55:57 Neos Academy – Reporting & Analytics In this previously recorded webinar, Lauren Root and team walk you through everything you ever...
41:08 Neos Academy – Security Assembly Software CTO Jim Garrett does a deep dive into everything you need to know about Security...
1:04:34 Neos Academy – Setting Neos up for Success! In this previously recorded webinar, resident Neos experts Pam Hodge and Lauren Root walk you...
55:00 Neos Academy – Templates & Document Creation In this previously recorded webinar, Eric Hill and Pam Hodge dive into the always important...
58:23 Neos Academy – Time, Billing, Invoicing, & LawPay In this previously recorded webinar, Pam Hodge walks you through everything you need to know about...
59:20 Neos Academy – Value Tab In this previously recorded webinar, Eric Hill and Devin Hill break down one of the most tricky...
3:48 Neos Premium Texting The all new Neos Premium Texting allows your staff to communicate with clients via Text Messaging...
56:40 Neos Pro – Intake Webinar (previously recorded) Bryan Billig and Justin Steele walk though all the great new Intake functionality of Neos Pro;...
5:19 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.
1:21 NeosAI Chat NeosAI Chat allows you to select a document in your case, and then ask NeosAI questions about this...
3:16 NeosAI Chat – New Features NeosAI Chat can now answer questions from multiple documents and even different Case Tabs!
5:12 NeosAI Document Extraction With the NeosAI Document Extraction feature, Neos can now pull key data our of documents and put it...
5:14 NeosAI Document Generation With the NeosAI Document Generation feature, Neos can now create complicated documents for you with...
3:48 NeosAI Document Summary With the NeosAI Document Summary feature, Neos can scan documents for you and provide quick AI...
7:56 NeosAI Enhancements NeosAI can now Extract Value Items straight from the Accounting section, display Document Summaries...
7:43 NeosAI Tags You can now pull NeosAI Prompts into Document Templates. In this video, we’ll walk through...
2:55 NeosAI Tags & Dynamic Layouts You can now pull Dynamic Layout data into NeosAI Prompts, and populate them into merge documents...
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,...
1:18:55 Paralegal Power – How Top Paralegals Use Neos In this previously recorded webinar, discover how top paralegals supercharge their productivity...
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...
5:14 Record Requests Tab How to track all the provider records you have requested, and get a quick view of what it still...
3:49 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...
2:19 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...
4:25 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...
2:24 Sync Time & Value Neos can link Time and Value entries together, so that changes in one automatically updates the...
2:45 Time & Values Manager Your accounting team can now access all Time & Value entries across all cases from the Neos...
6:24 Time Tab How to track time in Neos using the Time Tab, as well as how to enter time manually and start...
46:44 Unlock Neos Mastery: Insider Tips from the Nunes Law Firm In this previously recorded webinar, Frank Nunes and Diane Danois walk through the client journey...
13:21 Value Tab – Adding Value to a Case How to create and manage a variety of Value items on the Value Tab.
2:51 Variable Interest Rate Calculator You can now calculate interest over time using variable interest rates!
42:57 Webinar – Dashboards & Reports In this previously recorded webinar, we walk you through everything you need to know about...
49:10 Webinar – Merge Documents In this previously recorded webinar, we walk you through everything you need to know about...
1:11:45 Webinar – User Training In this previously recorded webinar, our Neos trainers walk through all the basics that you need to...
58:31 What They Didn’t Tell You About Running a Business in Law School Everything you ever wanted to know about running a law firm that they DIDN’T teach you in law...
40:47 What’s New in Neos – August 2024 In this previously recorded webinar, Assembly Software’s Head of Customer Education Bryan...
40:23 What’s New in Neos – December 2024 In this previously recorded webinar, Head of Customer Education Bryan Billig walks you through all...
15:07 What’s New in Neos – February 2024 Welcome to the latest What’s New in Neos where we will run through all the great new features...
38:19 What’s New in Neos – January 2025 In this previously recorded webinar, Head of Customer Education Bryan Billig walks you through all...
46:38 What’s New in Neos – June 2024 In this previously recorded webinar, Head of Customer Education Bryan Billig runs you through all...
38:06 What’s New in Neos – September 2024 In this previously recorded webinar, Head of Customer Education Bryan Billig walks you through all...
19:16 What’s New In Neos! (July 2022) Bryan breaks down all the new features of the July 2022 Neos release in just 19 minutes...
3:35 Witness – Expert – Depo Tab A tour of the Wit/Exp/Depo tab, including how to enter new witnesses, providers as expert, and...
4:09 YoCierge Integration YoCeirge now works with Neos to quickly and easily handle all your Record Request needs!
10:23 Zapier Integration As part of Neos Pro, you can now connect thousands of web apps to your Intake system via Zapier...
3:11 Zoom Phone Integration With the Zoom Phone integration, firms that use Zoom Phone can now one click dial any number in...
