The Default Info tab contains information that can be set globally across your firm.

Some address fields can display default information. When these details are entered, Neos will automatically fill in the specified information for the corresponding fields when used on various screens throughout the system.

For example, if your clients are mostly in the city of Miami, when you enter this in the Default Info tab, all new names will contain 'Miami' as their City. You can always change the field content within a particular entry if the default information is not applicable.

Enter the following field details:

The firm logo can now be added and used when exporting reports and creating templates for document assembly. Click the Replace button to browse to your firm's logo. Click Open to insert the file name of the logo. When the Save button is clicked, the logo image will display below the field.

Images up to 5 MB can be added and will be resized (to 100 px width, keeping the aspect ratio) when inserting into documents during the document assembly process and in reports.

To magnify the image, click to open a larger view. Click the X to return to the tab.

To remove the firm logo, click the trash icon in the bottom right.

Confirm your selection on the Delete Image warning message.

The Default Info tab will be automatically saved when the Yes button is clicked and no other changes exist.

The following section displays for firms that use Advanced Analytics.

The labels "Case Type" and "Matter Type" are interchangeable. This labeling function is for the purpose of titling the directory and reports and does not otherwise affect the function of any Neos features. Select the radio button of Case Type or Matter Type as the default for your system.

The Case Checklist Sort setting controls the order in which a case checklist is sorted. Choose to sort the case checklist by Phase (roughly chronological), Status – Phase, or Status – Due Date.

Use Reference Label 1 and 2 fields to specify the reference label that is shown in the Description section of a Value tab item. When specified, these labels will be used in the Value tab of all case types. Alternatively, you can define the reference labels for each value code using the Value Code Mini Directory.

Choose the default case reference that is most relevant for your firm. The Subject will populate the chosen default case reference, alongside the Case Name, when:

Case/Intake notes can be marked as Important and pinned for awareness. When the Pin items marked as Important to the top of lists for all staff checkbox is selected, all Case/Intake notes that are marked Important will automatically be pinned to the top of the list. This global, firm-wide setting will be selected by default.

When unchecked, notes flagged as Important will remain flagged but will no longer be pinned to the top of the list. Instead, these Important notes will follow the sort order of the Notes list.

Checklist Outlook Sync allows Neos to create and maintain all-day Outlook calendar events based on your Checklist tasks, keeping your schedule accurate and up to date without manual re-entry.

When enabled for a task—either from your Primary or Auxiliary Checklist settings or directly from a task within a Case—Neos sends real-time updates to Outlook whenever Checklist task details change. This can help you track deadlines more efficiently, quickly confirm which tasks are synced from the checklist grid, and ensure Outlook always reflects the most current information. You stay in control of every sync relationship, including creating or disconnecting events as needed, while administrators can centrally manage firm-wide sync settings and permissions. All related activity is captured in the Activity Feed, providing a complete history of changes to synced tasks and their associated calendar events.

To get started, tick the Enable Syncing checkbox.

The Organizer field contains Staff Codes of active Staff members who have their Office 365 connected to Neos. Select a single staff member as the Organizer. Neos recommends creating a dedicated Staff Profile to serve as the Organizer and assigning the necessary permissions.

When the Organizer is set and Save is clicked, your Checklist Tasks can now be configured for syncing. A new standard, immutable appointment type has been created that will be used for syncing Checklist tasks to Outlook. While "Checklist/Outlook Sync" cannot be manually selected as an Appointment Type, it can be used as a filter to locate events by this Appointment Type in Advanced Search when performing a search for Calendar. It can also be added as a column in the Primary and Auxiliary Checklists and Calendar views.

The Checklist Outlook Sync occurs when a Checklist task is added to a Case/Intake. The sync can be configured for individual checklist items from the Primary or Auxiliary Checklist to automatically create the Outlook event when the Checklist task is added to a Case.

The sync can also occur on Checklist tasks within a Case/Intake.

To turn off the sync between Checklist tasks and Outlook, deselect the Enable Syncing checkbox.

You will be prompted with the following warning message.

Click the Save button to save changes to the Default Info tab. Click the Discard button to abort your changes.