Automation

Intake Pro (a suite of features included with NeosAI Platinum) streamlines the generation and sending of intake-related documents by automating workflows for key documents like retainer agreements and rejection letters. It allows law firms to quickly create these documents, integrate with DocuSign for electronic signatures, and automate client communication via email and SMS.

Limit time spent on client update requests by automatically sending a message after completing a scheduled task. Send Providers a message after reaching a certain milestone in an Intake.

Intake Pro leverages Zapier to automate the entire intake process. When clients call, submit forms, or use chat, Intake Pro captures all their details—such as name, phone number, and email—automatically, even if they forget key information. Using a platform like Call Rail, voicemails are transcribed, recorded, and stored in real-time. This ensures all client interactions are instantly logged, allowing law firms to efficiently manage leads without missing important details. You can even create an intake from a text message using the Kenect integration.

Avoid missed deadlines and the time-consuming work of manually calendaring dates. The LawToolBox integration will allow you to calculate deadlines for thousands of state and federal courts using case dates from within Neos. These key calculated dates will be saved to your calendar as events. You can even customize a default reminder period for deadlines that best suits your unique workflows.

Need reports delivered to you or your team on a regular schedule? With the Subscribe option, reports generated from Neos’ robust report creation tool can be automatically emailed at a set frequency, whether on specific days of the month or designated days each week. This ensures you always have the necessary data when you need it, eliminating the need for manual effort.

Hona is a text-based client portal that can be set up to automatically capture reviews from clients, update clients about their case (triggered by Neos stages, Checklist items, case codes, and more) and send mass text messages. Reviews are powerful social signals that can boost a firm’s brand awareness and credibility.