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LawLegal Specific

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.

Supported actions42
  • Download documentDownloads a document from Neos using the document ID, retrieves the download URL, downloads the file content, and uploads it to S3 with proper metadata.
  • Get case available tabsRetrieves all available tabs for a case including standard tabs, user-defined tabs, and their visibility settings.
  • Get case dataRetrieves comprehensive case data including all case information, user-defined fields, metadata, and related entities.
  • Get case general informationRetrieves comprehensive case information including metadata, staff assignments, dates, and case details.
  • Get case note topicsRetrieves all available case note topic categories for message classification, with optional case-level filtering.
  • Get case summaryRetrieves comprehensive case summary including all case information, parties, staff, dates, and case type details.
  • Get document categoriesRetrieves all available document categories with their active status, title, and ID.
  • Get document typesRetrieves all available document types with their description, label color, title, active status, and type category.
  • Get documentsRetrieves all documents for a specific case/group including file details, metadata, analysis state, and document information.
  • Get email addressesRetrieves all email addresses associated with a specific name/contact in Neos.
  • Get eventsRetrieves calendar events for specified staff members within a date range, with sorting and pagination support.
  • Get existing paymentsRetrieves comprehensive payment history for a value including payment amounts, dates, references, payer/payee information, and payment status with full audit trail.
  • Get intake layoutRetrieves the complete layout structure for an intake form including all sections, rows, fields, and their configurations.
  • Get messageRetrieves detailed information about a specific message including all metadata, flags, and associated case information.
  • Get messagesRetrieves comprehensive message history using advanced search with flexible filtering, pagination, and column selection.
  • Get partiesRetrieves all parties associated with a case including their personal details, contact information, roles, and relationships.
  • Get party addressesRetrieves all addresses associated with a party including home, business, and other address types.
  • Get party basic informationRetrieves comprehensive party information including personal details, contact information, and status flags.
  • Get phone numbersSearches for phone numbers associated with a specific name ID in Neos and returns all phone details including number, title, extension, and call permission status.
  • Get staffRetrieves comprehensive list of all staff members including their status, login information, contact details, and system metadata.
  • Get template promptsRetrieves template prompts, AI tags, and sections for a specific template and case.
  • Get templatesRetrieves all available templates with filtering options including active status, AI enhancement capability, merge target, and OneDrive availability.
  • Get times and valuesRetrieves comprehensive times and values information for a case including billing details, provider information, and value codes with optional type and filter type parameters.
  • Get user dashboardsRetrieves comprehensive list of user dashboards including dashboard metadata, ownership information, sharing status, and associated firm modules.
  • Get user fieldsRetrieves user field definitions including field types, controls, lengths, and mini directories for a specific case type and screen type.
  • Get user preferencesRetrieves comprehensive user preferences including billing settings, calendar preferences, time tracking settings, and UI customization options.
  • Get user tab detailsRetrieves detailed information about a specific user tab within a case, including all tab-specific data and configurations.
  • Get valueRetrieves comprehensive value details including billing information, payment history, provider details, and metadata with full audit trail and status information.
  • SearchExecutes advanced searches in Neos with complex query filters and field selection.
  • Search case detailsSearches for case details in Neos by case number and retrieves trial date, party information, and address details.
  • Search case notesSearches for case notes in Neos by case number and retrieves all note details including entry date, topic, staff information, and note text.
  • Search eventsSearches calendar events by staff, subject, case, date range, or iCal UID with sorting and pagination support.
  • Search intakes by statusSearches for intakes in Neos by status filter and retrieves comprehensive intake details including case information, staff assignments, and dates.
  • Search value itemsSearches for value items in Neos by case number and calculates the total amount due by summing all items.
  • Add notesCreates a new case note with staff association and topic categorization, with optional subject update.
  • Create messageCreates a new message (phone message, internal note) in Neos with recipient routing, case linking, and topic categorization.
  • Create paymentCreates payment records with amount, payer/payee information, payment dates, and reference numbers with automatic validation and audit trail creation.
  • Create staffCreates a new staff member with comprehensive profile information including contact details, authentication settings, and system preferences.
  • Generate documentGenerates documents from templates with merge data, AI enhancements, and recipient management.
  • Send text messageSends text messages to one or more phone numbers with case and contact association tracking.
  • Update user tabsUpdates user tabs data including case data items, pick list selections, and name objects for a specific case tab.
  • Upload document from S3Downloads a document from S3, uploads it to SharePoint, and creates the document record in Neos with specified author.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

How it works

Automate Neos by teaching Caddi like a new hire.

Walk Caddi through the Neos work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Teach it the job

    Walk Caddi through the Neos task the way you'd onboard a new hire.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Neos

Why teams automate Neos

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 flow
    1. Neos
    2. Adobe Acrobat
    3. SharePoint

    Caddi 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 flow
    1. Neos
    2. Microsoft Outlook
    3. RingCentral

    Caddi 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 flow
    1. Neos
    2. LawPay
    3. Microsoft Outlook

    Caddi 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 flow
    1. Neos
    2. Docusign

    Caddi 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 flow
    1. Neos
    2. RingCentral
    3. LawPay

    Caddi 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 flow
    1. Neos
    2. Adobe Acrobat
    3. Microsoft Outlook

    Caddi 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.

Where law firms use it

  • 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 — 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.

Often automated alongside Neos

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See it on your stack

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.