Legal Case Management

AgentZap + Assembly Neos

Streamline your legal intake. AI automatically logs calls, creates leads, and assigns cases in Neos - eliminating manual data entry.

AgentZap
Sync
Assembly Neos
0
Manual Entry
24/7
Client Intake
100%
Calls Logged
5min
Setup Time

Seamless Case Management Integration

Every call automatically documented in your Neos system

Automatic Call Logging

Call summaries, timestamps, duration, and client details populate directly in Neos automatically.

Lead Creation

New leads created for unknown callers with full contact details and call assignments.

Recording & Transcripts

Links to call recordings and full transcripts attached to case records.

Team Responsiveness

Contact records created instantly for first-time callers, enabling rapid follow-up.

Zero Manual Entry

Eliminate duplicate data entry and maintain high accuracy across your firm.

Case Assignment

Calls automatically assigned to relevant cases for complete client history.

How It Works

Automatic call logging in 4 steps

1

Client Calls

Potential client calls your firm.

2

AI Answers

AgentZap answers and gathers information.

3

Auto Sync

Call data syncs to Assembly Neos.

4

Team Access

Full context available instantly.

Popular Use Cases

See how law firms use AgentZap + Assembly Neos

Personal Injury

Capture accident details and create leads 24/7.

Criminal Defense

Handle urgent calls with immediate case creation.

Family Law

Sensitive intake with professional AI handling.

Multi-Practice Firms

Route calls to correct practice areas automatically.

Ready to Automate Your Legal Intake?

Connect AgentZap to Assembly Neos today