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The Leading Neos Integration for Client Experience

Cloud-based case management software powered by customer innovation. Customization, automation, and streamlined workflows all work together to supercharge your firm’s productivity throughout the client lifecycle. Built by lawyers, for lawyers.

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Neos firms can reimagine Client Experience by leveraging Case Status®.

We are the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with Neos will radically transform how easily you can engage with your clients in a more delightful way and driving business growth.

Client Engagement

We help Neos firms drive client engagement by giving a window into all the great work your team is doing on their case. Say goodbye to emails and calls asking, "what's going on with my case?"

Enhanced Communication

We compliment Neos with communication automation, mass messaging & a platform that is always in reach: on your client’s smartphone via a 5-star App.

Grow The Law Firm Business

We are radically-focused on improving client satisfaction, lowering OPEX, driving 5-star reviews, & growing new business through referrals.

AI-Powered Client Intelligence

Case Status uses AI to prioritize urgent messages, draft personalized responses, and surface insights from every client interaction — so your team spends less time triaging and more time practicing law.

Neos firms can reimagine Client Experience by leveraging Case Status®.

85%
Client Engagement of the Case Status 5-star App
5 hr
Response Time vs. Industry Average of 48-72 hours
2.5
Weeks saved per year Small firm of 4 staff
73
NPS Score vs. Industry Average of 32

How This Integration Works with Case Status

Helpful Resources to Get Started

Neos Overview Video

Get the quick overview and pains solved in about 2 minutes

Neos It's Been a Lifesaver: How One Firm Uses Case Status

Sheila Heaston of McCoy & Houston shares how Case Status transformed the way her firm communicates with clients — and how that shift led to faster cases, happier clients, and real growth.

Neos Shawn Taylor - Your Social Security Lawyer

Highlighting how Shawn Taylor's law firm uses Case Status to improve client communication, generate Google reviews, and ultimately drive new client acquisition and referrals by differentiating themselves from competitors

Helpful Resources to Get Started

Neos Integration Setup & Overview
Neos & Case Status Field Mapping
Google Chrome Extension

How This Integration Works with Case Status

Getting Started with Case Status

Connect Case Status to your firm’s existing system and start improving client communication in days — not months. No dedicated IT team required.

Step 1: Connect Your System

Our team works with you to connect Case Status to your case management system and map key fields like contacts, case stages, and milestones. Most integrations are configured quickly with minimal lift from your team.

Step 2: Configure Your Client Experience

We help you customize statuses, messaging, and notifications so updates automatically flow to clients at the right moments. This ensures communication is consistent, branded, and aligned with your firm’s workflow.

Step 3: Go Live and Invite Clients

Once synced, you can begin inviting clients to the Case Status app right away. Your team continues working in your existing system while Case Status handles real-time updates, messaging, and engagement behind the scenes.

Neos

Integration FAQs

Will my team have to double-enter case updates in both Neos and Case Status?

No. Case Status syncs with Neos so your team can continue managing cases in Neos while client-facing updates flow automatically into Case Status.

Are client messages and photos sent through Case Status automatically saved in Neos?

Yes. Messages and attachments sync back to the appropriate Neos matter.

How does Case Status handle custom fields in Neos?

Relevant Neos fields can be mapped during onboarding to ensure accurate data flow and automated updates.

How does the Neos and Case Status integration handle private versus public notes?

Internal Neos notes remain private, while client updates are controlled within Case Status.

If I add a new lead or contact in Neos, how quickly will they appear in Case Status?

New records sync automatically, typically within minutes.

Deliver better client experience at scale

Transform satisfied clients into powerful advocates for your firm with automated review and referral requests.
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