Supercharge your intake efforts with Neos Pro

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.

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.

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.

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