2:43 Activity Feed A quick runthrough of the Activity Feed, explaining what it is and how it functions.
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...
2:37 Case Dates in Calendar How to track your assigned Cases’ critical dates right in your staff Calendar.
8:39 Case Tab A tour of the Case Tab and explanation of how to properly enter Case Information including Class,...
1:52 Checklist Reminders Neos can now remind you about upcoming Checklist items in advance of their due date.
9:44 Checklist Tab A tour of the Checklist Tab and explanation of how this critical Neos function help you stay on top...
8:05 Companion Cases Tab A tour of the Companion Cases Tab and explanation of how to create Companion Groups for multiple...
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.
8:09 Insurance Tab A tour of the Insurance Tab, covering entering new Insurance providers & Adjusters, as well as...
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,...
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.
2:36 PDF Redaction & Flattening The Neos PDF Editor (part of the Premium Documents Package) now has to ability to Redact and...
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...
4:02 Settlement Calculator The Neos Settlement Calculator helps to make sure you have all the information you need during a...
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.
4:52 Witness – Expert – Depo Tab A tour of the Wit/Exp/Depo tab, including how to enter new witnesses, providers as expert, and...
