Learning Hub

With the new Last Update option in Advanced Search, you can catch any cases that are trying to slip...

How to access Advanced Search and build a query.

Customizing Advanced Search results.

How to Save, Export, and Subscribe to your Advanced Search.

How to perform a Mass Update via Advanced Search, allowing you to make changes in multiple Cases at...

Advanced Search is now capable of more in-depth query customization functionality than ever before;...

The Automatic Timer in Neos makes it easier than ever to track your billable hours and case...

How to use Browse Cases to create a list of cases matching multiple criteria.

Your accounting team can now generate multiple invoices across multiple cases all at once.

Have you negotiated specific rates with certain clients?  You can now set Client Master Rates in...

In this video, we review the Neos Communications Center integrated with Ring Central...

Contacts on the main menu bar (previously called Address Book) allows you to review and access all...

One of Neos’ most powerful features, Advanced Search, just got even better...

The new Favorite Cases feature allows you to pick those cases that you are currently working on,...

A tour of the Messages inbox, and how to send new messages from anywhere in Neos.

A tour of the Reports list, how to run and modify existing reports, export options, and using...

How to use basic Search to find the cases you are looking for quickly and easily.

Your accounting team can now access all Time & Value entries across all cases from the Neos...