CloudSeptember 30, 2022

The top-rated and most exciting Neos features released in Q3 2022

people looking at a whiteboard

The Neos product team was busy all summer cranking out exciting new features that will help your firm become more productive. In case you missed them, here are some of the highlights:

New standard fields for document types

You can now customize each document type with additional fields; we’ve added new standard fields for standard document types.

Custom dashboards you can share

You can now add up to 25 custom dashboards to your Neos Today home screen and share them with other Neos users!

Case-specific document tags

Easily tag documents with any case-specific information without affecting other cases. This ensures the broader list of tags remains optimal across all cases yet provides the flexibility to add as many tags as you need to organize your documents. You can even filter and sort using case-specific tags.

LawPay integration

Accept payments online, share links to a LawPay portal with clients for invoices and trust requests, and more with Neos’ LawPay integration.

Learn more about LawPay.

Client Master Rates

Set a billing rate that will override any tasks or staff-specific rate for billable time using the new tab (Billing Rates) under the Contact (previously Provider) screen.



Read our previous releases.



SHARE

Related to this article

lawyer sharing technology with other lawyers

Legal Tech, Cloud, Legal AI, Automation & Efficiency

Rather than focusing on the cons of your current system, find out here how you can take it to the next level with new legal technology!

Legal Tech, Automation & Efficiency, Cloud

Check out over 260+ reasons why firms of all shapes and sizes love Assembly Neos cloud-based legal case management

Lawyers working together

Automation & Efficiency, Legal Tech, Cloud

Neos’ smooth transition and training process allowed the Pacheco & Couceiro Law Firm to quickly get up and running with features that they now use on a daily basis to speed up case work and keep its staff more informed by utilizing texting and the advanced reporting tools in Neos.

Schedule a Neos demo

Manage your daily operations in less time, so you can spend more time focusing on your clients. See how it's possible.