Case Status is an industry-leading, SOC 2 Type 1, GDPR & HIPAA-certified client engagement software application including a 5-star App portal and messaging platform for law firms. The integration with Neos will transform how easily you can engage with clients and drive business growth.
Case Status offers automated nightly contact sync and the ability to sync cases, communication automation, mass messaging, and a platform that's always available to each of your clients.
Mobile Client App – Your clients will always know the status of their case journey, the list of legal team members assigned to their case, and the ability to track all messages, appointments, and checklist items. Their 5-star app helps firms reduce calls and emails by 50% (with an 80-90% client adoption rate, including their web portal and SMS platform) and can be easily accessed by clients using their phone number and a verification code. Outgoing and incoming messages can be translated into over 130 languages.
Automation – Design your firm's client experience, eliminating double entry. With trigger events that kick off client workflows, your firm can proactively keep clients in the loop.
Real-time Messaging – Trigger real-time messages to clients that relate to case updates, checklist items, and more. Messages sync between the Case Status app and the Notes Tab in Neos every 2 minutes. Documents sync the Case Status app and the Documents Tab in Neos every 20 minutes.
Client Feedback Tracking – Easily track client satisfaction (2x greater) using a required feedback score, allowing your firm to identify unhappy clients early in the case process.
Marketing – Grow your business's 5-star reviews and referrals with your firm-branded app, send out videos and blog content using their mass messaging, and automate birthday and holiday messages for that extra touch. Identify happy clients with NPS tracking.
NOTE: Your firm must already have their offered service before activating the integration in Neos.
Contact Case Status to request a demo and pricing information.
Connect Case Status Integration
To connect your firm's Case Status integration:
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the Case Status tab.
Use the Staff field to select the Neos user email address that should be used to enable the Case Status integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "Case Status Integration") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "Case Status Integration"
Staff Code, e.g., "Case Status "
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., "Case Status "
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., "[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 Case Status Integration user should have full administrator permissions (enabled, add, modify, and delete) to General > Interfaces. Contact Case Status 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. Case Status will work with your firm to configure your account and portal with the Neos integration.
The connected staff/email can be disconnected by clicking the Disable button.
For questions on using Case Status, contact their customer support by email at [email protected], via their Zendesk chatbot on their website, www.casestatus.com, or by accessing their Help page https://intercom.help/case-status-support/en.