Upcoming & On-Demand Webinars

See our web-based case management solution, Neos, in action. An Assembly product expert will walk you through all the powerful features — including full document management, integrated intake features, an activity feed of all case activity, reporting and analytics, and more. Join us to see the platform first-hand, and ask direct questions about features and functionality.



This webinar is offered once a month.

Generating leads but losing them before they sign? You’re not alone—and the fix is easier than you think. Join Kristin Belkofer, Senior Product Manager at Assembly, for a fast-paced session packed with actionable tips to turn more prospects into paying clients. Learn how to eliminate friction with seamless intake, tailor your communication approach, and leverage smart workflows in Neos to close the gap between interest and engagement. Stop letting opportunities slip through the cracks—start converting more leads today.

Streamline case management & medical record integration with AI!



Paralegals are the backbone of any legal team, juggling medical record retrieval, document management, and case workflows—all while battling inefficiencies.

Discover five powerful ways AI can help you:

• Automate medical record retrieval – Reduce turnaround times and streamline processing
• Optimize workflow management – Assign tasks, track progress, and eliminate bottlenecks
• Enhance document management workflows – AI-driven document summaries, categorization, and HIPAA e-signatures
• Improve communication & collaboration – Automated follow-ups and seamless case updates
• Leverage AI for smarter insights – Data-driven analytics to maximize efficiency

Register now & take your legal skills to the next level!

Legal intake is the foundation of every case, yet simple mistakes could be costing your firm money and clients — and you might not even realize it.

Join Maddy Martin, SVP of Growth at Smith.ai, and Kristin Franks Belkofer, Senior Product Manager at Assembly Software, for a game-changing webinar. They’ll uncover the biggest intake oversights holding your firm back and show you how to turn them into opportunities for profit and client satisfaction.

Discover how to avoid pitfalls like:

• Delayed response times
• Inconsistent processes
• Imprecise lead qualification criteria
• Time-consuming data entry
• And more!

You’ll leave this webinar with low-hanging fruit and longer-term projects that will boost productivity, impress your clients, and increase profits. Don’t miss it!

Getting your staff on board with something new—whether it’s software, workflows, or even coffee brands—can be challenging. Change isn’t easy, but it doesn’t have to be hard! Join Jon Lomurro, a seasoned change management expert and partner at Lomurro Law, as he shares proven strategies to tackle resistance and boost adoption.

In this engaging webinar, Jon will dive into:

• The fears people face with new technology, from fear of the unknown to fear of making mistakes

• Overcoming resistance to learning something new (and the dreaded instruction manual!)

• Real-world examples from Plaud, Neos, CoPilot, AI, and more

With Jon’s humor and insightful strategies, you’ll walk away with practical tips to make change smoother and less intimidating for your team. Don't miss this educational (and entertaining!) session!

About Jon Lomurro:

Jonathan H. Lomurro is a certified civil trial attorney, board certified in Medical Malpractice Law and Civil Trial Law, and specializes in medical malpractice and personal injury cases. He has authored five books on legal practice and frequently lectures across the U.S. on topics such as medical malpractice and legal technology.

2025 is right around the corner! Is your law firm ready to beat the competition by using top Neos features like automation and AI?



Join us for an exciting webinar with veteran trial lawyer Matt Schad (boasting over 25 years of experience) and our SVP of Product, McKay Ferrell, as they discuss how Matt uses key NeosAI Platinum features like AI and automations to stay a step ahead of the competition. Plus, McKay will share an exclusive sneak peek at new NeosAI features launching this December!



Don’t miss this chance to gain a powerful blueprint for a successful 2025 and beyond.



About Matt: Matt Schad is a dedicated trial lawyer who has acted as lead counsel in over 50 jury trials and secured multiple seven (and eight) figure verdicts, specializing in serious injury and death cases across various legal domains, making him a sought-after expert for challenging cases in Indiana and Kentucky.

Discover how top paralegals supercharge their productivity with Neos! Join Holly Presley and Erika Godinez-Martinez, experienced paralegals at Queener Law and Neos power users, as they share their insights and tips for maximizing the platform’s potential.



In this webinar, they will cover:

• How to streamline client intake with Intake Pro (part of NeosAI Platinum tier)
• Effortlessly managing communications with RingCentral Integration
• Using Case Type Checklists and Auxiliary Checklists to stay organized
• Keeping clients in the loop with the Case Pulse integration
• Managing documents efficiently with document storage
• Creating comprehensive Settlement Memos
• And so much more!



Whether you're new to Neos or looking to refine your skills, you’ll gain practical tips to optimize case management from intake to settlement. Don’t miss this opportunity to learn how to work smarter, not harder, using Neos!

Elevate your firm's efficiency with insights from seasoned attorney and Neos expert, Frank Nunes, and his legal consultant, Diane Danois, as they unveil how they’ve mastered Neos to keep their practice at peak performance.



