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Location: Case Folder

2:43

Activity Feed

A quick runthrough of the Activity Feed, explaining what it is and how it functions.
6:40

Approval Process for Invoiceable Entries

You can now setup a submission and approval process for your Time & Value items, before they...
2:07

Auto-populating Subjects in Email & Calendar

When sending an email or creating a calendar entry, the Case Name and Case Number are now...
2:53

Bates Stamping

As part of the Premium Documents package, you can now easily add custom Bates Stamps to any PDF...
5:53

Calendar & Case Calendar Tab

A tour of the new and improved Neos Staff Calendar and Case Calendar to ensure you always know...
4:08

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...
2:33

Case Specific Document Tagging

You can now add Documents Tags that are unique to a specific case.  In this video, we’ll...
8:57

Case Tab

A tour of the Case Tab and explanation of how to properly enter Case Information including Class,...
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.
10:01

Checklist Tab

A tour of the Checklist Tab and explanation of how this critical Neos function help you stay on top...
8:23

Companion Cases Tab

A tour of the Companion Cases Tab and explanation of how to create Companion Groups for multiple...
5:46

Counsel Tab

A tour of the Counsel Tab
2:02

DocuFiler

Neos’ DocuFiler feature allows you to move large numbers of files from your scanner or other...
3:33

Document Fields

Document Fields in Neos help you view additional important data associated with specific types of...
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.
9:57

Dynamic Forms

Dynamic Forms allows users to add entire pages of data or even custom tabs on the fly; bringing in...
2:52

Emailing from Neos

You can send emails directly from Neos, making finding email addresses and attaching case files a...
8:21

Insurance Tab

A tour of the Insurance Tab, covering entering new Insurance providers & Adjusters, as well as...
4:10

Interest Calculator

The new Interest Calculator function allows you to easily calculate interest from Case Expenses on...
1:24

Multi Document Generation

How to generate multiple documents for a case at one time.
3:25

Multi-Case Document Generation

Neos now offers the ability to create documents for more than one case all at the same time...
6:46

Negotiation Tab

A tour of the Negotiation Tab, covering how to track on-going negotiations with Adjusters, Counsel,...
1:21

NeosAI Chat

NeosAI Chat allows you to select a document in your case, and then ask NeosAI questions about this...
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...
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,...
8:14

Party Tab

A tour of the Party Tab and explanation of how to properly create new Parties for a case.
2:36

PDF Redaction & Flattening

The Neos PDF Editor (part of the Premium Documents Package) now has to ability to Redact and...
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...
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...
2:24

Sync Time & Value

Neos can link Time and Value entries together, so that changes in one automatically updates the...
6:24

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.
6:29

Value Tab – Reports

How to generate Settlement Memos and Value Reports in Neos.
2:51

Variable Interest Rate Calculator

You can now calculate interest over time using variable interest rates!
3:35

Witness – Expert – Depo Tab

A tour of the Wit/Exp/Depo tab, including how to enter new witnesses, providers as expert, and...
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  • Home
  • Location of Feature
    • Menu Bar
    • Case Folder
    • Today & Settings
  • Topics
    • NeosAI
    • Beginner Videos
    • Checklist
    • Documents
    • Intakes
    • Integrations
    • Neos Academy
    • On-Demand Webinars