Neudash Help

Guides for Matter case work and Neudash automation workflows.

Matter

• Matter overview Cases, document requests, files, templates, customer portal access, and workspace setup.

• Getting started with Matter Set up a Matter workspace and open the first case.

• Video walkthroughs Watch common Matter workflows end to end.

• Document requests Request documents, review uploads, and move requests through their status flow.

Automation

• Automation overview Processes, integrations, OAuth setup, provider guides, and custom API access.

• Automation quickstart Create a workspace, connect tools, and run a first process.

• Integrations Choose the right setup path for Google Workspace, Microsoft 365, Slack, Zoho, ServiceM8, or a custom REST API.

• Custom APIs and tokens Use API keys, bearer tokens, and normal REST APIs when there is no dedicated provider page.