Intake Settings provides customization during the life of an Intake.
NOTE: Your firm must be a NeosAI Platinum subscriber to access Intake Settings. Staff must have access to the appropriate Intake permissions to access each tab within Intake Settings.
The Intake Settings button is located at the bottom of the left pane in Browse Intakes and is also accessible for the User defined section in Settings.
If your firm is interested in NeosAI Platinum, click the Learn More button. Fill out the interest form and one of our subject matter experts will be in touch.
Within Intake Settings, your firm can configure Workflow processes for accepting, rejecting, and referring Intakes; create Marketing Campaigns for managing leads; customize Intake Statuses to build reports and dashboards for monitoring your marketing pipeline, and in the Intake Layout Manager, create dynamic Intake forms with custom questionnaires and required fields for an efficient Intake experience.
