Welcome to Neos Academy

Each month, one of our experts will host a 60-minute live webinar that explores a different area of Neos. You’ll learn best practices and tips that will make you ultra-efficient—you might learn something that will revolutionize the way you work!

Don’t miss your chance to squeeze every last bit of productivity out of Neos that you can.

Neos Academy logo - Assembly

Upcoming: February 4, 12 PM

Document Management

  1. Document Types, Categories and Tags - Classify your documents for organization and easy searching
  2. Document Generation, duplicate, and upload documents - Learn the various ways to generate and upload documents
  3. Send documents with DocuSign - If you use DocuSign, send documents from Neos
  4. Email Documents - Learn how to send single or groups of documents and upload email attachments in Neos
  5. Edit PDF Documents - Premium Documents allows you to edit, rearrange and Bate Stamp PDF in Neos
Document Management

On-demand: January 14, 12 PM ET

How to Set Up Neos for Success (for Admins)

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

On-demand: November 5, 12 PM ET

Reporting and Analytics

  1. Advanced Search
  2. Emailed Reports (Subscriptions)
  3. Custom Dashboard Tiles
  4. Specific Reports (e.g. statute of limitations report)
  5. Advanced Analytics

On-demand: October 8, 12 PM ET

QuickBooks

  1. QB Online
  2. QB Desktop & Neos Integrator install
  3. QB IIF Exports
  4. Entering Value Entries & Requesting Checks
  5. Exporting from Neos & Importing into QB

On-demand: September 10, 12 PM ET

Integrations

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

On-demand: August 19, 12 PM ET

Outlook/Calendaring/Checklist/Case Dates

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

On-demand: July 9, 12 PM ET

NeosAI

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

On-demand: June 4, 12 PM ET

Document Management

  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

On-demand: May 7, 12 PM ET

Billing, Invoicing, Time, and Payments

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

On-demand: April 2, 12 PM ET

Marketing Through Neos

  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



Looking for more resources?

All of our webinars are recorded on-demand in our Learning Hub.

Our job is to make yours easier

Attorneys have a lot on their plate. Our mission is to lighten the load. By making your workflows more efficient and automating daily processes, we help you increase productivity and profitability.

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