Welcome to Neos Academy
Each month, Eric Hill, Sales Consultant and veteran Neos trainer, will host a 60-minute live webinar that explores a different area of Neos. You’ll learn best practices and tips that will make you ultra-efficient—you might learn something that will revolutionize the way you work!
Don’t miss your chance to squeeze every last bit of productivity out of Neos that you can.
Upcoming: April 4, 12 pm ET
Reporting
- Marketing ROI
- Advanced Search
- Dashboards
- Subscriptions
- Report templates
Upcoming: May 2, 12 pm ET
Templates & Document Creation/Editing
- Document and template tagging best practices
- Generating case documents from templates and merging documents
- Inserting tags in Word desktop
- Editing, annotating, Bates stamping, and redacting PDFs
Upcoming: June 6, 12 pm ET
Checklist
- How to create an effective Checklist
- Checklist automation
Upcoming: July 11, 12 pm ET
Security
- Permission Groups
- Staff Permissions
- General permissions
- Special permissions
- "Other" permissions
- New Payments permission
- Multi-factor authentication (MFA)
- Best practices for passwords
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On Demand: March 7, 12 pm ET
Automation
- Checklist automation
- Zapier examples
- Automated SMS & emails
On-Demand: February 7, 1 pm ET
Communication
- Automated SMS and emails
- Neos Texting
- CasePulse portal
- Posting and sending messages (posting to case notes)
- Using DocuSign
On-Demand: January 10, 1 pm ET
Neos Accounting
- Master client rates
- Invoicing
- Value tab/Value codes
On-Demand: December 6, 1 pm ET
Document management
- Case-specific document tags
- PDF Editing
- Document Generation Wizard
- Multi-case document generation
- Tagging Outlook emails and attachments
Attendees will be eligible to join a FREE classroom-style training session on Document Management on December 12. Details will be shared during the webinar.
On-Demand: November 1, 1 pm ET
Intake
- Layout manager
- Dynamic forms
- Automation
- Stage and status
- Document and communication workflows
Our job is to make yours easier
Attorneys have a lot on their plate. Our mission is to lighten the load. By making your workflows more efficient and automating daily processes, we help you increase productivity and profitability.
