Welcome to NeosAI!
Elevate your firm's productivity with our seamlessly integrated AI, designed to enhance your everyday workflows. NeosAI automates time-consuming tasks like document drafting, analysis, and data entry, empowering you to focus on high-impact work that drives results. Experience greater efficiency and unlock more time for what truly matters.
To get started, ensure that NeosAI and Dynamic Layouts permissions are turned on for all members of the firm that will leverage this new functionality.
NeosAI Permission: Settings > Staff Groups OR Staff Profiles > Select a Group or Staff > Special Permissions > Enable NeosAI
For Dynamic Layouts Permission: Settings > Staff Groups OR Staff Profiles > Select a Group or Staff > Permissions> General > Enable Dynamic Layouts
Key NeosAI Offerings:
Document Summaries | Document Extraction | Document Generation | Dynamic Layouts |
Generate summaries of Word or PDF documents in seconds. | Upload documents to Neos and let AI extract key details, automating the data entry process. | Let NeosAI write your documents for you. | Add unique sections to any case or intake on the fly. |
Document Summaries
(Watch a Video on NeosAI Document Summaries):
Leverage AI to generate summaries of any Word, TXT, or PDF document in Neos. The summary will consist of a short synopsis and key sentences directly from the document.
How to use:
Drag and drop your document into Neos and toggle on "Analyze with NeosAI."
OR upload a document or go to an existing document detail and select "Analyze with AI."
OR select "Analyze with AI" from actions within the Case Documents table.
Summaries are added to the Document Details and in Advanced Search.
Document Extraction (Link to Video to Learn More):
There are five document types that are available for AI extraction: Medical Records, Invoices, Receipts, Business Cards & Photo IDs
Drag and drop, upload, or select a document in Neos.
a. Ensure the document is assigned one of the 5 types in bold above.
Analyze the document either using the analyze toggle in the drag and drop upload, the analyze column, bulk actions, or document details.
For invoices, receipts, business cards, and photo IDs users will have the option to create value records or parties from the extracted data during or after the extraction process.
Also create value records from invoices & receipts in the Value Tab.
Also create party records from business cards and photo ID in the Party Tab.
Medical Extractions will extract key medical data and map data to pre-created dynamic layouts.
a. Data will be added to dynamic layouts and fields within the layouts based on the Category assigned to each layout and field.
Document Generation (Link to Video to Learn More):
You can either configure templates prior to generation or during the generation process.
To code your template:
Open a template in Word with the Word Add-In Installed
Select the Merge Type, "Case" and Category, "AI."
Insert tags and save the template to Neos.
To generate a document:
In the Case Documents tab select "Generate with NeosAI" and your template.
If you have not configured your template or want to make changes, you can click Configure Template to modify your template or add AI tags on the fly.
Review Content:
a. Tone & Length – Modifies the entire document.
b. Select the data you want included with the options and data sources dropdowns.
i. The data sources selected determine the other dropdown options for that section.
c. Preview all content.
d. Add any additional instructions to make modifications.
i. This is a free text field where you can give any additional context and instructions to the language model.
Dynamic Layouts (Link to Video to Learn More):
Dynamic layouts are a new flexible form you can add to individual cases to store information on the fly.
To Set Up:
Go to Settings > Dynamic Layout Editor > Select or Add your Dynamic Layout
Add Headers, Sections, Paragraphs, and Fields as you would in the Intake Layout Manager.
Go to Settings > Dynamic Layouts to manage the categories and tab handling (flat, list, or auto) of your dynamic layouts.
To Use Dynamic Layouts:
Within a case, select Quick Add > Dynamic Layout.
You can add dynamic layouts to the Case or Intake tab or as a new tab.
Enter relevant information and save your dynamic layout to the case or intake.