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: June 6, 12 pm ET
Security
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:
- Role-based access control (RBAC) and Individual and Special Permissions
- Neos-Based identities (Multi-factor authentication and best practices for passwords)
- SSO with Microsoft
- Neos and O365/Sharepoint security
- Neos Native Security and protection
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Upcoming: July 11, 12 pm ET
Checklist
- How to create an effective Checklist
- Checklist automation
On-demand: 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
On demand: April 4 at 12pm ET
Reporting
- Marketing ROI
- Advanced Search
- Dashboards
- Subscriptions
- Report templates
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.