This is your chance to learn from the pros as they guide you through the entire life cycle of a personal injury case—from intake to settlement—using powerful Neos features and integrations.



Discover how to streamline your workflow with:

• NeosAI document extraction and summaries
• Automations and Checklist triggers that empower your staff
• Neos Premium Texting and Kenect for seamless client communication
• Dynamic intake questionnaires and forms to capture vital details on the fly
• YoCierge hassle-free medical record retrieval
• LawToolBox docketing and calendaring
• InfoTrack eFiling and process serving
• DocuSign for secure, fast signatures



In this webinar, Ben Koeneker from LawToolBox and Eric Hill, Neos consultant and expert trainer discusses how the world’s leading docketing platform, LawToolBox, can revolutionize your workflows when integrated with Neos. Learn to leverage Outlook for real-time deadline management across the US and Canada, ensuring your firm never misses a critical date. Don't miss this opportunity to elevate your practice’s efficiency and stay ahead of the curve!

Hosted by Pamala Hodge, business consultant, and McKay Ferrell, SVP of Product, this NeosAI training will give you the solid foundation you need to take advantage of all the NeosAI has to offer!

Did you know that some law firms receive hundreds of client-referred cases each month? The key to this success lies in leveraging the right technology to deliver an exceptional client experience. If your referral numbers are not where you want them to be, join Matt McClellan, co-founder of Hona, the premier legal client portal, for an invaluable webinar.



Discover the powerful strategies and technology that can transform your referral pipeline, speeding up your firm’s processes and leaving clients eager to send more cases your way.



Don’t miss this opportunity to learn how to turn happy clients into your most effective promoters!

Ever wish your law degree came with some tips for running a business? In this webinar, Laura Kennedy, expert legal consultant at Circle Management Group, explains all the nuances of running a successful business while practicing law.



What you'll discover:

• Key metrics every law firm should be tracking
• The importance of hiring the right people and employing different generations successfully
• Creating a digital presence (reviews, website, social media, etc.)
• How to choose the right case management platform for your firm
• How to run a remote law firm
• And more!



In this webinar, our SVP of Product, McKay Ferrell, shares how our all-inclusive pricing can revolutionize your firm's operations.



What you'll discover:

• All Neos Pro features are included, from triggers and automations to dynamic intake and marketing ROI tracking
• OCR on all documents for lightning-fast search, plus the ability to edit and annotate PDFs directly within Neos
• Harness the magic of NeosAI (with no additional cost) to revolutionize your workflows and supercharge productivity like never before
• Streamline client communication with Neos Premium Texting, ensuring seamless conversations and boosted client satisfaction
• Enjoy massive savings of $600 per month on RingCentral, cost recovery software, and Neos DocuFiler fees

To run a successful law firm, you need a combination of legal and business skills. In this webinar, Legal Soft CEO Hamid Kohan and Assembly Software VP of Product McKay Ferrell will discuss important metrics for law firms: building a culture of trust with staff, making better hiring decisions, finding the right case management platform, and establishing a strong digital presence. Join us to learn the business essentials for law firms and set your firm up for success beyond the courtroom.

Thinking of starting your own firm or already running one and looking for best practices from a seasoned legal expert? In this webinar, Matt Schad, managing partner of Schad and Schad explores strategic best practices, must-have technology, and potholes to avoid. Even if you've been running your own firm for years, you can still learn something new!

See how to unlock your firm's efficiency and maximize your case outcomes by upgrading to Neos. Eric and Pam will show you all the features and functionality you've come to love and expect from Trialworks in Neos - and more!

Nuance’s Dragon Legal Anywhere (a Microsoft product) not only provides a more efficient and precise approach to legal documentation, alleviating the physical and mental strains of traditional typing but also offers the flexibility necessary for maintaining a healthier work-life balance. This comprehensive Chrome plugin works seamlessly with Neos and will deliver immediate time savings to your legal workflows to prevent burnout and fatigue. Watch the short, 20-minute co-hosted webinar to learn more.

Join successful attorneys Paul R. Hernandez and Frank M. Nunes for a fascinating webinar that explores cutting-edge legal technology and proactive preparation strategies for the legal industry that will set you up for success in 2024 and beyond. Paul and Frank cover what forward-thinking legal professionals need to know about:

• Artificial Intelligence
• Virtual assistants and geographically dispersed workforces
• Must-have legal cloud applications
• Essential case management features
• And more!

Register to watch the on-demand Law.com webcast and hear LTN editor-in-chief Stephanie Wilkins provide an overview of the current state of AI in the legal landscape. 

Assembly's Jim Garrett joins a panel to discuss:

• What AI can and cannot do for legal professionals
• How AI improves outcomes, strengthens client relationships, and revolutionizes processes
• Debunked myths that AI will replace legal professionals