2:38 Activity Feed Tile Track activity across all Cases and Staff; or filter to specific Staff, date ranges, activity...
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...
4:16 Auto Populate Document Specific Fields Neos Administrators can now pre-map Document Specific Fields so that they are automatically tagged...
3:30 Case Phases In this video, we explore enhancements to Cases Phases, including the ability to add up to 10...
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...
7:30 Checklist Triggers & Actions With the new Intake Pro feature Checklist Triggers & Actions, you can fully automate client...
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...
5:28 Digital Disbursements Integration Our new integration with Digital Disbursements allows you to quickly and easily send settlement...
8:20 Document & Communication Workflows Needles Neos’ Intake Pro now let’s you generate the most important Intake related...
7:23 Dynamic Intake The new Dynamic Intake feature allows you to build custom Intake forms that adapt to your staff on...
9:18 Firm Preferences In this Neos video, we explore all the firm wide system settings available in Firm Preferences. ...
6:31 Intake Layout Manager A basic run through of how the new Intake Layout Manager functions, including Field selection and...
4:31 Intake Stage & Status Stage & Status help you track the progression of your Intake inventory; and with Intake Pro you...
3:43 LawPay Integration LawPay can help your firm digitally invoice & collect payments from your clients, and is now...
5:17 Marketing Campaigns With the new Intake Pro features available in Needles Neos, you can now easily track dollars spent...
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.
5:31 PDF Document Coding PDF Documents with fillable fields can be configured with prompts and merge tags directly in the...
4:58 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...
2:19 Required Fields Needles Neos’ Intake Pro now lets you choose which fields on your custom Intake forms are...
6:03 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...
10:23 Zapier Integration As part of Neos Pro, you can now connect thousands of web apps to your Intake system via Zapier...
