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Topic: Intakes

2:58

Browse Intakes

How to use Browse Intake to find, sort, and review all your firms current and past Intakes.
7:11

Checklist Triggers & Actions

With the new Intake Pro feature Checklist Triggers & Actions, you can fully automate client...
8:05

Document & Communication Workflows

Needles Neos’ Intake Pro now let’s you generate the most important Intake related...
7:00

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...
6:18

Intake Layout Manager

A basic run through of how the new Intake Layout Manager functions, including Field selection and...
56:40

Intake Pro Webinar (previously recorded)

Bryan Billig and Justin Steele walk though all the great new functionality of Needles Neos’...
4:15

Intake Stage & Status

Stage & Status help you track the progression of your Intake inventory; and with Intake Pro you...
4:59

Marketing Campaigns

With the new Intake Pro features available in Needles Neos, you can now easily track dollars spent...
2:01

Required Fields

Needles Neos’ Intake Pro now lets you choose which fields on your custom Intake forms are...
10:05

Zapier Integration

As part of Needles Neos Intake Pro, you can now connect thousands of web apps to your Intake system...
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  • Home
  • Location of Feature
    • Menu Bar
    • Case Folder
    • Today & Settings
  • Topics
    • Beginner Videos
    • Checklist
    • Documents
    • Intakes
    • Integrations
    • Neos Academy
    • On-Demand Webinars