RECORD on Laptop

Elevate Your Practice with Our
Neos Integration

Effortlessly integrate RECORD with Neos to enhance your legal operations and client communication.

Optimize Client and Case Management with Automated Systems

Legal practices require efficient tools to manage the complexities of each case. Our integration with Neos simplifies this by automating routine tasks, ensuring all your case information is accurate and up-to-date. By integrating RECORD with Neos, you can automate client reminders, data updates, and more, allowing your legal team to focus on what truly matters.

With this integration, you can manage client information, treatment tracking, and legal documentation all within a single platform, reducing the need for manual updates and minimizing the risk of errors.

Automated Client Data Updates

Keep all client data up-to-date with automated reminders and updates through Neos. This ensures that both your legal team and your clients have access to the latest information, reducing the need for manual data entry.

Advanced Scheduling and Tracking

Manage appointments, treatment schedules, and progress tracking effortlessly. Our integration with Neos ensures that all scheduling data is synchronized and accessible, minimizing missed appointments and enhancing client engagement.

Secure Communication Tools

Enhance communication with clients and your legal team using secure messaging tools. This allows for efficient collaboration, information sharing, and faster case resolutions, all within the Neos platform.

Streamlined Case Documentation

Simplify the management of case documents by integrating RECORD's powerful tracking and storage features directly into Neos. Keep all case-related information centralized and easy to access.

Transform Your Legal Practice with our
Integration

  • Automate treatment reminders and reduce administrative burdens.
  • Schedule appointments and automate reminders to reduce no-shows.
  • Facilitate seamless communication between legal teams and clients.
  • Securely manage and sign documents online.
  • Empower clients with self-service tools to manage their treatment and case progress.

Want a demo?

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