7:56 NeosAI Enhancements NeosAI can now Extract Value Items straight from the Accounting section, display Document Summaries...
9:57 Dynamic Forms Dynamic Forms allows users to add entire pages of data or even custom tabs on the fly; bringing in...
2:49 Bulk Email Tagging in Outlook You can now select multiple emails to tag all at once! Just be sure you’ve updated to the...
2:43 Activity Feed A quick runthrough of the Activity Feed, explaining what it is and how it functions.
2:38 Activity Feed Tile Track activity across all Cases and Staff; or filter to specific Staff, date ranges, activity...
2:16 Add Button Need to add a new piece of information to a case, send a new message, or create a new Intake...
2:03 Address Book The new Address Book allows you to review and access all your Neos contacts in one place.
2:02 Advanced Analytics Neos Advanced Analytics allows you to view your data in ways you never thought possible! In this...
0:59 Advanced Analytics Explainer Animation This quick video will explain the amazing benefits that Neos Advanced Analytics can bring to your...
36:37 Advanced Analytics Webinar In this previously recorded webinar, Jack McManus and Bryan Billig walk through the all new Neos...
3:51 Advanced Search – New Features Advanced Search in Neos just got a big upgrade. In this video, we walk through all the new...
6:40 Approval Process for Invoiceable Entries You can now setup a submission and approval process for your Time & Value items, before they...
4:16 Auto Populate Document Specific Fields Neos Administrators can now pre-map Document Specific Fields so that they are automatically tagged...
7:50 Automatic Timer The new Automatic Timer in Needles Neos makes it easier than ever to track your billable hours and...
2:53 Bates Stamping As part of the Premium Documents package, you can now easily add custom Bates Stamps to any PDF...
4:03 Browse Documents How to use Browse Documents to create a list of documents matching multiple criteria across...
2:58 Browse Intakes How to use Browse Intake to find, sort, and review all your firms current and past Intakes.
2:49 Bulk Email Tagging in Outlook You can now select multiple emails to tag all at once! Just be sure you’ve updated to the...
4:15 Bulk Import You can now bulk import Intakes, Cases, or Contacts from a CSV file into your Neos system quickly...
2:03 Bulk Invoicing Your accounting team can now generate multiple invoices across multiple cases all at once.
5:53 Calendar & Case Calendar Tab A tour of the new and improved Neos Staff Calendar and Case Calendar to ensure you always know...
4:48 Calendar Enhancements The Neos Calendar continues to get better and better. Check out this video for all the latest...
4:08 Case Budgets Neos can help you track all your costs on a particular case to make sure you stay within a budget...
2:37 Case Dates in Calendar How to track your assigned Cases’ critical dates right in your staff Calendar.
1:47 Case Notes – Subjects You can now add Subjects to General Notes in Neos, allowing easy sorting & searching to find...
3:30 Case Phases In this video, we explore enhancements to Cases Phases, including the ability to add up to 10...
22:02 Case Pulse Demonstration Brandon Burke walks us through the functionality of CasePulse, a client portal platform fully...
2:33 Case Specific Document Tagging You can now add Documents Tags that are unique to a specific case. In this video, we’ll...
2:19 Case Status Integration The integration between Case Status and Neos helps you maintain balance between case work and...
8:39 Case Tab A tour of the Case Tab and explanation of how to properly enter Case Information including Class,...
4:07 Case Tab Migration Case Tab Migration in Neos allows you to easily migrate data en-mass between different Tabs.
8:12 Case Types – Part 1 Needles Neos allows you to customize your system to handle a variety of different types of cases...
15:51 Case Types – Part 2 In Part 2 of our Case Type series, we explore important Case Type Settings, Staff Roles, Phases,...
16:32 Case Types – Part 3 In Part 3 of our Case Type series, we explore the backbone of Neos: The Primary Checklist...
2:44 Checklist Completed Date With the latest release, Neos has added a new field to track the Completion Dates of Checklist...
1:52 Checklist Reminders Neos can now remind you about upcoming Checklist items in advance of their due date.
4:09 Checklist Summary How to use Checklist Summary to sort, filter, and view checklist items across Staff, Cases, Status,...
9:44 Checklist Tab A tour of the Checklist Tab and explanation of how this critical Neos function help you stay on top...
7:11 Checklist Triggers & Actions With the new Intake Pro feature Checklist Triggers & Actions, you can fully automate client...
46:00 Client Communication & CasePulse Webinar Brandon Burke (CasePulse) and Bryan Billig (Assembly Software) breakdown some the best reasons and...
3:14 Client Master Rates Have you negotiated specific rates with certain clients? You can now set Client Master Rates in...
3:40 Communications Center In this video, we review the Neos Communications Center integrated with Ring Central...
8:05 Companion Cases Tab A tour of the Companion Cases Tab and explanation of how to create Companion Groups for multiple...
2:30 Create Button The new Create Button replaces the old Add button, allowing you to easily create Cases, Contacts,...
3:30 Custom Dashboards Create up to 25 Custom Dashboards for your Neos Today screen, and share them with other Staff or...
3:43 Customizable Case Header All a Case’s most important details are displayed in the Case Header, and now your firm gets...
2:20 Dashboard Table Tiles You can now add Table Tiles (grids/lists of information) to your customized Today screen...
10:08 Dashboards Dashboards are a living visual representation of your data, and this video explores how to view,...
3:35 Date Ranges & Email Address in Advanced Search One of Neos’ most powerful features, Advanced Search, just got even better...
5:28 Digital Disbursements Integration Our new integration with Digital Disbursements allows you to quickly and easily send settlement...
