The NeosAI Chat feature provides the ability to ask questions about a Case/Intake by incorporating data sources and interacting with documents, delivering instant, answers with customizable prompts for enhanced relevance.
AI Chat reduces the time needed for manual review and interpretation of documents, enabling staff to quickly get insights or clarify information. Customizable prompts allow your firm to maintain consistent workflows, while the ability to upload and interrogate documents ensures that case-related questions can be answered in seconds, improving productivity and case preparation.
The NeosAI Chat feature can be used when reviewing or analyzing uploaded case-related documents such as contracts, incident reports, or medical records. It can also be used to document conversations for future reference. AI-generated content can be copied to your clipboard and saved elsewhere or copied to a Note inside the Neos Case/Intake. Case/Intake Tab data can now be incorporated into when engaging with NeosAI Chat.
NeosAI Chat uses AI technology to summarize, compare, and extract data from existing or uploaded Case/Intake Documents. All AI-generated content should be reviewed by Staff using NeosAI Chat for accuracy.
NOTE: Your firm must have NeosAI Platinum and Staff must have the Special Permissions > NeosAI and AI Chat set to Enabled. To freely type into the chat window, Staff must also have the Special Permission > AI Chat: Free Text set to Enabled.
To initiate a NeosAI Chat, open a saved Neos Case/Intake and ensure it is your active view. The Chat with NeosAI button will illuminate on the top header in Neos. NeosAI Chat is also available in the NeosAI Tools pane.
A Chat with NeosAI pane will open on the right side of Neos. The NeosAI Assistant will automatically display an introduction chat. A timestamp will display below each chat response (time only shows for the current day, and date and time shows for messages prior to the current day). The 3 most used AI Chat Prompts across your firm will display.
To start engaging with NeosAI Chat, you can free-type a message (with the appropriate permissions) or click the + icon on the bottom left of the AI Chat window to include additional Case/Intake data or documents.
AI Chat automatically has access to Case and Contact data such as parties, notes, values, documents, and contact details, including activity from the Case/Intake feed. No setup is required; you can start asking questions right away.
NOTE: Document metadata, like summaries and date added, is included by default, however, document content is planned for a future release.
Get quick answers to questions like:
When is the last time we contacted the client?
Who are the parties in this case?
What is the total amount of medical bills?
What tasks are still open?
NOTE: Available activity types vary by Case/Intake and reflect what is present in the Activity Feed.
Include Additional Case/Intake Data
Data from the Case or Intake can be included for additional context when using NeosAI Chat. Refer to Data Source Fields – NeosAI for the list of pre-configured fields for each data source option.
To select data:
Open the NeosAI Chat window.
Click the + button. The following data options will be available:
NOTE: List tab data (e.g., Party, Insurance, Value, etc.) is available for selection and includes up to the newest 2,000 entries per list tab.
When selected, records in the selected list tab will be included in the chat as context.
Accident Information Data
Case Data
Case Date Data
Case Summary Data
Case User Data
Counsel Data
Court Information
Current Staff Data
Firm Data
Insurance Data
Notes Data
Party Data
Police Data
Primary Staff Data
User Tab 1-5 Data
User Tab 6-10 Data
Value Data
3. Select one or more data options by clicking the + button to the left of each option.
4. Each selected data will display below the free text field in the AI Chat window. Once selected, it will be removed from the list.
5. After free text or a prompt is selected and sent to the AI Chat, the selected data sources will be reset.
Include Selected Data
Records within list tabs and within the current record/view can be included in NeosAI Chat. Select one or more entries from any of the following list tabs or while viewing an active entry:
NOTE: All entries within these list tabs can automatically be used in NeosAI Chat by selecting the data option (excluding Documents). Individual entries can still be chosen using this method.
Party
Document
Notes
Insurance
Counsel
Police
User Tabs 1-5
User Tabs 6-10
Value
Click the Chat with NeosAI icon to open chat pane. Neos will recognize your selected entries or current view and prompt if you would like to include those in the chat context. Notice the + button on the bottom left has changed to show that data has been selected.
Click Yes, include in chat to tell NeosAI that those selected records should be used when engaging with the AI Chat.
Click No, do not include to exclude those records from your AI Chat conversation.
If you choose to exclude the currently selected records and click the plus button with the star, that data type will display at the top of the window, allowing you to reselect if needed. Hover over the star to show the "Currently viewing" tooltip.
When the data you are currently viewing is selected, it will be pinned to the bottom of the NeosAI Chat window with the number of records included and removed from the list.
Include Document
A document of the following file types can be used in NeosAI Chat: DOCX, PDF, TXT, PNG, JPEG/JPG, BMP, or GIF.
NOTE: Neos applies OCR to extract text from text-based files. At this time, NeosAI does not analyze images embedded in text-based files.
Any number of documents can be selected/uploaded for use with NeosAI Chat.
The send message button will be disabled until free text is entered (which requires the "AI Chat: Free Text" Special Permission) or a prompt is selected. The Show suggested prompts button will always be available.
Select Existing Document
Documents can be selected from the Case's/Intake's existing documents or uploaded into Neos. Always review the list of documents in this Case/Intake and throughout Neos first to ensure duplicate documents do not get uploaded unnecessarily.
To select an existing document:
Click the + icon at the bottom left of the Chat with NeosAI window.
Click the Add Document option. By default, Neos will Show Case Documents Only for this active Case/Intake. Deselect the checkbox to include all documents across all of your Neos Cases/Intake.
Use the Search field to locate documents by the document Name. Documents can be filtered by Type, Category, and Tags. To return to the full list, remove the typed search and click the magnifying glass icon.
Select the desired document and click the Attach button.
Upload New Document
Documents that do not currently exist in Neos can be added to the NeosAI Chat and uploaded into the active Case/Intake at the same time.
To upload a document:
From the Attach Documents window, click the Upload File button.
An Open file browser window will display where you can navigate to your computer's document. Select a single document to upload and click Open.
The Upload 1 file window will display in Neos where you can set the appropriate Document Type, Document Date, Category, and Tags.
You can also drag and drop any number of documents from your computer into the NeosAI Chat window, which will also trigger the Upload file window.
The Analyze with NeosAI will be toggled on and locked by default. The Analyze with NeosAI window will display where you can set the extraction types. Click Analyze to continue. Refer to Analyze Documents for more information.
NOTE: Allow the Analyze with NeosAI process to fully complete before requesting a chronology, summary, or provider list for the document in the chat. Requesting this information while analysis is still processing can result in an incomplete response.
After a document has been selected or uploaded, the file name (up to 10 characters and then truncated) will display as data similar to the Case/Intake data above.
When a free text message or selected prompt is sent, the document will be used in your AI Chat discussion but a summary will no longer be provided in the window. However, documents that are added to Neos via NeosAI Chat will be automatically summarized, with that information found in the Document Summary field on the Details Tab.
Neos adheres to the Azure AI Input Limit (approximately 4,000,000 characters or 1,500 – 2,000 pages - depending on text density). Anything over this size will be automatically truncated to fit within the limit when interacting with NeosAI.
Use the papers icon to copy the entire AI-generated text to your clipboard to paste elsewhere as needed.
NeosAI uses rich-text formatting to render responses with bold and bullet points.
NeosAI Chat can also create a table of data.
To use any of the 3 most used prompts from your firm or any of the additional suggestions, ensure you have first selected a document or data sources.
The last 10 messages in the NeosAI Chat conversation will be included in the AI-generated answers.
NOTE: For large documents, NeosAI Chat retains document content in preference to older conversation history, and when more than one document is selected, the available context is shared across all selected documents.