Needles/Neos API
Needles/Neos is case management software used by law firms to run intake, organize matters, track deadlines and tasks, manage contacts and insurance details, log notes and time, coordinate settlement/disbursements, and capture an audit trail across the life of a case. An unofficial AP
What is Needles/Neos?
Needles/Neos is a legal case management platform (cloud and modern successor to classic Needles) used widely across plaintiff and general practice firms. It centralizes intake, matter data, communications, tasks, and financial outcomes, and integrates with common firm tools like Microsoft 365, email, e-signature, telephony, and document management systems.
Core product areas include:
- Intake & Conflict (web/intake forms, triage, conversion to matter)
- Matter Management (case types, stages, custom fields, notes, checklists)
- Contacts & Parties (clients, defendants, providers, adjusters, counsel)
- Tasks, Calendars & Docketing (deadlines, reminders, assignments)
- Documents & Communications (document indexing, email logging, templates)
- Financials (settlements, liens, disbursements, time/expense capture)
- Reporting & Audit (dashboards, exports, change history)
Common data entities:
- Intakes (lead source, case type, evaluation, status)
- Matters/Cases (matter number, practice area, stage, responsible attorney)
- Contacts (people/organizations: roles, identifiers, addresses)
- Parties & Relationships (client, defendant, insurer, medical provider)
- Tasks & Checklist Items (due dates, assignees, outcomes)
- Calendar Events (hearings, SOL, discovery deadlines)
- Notes & Communications (call logs, emails, memos)
- Documents & Links (stored files and external DMS references)
- Settlements/Disbursements (amounts, payees, trust allocations)
- Users/Roles/Teams (permissions, ownership)
The Needles/Neos Integration Challenge
Law firms rely on Needles/Neos for daily operations, but transforming portal-centric workflows into robust APIs is tricky:
- Case-type customization: Each case type uses different screens, fields, and workflows; schemas vary and change often
- Identity & deduplication: Contacts and parties repeat across matters; merges and role changes must be respected
- Long-running processes: Settlement calculations, exports, and bulk updates can take minutes and need async handling
- Authentication & tenancy: SSO/MFA and environment differences (classic vs. Neos cloud) complicate headless access
- Permissions & confidentiality: Role-based security, team ownership, and HIPAA/PII constraints require precise scoping
- DMS alignment: iManage workspace naming, document profiling, and versioning must map cleanly to matters and parties
- Audit rigor: Every update needs traceability, idempotency, and evidence for compliance and QA
How Supergood Creates Needles/Neos APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Needles/Neos tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes matter, contact, task, and document-link objects so you can integrate once and rely on consistent schemas
- Honors customer entitlements, team ownership, and field-level permissions
- Supports high-volume operations (bulk intake, task fan-out) with polling or webhooks for long-running jobs
- Bridges iManage by capturing workspace/document identifiers and maintaining link integrity across systems
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Needles/Neos adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Needles/Neos evolves.
Use Cases
Intake-to-Matter Automation with iManage
- Push qualified intakes into Needles/Neos and establish standard matter fields - Auto-provision corresponding iManage workspaces and folders based on case type - Keep matter metadata (client, case number, stage) synchronized for search and filing
Docketing & Task Orchestration
- Create checklist-driven tasks in Needles/Neos when deadlines are detected in your product - Assign to attorneys/paralegals with due dates and reminders - Update completion/disposition from your system and mirror status back
Document & Email Filing into iManage
- Link iManage documents and emails to the correct Needles/Neos matter - Capture NRL/workspace IDs so users can jump from the matter to the exact iManage item - Enforce filing rules and retain an audit trail of who filed what, when
Settlement & Reporting Sync
- Pull settlement amounts, liens, and payees for finance systems and dashboards - Push disbursement instructions and mirror transaction status back to the case - Generate matter-level and firmwide KPIs without manual exports
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for firm-scale throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of intakes, matters, contacts, tasks, and document links
Security
Encrypted transport, scoped tokens, and audit logging; respects Needles/Neos role-based permissions and team ownership
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., bulk intake conversion, export jobs)
Latency
Sub-second responses for list/detail queries under normal load; export and bulk update times reflect underlying platform behavior
Throughput
Designed for high-volume intake conversion, matter sync, and task queue operations
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used by firms, including Intake, Matters, Contacts/Parties, Tasks/Checklists, Calendaring, Notes, and Document Links (including iManage references), subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.
Yes. We capture iManage workspace IDs, document IDs/NRLs, and folder paths, store them against the corresponding matter, and provide deep links and audit metadata. We can also help with naming conventions and conflict handling during workspace creation.
We normalize common fields across case types while preserving raw, case-type-specific custom fields as a flexible key-value map. Schemas are versioned and validated to prevent breaking changes.
Yes. We support bulk operations with job status polling and webhooks. Task creation can fan out to multiple assignees with idempotency keys to avoid duplicates.
We primarily target Neos cloud, but can support classic/on-prem Needles via secure connectors when feasible. We confirm environment details during the assessment.