Today & Settings Archives - Neos Learning Hub

Activity Feed Tile

Track activity across all Cases and Staff; or filter to specific Staff, date ranges, activity...

Advanced Analytics

Neos Advanced Analytics allows you to view your data in ways you never thought possible! In this...

Advanced Analytics Explainer Animation

This quick video will explain the amazing benefits that Neos Advanced Analytics can bring to your...

Auto Populate Document Specific Fields

Neos Administrators can now pre-map Document Specific Fields so that they are automatically tagged...

Case Phases

In this video, we explore enhancements to Cases Phases, including the ability to add up to 10...

Case Tab Migration

Case Tab Migration in Neos allows you to easily migrate data en-mass between different Tabs.

Case Types – Part 1

Needles Neos allows you to customize your system to handle a variety of different types of cases...

Case Types – Part 2

In Part 2 of our Case Type series, we explore important Case Type Settings, Staff Roles, Phases,...

Case Types – Part 3

In Part 3 of our Case Type series, we explore the backbone of Neos: The Primary Checklist...

Checklist Triggers & Actions

With the new Intake Pro feature Checklist Triggers & Actions, you can fully automate client...

Custom Dashboards

Create up to 25 Custom Dashboards for your Neos Today screen, and share them with other Staff or...

Customizable Case Header

All a Case’s most important details are displayed in the Case Header, and now your firm gets...

Dashboard Table Tiles

You can now add Table Tiles (grids/lists of information) to your customized Today screen...

Digital Disbursements Integration

Our new integration with Digital Disbursements allows you to quickly and easily send settlement...

Document & Communication Workflows

Needles Neos’ Intake Pro now let’s you generate the most important Intake related...

Dynamic Intake

The new Dynamic Intake feature allows you to build custom Intake forms that adapt to your staff on...

Firm Preferences

In this Neos video, we explore all the firm wide system settings available in Firm Preferences. ...

Intake Layout Manager

A basic run through of how the new Intake Layout Manager functions, including Field selection and...

Intake Stage & Status

Stage & Status help you track the progression of your Intake inventory; and with Intake Pro you...

LawPay Integration

LawPay can help your firm digitally invoice & collect payments from your clients, and is now...

Marketing Campaigns

With the new Intake Pro features available in Needles Neos, you can now easily track dollars spent...

Neos Academy – Templates

In the latest Neos Academy, Eric Hill & Vickie Wright dive into all things Templates &...

Neos Today & My Dashboards

You can now customize your very own Neos Today screen. In this video, we’ll review how to...

Neos Today Screen

A tour of the Neos Today screen, and how to interact with the Appointments and My Checklist.

PDF Document Coding

PDF Documents with fillable fields can be configured with prompts and merge tags directly in the...

Permissions & Group Permissions

A review of security Permissions and Permission groups under Needles Neos Settings.

QuickBooks Integration

Neos subject matter expert Kyle Koger-Hobson walks us through the rich integration between Needles...

Required Fields

Needles Neos’ Intake Pro now lets you choose which fields on your custom Intake forms are...

Staff Groups

Staff Groups in Needles Neos allows you to calendar for and communicate with multiple staff at...

Staff Profiles

Every user in Neos needs a Staff Profile. In this video we’ll review how to create a new user...

Zapier Integration

As part of Neos Pro, you can now connect thousands of web apps to your Intake system via Zapier...