32:36 Digital Disbursements Webinar In this previously recorded webinar, Michael O’Connor of Western Alliance Bank and Bryan...
2:02 DocuFiler Neos’ DocuFiler feature allows you to move large numbers of files from your scanner or other...
8:05 Document & Communication Workflows Needles Neos’ Intake Pro now let’s you generate the most important Intake related...
3:33 Document Fields Document Fields in Neos help you view additional important data associated with specific types of...
2:44 Document Generation Wizard Want to generate a client welcome letter, medical record request, and letter of representation all...
2:03 Document Record Linking In this video, we review how you can now link Medical Record Documents directly in the Record...
2:39 Document Tagging Tags can now be created in the Tags Mini Directory and assigned to individual Documents. Tagging...
12:13 Documents Tab – Part 1 Adding Documents to a Case, Generating Documents, Opening Documents, Word Online & Desktop, and...
12:04 Documents Tab – Part 2 Emailing Documents, Docusign, Prepping Demand/Discovery, & Tagging Email Attachments to a Case.
42:07 Doubling Your Client Referrals w/ Neos + Hona Marissa from Assembly & Matt from Hona discuss increasing client referrals through client...
9:57 Dynamic Forms Dynamic Forms allows users to add entire pages of data or even custom tabs on the fly; bringing in...
7:00 Dynamic Intake The new Dynamic Intake feature allows you to build custom Intake forms that adapt to your staff on...
2:52 Emailing from Neos You can send emails directly from Neos, making finding email addresses and attaching case files a...
1:02:32 Embracing Automation & AI with Matt Schad Matt Schad discusses tips and tricks the his staff uses in Neos to help keep his firm productive,...
6:32 Entering a New Intake The new Needles Neos Intake functionality allows for fast efficient data entry into fully...
9:18 Firm Preferences In this Neos video, we explore all the firm wide system settings available in Firm Preferences. ...
0:38 InfoTrack Integration An eFiling and service of process provider with the broadest geographic and integration footprint...
8:09 Insurance Tab A tour of the Insurance Tab, covering entering new Insurance providers & Adjusters, as well as...
6:18 Intake Layout Manager A basic run through of how the new Intake Layout Manager functions, including Field selection and...
4:15 Intake Stage & Status Stage & Status help you track the progression of your Intake inventory; and with Intake Pro you...
4:29 Internet Speed & Bandwidth Explanation An internet overview for understanding and determining the upload/download speed and bandwidth...
13:10 Introduction to Neos for New Users This tutorial reviews commonly used areas and terminology that will help new staff thrive in Neos.
3:11 Kenect Integration Use Kenect SMS texting for mass marketing via text and automatically populating intake forms when a...
7:05 Law Tool Box Integration You can now integrate your Neos system with Law Tool Box to track deadlines and court rules across...
3:43 LawPay Integration LawPay can help your firm digitally invoice & collect payments from your clients, and is now...
1:55 Learning Hub Tutorial The Learning Hub is full of tutorials to help you become a Needles Neos power user!
1:18 Lexitas Integration This video explores the wonderful integration between your Neos system and Lexitas.
4:16 MailChimp Integration The new integration between Neos and MailChimp makes mass e-mailing a breeze!
4:59 Marketing Campaigns With the new Intake Pro features available in Needles Neos, you can now easily track dollars spent...
31:03 Microsoft’s Dragon Legal Anywhere Webinar Learn all about Dragon Legal Anywhere, the effortless voice-to-text technology that makes creating...
3:25 Multi-Case Document Generation Neos now offers the ability to create documents for more than one case all at the same time...
6:29 Negotiation Tab A tour of the Negotiation Tab, covering how to track on-going negotiations with Adjusters, Counsel,...
48:34 Neos Academy – Accounting In this previously recorded webinar, Eric Hill and Kyle Koger-Hobson run us through everything...
47:47 Neos Academy – Automation In this previously recorded Neos Academy webinar, Eric Hill covers many wonderful automation...
56:35 Neos Academy – Calendaring, Checklist, & the Neos Outlook Add-in Neos experts Pam Hodge and Lauren Root walk you through everything you need to know about...
56:35 Neos Academy – Checklist Bryan fills in for Eric Hill, and covers Checklist creation and modification for Neos...
54:09 Neos Academy – Checklist In the latest Neos Academy, Assembly’s rock star team of Eric, Rayna, & Lauren walk you...
49:15 Neos Academy – Communication In this previously recorded webinar, Eric Hill, Kyle Koger-Hobson, and more run us through...
42:06 Neos Academy – Communication – 10/3/23 In this previously recorded Neos Academy Webinar, Eric Hill walks you through how to stay in touch...
58:40 Neos Academy – Document Management In this previously recorded webinar, Eric Hill, Pam Hodge, and Rayna Kannegiesser run you through...
1:07:25 Neos Academy – How to Set Up Neos for Success! (Neos for Admins) Neos rockstars Pam Hodge and Lauren Root discuss everything a Neos Administrator needs to know...
24:59 Neos Academy – Intake In this Neos Academy previously recorded webinar, Eric Hill walks us through all the amazing...
56:12 Neos Academy – Integrations In this previously recorded webinar, Pam Hodge & Lauren Root walk through key integrations...
57:25 Neos Academy – Marketing In this previously recorded webinar, Pam Hodge and an entire team of Neos and Marketing experts...
59:55 Neos Academy – Neos 101 Neos rockstars Rayna and Lauren take you back to school for Neos 101! In this previously recorded...
51:49 Neos Academy – NeosAI In this previously recorded webinar, Pam Hodge and Lauren Root give a full tour of NeosAI as well...
