Legal Tech
Don't miss your chance to get up to speed on the latest and greatest Neos features
Legal TechNovember 17, 2021
The Neos November release is here and we are excited to announce that Intake Pro is now available for purchase. With the new Intake features listed below, you will be able to capture data, convert leads, and maximize your firm’s performance to its true potential.
Additionally, we have enhanced the features for our standard offering with functionality that will empower law firms of any size to manage and convert leads effortlessly throughout the entire client lifecycle.
Checklist – Access case statuses and next steps for all Intakes
Notes – Increase efficiency and onboard clients faster with communication tools
Documents – Manage documents from within an Intake and transfer directly into a case
Notification Manager – Never miss a notification with the new Neos Notification Center
Additionally, you can now manage calendar appointments through Neos Intake and easily convert them into a case.
Upgrade your Neos subscription with advanced Intake Pro features and gain complete control over your cases from first call to resolution.
We would love to show you all of the features and functionality in a one-on-one session. Sign up here and an expert representative will contact you with more information.
CAPTURE
Dynamic Intake forms with custom questionnaires
Neos customers can now onboard clients faster and ensure all required data is collected regardless of case type or employee experience. In addition, Intake Pro allows you to define the perfect workflow that guides your staff with dynamic forms.
It is essential to know the right follow-up questions for rapid onboarding. Neos Intake Pro lets you build an interactive intake process to streamline activities, decreasing time and increasing client acquisition. You can even add notations to ensure specific scenarios are handled consistently.
Check out dynamic Intake in action.
ADDITIONAL CAPTURE FUNCTIONALITY
Required fields – Drive consistency and ensure you capture all required information to evaluate the case
Document Workflows – New communication templates
New email and SMS templates and tools enable you to automate workflows and communicate with clients. These templates can be used to customize communications for Intake workflows.
Stage and Status – Convert high value leads more often and maximize the firm’s performance
Checklist and Triggers – Stage and Status are updated as workflow items are completed
MAXIMIZE
See everything that is happening with Intakes as soon as you login to Neos with Neos Today
Marketing Campaigns – Whether your leads come in through referrals or your marketing channels, the upgraded Intake Pro module serves as a customizable tool to track all Intake sources and return on investments.
New marketing campaign settings let you add any campaigns you’re running
Reports and Dashboards – Track everything that is happening with Intakes as soon as you log in to Neos
To learn about additional features of Intake Pro, check out our Neos Intake vs Intake Pro Comparison or if you are interested in an Intake Pro demo, sign up here.
For detailed instructions on using these enhancements, click the Help icon in Neos to access the Self-Serve Portal and Knowledge Base.
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