Delta works inside Needles and Neos.
Delta reads and updates your Needles or Neos cases, parties, insurance and values.
What Delta does in Needles and Neos.
Reads
- Cases and case types
- Parties and contacts
- Insurance and claims
- Case values, bills and liens
- Checklists and notes
Updates
- Adds case notes
- Completes checklist items
- Updates case fields
Ask it things like.
- Which cases have an overdue checklist item assigned to intake?
- List the insurance carrier and claim number on every open auto case.
- Add a note to the Garcia case that the records request went out today.
Connect Needles and Neos in minutes.
- 1Ask Delta to connect it
- 2Sign in once, on its own page
- 3Delta checks it can see your cases
Here is Needles and Neos’s sign-in.
Checking Needles and NeosReading your cases
Needles and Neos questions.
Does CaseDelta work with Needles and Neos?
Yes. You sign in once on Needles and Neos's own sign-in page. Delta reads and updates your Needles or Neos cases, parties, insurance and values.
Does it need Needles and Neos's API?
No. Delta signs in the same way your team does, with your Needles or Neos account.
Can Delta update Needles and Neos, or only read it?
Both. In Needles and Neos, Delta adds case notes, completes checklist items and updates case fields.
Is my Needles and Neos data safe?
Yes. Each firm's data is isolated, and every request Delta makes is scoped to one firm. Your client data is never used to train, fine-tune or improve any AI model.
What does connecting Needles and Neos cost?
Nothing extra. CaseDelta is priced per firm by account band, from $599 a month for up to 5 accounts, and every band includes every system you connect.
How long does it take to connect Needles and Neos?
Minutes. You ask Delta to connect a system, sign in once on its own page, and Delta is working the same day.