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.

Neos Academy logo - Assembly

Upcoming: April 4, 12 pm ET


  1. Marketing ROI
  2. Advanced Search
  3. Dashboards
  4. Subscriptions
  5. Report templates
Neos Case Notes

Upcoming: May 2, 12 pm ET

Templates & Document Creation/Editing

  1. Document and template tagging best practices
  2. Generating case documents from templates and merging documents
  3. Inserting tags in Word desktop
  4. Editing, annotating, Bates stamping, and redacting PDFs
Neos Document Generation

Upcoming: June 6, 12 pm ET


  1. How to create an effective Checklist
  2. Checklist automation
Neos Checklist reminder

Upcoming: July 11, 12 pm ET


  1. Permission Groups
  2. Staff Permissions
  3. General permissions
  4. Special permissions
  5. "Other" permissions
  6. New Payments permission
  7. Multi-factor authentication (MFA)
  8. Best practices for passwords

On Demand: March 7, 12 pm ET


  1. Checklist automation
  2. Zapier examples
  3. Automated SMS & emails
Neos Email Notes

On-Demand: February 7, 1 pm ET


  1. Automated SMS and emails
  2. Neos Texting
  3. CasePulse portal
  4. Posting and sending messages (posting to case notes)
  5. Using DocuSign

Neos reporting

On-Demand: January 10, 1 pm ET

Neos Accounting

  1. Master client rates
  2. Invoicing
  3. Value tab/Value codes
Neos billing & invoicing

On-Demand: December 6, 1 pm ET

Document management

  1. Case-specific document tags
  2. PDF Editing
  3. Document Generation Wizard
  4. Multi-case document generation
  5. 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.

Neos Document Management

On-Demand: November 1, 1 pm ET


  1. Layout manager
  2. Dynamic forms
  3. Automation
  4. Stage and status
  5. Document and communication workflows
Neos Intake

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.

Neos Intake