Legal Tech, CloudApril 13, 2023

Five Critical Legal Tools for Effective Client Communication

Attorney with clients

For law firms, keeping open communication with clients is crucial for success. In today's world, technology can greatly help maintain effective communication. In this article, we will discuss some secure communication tools available in Neos, our cloud-based legal case management software.

Automated Reminder Emails

One of the most time-consuming tasks for legal professionals is sending out routine reminder emails. With Neos, this process can be automated, saving team members valuable time when it comes to client communication. Our integration with Microsoft Calendar allows you to automatically send reminder emails to clients about upcoming appointments, court dates, or deadlines.

Neos Texting

In addition to automated emails and SMS messages, Neos also provides a texting feature. This feature allows you to send and receive texts directly from the Neos platform using a dedicated firm phone number. Texting is an efficient and convenient way to communicate with clients, especially for quick updates or reminders.

CasePulse Portal

The CasePulse portal is an integration available in Neos, which provides clients with 24/7 access to case-related information. The client portal lets clients view their case status, important documents, upcoming appointments, and more. This feature not only keeps clients informed but also reduces the workload for legal professionals, as clients can access their own information without needing to contact their lawyer.

Case Notes

Neos allows you to post messages to Case Notes, which can be viewed by all members of the case team. This feature streamlines communication within the team, ensuring everyone is on the same page. Additionally, Neos allows you to send messages directly to clients or other parties involved in the case without having to leave Neos. Microsoft Outlook and Calendar are integrated within Neos and constantly synced.

DocuSign

Finally, Neos offers integration with DocuSign, which allows for seamless document signing. This integration eliminates the need for printing, scanning, and mailing documents, making the process much more efficient. Once a document is signed, it is automatically uploaded to the case file in Neos, ensuring all necessary documentation is in one place.



Effective client communication is essential for the success of legal professionals. Neos offers a range of features and capabilities designed to streamline communication and improve client satisfaction. From automated emails and SMS messages to the CasePulse portal and DocuSign integration, Neos is the ideal case management system for legal professionals looking to improve their communication workflows.







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