Legal Intake Professionals specialize in handling inbound calls and lead intakes for law firms. They offer 24-hour legal intake service with bilingual trained professionals who engage with potential clients, gather necessary information, and qualify leads. They also offer robust reporting in their secure online portal.
With the Legal Intake Professionals Integration, firms can benefit from automatic Intake creation from leads and improvement in lead conversion rates, to ensure efficient and effective intake processes.
NOTE: Your firm must have an active account with Legal Intake Professionals before activating the integration in Neos.
Contact Legal Intake Professionals to request a demo and pricing information. For Sales questions, contact 800-538-7460.
Connect Legal Intake Professionals Integration
To activate your firm's Legal Intake Professionals integration:
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the Legal Intake Professionals tab.
Use the Staff field to select the Neos user email address that should be used to enable the Legal Intake Professionals integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "Legal Intake Professionals ") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "Legal Intake Professionals Integration"
Staff Code, e.g., "Legal Intake"
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., "Legal Intake Professionals"
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., "Legal Intake [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.
Permissions
The Legal Intake Professionals Integration staff should have the following permissions:
Case – Enabled, Add, Modify, and Delete
• Time Tab – only Enabled and Add
Intakes – Enabled, Add, Modify, and Delete
Name Details – Enabled, Add, Modify, and Delete
Directories – Enabled
• Interfaces – Enabled, Add, Modify, and Delete
Special Permissions – Enabled
• Access to Other Staff's Cases
• Change Case Type
• Change Party Name
• Modify Class Code
• Modify Date of Incident
• Modify Referred By
• Modify Staff Assigned
• My Staff Profile
• Update Case Name
The following permissions can be completely restricted:
Provider
Messages
Accounting
2. Click the Activate button. When complete, the connected email of the selected staff will display.
3. Legal Intake Professionals will work with your firm to configure your firm's intake automation.
The connected staff/email can be disconnected by clicking the Disable button.
For questions using Legal Intake Professionals, contact their customer support at [email protected] or 800-896-4611.