Veari + NEOS.
Intake to matter, automatically.
Every qualified PI lead from Veari lands in Assembly Software NEOS as a new contact and matter — with intake notes, SOL deadline, case score, and source attribution attached.
Data that moves between
Veari and NEOS.
New contact
Caller name, phone, email, and address create a NEOS contact record on lead acceptance.
New matter
A matter is opened against the contact with practice area, incident date, and SOL date pre-filled from intake.
Intake notes
Full call transcript and Veari case score post as a matter note with timestamp and agent name.
Source attribution
Lead source, marketing campaign, and referring number are written to NEOS custom fields for reporting.
Connect in
under five minutes.
Generate an API key in NEOS
In NEOS, go to Admin → API Access → Generate Key. Copy the firm-scoped key; Veari only needs Contacts + Matters write scope.
Paste into Veari
Open Dashboard → Settings → Integrations → NEOS and paste the key. We validate the credential immediately.
Map practice areas
Pick which NEOS practice area each Veari case type (Auto, Slip & Fall, Wrongful Death, etc.) should open under.
Accept your first lead
From this moment, accepting a lead in Veari creates the contact + matter in NEOS within seconds.
- Two-way sync (matter status pulling back into Veari) ships in a follow-up release.
- API keys are encrypted at rest and only used server-side.
NEOS questions
Ready to connect NEOS?
Start in your dashboard.
Sign in to Veari and head to Settings → Integrations. NEOS appears at the top of the list.
Connect NEOS →