3:13 Browse Intakes How to use Browse Intake to find, sort, and review all your firms current and past Intakes.
4:38 Bulk Import You can now bulk import Intakes, Cases, or Contacts from a CSV file into your Neos system quickly...
7:32 Checklist Triggers & Actions With the new Intake Pro feature Checklist Triggers & Actions, you can fully automate client...
8:23 Document & Communication Workflows Neos’ Intake Pro now let’s you generate the most important Intake related documents and...
7:26 Dynamic Intake The new Dynamic Intake feature allows you to build custom Intake forms that adapt to your staff on...
7:17 Entering a New Intake Neos Intake functionality allows for fast efficient data entry into fully customized Intake forms,...
6:34 Intake Layout Manager A basic run through of how the new Intake Layout Manager functions, including Field selection and...
4:33 Intake Stage & Status Stage & Status help you track the progression of your Intake inventory; and with Intake Pro you...
5:20 Marketing Campaigns With the new Intake Pro features available in Neos, you can now easily track dollars spent on...
2:22 Required Fields Neos’ Intake Pro now lets you choose which fields on your custom Intake forms are absolutely...
10:26 Zapier Integration As part of Neos Pro, you can now connect thousands of web apps to your Intake system via Zapier...
