Extended functionality through existing integrations

Neos seamlessly connects with the apps you’re already using for greater efficiency.

We currently offer the following integrations and are always adding to our list.

Featured

Zapier logo

Zapier

Add and configure actions and integrations without leaving Neos. Enable users to map source and marketing fields to track where the case intakes are coming from and how leads are generated. Integrate intakes with 3,000+ apps — no code required.

CasePulse

CasePulse Client Portal

Reduce phone calls and increase client satisfaction. Automate case updates, send messages, share files, collect form data, get 5-star reviews, and more — directly from Neos.



Please get in touch with your account manager to learn more.

LawPay Logo

LawPay

Get paid faster with zero hassle. Accept payments online, send links to a secure payment portal via email, and more.



Schedule your LawPay demo today.

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CasePulse

CasePulse Client Portal

Reduce phone calls and increase client satisfaction. Automate case updates, send messages, share files, collect form data, get 5-star reviews, and more — directly from Neos.



Please get in touch with your account manager to learn more.

Copitrak logo

Copitrak

Track and recover costs, automate the document lifecycle and break down scanning workflow bottlenecks.

DocuSign logo

DocuSign

Send, sign, and approve paperless documents, improving collaboration among staff members and clients.

Equitrac logo

Equitrac

Interface with your existing cost-recovery solution to track and recover all costs associated with the document lifecycle.

Intuit QuickBooks logo

Intuit QuickBooks

Reduce duplication of efforts for billing and invoicing, leveraging the comprehensive functionality of QuickBooks®, both online and desktop versions.

LawPay Logo

LawPay

Get paid faster with zero hassle. Accept payments online, send links to a secure payment portal via email, and more.



Schedule your LawPay demo today.

Lexitas logo

Lexitas

Automate the request and receipt of medical records, eliminating time-consuming data entry and enabling you to prepare more demands faster.

Office365 logo

Office365

Gain the flexibility to work from anywhere in a secure, reliable environment. Generate, save, and share documents, manage Outlook email and calendars, and more.

SharePoint logo

SharePoint

Access the SharePoint document management and storage system features directly within the Neos application. SharePoint is compatible with Microsoft Office products.

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