Supercharge your intake efforts with Intake Pro

• Collect case-type-specific information from a form that expands to capture only relevant data, saving time and minimizing mistakes
• Modify existing Neos intake templates to fit your firm’s needs or create your own from scratch
• Required fields ensure the intake captures all the necessary information a firm needs to make a decision on a case, eliminating human error and driving consistency

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. Even get a high-level view of all intake activity on the specialized Activity Feed for Intakes

Configure your intake process to map to your firm’s unique intake lifecycle/pipeline, then add unique Checklist items per incident type



• Send retainer contracts, welcome messages, and rejection letters automatically to clients via SMS or email, then use the DocuSign integration to capture signatures and automatically save the documents right to the case (all from a single click)
• Send templated follow-up communication to clients you are hoping to land

Enjoy full visibility over return on investment (ROI) for paid marketing as well as performance to optimize the conversion process and spend through comprehensive reporting and dashboards.