Neos SMS Integration

Solicitors running their caseload through Neos spend plenty of the day on the phone, but a good share of new client contact now happens by text, whether that's a quick question from a prospective client or an update from someone already mid-case. Turning that message into something the practice can act on usually means someone stopping what they're doing to open Neos and type it in by hand, which is easy to put off on a busy day and easy to forget altogether.

Connected to Mobile Message through Zapier, an inbound text can do that work on its own. A message from a new enquiry can create an intake in Neos automatically, an existing client's reply can be added as a note against their case, and a text from someone starting a new matter can open a new case, all without a solicitor or paralegal touching the keyboard first or letting the message sit unread in a phone.