Neos
Vetted Intake + Neos
For Neos, we confirm the case fields, permissions, delivery behavior, and status rules before testing the handoff.
Vetted Intake → Neos
What can be mapped
→
A new case with client contact details.
→
Injury type, incident date, and attorney-review flag.
→
Conflict-check result and intake summary.
→
Transcript and, when recording is enabled and permitted, audio as approved records.
Neos → Vetted Intake
What can be used
←
Availability for consult scheduling.
←
Case and contact status.
←
Routing by case type.
How the integration works
1
Confirm access
We confirm the supported Neos connection method and permissions with your firm.
2
Map your fields
We map intake to your Neos case fields.
3
Test the delivery
The firm tests the approved case-delivery workflow before go-live.
Connection to confirm during scoping: Neos API support, permissions, case fields, and status sync.
Other integrations
Send the intake summary and contact details into Neos.
For Neos, scoping confirms case fields, permissions, delivery behavior, and any status sync.
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