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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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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