Neota Logic APP IDEA GALLERY 
Automating Expertise: Advice, Workflows, Documents


Neota Logic applications are of three main types:

  1. Expert Advisors provide the best thinking, on demand
  2. Intelligent Workflows streamline administrative processes
  3. Document Automation apps precisely craft documents

For ideas on functionality and topics, run apps below and see additional app topics further below.

App Types (2:00)   |   About the Apps   |   Intro to Neota Logic (6:56)   |   App Hackathon (2:35)

Purposes   |   Topic Selection   |   Attributes   |   Law School App Showcase
 

 Type 1: Expert Advisors

Description

1A) On Multiple Issues

  1. Collateral Directive Advisor Has generated and saved millions of $ for investment bank
  2. Mobile Enterprise Security Advisor Determines risk scores from subjective factors
  3. Business Opportunity Evaluator
Pro's and con's weighed to provide insights
  4. Bylaw 1101 Compliance Advisor
Transaction-specific guidance for finance professionals
  5. Family Medical Leave Advisor 64,000+ users have provided email to get tailored report
  6. ACA Penalty Assessment Tool Complex calculations performed and explained in detail
  7. Arbitration Eligibility Advisor
Eligibility assessment and intake executed
 
8. Legal Health Checkup Tool Centerpiece of $500,000 grant from US DOJ for 2018
  9. Email Marketing Advisor Immediate guidance from "lawyer in a box"
 10. Immigration Rights Advisor Applicable options identified and explained
 11. Benefits Eligibility Advisor
Multiple tests applied to determine eligibility
 12. Pre-Discharge Counselor User can select topics for analysis
 13. Administrative Hearing Coach Subjective guidance provided on strategy and tactics
 14. Consumer Debt Help Finder Consumer's case is analyzed and referred
 

1B) On Single Issue

  1. Business Entity Advisor
  2. Retail Wage Checker
  3.
Section 521 Adjustment Advisor
  4. Taxable Margin Calculator

  5. Research Program Compliance Advisor
  6.
Direct-Ship Tax Advisor
  7. Rental House Tax Advisor
  8. Tax Residency Advisor
  9.
Federal Gift Tax Advisor
  10. The Fine Fixer

 

1C) Primarily Calculations & Commentary

  1. Taxable Margin Calculator
  2. Retail Wage Checker
  3. Overtime Cost Estimator
  4. Application Scoring Guide

 

 Type 2: Intelligent Workflows

Description
  A. Foreclosure Triage System
 
B. DACA Eligibility Screener
  C.
Family Law Intake System

  D.
Intake Assistant for Uncontested Divorce
  E.
Affordable Law Firm Intake System
  F.
Disaster Assistance & Recovery Tool (DART)
  G.
Account-Request Intake System

  H. Post-Course Survey

 

 Type 3: Document Automation

Description
 
A. Employment Offer Letter Generator
  B.
Baker & McKenzie / Google Homeless Youth Handbook
  C.
Letter Generator for Military Records Request

 

 Applications by Subject Area

 

1. Securities Regulation

  A. Collateral Directive Advisor
  B. NFA Bylaw 1101 Compliance Advisor

2. Healthcare Regulation

  A. Littler Healthcare Reform Advsior
  B. Family Medical Leave Advisor

3. Education Regulation

  A. Research Program Compliance Advisor
  B.
Husch Blackwell's Clery Compliance Toolset (4:13)

4. Business Practice Regulation

  A. Foley & Lardner's Global Risk Solutions (3:02)
  B. ComplianceHR's Navigator IC (9:54)
  C.
ComplianceHR's Navigator OT (9:52)
  D. Email Marketing Advisor

5. Business Strategy

  A. Opportunity Evaluator
  B. Business Entity Advisor
  C. Mobile Enterprise Security Advisor
  D.
Overtime Cost Estimator

