The NeosAI feature can be used in several areas of Neos. Actions such as generating a demand package, extracting data from a document, and more can now be accessed directly from the NeosAI Tools menu within a Case via the Discover NeosAI (starburst) button.
NOTE: Your firm must have NeosAI and users must have the NeosAI Special Permission to access the actions in the NeosAI Tools menu. Without the NeosAI Special Permission, the Discover NeosAI button will be hidden for that user.
For more information, click the Learn More button to learn more about NeosAI.
Neos University offers free Neos certification courses, including NeosAI! Click Get Certified for a list of available courses.
Discover NeosAI Tools
The NeosAI Tools side pane provides quick access to all the NeosAI actions currently available. Click a desired action to be directed to the NeosAI function within the Case.
Chat with NeosAI – Displays a chat side pane from within a Case where staff can ask questions about the case, documents, and more.
• Users must have Enabled permissions to Special Permissions> AI Chat.
Case
Generate executive case summary – For Cases where the executive summary has not yet been generated, clicking will direct you to the Data Sources selection window. Once the executive summary has been generated, the right side pane will display with the AI summary from your selected sources, which can be accessed from any tab in the Case. The Executive Case Summary can be refreshed, sent as an email, adjusted via data sources, or cleared.
If the Executive Case Summary has already been generated for the Case, the title will change to "View executive case summary" and show a preview.
Documents
Generate a document with AI – Displays the Generate Documents wizard in a new tab.
• Users must have Add permissions to Case > Documents Tab.
Analyze a document with AI – Displays the Documents Tab where you can upload a document that NeosAI can summarize, extract details, or create records. If you are currently on the Documents Tab, this option will display the Upload Document screen.
• Users must have Modify permissions to Case > Documents Tab.
Values
Extract values from an Invoice – Displays the Value Tab with a prompt to upload an invoice and automatically create Value entries.
• Users must have Add permissions to Case > Value Tab, and Add & Modify permissions to Case > Documents Tab.
Extract values from a Receipt – Displays the Value Tab with a prompt to upload a receipt and automatically create Value entries.
• Users must have Add permissions to Case > Value Tab, and Add & Modify permissions to Case > Documents Tab.
Contacts
Create a party from a Photo ID – Displays the Party Tab with a prompt to upload a Photo ID and automatically create a Party.
• Users must have Add permissions to Case > Party Tab, and Add & Modify permissions to Case > Documents Tab.
Create a party from a Business Card - Displays the Party Tab with a prompt to upload a Business Card and automatically create a Party.
• Users must have Add permissions to Case > Party Tab, and Add & Modify permissions to Case > Documents Tab.