Very easy! We often get high volume of calls and Neos makes it very accessible.

What I like most about Neos is that it keeps everything in one place and actually makes day-to-day work easier. It helps our teams stay organized, keeps cases moving, and gives us clear visibility into what’s happening across the firm. From a marketing perspective, having clean data and consistent reporting makes a huge difference in how we track performance and improve the client experience. I like the custom Dashboards. My marketing dashboards give me live insights into leads, retainers, and sources to keep me up to date and informed. Also, if you want a new field or a new way of reporingt, they are quick to add it.

Neos keeps all the case documents well organized and all the case information is easily accessed. I like how Neos makes it easy to upload new documents into each client file. Also the AI feature has saved me so much time on summarizing client docs.