6. Tax

  A. Direct-Ship Tax Advisor
  B.
Section 521 Adjustment Advisor
  C.
Federal Gift Tax Advisor
  D.
Rental House Tax Advisor
  E.
Tax Residency Advisor
  F. Taxable Margin Calculator

7. Military Veterans

  A. Veterans Benefits Eligibility Advisor
  B.
Pre-Discharge Counselor
  C.
Letter Generator for Military Records Request

8. Divorce Law

  A. Maine Family Law Intake System
  B.
Intake Assistant for Uncontested Divorce

9. Immigration Law

  A. Immigration Rights Advisor
  B.
DACA Eligiblity Advisor

 

 Video Tours

  A. Husch Blackwell's Clery Compliance Toolset (4:13)
  B.
Foley & Lardner's Global Risk Solutions - Overview (3:02)
  C.
Foley & Lardner's Global Risk Solutions - Closer Look (9:48)
  D.
ComplianceHR's Navigator IC (9:54)
  E.
ComplianceHR's Navigator OT (9:52)
 

 More Application Topics
Below are topics that have been developed in Neota Logic, which may give you ideas for your next application:
 

Financial Regulation Advisors

  • Collateral Directive Advisor: Does the EU Collateral Directive apply in this transaction?
  • NFA Bylaw 101 Advisor: Must the counterparty be registered with the National Futures Association?
  • Banking Sales Restrictions Advisor: Is the proposed sales initiative permissible?
  • MSRB Compliance Advisor: Are the parties obligated under the Municipal Advisor Rules?
  • Ownership & Control Reporting Advisor: Must the parties complete Forms 102A, 102B, or 102S?
  • Money Laundering Risk Detector: Do signs of money laundering exist in this transaction?
  • Volker Rule Assessment: Is the counterparty a prohibited "covered fund"?
  • AU Foreign Investment Review Advisor: Must Australian authorities be notified of this investment?

Trade Regulation Advisors

  • FCPA Curbside Counselor: Will the proposed activity violate the Foreign Corrupt Practices Act?
  • FCPA Global Risk Assessment: Generate a report indicating high-risk regions for the company
  • Export Control Guide: Does the sale require review by the Export Compliance Group?
  • Contest Compliance Guru: Does the contest-based promotion meet the applicable regulations?
  • Advertising Disclaimer Cop: Is the ad's disclaimer sufficient?
  • Shipping Security Advisor: How do we handle the package submitted by or for a "denied person"?
  • Online Ed Compliance Advisor: What legal requirements must be met for the proposed program?

Data Security Advisors

  • Cybersecurity Assessment Tool: Have the Core Standards been met for the enterprise?
  • Cross-Border Data Transfer Advisor: Are we permitted to transfer the requested data?
  • Data Breach Evaluator: What's the likelihood that a data security breach has occurred?
  • Data Breach Response Advisor: How should we respond to the suspected breach?
  • Mobile Device Security Advisor: Create a risk-reduction plan for employee use of personal devices

Immigration Advisors 

  • Work Visa Guide: Which types of visas might the foreign candidate qualify for?
  • Asylum Advisor: Can the client qualify for asylum in the US?
  • Immigration Rights Assessment: How might the client be able stay in the US legally?
  • Deportation Defense Planner: How can the client defend against deportation?
  • Naturalization Advisor: How can the client become a US citizen?
  • DACA Revocation Advisor: I was relying on DACA. Now what do I do?
  • Family Preparation Advisor: Guidance for families at risk of deportation from the US
  • I-130 Form Preparation Tool: Quickly complete your I-130 form for your relative
  • Work Experience Reporting System: Reporting system for day-laborers

Compliance Advisors 

  • Clery Compliance Toolset: Online tools for full compliance and a safer campus
  • ACA Advisor: Will we pay penalty under the Affordable Care Act? And if so, how much?
  • Conflict Of Interest Detector: Is the proposed action a possible conflict of interest?
  • Alcoholic Beverage Sales Advisor: What are the regulations and issues for the new store?
  • Canadian Anti-Spam Law (CASL) Advisor: Is the email compliant?
  • Worker Status Test: Is the worker an employee or a contractor?
  • Overtime Rights Advisor: Must the employee be paid overtime?
  • On-Call Advisor: Does the employee need to paid for on-call time?
  • Meals & Entertainment Practice Guide: Are your plans permissible?

