Case Folder Archives - Neos Learning Hub

Activity Feed

A quick runthrough of the Activity Feed, explaining what it is and how it functions.

Approval Process for Invoiceable Entries

You can now setup a submission and approval process for your Time & Value items, before they...

Auto-populating Subjects in Email & Calendar

When sending an email or creating a calendar entry, the Case Name and Case Number are now...

Automatic Value Creation

With Automatic Value Creation, you can now setup Neos Automations to create Value entries...

Bates Stamping

As part of the Premium Documents package, you can now easily add custom Bates Stamps to any PDF...

Case Budgets

Neos can help you track all your costs on a particular case to make sure you stay within a budget...

Case Calendar Tab

The Case Calendar Tab lets you see all events associated with a particular case, like client...

Case Dates in Calendar

How to track your assigned Cases’ critical dates right in your staff Calendar.

Case Notes – Subjects

You can now add Subjects to General Notes in Neos, allowing easy sorting & searching to find...

Case Specific Document Tagging

You can now add Documents Tags that are unique to a specific case. In this video, we’ll...

Case Tab

A tour of the Case Tab and explanation of how to properly enter Case Information including Class,...

Checklist Completed Date

With the latest release, Neos has added a new field to track the Completion Dates of Checklist...

Checklist Reminders

Neos can now remind you about upcoming Checklist items in advance of their due date.

Checklist Sync to Calendar & Checklist Collaborators

You can now sync Checklist task due dates straight to your Outlook/Neos Calendar...

Checklist Tab

A tour of the Checklist Tab and explanation of how this critical Neos function help you stay on top...

Companion Cases Tab

A tour of the Companion Cases Tab and explanation of how to create Companion Groups for multiple...

Contacts Tab

The new Contacts Tab allows you to see all the different people associated with a case in one...

Counsel Tab

A tour of the Counsel Tab

DocuFiler

Neos’ DocuFiler feature allows you to move large numbers of files from your scanner or other...

Document Fields

Document Fields in Neos help you view additional important data associated with specific types of...

Document Record Linking

In this video, we review how you can now link Medical Record Documents directly in the Record...

Document Tagging

Tags can now be created in the Tags Mini Directory and assigned to individual Documents. Tagging...

Documents Tab – Part 1

Adding Documents to a Case, Generating Documents, Opening Documents, Word Online & Desktop, and...

Documents Tab – Part 2

Emailing Documents, Docusign, Prepping Demand/Discovery, & Tagging Email Attachments to a Case.

Dynamic Layouts

Dynamic Layouts (previously known as Dynamic Forms) allows users to add entire pages of data or...

Email Reply, Reply All, & Forward and Email Templates

When viewing an email in the Notes Tab, you now have buttons to Reply, Reply All, and Forward that...

Emailing from Neos

You can send emails directly from Neos, making finding email addresses and attaching case files a...

Insurance Tab

A tour of the Insurance Tab, covering entering new Insurance providers & Adjusters, as well as...

Interest Calculator

The new Interest Calculator function allows you to easily calculate interest from Case Expenses on...

Multi-Case Document Generation

Neos now offers the ability to create documents for more than one case all at the same time...

Negotiation Tab

A tour of the Negotiation Tab, covering how to track on-going negotiations with Adjusters, Counsel,...

NeosAI Chat

NeosAI Chat allows you to select a document in your case, and then ask NeosAI questions about this...

NeosAI Document Extraction

With the NeosAI Document Extraction feature, Neos can now pull key data our of documents and put it...

NeosAI Document Generation

With the NeosAI Document Generation feature, Neos can now create complicated documents for you with...

NeosAI Document Summary

With the NeosAI Document Summary feature, Neos can scan documents for you and provide quick AI...

New Navigation Tabs for Documents & Notes

You can now easily switch views between different Document and Note types by using the new...

Notes Tab

A tour of the Notes Tab, including entering a new Note, customizing text, posting picture/docs,...

Party Tab

A tour of the Party Tab and explanation of how to properly create new Parties for a case.

PDF Redaction & Flattening

The Neos PDF Editor (part of the Premium Documents Package) now has to ability to Redact and...

Pin Important Notes

Cases can have hundreds of notes! But usually, there are a handful of critical ones you need to...

Premium Texting Email Notifications

Neos Premium Texting users now have the option of being notified of Client text messages via email...

Quick Add Checklist Task

With the new Quick Add Checklist Task feature, you can set your favorite Auxiliary Checklist task...

Record Requests Tab

How to track all the provider records you have requested, and get a quick view of what it still...

Related Documents

Neos now helps you track Related Documents in your cases, allowing you to keep a handle on...

Settlement Calculator

The Neos Settlement Calculator helps to make sure you have all the information you need during a...

Settlement Tab for Value

The new Settlement Tab on the Value screen helps you see all the financial aspects of a case at a...

Sync Time & Value

Neos can link Time and Value entries together, so that changes in one automatically updates the...

Time Tab

How to track time in Neos using the Time Tab, as well as how to enter time manually and start...

Value Tab – Adding Value to a Case

How to create and manage a variety of Value items on the Value Tab.

Value Tab – Reports

How to generate Settlement Memos and Value Reports in Neos.

Variable Interest Rate Calculator

You can now calculate interest over time using variable interest rates!

Witness – Expert – Depo Tab

A tour of the Wit/Exp/Depo tab, including how to enter new witnesses, providers as expert, and...