With Neos Premium Texting, you can simplify communication and track all messages in one place in full conversation threads. Texts are automatically saved to relevant cases, saving you time and giving anyone assigned to the case the ability to respond (no more dropped communication threads!). As a result, you'll enjoy a more efficient workflow and deliver better client experience.
For instructions on activating this service, please refer to the Neos Premium Texting Activation knowledge base article.
Send and receive texts directly from contacts through Neos
Full SMS service with a dedicated business number
Automatically track and record threads directly in the case file
Multiple team members can collaborate on a single thread
Leverage automated SMS and track replies
Neos Premium Texting is a paid integration that allows your firm to text your contacts directly via an SMS – enabled phone number from within Neos. This guarantees successful delivery of your messages, as this is a mobile-to-mobile communication, rather than an email-to-text communication. Images can also be sent from a recipient to your firm and automatically created in the Documents Tab of the assigned Case/Intake.
This integration can be added as a standalone service or as a part of our NeosAI Platinum package. Contact your Customer Success Manager or email [email protected] for pricing information and to purchase Neos Texting. After purchase, the Communications Tab will be made available to your firm.
NOTE: If you currently have the RingCentral and Zoom Phone Integrations, the communications tab should be visible for your firm.
Using the Communications Tab, firms can provision a phone number for their firm that can be used for SMS and MMS messages to your contacts. Replies to the provisioned phone number will be automatically logged into Neos when the sender matches an existing contact. The Communications Tab will only be visible when the Neos Premium Texting feature has been purchased.
This will require a one-time registration fee and a tiered monthly fee based on the number of text messages your firm expects to send/receive. Monthly billing will commence 30 days after the purchase is confirmed, and the Communications Tab is activated.
Once you are ready to activate the service, please follow the steps documented in the Neos Premium Texting Activation knowledge base article.
Accessing Premium Text Messages
Sent and received text messages will display in the Communications Center > Text Messages Tab. When a text message is double-clicked from the Communications Center > Text Messages Tab OR the Case/Intake Notes Tab > Text Messages Tab, the Text Conversation will open as a new tab in Neos and display information from the Communications Center > Text Messages Tab and the full conversation. Refer to Assigning Text Message Conversations for details on how Neos automatically assigns a contact and staff to a text message.
The number of text messages sent and received in the current month can be created as an Advanced Search query. Perform a Notes search and filters for Note Type – Equal - Text Message and Entry Date – Custom – This… Month. NOTE: If texts are deleted or a received text is not assigned to a case, this number will not be accurate.
Texts from unknown contacts are added with the ability to Assign a Contact and/or Case/Intake. Use the Notifications pane and the Activity Feed to reference text message activity.
Refer to Sending Text Messages for more details on sending text messages from within Neos. With Neos Premium Texting you can still Add SMS Templates within Neos.