The fastest way to get from call to case
Capture leads effectively, and turn more of them into clients. Intake Pro brings end-to-end client management to Neos.
Capture promising leads
Automatically process incoming leads from call-ins or web sources, and send notifications to clients.
Convert leads into clients
Generate and send a retainer, referral, or rejection letter with the click of a button.
And maximize your ROI
Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities.
Keep leads engaged
Schedule automated emails, send SMS messages, and keep leads warm.Demo Intake Pro
We call it Pro for a reason:
- Fully native intake solution for end-to-end case management
- Customizable dynamic intake questionnaire
- Send retainer agreements via DocuSign using automated communication tools
- Set up marketing campaigns and track ROI
- Create custom stages and status for leads
- Track lead progress via pipeline management
- Access reports and dashboards to track intakes
- Communicate with leads automatically with customizable email and SMS templates
- Receive prompt alerts via the notification center
- Automate checklist items with triggers and actions
See our latest features and enhancements available in Needles Neos now.Learn more
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