Tax Advisors

  • HNWI Domicile Advisor: What are advantageous domiciles for the high-net-worth individual?
  • Section 521 Adjustments Advisor: Will the distribution trigger an adjustment for the remaining property?
  • Rental Home Treatment Advisor: Which tax treatment is correct for the home with rental days?
  • Section 306 Stock Analyzer: Does the stock qualify as "Section 306 Stock"?
  • NPS Analyzer: Is the stock "nonqualified preferred stock" under IRC351(g)?
  • Recovery Period Advisor: Which period applies to the property: 15, 27.5, or 39 years?
  • Material Participation Advisor: Did the client "materially participate" in the activity?
  • SPA Reporting Advisor: How should gains or losses from "significant participation activities" be reported?
  • Contract Rules Advisor: Is the contract subject to long-term contract rules?
  • Valuation Adjustment Analyzer: Will the distribution require an adjustment to the remaining property?
  • Section 83(B) Election Guide: Should the employee make the election for the restricted stock?
  • Net-Value Exchange Advisor: Does the target company meet the requirements of Reg. §1.368-1(f)?
  • Qualified Liability Analyzer: Was the liability a “qualified liability” and therefore not a “disguised sale”?
  • Section 303 Stock Redemption Analyzer: Is the estate eligible to redeem stock under IRC §303?
  • QPD Calculator: What's the qualified preferred dividend?
  • Kansas Taxable Margin Calculator: What's the client's KTM?
  • Wisconsin Tax Nexus Evaluator: Does the entity have sufficient nexus with Wisconsin?
  • California Transfer Advisor: Is the transfer of equity interests subject to Texas real estate transfer tax?
  • Oregon Apportionment Calculator: What's the client's apportionment percentage for Oregon?
  • Illinois Residency Advisor: Does the taxpayer qualify as a Illinois resident?

Legal Rights Advisors

  • FMLA Rights Advisor: Is your employer required to give you time off for a medical or family situation?
  • OHRC Workplace Harassment Advisor: Do you have a claim under the Ontario Human Rights Code?
  • EEOC Rights Advisor: Have your legal rights been violated? And if so, what should you do?
  • Retail Wage Checker: Are you being underpaid? Find out now and get help if needed
  • Wage Theft Detector: Might it be wage theft? And if so, what should the client do?
  • SSI/SDI Benefits Calculator: What's the client entitled to?
  • Inclusive Education Advisor: What rights to special education does your child have?
  • Student Discipline Rights Advisor: What are the student's rights in the discipline matter?
  • Elder Law Risk Detector: Does the client face risk of debt, eviction, or abuse?
  • Child Custody Rights Advisor: Can you qualify for custody of your children?
  • Divorce Eligibility Guide: Guidance on whether you are eligible to apply for a divorce
  • Texas Record-Sealing Advisor: Can you have your Texas criminal record sealed?
  • Veteran’s Benefits Advisor: Is the individual eligible for VA healthcare or disability compensation?
  • Payday Lender Monitor: Is your lender violating your rights?

Other Legal Advisors

  • Case Evaluation Advisor: What are key issues and flags in this case?
  • Litigation Case Evaluator: What's our potential exposure in this case?
  • Outside Counsel Selection Tool: Which firm is most qualified for the matter?
  • E-Discovery Planning Tool: Create a budget, plan, and RFI for the e-discovery project
  • Administrative Hearing Coach: What do we need to prove? And how can we strengthen our case?
  • Entity Selection Advisor: Which type of legal entity is best for the new business?
  • The Fine Strategist: Expert help analyzing your fines and creating a plan to deal with them
  • Copyright Troll Patrol: Are you unfairly accused of copyright violation? And if so, what should you do?
  • Disaster Assistance & Recovery Tool: Find out what help is available to you -- and apply for it now

