If you’re searching for an Assembly Neos answering service integration, you’re likely a law firm or legal service provider who wants to connect your phone calls directly with your case management system—without lifting a finger. With Upfirst’s AI answering service and Assembly Neos connected via Zapier, you can automate intake, capture caller details, and keep your case files up to date, all while delivering a better client experience.

Below, you’ll find a plain-English breakdown of what Assembly Neos is, what you can do when you connect it to Upfirst, a full list of available automations, and step-by-step instructions to get started—even if you’re not a tech expert.

What is Assembly Neos?

Assembly Neos is a modern, cloud-based case management platform built for law firms and legal professionals. It helps you track cases, manage client information, organize documents, schedule tasks, and streamline your legal workflows—all in one place. Neos is designed to save time, reduce manual entry, and keep your firm organized, from initial intake through to resolution.

What can you do with Assembly Neos and Upfirst’s AI answering service?

Connecting Upfirst’s AI answering service to Assembly Neos via Zapier unlocks powerful automations for law firms and legal practices. Here’s what’s possible—and why it matters:

1. Instantly create new intakes or cases from every phone call

When a potential client calls your office, Upfirst’s virtual receptionist can collect all the details you need—like name, phone number, email, case type, or any custom question you set (e.g., “Were you referred by someone?”). As soon as the call ends, Zapier can automatically create a new intake or case in Assembly Neos, with all the caller’s answers pre-filled.

How it works:

• Set Upfirst to ask your intake questions.
• In Zapier, use the “Call Completed” trigger from Upfirst.
• Add the “Create Intake” (or “Create Case”) action in Assembly Neos, mapping each answer from the call to the right field.

Why it matters:
This eliminates double entry, reduces errors, and ensures every lead or new matter gets recorded in Neos, even if you miss the call.

2. Update existing cases with new call information

If a current client calls in with updates or urgent information, Upfirst’s AI agent will collect their responses. With Zapier, you can search for their existing case or intake in Neos (by name or case number) and add a note with the call summary or transcript, or update the record with new details provided during the call.

How it works:

• Upfirst collects identifying info (like case number or client name).
• In Zapier, use the “Find Case or Intake by Number/Name” action.
• Add the “Add Note to Case” or “Update Case” action, sending over the call summary and transcript.

Why it matters:
Every phone interaction is documented in the right place, helping your team stay updated and keeping case files audit-ready.

3. Qualify leads and automate case routing using AI and filters

Suppose you want to prioritize urgent matters, or only create cases for calls that meet certain criteria (like “accident in the last 24 hours” or “budget above $10,000”). Upfirst’s call summary and custom fields can be analyzed in Zapier. You can use filters or AI steps to decide which calls create new cases, which ones just add a note, or which should trigger an immediate alert to your team.

How it works:

• Upfirst collects custom info and summarizes the call.
• In Zapier, add a Filter step (e.g., only continue if “Urgency” field = “Yes”).
• Route high-priority calls to create a new case, while others might just log a note or send an email notification.

Why it matters:
You save time, focus on high-value cases first, and ensure nothing slips through the cracks.

4. Create tasks or events for follow-ups and reminders

If the caller needs a follow-up appointment or you want to set a reminder to return their call, you can have Zapier automatically create a task or calendar event in Assembly Neos as soon as the call ends.

How it works:

• Instruct Upfirst to ask, “Would you like us to schedule a follow-up?”
• Map the answer (and any relevant details) to a “Create Task” or “Create Calendar Event” step in Neos.

Why it matters:
No more sticky notes or forgotten callbacks. Every follow-up is tracked and assigned, improving your client service.

What actions can you trigger in Assembly Neos after our virtual receptionist answers a call?

Here’s what you can automate in Assembly Neos when a call is completed in Upfirst:

• Create Intake
• Create Case
• Update Intake
• Update Case
• Find Case or Intake by Number
• Find Case or Intake by Name
• Add Note to Intake
• Add Note to Case
• Create Task
• Update Task
• Create Contact
• Update Contact
• Create Matter
• Update Matter
• Create Document
• Update Document
• Create Calendar Event
• Update Calendar Event

With these actions, the Assembly Neos answering service integration can automate almost every step of your intake and case management process.

How to connect Assembly Neos to Upfirst

Ready to set up the Assembly Neos virtual receptionist integration? Here’s how you can do it in minutes:

1. Sign up for Zapier
   If you don’t already have a Zapier account, create one here.
2. Connect your Upfirst account
   In Zapier, search for “Upfirst” and connect your account using your API key. This lets Zapier trigger actions after every call.
3. Connect your Assembly Neos account
   In Zapier, search for “Assembly Neos” and connect it using your Neos credentials.
4. Create a new Zap
   • Set the trigger app to Upfirst.
   • Choose the “Call Completed” trigger.
5. Add an action for Assembly Neos
   Choose the action that fits your workflow, like “Create Intake” or “Add Note to Case.”
6. Map your fields
   Zapier will show you the data collected from the call (like caller name, phone, answers to custom questions). Match these to the appropriate fields in Assembly Neos.
7. (Optional) Add filters or conditions
   Want to only create intakes for qualified leads? Add a Filter step to check for certain answers before continuing.
8. Test your Zap
   Run a test to make sure the information flows correctly from Upfirst to Assembly Neos.
9. Turn your Zap on
   Once satisfied, turn on your Zap. Now, every call handled by Upfirst’s AI answering service will trigger your chosen action in Assembly Neos automatically.

By setting up the Assembly Neos answering service integration with Upfirst via Zapier, you’ll save hours on data entry, ensure nothing gets lost, and offer a seamless experience for every caller—even when you can’t pick up the phone. It’s a straightforward way to modernize your law firm’s client intake and case management.