Checklist items to follow up with outside referral Attorney via email

• Neos Automation should be able to send an automated email to the referred to email address in a case to get status updates.

• The email should include a link to the case in Neos so that the recipient can easily view the case details.

• The recipient's reply to the email should be added as a note to the case in Neos and notify primary staff person.

Benefits:

• This feature would help to improve communication between our firm using Neos and the referred to Attorney.

• It would also help to keep track of the status of cases and ensure that they are being resolved in a timely manner.

• Adding Lim warnings to referred to email along with primary staff person.

Implementation:

• The automated email could be triggered by a workflow rule in Neos.

• The workflow rule could be configured to send the email after a certain period of time has elapsed since the case was created.

• The email could be sent using the Neos Automation e-mailer with reply to being the Neos system to file the email back to the case.