Put client communication on autopilot with our Neos integration
Extend the power of your Neos case management software. CasePulse provides a branded, intuitive portal for your clients, automating the routine communication that bogs down your day so you can focus on delivering exceptional service.
Automated Checklist Actions
Let your Neos checklist drive client communication automatically
You live in Neos all day. Now, your case management workflow can power your client communication. Completing a checklist item can trigger portal invites or send case updates, giving you time back for billable work.
- Smart Invites.
- When you complete a specific checklist item in Neos, the portal can automatically send a client portal invitation to your client. No more double-entry.
- Progress Updates.
- Configure key checklist milestones to send automated status updates to clients, so they feel informed and you stay focused on legal strategy.
Direct-to-Docs File Sync
Client files appear automatically in Neos Case Docs
End the hassle of downloading and re-uploading client documents. When a client uploads a file to the portal, it’s automatically sent to the Case Docs section in Neos, right where it belongs.
- Simple for Clients.
- Clients can easily upload photos, documents, and other files from their phone or computer through the secure law firm client portal.
- Automatic Routing.
- Uploaded files are instantly and securely added to the correct case in Neos, saving your team from manual file management.
- Centralized & Secure.
- Keep all case documents organized and accessible within Neos, your single source of truth for legal case management.
Direct Neos Messaging
Manage all client communication from inside your Neos case management software
Stop switching between your inbox and Neos. Our Neos integration brings client portal messages directly into your case file. Reply in an instant and keep every conversation organized and in context.
- Centralized Inbox.
- All client messages from the portal appear within your Neos workspace, keeping your legal case management communications tidy and in one place.
- Instant Replies.
- Respond to clients directly from Neos. Your replies are sent securely back to the portal, making communication faster and more efficient.
Complete Case Record
Every portal interaction is automatically logged in Neos Case Notes
Build a complete, defensible case history without the manual work. Every client message and file exchange through the portal is written to Neos Case Notes, ensuring your records are always current and comprehensive.
- Effortless Archiving.
- All portal communications are automatically chronicled in Neos, creating a rich, searchable history for every case.
- Improved Compliance.
- With a complete record of client interactions, your firm is better prepared for audits and can easily demonstrate a high standard of care.
Single Source of Truth
Keep Neos at the center of your firm’s data universe
Our Neos integration means you only have to update information once. Change a client’s phone number in Neos, and it’s automatically updated in the portal. Eliminate data drift and wasted administrative cycles.
- Two-Way Sync.
- Client data updated in Neos is reflected in the portal, and client-submitted information can be synced back, ensuring consistency everywhere.
- Eliminate Double Work.
- Update client information in one place, and trust that it’s accurate everywhere, reducing errors and the time spent on data management.
Frequently asked questions
Have a different question about the Neos integration? Contact us and we’ll be happy to help.
- Does Neos case management software have a native client portal?
- While Neos is a modern, cloud-based platform, CasePulse enhances it by providing a deeply integrated, white-labeled law firm client portal designed to automate communication and improve the client experience.
- How much does the Neos integration cost?
- Our pricing is based on your firm’s size, not case volume. You can find more details on our Neos integration pricing page and book a demo for a personalized quote.
- Do clients have access to all of our case information from Neos?
- Absolutely not. Your team maintains full control. Our Neos integration is built to sync only the specific fields and data points you want to share, ensuring all sensitive legal case management information remains confidential.
- How quickly can we get the client portal up and running?
- Most firms can be fully operational within a week. Our onboarding team works with you to ensure a fast and seamless setup process with your Neos case management software.
- How does the checklist automation work?
- You can link specific items in your Neos checklist to actions in the client portal. For example, completing a “Send Google Review Request” task in Neos can automatically trigger a portal message with a review widget and link to your Google Reviews page.
- How are client files handled with the integration?
- Securely and automatically. When a client uploads a document through the portal, it is instantly transferred to the Case Docs section of the corresponding case in Neos, eliminating the need for manual downloads.
- How do case updates and notifications function with the Neos integration?
- Our Neos integration syncs case updates automatically. When you complete key checklist items or change a case status in your legal case management software, clients receive prompt automated notifications, keeping them informed without any extra effort.
- Will our staff need extensive training on a new system?
- Not at all. The CasePulse client portal is designed to feel like a natural extension of your existing workflow. Your team will manage all client interactions and automated updates from the familiar Neos interface.
Ready to see the Neos portal integration in action?
Schedule a no-obligation demo with our team to see how CasePulse simplifies client communication within Neos.