As a NeosAI Platinum subscriber, you can see all updates to your firm's Intakes from the Neos Today Dashboard. Seamlessly switch between dashboards to get a real-time summary of a Staff's Intakes in one screen (signed in staff), review Intake tasks assigned to you, and track any leads from falling behind.

NOTE: Your firm must be a NeosAI Platinum subscriber to access the Intakes Overview Dashboard. Without View permissions to General > Advanced Search, users can only view the Neos Today default dashboard and Intakes Overview and dashboards that have been shared with you by other users.The Edit and + Add Dashboards buttons will be hidden without this permission and ONLY the default tiles (Intakes by Stage, Idle Leads, and Intake Checklist) will be present.The View Report button will also be hidden.

The view will default to the user's first dashboard in the list, which may be Neos Today. Select the Intakes Overview dashboard to change your view.

The Intakes Overview Dashboard will refresh when navigating to a different dashboard or another area in Neos and returning to this view.

The Intakes Overview dashboard displays three default tiles that relate to the Staff's Intakes: Intakes By Stage, Idle Leads, and Intake Checklist. These standard tiles cannot be deleted or modified, however, the View Query option is present on the Idle Leads and Intakes By Stage tiles.

In edit mode, tiles on the Intakes Overview dashboard can be moved and resized. Each user can add/remove custom tiles and edit custom tile settings to fit their specific needs. Whether in edit or view mode, column headings can be rearranged, sorted, shown/hidden, and resized.

This section shows the number of Intakes in each stage that are assigned to the logged-in staff.

This section displays the amount of time since all Intakes in your firm have been idle. The time shown in the Idle Time column refers to the period from the Intake's last saved changes. Click any column to sort ascending or descending by Intake Number, First Party Name, Synopsis, or Idle Time.

The Checklist section functions in a similar way as the Neos Today My Checklist Widget. Only Open Intakes with Open Checklist items that are due today or past due and assigned to the logged-in Staff will display.

NOTE: Checklist items with a MAN (manual) Ref are defaulted to a Blank status and do not have a Due Date set. To see these manual reference items, change the checklist item Status and set the Due Due in the Intake > Checklist Tab or Checklist Summary.

The grid shows Checklist items from the Intake Checklist tab for Intakes assigned to the logged-in Staff. The Checklist is sorted by Due Date as the default. Select any column heading to sort accordingly.

Select a Checklist item to see the Checklist Task Pane. Automation is a new feature of the Checklist Task Pane included with NeosAI Platinum. Refer to Checklist Automation for more details on configuring automatic emails or text messages after Checklist tasks are complete.