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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.
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