Staff can be notified of new Messages, Mentions, Intakes, DocuSign signatures, Reminders, Case Budget thresholds, Deadlines, Phone Call Logs, and Text Messages directly in Neos and/or to their email. When Neos Only is selected, notifications will only display as toast (temporary) banners and within the Notifications panel. When Neos and Email is selected, the Staff will receive Neos notifications AND an Email notifying them of the event.
Staff can choose to NOT have any notifications by selecting the "None" option in a dropdown.
NOTE: You must have Modify permission to the Staff Directory to set notifications for staff. The Staff's email must be saved and connected to Office365 in order to use the Email option.
To specify Staff notifications:
From the left navigation pane, click the Settings icon.
Within the Staff section select the Staff Profiles button.
Select the desired Staff from the list view, then select the Notification Settings Tab.
Refer to the description of each section below. Click the Save button to keep your changes.
New Messages
To set notifications for New Messages, select the dropdown and choose one of the following options:
Neos and Email – The email configured on the Staff Profile Tab will automatically display to the right. When a new Neos message is received, the selected staff will receive an email similar to the one below. Click the View Messages button from the email to open a new tab in your browser. After logging into Neos, the Messages Tab will display the list view of your messages.
TIP: Ensure the First Name field on the Staff Profile Tab is entered to see the Message From and To fields in the email.
Neos Only – A temporary new message toast notification will display when the signed-in staff receives a new message. Use the Notification Center to find notifications from the last 15 days.
Mentions
To set notifications for Mentions, select the dropdown and choose one of the following options:
Neos and Email – The email configured on the Staff Profile Tab will automatically display to the right. When the Staff has been mentioned in a Note, they will receive an email similar to the one below. Click the View Case button from the email to open a new tab in your browser. After logging into Neos, the Case Tab will display. Navigate to the Notes Tab to view staff mentions. Email is the default selection for Mentions.
Neos Only – A static staff mentioned toast notification will display when the signed-in staff is mentioned in a note on the Notes Tab. Click the Show me button to be taken directly to the detail view of the mentioned Note. Click the X to close the toast notification. Use the Notification Center to find notifications from the last 15 days.
New Intakes
To set notifications for New Intakes, select the dropdown and choose one of the following options:
Neos and Email – The email configured on the Staff Profile Tab will automatically display to the right. When the Staff has been assigned as the Primary Staff in an Intake, they will receive an email similar to the one below. Click the View Intake button from the email to open a new tab in your browser. After logging into Neos, the Intake Tab of the assigned Intake will display. Neos only is the default selection for New Intakes.
Neos Only – A temporary toast notification will display when the signed in staff is assigned as the Intake Primary Staff for a new Intake. Click the Intake Name/# button to be taken directly to the Intake detail view. Click the X to close the toast notification. Use the Notification Center to find notifications from the last 15 days.
DocuSign®
Notifications can be displayed when clients have signed DocuSign documents. To set notifications for DocuSign, select the dropdown and choose one of the following options:
Neos and Email – The email configured on the Staff Profile Tab will automatically display to the right. When a document is signed by a client using DocuSign, the Staff that sent the DocuSign request will receive an email similar to the one below. Click the View Case button from the email to open a new tab in your browser. After logging into Neos, the Documents Tab of the assigned Case or Intake will display.
Neos Only – A temporary toast notification will display when a client signs a document via DocuSign that is sent by the signed-in Staff. Click the Name/Case # button to be taken directly to the Case or Intake Documents tab. Click the X to close the toast notification. Use the Notification Center to find notifications from the last 15 days.
Reminders
Notifications can be displayed for the assigned Staff when a Checklist item has or is about to come due. To set notifications for Checklist Reminders, select the dropdown and choose one of the following options:
Neos and Email – The email configured on the Staff Profile Tab will automatically display to the right. When a Checklist item reminder is triggered, the Staff assigned to the Checklist item will receive an email similar to the one below. Click the View Case button from the email to open a new tab in your browser. After logging into Neos, the Case Tab will display. Navigate to the Checklist Tab to locate your assigned Checklist item that is due. You can also check the Notifications Center.
Neos Only – A temporary toast notification will display when a Checklist reminder is triggered. Click "Visit the Checklist to review it now" link to be taken directly to the Checklist item Task Pane. Click the X to close the toast notification.
Use the Notification Center to find notifications from the last 15 days. Click the notification to be taken directly to the Checklist item Task Pane.
Case Budget
Notifications can be displayed for the assigned Staff when a Case has met the Case budget warning threshold or is over budget. To set notifications for Case Budget, select the dropdown and choose one of the following options:
Neos and Email – The email configured on the Staff Profile Tab will automatically display to the right. When a Case Budget warning is triggered, all Staff assigned to Case will receive an email similar to the one below. Click the View Case button from the email to open a new tab in your browser. After logging into Neos, the Case Tab will display. Navigate to the Case Budget widget in the Case Header or Value Tab > Funds view to view/make changes. You can also check the Notifications Center.
Neos Only – A temporary toast notification will display when a Case Budget warning has triggered. This is the default selection. Use the Notification Center to find notifications from the last 15 days.
Deadlines
Notifications can be displayed for the assigned Staff when a reminder is triggered for a deadline associated with LawToolBox. To set notifications for Deadlines, select the dropdown and choose one of the following options:
Neos and Email – The email configured on the Staff Profile Tab will automatically display to the right. When a Deadline is triggered, the assigned Staff will receive an email similar to the one below. Click the View Case button from the email to open a new tab in your browser. After logging into Neos, the Case Tab will display. You can also check the Notifications Center.
Neos Only – A temporary toast notification will display when a Deadline reminder has triggered. This is the default selection. Use the Notification Center to find notifications from the last 15 days.
Phone Call Logs
Notifications can be displayed for the assigned Staff when a phone call is imported from Ring Central or when the connected Zoom call has disconnected.
NOTE: Your firm must have the RingCentral or Zoom integration in order to customize notifications. Contact your Customer Success Manager or [email protected] to request this paid integration.
To set notifications for RingCentral or Zoom, select the dropdown and choose one of the following options:
Neos and Email – The email configured on the Staff Profile Tab will automatically display to the right. When a phone call is assigned to your Staff Code, you will receive an email similar to the one below. Click the View Calls button from the email to open a new tab in your browser. After logging into Neos, the Communications Center will display. You can also check the Notifications Center.
Neos Only – A temporary toast notification will display when a phone call is assigned to your Staff Code. This is the default selection. Use the Notification Center to find notifications from the last 15 days.
Click the notification to be taken to your Notification Center panel.
Text Messages
Notifications can be displayed for the assigned Staff when a text message is received for firms with Neos Premium Texting. Staff who are subscribed to SMS and receive a new SMS will be notified. Refer to Assigning Text Message Conversations for more details. To set text message notifications for staff, select the dropdown and choose one of the following options:
Neos and Email – The email configured on the Staff Profile Tab will automatically display to the right. When a text message is received to your Staff Code, you will receive an email similar to the one below. NOTE: Neos Premium Texting must be enabled to receive notifications via email.
Neos Only - A temporary toast notification will display when a text message is received to your Staff Code, if subscribed to SMS. This is the default selection. Use the Notification Center to find notifications from the last 15 days.