90% reduction in time spent closing
Schad and Schad
Customize your intake forms
Modify existing Neos intake templates to fit your firm’s needs or create your own from scratch.
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Efficiently convert leads
Collect and transfer full case details into Neos from the intake, saving time later in the client lifecycle. View and prioritize intakes by case status so you’ll never let a prospect or client slip through the cracks.
Capture every detail
Dynamic questionnaires, automatic duplicate checks, and pre-populated client information support faster client onboarding. Save time and limit mistakes or duplicated efforts.
Conveniently communicate with clients
Use email or SMS to send referrals, rejection letters, and retainer agreements via DocuSign.
Supercharge your intake efforts by upgrading to Neos Pro
Let your intake form do the work
Dynamic questionnaires allow your firm to capture all the necessary information for a case without bogging them down with unnecessary details.
Continuously improve your marketing ROI
Make better use of your marketing budget. Customized reports will tell you how well your marketing efforts are working so you know what’s performing well and what can be eliminated from your strategy.
Automate repetitive tasks
Send automated responses to clients using custom templates to keep them engaged throughout the intake process. Even use automated workflows to populate intake forms from call-in or web sources – eliminating time spent manually entering client information.
Cut process inefficiencies
Create custom stages, statuses, and win/loss reasons to allow for continuous optimization and improvement.
See All
Ready to upgrade to Neos Pro?
Contact our sales team today.
Learn why more than 2,300 top-tier firms trust Assembly
How can Neos improve your intake?
Continuously improve your marketing ROI
Make better use of your marketing budget. Customized reports will tell you how well your marketing efforts are working so you know what’s performing well and what can be eliminated from your strategy.
Conveniently communicate with clients
Use email or SMS to send referrals, rejection letters, and retainer agreements via DocuSign. Send automated responses to clients using custom templates to keep them engaged throughout the intake process.
Efficiently convert leads
Collect and transfer full case details into Neos from the intake, saving time later in the client lifecycle. View and prioritize intakes by case status so you’ll never let a prospect or client slip through the cracks.
Cut process inefficiencies
Create custom stages, statuses, and win/loss reasons to allow for continuous optimization and improvement.
See All
Get an expert-led, 1:1 demo
See the latest Neos features in action
- Native intake and advanced reporting
- Automatic timekeeping
- Activity feed
- Comprehensive document management
- Settlement Calculator
Integrations include LawToolBox, Zapier, CasePulse, LawPay, Mailchimp, YoCierge, Case Status, Kenect, to name a few
- NeosAI coming soon!
Phone: 410.363.1976
Email: sales@assemblysoftware.com
