Needles/Neos

Supergood | Needles/Neos API

Alex Klarfeld

Alex Klarfeld

— 8 min read
Supergood | Needles/Neos API

Programmatically access intakes, matters, contacts, tasks, calendars, and document links from Needles/Neos with a stable REST API. Supergood builds and operates production-grade, unofficial Needles/Neos integrations so your team can automate legal workflows without heavy custom engineering.

Plain English: 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 API lets you pull matter data, tasks, and contact records—and push new intakes, assign work, update case stages, and link documents from your DMS.

For a tech company integrating with Needles/Neos—especially if your customers use iManage—this means you can sync matter metadata to iManage workspaces, auto-file documents and emails against the correct case, create tasks from your product into attorney/para queues, and keep client contact and status fields in lockstep. You can build features like automated iManage workspace creation from new intakes, deadline orchestration that mirrors Needles/Neos checklists, centralized reporting, and bidirectional document linking so users can click from a Needles/Neos matter into the exact iManage document and vice versa.

What is Needles/Neos?

Needles/Neos (https://www.needlesneos.com) 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

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

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_neos_5d21c9",
    "name": "Paralegal",
    "entitlements": ["intakes", "matters", "contacts", "tasks", "documents"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Matters

GET /matters: List matters with filters for case type, stage, status, and update windows.

Query parameters

  • status: intake | open | litigation | closed
  • caseType: personal_injury | workers_comp | med_mal | general_civil | other
  • stage: intake | prelitigation | discovery | negotiation | trial | settlement
  • responsibleAttorneyId: string
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "matterId": "mat_f7c210",
      "matterNumber": "23-PI-00487",
      "title": "Smith v. ABC Logistics",
      "caseType": "personal_injury",
      "status": "open",
      "stage": "prelitigation",
      "clientContactId": "con_39a1ef",
      "responsibleAttorneyId": "u_att_019",
      "practiceGroup": "PI",
      "court": { "name": "Harris County District Court", "caseNumber": "2023-145789" },
      "imanage": { "workspaceId": "WS-000487", "workspaceName": "23-PI-00487 Smith, John" },
      "tags": ["tractor-trailer", "priority"],
      "customFields": { "injurySeverity": "moderate", "leadSource": "web_form" },
      "createdAt": "2023-10-12T16:05:11Z",
      "updatedAt": "2024-02-18T09:42:01Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

POST /matters: Create or update a matter and optionally link an existing iManage workspace.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/matters \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "externalId": "crm_lead_872219",
    "matterNumber": "24-PI-00012",
    "title": "Garcia v. City Transit",
    "caseType": "personal_injury",
    "status": "open",
    "stage": "intake",
    "clientContactId": "con_b21c44",
    "responsibleAttorneyId": "u_att_201",
    "staff": ["u_par_118", "u_par_122"],
    "court": { "name": "Cook County Circuit Court" },
    "imanage": { "workspaceId": "WS-001234" },
    "customFields": { "injurySeverity": "severe", "intakeChannel": "phone" },
    "tags": ["rush"]
  }'

Example response

{
  "matterId": "mat_b4e901",
  "matterNumber": "24-PI-00012",
  "imanage": { "workspaceId": "WS-001234" },
  "createdAt": "2026-01-21T10:03:11Z"
}

Contacts

POST /contacts: Create or update a contact (person or organization) and map roles per matter.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/contacts \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "externalId": "crm_person_5521",
    "type": "person",
    "name": { "given": "John", "family": "Smith", "middle": "R" },
    "emails": ["[email protected]"],
    "phones": [{"type": "mobile", "number": "+1-832-555-7801"}],
    "addresses": [{"line1": "1208 Main St", "city": "Houston", "region": "TX", "postalCode": "77002", "country": "US"}],
    "identifiers": [{"type": "dl", "value": "TX-12345678"}],
    "roles": [{"matterId": "mat_f7c210", "role": "client"}],
    "notes": "Prefers SMS updates"
  }'

Example response

{
  "contactId": "con_39a1ef",
  "createdAt": "2026-01-21T10:15:36Z",
  "roles": [{"matterId": "mat_f7c210", "role": "client"}]
}

GET /contacts: List contacts with filters for role, matter, and updated window.

Query parameters

  • matterId: string
  • role: client | defendant | insurer | provider | counsel | witness | adjuster
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Tasks

POST /tasks: Create a task or checklist item tied to a matter with assignees and due dates.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/tasks \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "matterId": "mat_f7c210",
    "title": "Order medical records from St. Luke\'s",
    "category": "medical",
    "priority": "high",
    "dueDate": "2026-02-28",
    "assignedTo": ["u_par_118"],
    "origin": { "source": "docketing_service", "referenceId": "dkt_9012" },
    "reminders": [{"offsetDays": -3, "method": "email"}],
    "notes": "Use HIPAA release on file"
  }'

Example response

{
  "taskId": "tsk_6a31b0",
  "status": "open",
  "createdAt": "2026-02-01T14:02:05Z"
}

PATCH /tasks/{taskId}: Update status, outcomes, and attachments.

curl --request PATCH \
  --url https://api.supergood.ai/integrations/<integration_id>/tasks/tsk_6a31b0 \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "status": "completed",
    "completedAt": "2026-02-05T10:18:44Z",
    "outcome": "records_received",
    "attachments": [
      {"fileName": "st_lukes_release.pdf", "uploadToken": "upl_7fa223"}
    ]
  }'

Example response

{
  "taskId": "tsk_6a31b0",
  "status": "completed",
  "updatedBy": { "userId": "u_par_118", "name": "Paralegal" }
}

POST /documents/links: Record a link between a Needles/Neos matter and an iManage document for cross-system navigation and audit.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/documents/links \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "matterId": "mat_f7c210",
    "imanage": {
      "workspaceId": "WS-000487",
      "documentId": "DOC-0098421",
      "version": 3,
      "nrl": "imanage://server/dbname/12345/998421?ver=3",
      "folderPath": "\"23-PI-00487 Smith, John\"/Pleadings/"
    },
    "docType": "pleading",
    "description": "Defendant\'s Motion for Summary Judgment",
    "filedBy": { "userId": "u_att_019" },
    "filedAt": "2026-02-03T16:21:00Z"
  }'

Example response

{
  "linkId": "lnk_c090da",
  "matterId": "mat_f7c210",
  "imanage": {
    "workspaceId": "WS-000487",
    "documentId": "DOC-0098421",
    "version": 3,
    "nrl": "imanage://server/dbname/12345/998421?ver=3"
  },
  "createdAt": "2026-02-03T16:21:02Z"
}

Get full API Specs →

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)

Performance Characteristics

  • 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

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened Needles/Neos adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as Needles/Neos evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which Needles/Neos modules can this integration cover?

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.

Q: How are MFA and SSO handled for automation?

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.

Q: Do you support iManage workspace and document mapping?

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.

Q: How do you handle custom fields and case-type variations?

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.

Q: Can we bulk convert intakes and fan-out tasks?

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.

Q: Is on-prem Needles supported, or only Neos cloud?

We primarily target Neos cloud, but can support classic/on-prem Needles via secure connectors when feasible. We confirm environment details during the assessment.

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