Integration

Legal Receptionist that streamlines your intake in Neos

Manage your intake more efficiently with Reflekt Legal and Neos with confidence

Neos integration details

Reflekt Legal integrates directly with Neos so qualified leads, case details, and client information flow into your workspace automatically.

Your intake team no longer needs to re-enter data or chase down missing information. Every conversation your AI Legal Receptionist handles is logged, structured, and pushed into Neos in real time.

Key features

How Legal Receptionist works with Neos

Some of the actions that our AI legal receptionist can do in Neos.

Create new contacts

Your AI Legal Receptionist can create new contacts and categorize them based on their conversation, case type, and intake responses.

Update existing contact info

Your AI Legal Receptionist can update contact details in real time, without any manual effort.

Create matters

Your AI Legal Receptionist can create new matters in Neos automatically from qualified intake conversations with all relevant case details populated.

Upload documents

Your AI Legal Receptionist can attach intake transcripts, signed forms, and supporting documents directly to the client record.

Update statuses

Your AI Legal Receptionist can update lead and case statuses based on conversation outcomes, keeping your pipeline current without manual intervention.

Look up cases

Your AI Legal Receptionist can search existing cases in Neos during conversations, pulling relevant history to provide context-aware responses.

Tailored to your own operations

Your AI receptionist runs intake operations directly from within your CRM & CMS. No extra tools to manage, no duplicate workflows. Everything stays in Neos where your team already works.