CourtDrive + Neos integrations
Upload new CourtDrive documents to Neos as files
When you receive a new court document in CourtDrive, your efficiency comes into play. Establish a seamless workflow that immediately uploads these files to the Neos app. This integration increases your connectivity and expedites your document processing, allowing you to focus on the more crucial aspects of your legal work.
- When this happens...Court Document ReceivedTriggers when a new Court Document is received.
- automatically do this!File UploadUploads a file to Neos.
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More things you can do with CourtDrive and Neos
Discover other triggers and actions you can use with CourtDrive and Neos
- Court Document Received
Triggers when a new Court Document is received.
Try ItTriggerInstant - FullName
- FirstName
- LastName
- Address
- City
- State
- Country
- ZipCode
- County
- Phone
- Email
- PrimaryStaff
- Source
- Marketing Campaign
- Minor
- Gender
- CaseType
- DateOfIncident
- Synopsis
- Comment
- Note
- File
ActionWrite- Case/Intake Number
- Case/Intake ID
- TopicRequired
- Staff
- Subject
- TextRequired
- Date/Time
ActionWrite- Case or Intake Number
ActionSearch
- Case/Intake Number
- Case/Intake ID
- FileRequired
ActionWrite- Case TypeRequired
- Is a PersonRequired
- First Party - First Name
- First Party - Middle Name
- First Party - Last NameRequired
- First Party - AKA First
- First Party - AKA Last
- First Party - AKA Company Name
- First Party - Gender
- First Party - Date Of Birth
- First Party - Deceased
- First Party - Date Of Death
- First Party - Our Client
- First Party - Party RoleRequired
- First Party - Relationship
- First Party - Responsible for another Party
- First Party - Minor
- First Party - Incapacitated
- First Party - Date Of Majority
- First Party - Incapacity
- First Party - Federal ID
- First Party - Bar Number
- First Party - Alternate ID
- First Party - Add Address Information
- First Party - Add Phone Information
- First Party - Add Email Information
- Alternate Case Number 1
- Alternate Case Number 2
- Date Of Incident
- Dormant
- Opened Date
- Closed Date
- Reassigned Date
- Synopsis
- Docket
ActionWrite- First Name
- Last Name
- Phone Number
ActionSearch
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Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.
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