Welcome to Neos Academy

1. DocuSign
2. Outlook
3. SharePoint
4. RingCentral
5. Zoom Phone
6. LawToolBox
7. InfoTrack

1. Neos Outlook Add-In
2. Calendaring
3. Case Dates
4. Checklist
5. Tagging Emails

1. Document Generation
2. Document Summarization
3. Document Extraction

1. Case-specific document tags
2. PDF Editing
3. Document Generation Wizard
4. Multi-case document generation
5. Tagging Outlook emails and attachments
6. Sneak peek of the upcoming AI document generation

1. Time and Billing
2. Value tab
3. Invoicing
4. LawPay
5. Settlement Memo

1. Reports (Marketing ROI) 
2. Labels
3. Mailchimp
4. Capturing five star reviews and sending marketing messages through Case Status
5. Kenect/Hona for marketing SMS



1. Logging in and 2FA
2. Creating an intake and transitioning to a case
3. Case folder tour
4. Searching for a case, provider, and documents
5. Sending communications internally and externally
6. Managing a Checklist
7. Generating a document from an existing template
8. Essential troubleshooting tips

1. How to create an effective Checklist
2. Adding/modifying items
3. Activating/deactivating/deleting
4. Copying a Checklist to other Case Types
5. Best Practices for updating existing Checklist and applying to open cases
6. Checklist automation

1. Firm Preferences
2. Staff Profiles and Permissions
3. Document Types
4. User Directories and User Mini Directories
5. Case Types
6. Primary and Auxiliary Checklists

1. Case-specific document tags
2. PDF Editing
3. Document Generation Wizard
4. Multi-case document generation
5. Tagging Outlook emails and attachments
6. Bates stamping

1. Document and template tagging best practices
2. Generating case documents from templates and merging documents
3. Inserting tags in the online Word version
4. Editing, annotating, Bates stamping, and redacting PDFs

1. Emailing directly from Neos
2. Neos Premium Texting
3. Internal messaging
4. Ring Central
5. Communications Center
6. Client portals

1. User-defined reporting
2. Building Advanced Search queries
3. Modifying existing report templates
4. Advanced Analytics
5. Sharing dashboards/reports
6. Report permissions

1. Value code and meaning
2. Transactions
3. Check request/DTF
4. Value notes/notes tab
5. Different Value tab views
6. Subtotals



1. How to create an effective Checklist
2. Checklist automation

The importance of security processes and procedures for legal firms that use sensitive personal data cannot be overstated. In this Neos Academy, Jim Garrett, CTO of Assembly, joins Eric Hill to discuss top security risks for firms, the real-life consequences of ignoring those risks, and how your firm can minimize those risks, both through Neos and in other areas of your firm. Eric will demonstrate how Neos can support your firm’s security objectives:



1. Role-based access control (RBAC) and Individual and Special Permissions to ensure only specific users can access sensitive data
2. Neos-Based identities (Multi-factor authentication and best practices for passwords)
3. SSO with Microsoft
4. Neos and O365/Sharepoint security
5. Neos Native Security and protection

1. Document and template tagging best practices
2. Generating case documents from templates and merging documents
3. Inserting tags in Word desktop
4. Editing, annotating, Bates stamping, and redacting PDFs

1. Marketing ROI
2. Advanced Search
3. Dashboards
4. Subscriptions
5. Report templates

1. Checklist automation
2. Zapier examples
3. Automated SMS & emails

1. Automated SMS and emails
2. Neos Texting
3. CasePulse portal
4. Posting and sending messages (posting to case notes)
5. Using DocuSign



1. Master client rates
2. Invoicing
3. Value tab/Value codes

1. Case-specific document tags
2. PDF Editing
3. Document Generation Wizard
4. Multi-case document generation
5. Tagging Outlook emails and attachments

Attendees will be eligible to join a FREE classroom-style training session on Document Management on December 12. Details will be shared during the webinar.

1. Layout manager
2. Dynamic forms
3. Automation
4. Stage and status
5. Document and communication workflows