General Decision-Making Advisors

  • Pitch Opportunity Evaluator: What are the pro's and con's and what do they tell us?
  • Product Suitability Advisor: Is this product right for the client?
  • Military Discharge Counselor: Immediate guidance to get the best discharge possible

Consumer Finance Advisors

  • Student Loan Repayment Advisor: How can you reduce your debt?
  • Rent Or Buy Your Next Home: Which is right for you?
  • 15-Year Or 30-Year Mortgage: Which is right for you?
  • Fixed Or Adjustable Rate Mortgage: Which is right for you?
  • Mortgage Points Advisor: Which rate/point combination is right for you?
  • Your Personal Mortgage Advisor: Customized advice on the big 3 mortgage decisions
  • Mortgage Cost Advisor: Will you pay too much in mortgage costs?
  • Home Equity Loans Vs. Line Of Credit: Which is right for you?
  • Home Equity Advisor: Should you borrow from your home equity?
  • New or Used Car: Which is right for you?
  • Buy or Lease Your Next Car: Which is right for you?
  • Debt Pay-Off Advisor: Which debts should you pay-off first?

 Screening & Referring

  • New Mexico Legal Aid Referral System: Do you qualify for free legal help?
  • Florida Legal Aid Referral SystemWe may be able to help you
  • Virginia Legal Aid Intake System: See if you qualify for free legal help
  • Tennessee Mortgage Foreclosure Help: Struggling with mortgage? Run this app for help.
  • Case Connection Tool: Help to define your case and connect you to the right lawyer

Onboarding

  • New-Client Onboarding System: Fast and efficient account set-up
  • Account-Request System: Start the account-creation process now
  • University Gifts Assistant: Determine and begin handling procedures for the major gift

Fact Finding & Issue Spotting

  • Pre-Consultation Assistant: Help your counselor help you
  • Legal Consultation Preparation Tool: Get ready to meet with your lawyer
  • New-Prospect Fact Finder: Step-by-step guide to gathering the facts we need

Form Completing

  • BC Family Law Court Form Assistant: Help completing court forms accurately and quickly
  • Consumer Debt Defense Assistant: Quickly prepare the legal "Answer Form" in your debt case

Navigating

  • Helpline Guidance System: Interview Guide for Call Center Volunteers
  • Courthouse Navigator: Immediate help locating what you need in Family Court

Reporting Facilitation

  • Abuse Reporting Tool: Are you a victim of domestic abuse? And if so, what should you do?
  • Incident Reporting System: If you see something, say something … now
  • Harassment Reporting System: Report it and help stop it
  • Animal Cruelty Reporting Tool: Help us help them: Report it now

 Legal Document Generators

  • NDA Generator: Create a compliant employee non-disclosure agreement for any state
  • NDA Creation and Signing System: Quickly create, route, and execute your NDA with e-signing
  • Oil & Gas Supplier Contract Generator: Build a customized contract now
  • Pre-Merger Notification Generator: Draft the notifications required for the merger or acquisition
  • Employment Application Creator: Quickly generate a state-compliant employment application
  • Offer-Letter Writer: Instantly produce a compliant customized offer letter
  • Veteran's Benefits Appeals Brief Writer: Draft the appeals brief on behalf of the denied veteran

Business Document Generators

  • Employee Leave Request Generator: Create your leave request and send it to management
  • Trade Promotion Document Generator: Get the documents for your trade promotion… now

Handbook Generators

  • Employee Handbook Generator: Generate your customized version now
  • Employee Separation Guidebook: Generate a customized guidebook for this separation
  • Database Security Plan Generator: Generate the security plan for the database you manage

Correspondence Generators

  • Letter Generator For Military Records Request: Quickly draft your letter now
  • Landlord Complaint Letter Generator: Quickly draft your letter now