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“Neos has helped us reach our goal of managing our cases from the cloud while becoming more efficient and collaborative.“
Handler, Henning, and Rosenberg
Plan Details
EmailPractice Management
Access from anywhere
Customer relationship database
Document assembly & management
Reports, dashboards & analytics
See All Practice Management
Document management
Multi-document generation
Secure document sharing and storage
Optical Character Recognition (OCR)
PDF Editing, highlighting, redacting, and more
See All Document management
Communication
Messaging
Phone
SMS and email automation
Communicate with clients directly from case file
See All Communication
Intake
Intake forms
Intake CRM
Automated lead emails & texts
Lead tracking
See All Intake
Integrations
Office 365/Sharepoint/OneDrive (Required)Requires third-party account
DocuSignRequires third-party account
Neos Premium TextingIncurs monthly subscription fees
Medical record retrievalRequires third-party account
See All Integrations
Support
US-based weekday phone support (8:30AM ET to 5:30PM ET)
Email support
Self-serve portal (Knowledge base)
On-demand training videos
