Maintain productivity while outside the office
Our September update allows users to schedule appointments with clients and request signatures, all from their mobile devices.
Now you can request DocuSign e-signatures through text. Within the Neos platform, users can configure templates with DocuSign and send them to recipients through text messages. Recipients will receive a text message with a link to sign the document directly from their mobile device.
You can now create appointments and invite anyone, from anywhere. Invite your client, co-counsel, the adjuster, or any interested party with just an email address. This is available through both mobile and desktop devices.
Users can now copy and paste signatures directly from Outlook to their staff profile. Add your firm’s logo, profile picture, or any other icon image to professionalize and upgrade the look of your signature.
Additional integrations now available on the Neos Platform:
American Retrieval Company (ARC)
Customers of the leading medical record retrieval company ARC can now initiate their digital medical record retrieval straight from Neos
If you’re a Scorpion customer, your client data can now push from Neos to Scorpion’s digital marketing platform, enabling visibility into marketing and client insights.
For more information about either integration, contact firstname.lastname@example.org.
We’ve updated ‘Needles Today’ to provide greater space and enhanced viewing for ‘My Checklist’ and ‘My appointments.’
Intake Pro is on the way and scheduled to release very soon. Below are items we are currently finalizing and we would love to hear your feedback. Please contact Justin Steele, VP of Product Marketing to discuss.
- Dynamic Intake forms & custom questionnaires
- Customizable workflows
- Tracking for marketing campaign leads
- Intake Neos ‘Activity Feed’
- Customizable Intake statuses
For detailed instructions on using these enhancements, click the Help icon in Needles Neos to access the Self-Serve Portal and Knowledge Base.