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: February 4, 12 PM
Document Management
- Document Types, Categories and Tags - Classify your documents for organization and easy searching
- Document Generation, duplicate, and upload documents - Learn the various ways to generate and upload documents
- Send documents with DocuSign - If you use DocuSign, send documents from Neos
- Email Documents - Learn how to send single or groups of documents and upload email attachments in Neos
- Edit PDF Documents - Premium Documents allows you to edit, rearrange and Bate Stamp PDF in Neos
On-demand: January 14, 12 PM ET
How to Set Up Neos for Success (for Admins)
- Firm Preferences
- Staff Profiles and Permissions
- Document Types, User Directories, and User Mini Directories
- Case types, Primary and Auxiliary Checklists
On-demand: November 5, 12 PM ET
Reporting and Analytics
- Advanced Search
- Emailed Reports (Subscriptions)
- Custom Dashboard Tiles
- Specific Reports (e.g. statute of limitations report)
- Advanced Analytics
On-demand: October 8, 12 PM ET
QuickBooks
- QB Online
- QB Desktop & Neos Integrator install
- QB IIF Exports
- Entering Value Entries & Requesting Checks
- Exporting from Neos & Importing into QB
On-demand: 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
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.
