
Generated AI Executive Case Summary
Case User Data
All relevant data within Case Used Defined fields
Counsel Data
Counsel
Filing Order
Representing Names
Representing Roles
Counsel User Data
Court Information
Case Title
Court
Docket
Judge
Current Staff Data
Job Title
Staff Full name
Staff email
Staff phone number
Documents Data
File Name
Document Date
Category
Type
Author
Tags
Summary
Firm Data
Firm Name
Firm Address
Phone Number
Insurance Data
Insurance Type
Limits
Policy Number
Claim Number
Insurer
Adjuster
Min
Max
Insurance User Data
Intake Data
Case Type
Class Code
Stage / Status
Intake Date
Taken By
Primary Staff
Date of Incident
Synopsis
Intake User Data
Case Dates
Staff Assignments
Stage / Status Change / Status Reason
Notes Data
Email
• Topic
• Date Sent
• Subject
• From
• Staff
• To
• CC
• BCC
• Body
Text Message
• Topic
• Date Sent
• Subject
• Staff
• From
• To
• Body
Value Notes
• Topic
• Type
• Date
• Staff
• Body
• Value Code
• Party
• Provider
• Total
• Due
Default (General, Phone Call, AI Chat, Postage)
• Subject
• Topic
• Staff
• Date
• Body
Party Data
Full Name
Role
Our Client
Deceased
Party User Data
Police
Police
Report #
Officer
Badge #
Primary Staff Data
Job Title
Staff Full name
Staff email
Staff phone number
User Tabs 1-10
User Data
Value Data
Provider
Value Code
Service From Date
Value Total
Due
Bill To
Approval Status
Value User Data