Welcome to Neos Academy

• Logging in and 2FA
• Creating an intake and transitioning to a case
• Case folder tour
• Searching for a case, provider, and documents
• Sending communications internally and externally
• Managing a Checklist
• Generating a document from an existing template
• Essential troubleshooting tips

• Standard Reports - Accessing and Modifying Reports
• Advanced Search Reports - How to create and save Advanced Search Reports
• Dashboards - Accessing, creating and sharing Dashboards
• Subscriptions to Reports - How to set up a subscription
• Advanced Analytics - Accessing and using Advanced Analytics

• Document Generation - Use Neos AI Tags to create documents using the data in your case
• Document Summarization - Abstract summary of your document
• Document Extraction -Create Parties, Value Entries and Medical information
• NeosAI Chat - Summarize documents and have a conversation with AI regarding your document
• Neos AI Tags and Prompts - Create your own AI Prompts and Template Tags
• Dynamic Forms - Create additional Tabs for information relative to a case

1. Document Types, Categories and Tags - Classify your documents for organization and easy searching
2. Document Generation, duplicate, and upload documents - Learn the various ways to generate and upload documents
3. Send documents with DocuSign - If you use DocuSign, send documents from Neos
4. Email Documents - Learn how to send single or groups of documents and upload email attachments in Neos
5. Edit PDF Documents - Premium Documents allows you to edit, rearrange and Bate Stamp PDF in Neos

1. Firm Preferences
2. Staff Profiles and Permissions
3. Document Types, User Directories, and User Mini Directories
4. Case types, Primary and Auxiliary Checklists

1. Advanced Search
2. Emailed Reports (Subscriptions)
3. Custom Dashboard Tiles
4. Specific Reports (e.g. statute of limitations report)
5. Advanced Analytics

1. QB Online
2. QB Desktop & Neos Integrator install
3. QB IIF Exports
4. Entering Value Entries & Requesting Checks
5. Exporting from Neos & Importing into QB

1. DocuSign
2. Outlook
3. SharePoint
4. RingCentral
5. Zoom Phone
6. LawToolBox
7. InfoTrack

1. Neos Outlook Add-In
2. Calendaring
3. Case Dates
4. Checklist
5. Tagging Emails

1. Document Generation
2. Document Summarization
3. Document Extraction

1. Case-specific document tags
2. PDF Editing
3. Document Generation Wizard
4. Multi-case document generation
5. Tagging Outlook emails and attachments
6. Sneak peek of the upcoming AI document generation

1. Time and Billing
2. Value tab
3. Invoicing
4. LawPay
5. Settlement Memo

1. Reports (Marketing ROI) 
2. Labels
3. Mailchimp
4. Capturing five star reviews and sending marketing messages through Case Status
5. Kenect/Hona for marketing SMS



All of our webinars are recorded on-demand in our Learning Hub.