Neos cloud-based case management is currently helping over 400 firms make more money. We help law firms be more profitable through dramatically reduced IT costs, the ability to generate new leads with Neos Intake Pro’s Zapier integration, reduced administrative tasks through automation, and maximizing workflow efficiencies.
With new releases every single month, we have plenty of exciting new features to share from the past several months.
Neos Intake Pro
Upgrade your Neos subscription with advanced Intake Pro features and gain complete control over your cases from first call to resolution. Capture leads effectively and turn more of them into clients. Intake Pro brings end-to-end client management to Neos.
Collect case type-specific information with an interactive intake form
Save time and reduce clutter by focusing only on pertinent data
Highlight critical information specifically when it’s needed
See all recent notifications, all @ mentions, direct messages, DocuSign, new Intakes, and more
Direct link to the specific record that triggered the notification
View new notifications no matter where you are in the program
Stage and status
Efficiently organize your Intake inventory by setting case stage and status
Add custom Status options to fit your firm’s unique processes
Report on Stage and Status across all Intakes
Quickly generate retainer agreements, rejection letters, and referral letters
Document workflows and easily send important intake-related documents via email or SMS
Configure custom communications with your clients for follow-ups and reminders of important dates
Checklist and triggers
Save time during Intake with automated Stage and Status updates
Use your existing checklist to automate client communications
Automatically send pre-configured emails and text messages
Neos today for Intakes
Intake overview provides a real-time summary of all your Intakes on one screen
Review intake tasks assigned to specific individuals
Track leads falling behind
New marketing campaign settings allow you to add any campaigns you’re running
Track dates and marketing spend for all campaigns
Create and run reports using this new Intake marketing performance information
Reports and dashboards
Unique reports to easily review marketing return on investment (ROI)
Specialty dashboard and tiles to display critical metrics across your entire Intake organization
Utilize out of the box options, or customize for your firm’s specific needs
Timekeeping is one of the most critical processes for many law firms, yet one of the most difficult to control. Attorneys are extremely busy providing legal services and often don’t have time to track their activities manually.
Additionally, it is difficult to track at a granular level the number of hours you spend with clients generating and tracking expenses, creating briefs, and billing and invoicing. The task of tracking time is often manual and pushed to the end of the day or week, when it becomes even more challenging to recall individual actions.
The new Neos Automatic Timekeeper allows our customers to:
Bill more time and realize more billable hours – Now you can more accurately track billable activities of lawyers and other professionals
Increase productivity – Automated time capture relieves many lawyers of the administrative burdens associated with recording and reporting their time
Realize higher revenue – Law firms note the dual benefits of reducing the frequency of write-offs due to more robust time capture functionality
Neos Timekeeper highlights:
Automatically start tracking time as soon as you enter a case
Start a timer from anywhere in Neos and manage multiple timers from different cases
Create value items directly from a timer and streamline the conversion of time spent to billable hours
New activity code field available for time entries enhance billing and accounting workflows
New search experience – Now smarter and faster!
The new search experience in Neos allows you to find what you are looking for in less time. Neos user data shows that most workflows in Neos begin with a search. By improving the search experience, we are improving the efficiency of all workflows in Neos:
Search is now 3x faster, and the search bar is easily accessible from the top navigation
Better and more accurate results for name, case, and Intake searches; the search logic was improved to list the more relevant results first and help users find the right contact/case with fewer clicks
The search results now display full address, contact image, default phone/email, date of birth, and role to help users identify results faster
Clicking on a search result will display more information about it and list any associated cases/contacts with that record
Improved user experience on mobile devices with all information combined in a single side pane
Triggers and Actions for Checklist (Intake Pro feature)
Save staff time and improve efficiency by using new automation with the Neos Checklist. Users can now set automated triggers and actions in the Checklist, so once items are completed, you can now trigger the following action. In addition, automation with triggers and actions allows for client communications through the case’s entire lifecycle. Immediate use cases are to send pre-written messages to customers as their case progresses, but the opportunities are limitless.
Never miss a notification with the new Neos Notification Center!
See all recent notifications, @mentions, direct messages, DocuSign, new Intakes, and more
Link directly to the specific record that triggered the notification
Click on the notification and Neos will open the note, case, or document that generated the notification
In addition to integrations with tools your firm already uses, including Microsoft 365, MS SharePoint, DocuSign, and Lexitas, we’ve added a number of other integrations to help your firm maximize productivity.
Intake Pro – Zapier (UX) – Zapier is now embedded in Neos under the Integrations tab. This functionality allows users to add and configure actions and integrations (Zaps) without ever leaving Neos
American Retrieval Company (ARC) – Customers of the leading medical record retrieval company ARC can now initiate their digital medical record retrieval straight from Neos
Scorpion – If you’re a Scorpion customer, your client data can now push from Neos to Scorpion’s digital marketing platform, enabling visibility into marketing and client insights
Interested in learning more about Neos? Meet with our team for a private, one-on-one session with one of our experts or talk to one of our many satisfied customers.