Intake Solutions of America provides software solutions and services to streamline and automate the intake process for law firms. They offer tailored intake dialogues that lead to contact conversions, representatives who are trained to secure cases, recorded and monitored calls, client communication tracking (including marketing sources and contact methods), and robust data analysis. They help firms improve their efficiency and enhance client acquisition and retention.
NOTE: Your firm must have an active account with Intake Solutions of America before activating the integration in Neos.
Contact Intake Solutions of America to request a demo and pricing information.
Connect Intake Solutions of America Integration
To activate your firm's Intake Solutions of America integration:
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the Intake Solutions of America tab.
Use the Staff field to select the Neos user email address that should be used to enable the Intake Solutions of America integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "Intake Solutions of America ") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "Intake Solutions of America Integration"
Staff Code, e.g., "Intake Solutions"
Job Title – Create a job title, e.g., "Integrations" in the Job Title Mini Directory that can be selected for this required field.
Time Zone, as applicable to your firm
First Name, e.g., "Intake Solutions of America"
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., "Intake Solutions of [email protected]"
Password – meet minimum qualifications
Since the entered email address does not need to be connected to an Office 365 account, it is recommended to enter a dummy email address, such as "[email protected]". Once the integration-specific staff has been added, you must refresh Neos to see that staff in the "Email address to connect to" dropdown. Using this configuration, the integration-specific staff will not count towards your firm's billable users.
To limit the necessary permissions required for this integration, creating a separate integration-specific staff for each integration at your firm is recommended.
The Intake Solutions of America Integration user should have full administrator permissions (enabled, add, modify, and delete) to General > Interfaces. Contact Intake Solutions of America for a full list of permissions needed to integrate with Neos.
4. Click the Activate button.
5. When complete, the connected email of the selected staff will display.
6. Intake Solutions of America will work with your firm to configure your firm's intake dialogs and setup.
The connected staff/email can be disconnected by clicking the Disable button.
For questions using Intake Solutions of America, contact them at 866-400-1500.