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Neos integration in the Quilia app

Neos Client Portal Integration

Boost your Neos practice with client engagement tools. Quilia handles the client side while Neos manages your cases. Your clients stay connected without you doing extra work.

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Optimize Client and Case Management with Automated Systems

Legal practices require efficient tools to manage the complexities of each case. Our integration with Neos simplifies this by automating routine tasks, ensuring all your case information is accurate and up-to-date. By integrating Quilia with Neos, you can automate client reminders, data updates, and more, allowing your legal team to focus on what truly matters.

With this integration, you can manage client information, treatment tracking, and legal documentation all within a single platform, reducing the need for manual updates and minimizing the risk of errors.

Automated Client Data Updates

Keep all client data up-to-date with automated reminders and updates through Neos. This ensures that both your legal team and your clients have access to the latest information, reducing the need for manual data entry.

Advanced Scheduling and Tracking

Manage appointments, treatment schedules, and progress tracking effortlessly. Our integration with Neos ensures that all scheduling data is synchronized and accessible, minimizing missed appointments and enhancing client engagement.

Secure Communication Tools

Enhance communication with clients and your legal team using secure messaging tools. This allows for efficient collaboration, information sharing, and faster case resolutions, all within the Neos platform.

Streamlined Case Documentation

Simplify the management of case documents by integrating Quilia's powerful tracking and storage features directly into Neos. Keep all case-related information centralized and easy to access.

Transform Your Legal Practice with our
Integration

  • Automate treatment reminders and reduce administrative burdens.
  • Schedule appointments and automate reminders to reduce no-shows.
  • Facilitate seamless communication between legal teams and clients.
  • Securely manage and sign documents online.
  • Empower clients with self-service tools to manage their treatment and case progress.

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Neos FAQs

Common questions about using Quilia with Neos

Does Quilia integrate with our case management system?

Yes. We integrate with Filevine, 8am MyCase, 8am CasePeer, and more. Client info flows directly into your system automatically—no double entry.

Do we have to manage a separate portal?

No. Quilia is the anti-portal. Traditional portals make your team do more work—Quilia does the opposite. Clients handle their own updates, and those updates flow into your CMS. No extra logins or systems to manage.

What if my CMS isn't listed?

We support custom setups through Zapier and API, and we're constantly expanding our integration list. If your CMS isn't listed, we'll work with you to make it happen.

How long does it take to set up an integration?

Most integrations can be set up in under 30 minutes. We handle the technical configuration, and you just need to connect your account. Some custom integrations may take a few days depending on complexity.

Do I need technical knowledge to set up integrations?

No. Our integrations are designed to be plug-and-play. We provide step-by-step guides and our team can help with setup if needed. Most firms are up and running the same day.

Can I use multiple case management systems with Quilia?

Yes. You can connect Quilia to multiple case management systems if your firm uses different platforms for different case types. Each integration works independently.

What happens if my case management system updates or changes?

We monitor all our integrations and update them automatically when case management systems release new versions. You don't need to do anything—the integration continues working seamlessly.

Is my data secure when syncing between systems?

Absolutely. All data transmission is encrypted using industry-standard security protocols. We maintain the same security standards as your case management system to ensure client confidentiality.

Can I customize what data syncs between Quilia and my CMS?

Yes. You can configure which types of data sync between systems. Most firms sync everything, but you can choose to sync only specific data types if preferred.

What if the integration stops working?

We monitor all integrations 24/7 and fix issues immediately. If something goes wrong, our team is notified automatically and resolves it quickly. You'll rarely notice any downtime.

How does Quilia integrate with Neos?

Quilia integrates with Neos through their API to automate client communication, case updates, and document collection. All client data flows directly into your Neos case files without manual entry.

Can Quilia work with Neos's case management features?

Yes. Quilia enhances Neos by adding automated client engagement, treatment tracking, and real-time updates. Client data automatically populates the appropriate Neos case fields and activity logs.

Does Quilia sync with Neos's document system?

Absolutely. All documents uploaded through Quilia automatically sync to the correct Neos case and are properly organized in the document management system.