Automate Neos with Caddi
Built for law firms.
Neos powers high-volume PI and mass-tort practices. Caddi automates the recurring case work — HIPAA packets, retainers, collections, follow-ups — so paralegal teams scale without hiring.
The work around Neos is where time disappears.
Neos firms run the same dozen workflows on every case. Caddi runs them deterministically with verified data, freeing paralegals to focus on the cases that need real judgment.
Loops Caddi runs against Neos
HIPAA Authorization Packets
Real customer flowCaddi pulls case details to complete and review HIPAA authorization PDFs and uploads the finalized file to the case record, reducing manual form completion for compliance teams.
HIPAA authorizations are completed automatically and stored consistently.
Next-Day Client Texts
Real customer flowCaddi identifies next-day follow-ups from the calendar, pulls the related case record, and sends the appropriate client text message.
Clients receive timely follow-up outreach with less manual coordination.
Collection Payment Receipts
Real customer flowCaddi identifies today's collection payments, resends receipts to the right recipients, and updates the corresponding case record and email tagging.
Payment notifications and case payment records stay accurate and up to date.
Retainer Agreement Drafting
Real customer flowCaddi pulls client and offer details to populate a retainer agreement and sends it for signature, reducing manual contract prep for intake teams.
Retainer agreements are generated and sent faster with more consistent setup.
SMS Payment Reminders
Real customer flowCaddi identifies cases with eligible outstanding balances and sends SMS payment reminders while notifying the assigned staff member.
Payment reminders go out faster with more consistent follow-up on collectible balances.
Provider Bill Request Packets
Real customer flowCaddi generates provider bill request letters, assembles the required PDF packet, sends it to providers, and logs the activity to the case.
Provider bill requests are sent and recorded more consistently with less manual coordination.
Caddi + Neos, in practice
Client intake & matter opening
Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in Neos automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Neos matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Neos and your billing system, with reconciliation logged back to each matter.
Compliance & follow-ups
Trigger HIPAA packets, retainer agreements, conflict checks, or status follow-ups from Neos data and route the output to the right inbox.
Questions about automating Neos
Does Caddi have a real Neos integration?
Yes. Caddi runs verified code against Neos's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Neos is reviewed before it runs in production.
Do I need engineering help to automate Neos with Caddi?
No. You demonstrate the workflow once — clicking through Neos the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Neos data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Neos with no model in the loop.
Can Caddi connect Neos to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Neos, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Neos?
Drop your work email and we'll show you Caddi running end-to-end against Neos and the rest of your stack.