Welcome to Neos Academy

Each month, one of our experts 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 2, 12 PM ET

Marketing Through Neos

  1. Reports (Marketing ROI) 
  2. Labels
  3. Mailchimp
  4. Capturing five star reviews and sending marketing messages through Case Status
  5. Kenect/Hona for marketing SMS



Neos Marketing

On-demand: March 5, 12 PM ET

Neos 101

  1. Logging in and 2FA
  2. Creating an intake and transitioning to a case
  3. Case folder tour
  4. Searching for a case, provider, and documents
  5. Sending communications internally and externally
  6. Managing a Checklist
  7. Generating a document from an existing template
  8. Essential troubleshooting tips

On-demand: February 13, 12pm ET

Checklist

  1. How to create an effective Checklist
  2. Adding/modifying items
  3. Activating/deactivating/deleting
  4. Copying a Checklist to other Case Types
  5. Best Practices for updating existing Checklist and applying to open cases
  6. Checklist automation

On-demand: January 9, 12 pm ET

How to Set Up Neos for Success (Neos for Admins)

  1. Firm Preferences
  2. Staff Profiles and Permissions
  3. Document Types
  4. User Directories and User Mini Directories
  5. Case Types
  6. Primary and Auxiliary Checklists

On-Demand: December 5, 12 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
  6. Bates stamping

On-demand: November 7, at 12 pm ET

Templates/Document Creation

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

On-demand: October 3, 12 pm ET

Communication

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

On-demand: September 12, 12 pm ET

Reporting

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

On-demand: August 1, 12 pm ET

Value Tab

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



value tab

On-demand: July 11, 12 pm ET

Checklist

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

On-demand: 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:



  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

On-demand: 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

On-demand: April 4 at 12pm ET

Reporting

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

On-demand: March 7, 12 pm ET

Automation

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

On-demand: February 7, 1 pm ET

Communication

  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

Intake

  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.