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Topic: Intakes

3:10

Browse Intakes

How to use Browse Intake to find, sort, and review all your firms current and past Intakes.
4:15

Bulk Import

You can now bulk import Intakes, Cases, or Contacts from a CSV file into your Neos system quickly...
7:30

Checklist Triggers & Actions

With the new Intake Pro feature Checklist Triggers & Actions, you can fully automate client...
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...
6:32

Entering a New Intake

The new Needles Neos Intake functionality allows for fast efficient data entry into fully...
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...
5:17

Marketing Campaigns

With the new Intake Pro features available in Needles Neos, you can now easily track dollars spent...
2:19

Required Fields

Needles Neos’ Intake Pro now lets you choose which fields on your custom Intake forms are...
10:23

Zapier Integration

As part of Neos Pro, you can now connect thousands of web apps to your Intake system via Zapier...
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Assembly Software was born to chart a new trajectory forward in legal case management technology. Through our products, Neos, Needles and Trialworks, we’re guiding development of the next generation of legal software solutions.

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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