Supercharge your intake efforts with Neos Pro



Customize your intake forms

Modify existing Neos intake templates to fit your firm’s needs or create your own from scratch.

Neos Intake

Efficiently convert leads

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.

Image of product intake

Capture every detail

Dynamic questionnaires, automatic duplicate checks, and pre-populated client information support faster client onboarding. Save time and limit mistakes or duplicated efforts.

Image of product intake dynamic

Conveniently communicate with clients

Use email or SMS to send referrals, rejection letters, and retainer agreements via DocuSign.

Supercharge your intake efforts by upgrading to Neos Pro



  • Let your intake form do the work

    Dynamic questionnaires allow your firm to capture all the necessary information for a case without bogging them down with unnecessary details.

  • Continuously improve your marketing ROI

    Make better use of your marketing budget. Customized reports will tell you how well your marketing efforts are working so you know what’s performing well and what can be eliminated from your strategy.

  • Automate repetitive tasks

    Send automated responses to clients using custom templates to keep them engaged throughout the intake process. Even use automated workflows to populate intake forms from call-in or web sources – eliminating time spent manually entering client information.

  • Cut process inefficiencies

    Create custom stages, statuses, and win/loss reasons to allow for continuous optimization and improvement.

See All

Ready to upgrade to Neos Pro?

Contact our sales team today.

Learn why more than 2,500 top-tier firms trust Assembly

How can Neos improve your intake?



  • Continuously improve your marketing ROI

    Make better use of your marketing budget. Customized reports will tell you how well your marketing efforts are working so you know what’s performing well and what can be eliminated from your strategy.

  • Conveniently communicate with clients

    Use email or SMS to send referrals, rejection letters, and retainer agreements via DocuSign. Send automated responses to clients using custom templates to keep them engaged throughout the intake process.

  • Efficiently convert leads

    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.

  • Cut process inefficiencies

    Create custom stages, statuses, and win/loss reasons to allow for continuous optimization and improvement.

See All

Get an expert-led, 1:1 demo



See the latest Neos features in action

  • Native intake and advanced reporting
  • Automatic timekeeping
  • Activity feed
  • Comprehensive document management
  • Settlement Calculator
  • Integrations include Zapier, CasePulse, LawPay, Mailchimp, Digital Disbursements, American Retrieval Company (ARC)

  • And more!

Phone: 410.363.1976

Email: sales@assemblysoftware.com