Neos and Salesflare

How to connect Neos

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.

Things Salesflare can make it do

Create Intake — Creates Lead from a submission (email, form, webhook, etc.).
Create New Case — Creates a new case in Neos.
File Upload — Uploads a file to Neos.
Post Note — Adds a note to Neos.

Look up existing records

Find Case or Intake by First Party — Search for a case or intake using first party details.
Find Case or Intake by Number — Search for a case or intake by using its number.

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