Request a Demo of Intake Pro

Capture clients faster, with less effort

Together, Neos cloud-based case management and Intake Pro will help your firm seamlessly convert intakes into cases.

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Get an expert-led, 1:1 demo

See the latest Neos Intake Pro features in action

Save significant time with Neos’ customizable daily workflows and gain complete control of your business with reports and real-time dashboards. Increase client satisfaction and staff productivity with robust communication tools and capture every detail in a single place.

  • Automatically capture leads from multiple sources
  • Create custom stages, statuses, and win/loss reasons
  • Set up triggers for automatic communication with clients
  • Continuously improve your marketing ROI

Phone: 410.363.1976