Welcome to Neos Academy

1. Emailing directly from Neos
2. Neos Premium Texting
3. Internal messaging
4. Ring Central
5. Communications Center
6. Client portals

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

1. Case-specific document tags
2. PDF Editing
3. Document Generation Wizard
4. Multi-case document generation
5. Tagging Outlook emails and attachments
6. Bates stamping

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

1. Email marketing with Mailchimp
2. SMS marketing campaigns with Kenect and Milestones
3. Marketing reports and dashboards
4. Generating reviews on Google

1. User-defined reporting
2. Building Advanced Search queries
3. Modifying existing report templates
4. Advanced Analytics
5. Sharing dashboards/reports
6. Report permissions

1. Value code and meaning
2. Transactions
3. Check request/DTF
4. Value notes/notes tab
5. Different Value tab views
6. Subtotals



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

The importance of security processes and procedures for legal firms that use sensitive personal data cannot be overstated. In this Neos Academy, Jim Garrett, CTO of Assembly, joins Eric Hill to discuss top security risks for firms, the real-life consequences of ignoring those risks, and how your firm can minimize those risks, both through Neos and in other areas of your firm. Eric will demonstrate how Neos can support your firm’s security objectives:



1. Role-based access control (RBAC) and Individual and Special Permissions to ensure only specific users can access sensitive data
2. Neos-Based identities (Multi-factor authentication and best practices for passwords)
3. SSO with Microsoft
4. Neos and O365/Sharepoint security
5. Neos Native Security and protection

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

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

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

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



1. Master client rates
2. Invoicing
3. Value tab/Value codes

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.

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