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.
Upcoming: September 10, 12 PM ET
Integrations
- DocuSign
- Outlook
- SharePoint
- RingCentral
- Zoom Phone
- LawToolBox
- InfoTrack
On-demand: August 19, 12 PM ET
Outlook/Calendaring/Checklist/Case Dates
- Neos Outlook Add-In
- Calendaring
- Case Dates
- Checklist
- Tagging Emails
On-demand: July 9, 12 PM ET
NeosAI
- Document Generation
- Document Summarization
- Document Extraction
On-demand: June 4, 12 PM ET
Document Management
- Case-specific document tags
- PDF Editing
- Document Generation Wizard
- Multi-case document generation
- Tagging Outlook emails and attachments
- Sneak peek of the upcoming AI document generation
On-demand: May 7, 12 PM ET
Billing, Invoicing, Time, and Payments
- Time and Billing
- Value tab
- Invoicing
- LawPay
- Settlement Memo
On-demand: April 2, 12 PM ET
Marketing Through Neos
- Reports (Marketing ROI)
- Labels
- Mailchimp
- Capturing five star reviews and sending marketing messages through Case Status
- Kenect/Hona for marketing SMS
On-demand: March 5, 12 PM ET
Neos 101
- Logging in and 2FA
- Creating an intake and transitioning to a case
- Case folder tour
- Searching for a case, provider, and documents
- Sending communications internally and externally
- Managing a Checklist
- Generating a document from an existing template
- Essential troubleshooting tips
On-demand: February 13, 12pm ET
Checklist
- How to create an effective Checklist
- Adding/modifying items
- Activating/deactivating/deleting
- Copying a Checklist to other Case Types
- Best Practices for updating existing Checklist and applying to open cases
- Checklist automation
On-demand: January 9, 12 pm ET
How to Set Up Neos for Success (Neos for Admins)
- Firm Preferences
- Staff Profiles and Permissions
- Document Types
- User Directories and User Mini Directories
- Case Types
- Primary and Auxiliary Checklists
On-Demand: December 5, 12 pm ET
Document Management
- Case-specific document tags
- PDF Editing
- Document Generation Wizard
- Multi-case document generation
- Tagging Outlook emails and attachments
- Bates stamping
On-demand: November 7, at 12 pm ET
Templates/Document Creation
- Document and template tagging best practices
- Generating case documents from templates and merging documents
- Inserting tags in the online Word version
- Editing, annotating, Bates stamping, and redacting PDFs
On-demand: October 3, 12 pm ET
Communication
- Emailing directly from Neos
- Neos Premium Texting
- Internal messaging
- Ring Central
- Communications Center
- Client portals
On-demand: September 12, 12 pm ET
Reporting
- User-defined reporting
- Building Advanced Search queries
- Modifying existing report templates
- Advanced Analytics
- Sharing dashboards/reports
- Report permissions
On-demand: August 1, 12 pm ET
Value Tab
- Value code and meaning
- Transactions
- Check request/DTF
- Value notes/notes tab
- Different Value tab views
- Subtotals
On-demand: July 11, 12 pm ET
Checklist
- How to create an effective Checklist
- Checklist automation
On-demand: June 6, 12 pm ET
Security
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:
- Role-based access control (RBAC) and Individual and Special Permissions to ensure only specific users can access sensitive data
- Neos-Based identities (Multi-factor authentication and best practices for passwords)
- SSO with Microsoft
- Neos and O365/Sharepoint security
- Neos Native Security and protection
On-demand: May 2, 12 pm ET
Templates & Document Creation/Editing
- Document and template tagging best practices
- Generating case documents from templates and merging documents
- Inserting tags in Word desktop
- Editing, annotating, Bates stamping, and redacting PDFs
On-demand: April 4 at 12pm ET
Reporting
- Marketing ROI
- Advanced Search
- Dashboards
- Subscriptions
- Report templates
On-demand: March 7, 12 pm ET
Automation
- Checklist automation
- Zapier examples
- Automated SMS & emails
On-demand: February 7, 1 pm ET
Communication
- Automated SMS and emails
- Neos Texting
- CasePulse portal
- Posting and sending messages (posting to case notes)
- Using DocuSign
On-demand: January 10, 1 pm ET
Neos Accounting
- Master client rates
- Invoicing
- Value tab/Value codes
On-demand: December 6, 1 pm ET
Document Management
- Case-specific document tags
- PDF Editing
- Document Generation Wizard
- Multi-case document generation
- 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.
On-demand: November 1, 1 pm ET
Intake
- Layout manager
- Dynamic forms
- Automation
- Stage and status
- Document and communication workflows
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.