1:55 Learning Hub Tutorial The Learning Hub is full of tutorials to help you become a Needles Neos power user!
2:38 Activity Feed Tile Track activity across all Cases and Staff; or filter to specific Staff, date ranges, activity...
5:28 Digital Disbursements Integration Our new integration with Digital Disbursements allows you to quickly and easily send settlement...
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...
3:51 Advanced Search – New Features Advanced Search in Neos just got a big upgrade. In this video, we walk through all the new...
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.
2:03 Bulk Invoicing Your accounting team can now generate multiple invoices across multiple cases all at once.
10:21 Calendar & Case Calendar Tab A tour of the Neos Staff Calendar and Case Calendar to ensure you always know where you need to be...
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.
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,...
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...
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...
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.
7:00 Dynamic Intake The new Dynamic Intake feature allows you to build custom Intake forms that adapt to your staff on...
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. ...
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...
56:40 Intake Pro Webinar (previously recorded) Bryan Billig and Justin Steele walk though all the great new functionality of Needles Neos’...
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.
3:43 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!
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...
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...
49:15 Neos Academy – Communication In this previously recorded webinar, Eric Hill, Kyle Koger-Hobson, and more run us through...
32.19 Neos Academy – Document Management Eric Hill and Marissa Sapega answer lots of questions on Document Management and more!
24:59 Neos Academy – Intake In this Neos Academy previously recorded webinar, Eric Hill walks us through all the amazing...
57:28 Neos Academy – Reports Eric Hill and Bryan Billig deep dive into Neos Data, covering Reports, Subscriptions, Advanced...
48:34 Neos Academy – Templates In the latest Neos Academy, Eric Hill & Vickie Wright dive into all things Automation!
3:48 Neos Premium Texting The all new Neos Premium Texting allows your staff to communicate with clients via Text Messaging...
5:01 Neos Today & My Dashboards You can now customize your very own Neos Today screen. In this video, we’ll review how to...
8:02 Neos Today Screen A tour of the Neos Today screen, and how to interact with the Appointments and My Checklist.
1:42 New & Improved Search Neos Search just got even better! In this video, we’ll walk through all the great...
2:48 New Navigation Tabs for Documents & Notes You can now easily switch views between different Document and Note types by using the new...
6:16 Notes Tab A tour of the Notes Tab, including entering a new Note, customizing text, posting picture/docs,...
8:47 Party Tab A tour of the Party Tab and explanation of how to properly create new Parties for a case.
4:55 PDF Document Coding PDF Documents with fillable fields can be configured with prompts and merge tags directly in the...
8:42 PDF Editor As part of the Premium Documents package, the new Neos PDF editor allows you to do all your PDF...
2:36 PDF Redaction & Flattening The Neos PDF Editor (part of the Premium Documents Package) now has to ability to Redact and...
4:46 Permissions & Group Permissions A review of security Permissions and Permission groups under Needles Neos Settings.
14:43 QuickBooks Integration Neos subject matter expert Kyle Koger-Hobson walks us through the rich integration between Needles...
4:56 Record Requests Tab How to track all the provider records you have requested, and get a quick view of what it still...
3:26 Related Documents Neos now helps you track Related Documents in your cases, allowing you to keep a handle on...
9:16 Reports A tour of the Reports list, how to run and modify existing reports, export options, and using...
2:01 Required Fields Needles Neos’ Intake Pro now lets you choose which fields on your custom Intake forms are...
1:41 Ring Central Integration The Ring Central integration with Neos allows you to handle your phone communications from directly...
4:02 Settlement Calculator The Neos Settlement Calculator helps to make sure you have all the information you need during a...
2:16 Settlement Tab for Value The new Settlement Tab on the Value screen helps you see all the financial aspects of a case at a...
5:43 Staff Groups Staff Groups in Needles Neos allows you to calendar for and communicate with multiple staff at...
14:50 Staff Profiles Every user in Neos needs a Staff Profile. In this video we’ll review how to create a new user...
3:47 Support Portal A tour of the Neos Support Portal, including Knowledge base, Tutorials, Webinars, and submitting...
7:12 Time Tab How to track time in Neos using the Time Tab, as well as how to enter time manually and start...
13:21 Value Tab – Adding Value to a Case How to create and manage a variety of Value items on the Value Tab.
