Delta works inside Neos.
Delta reads and updates your Neos cases, parties, insurance, value items and checklists.
What Delta does in Neos.
Reads
- Cases and case types
- Parties, providers and counsel
- Insurance, adjusters and limits
- Value items, liens and reductions
- Checklists, notes and intakes
Updates
- Adds notes to a case
- Completes checklist tasks
- Updates case fields
Ask it things like.
- Which cases have a checklist task more than a week overdue?
- List the insurer, adjuster and policy limits on every open auto case.
- Total the value items and reductions on the Pruitt case.
Connect Neos in minutes.
- 1Ask Delta to connect it
- 2Sign in once, on its own page
- 3Delta checks it can see your cases
Here is Neos’s sign-in.
Sign in to NeosChecking NeosReading your cases
Neos questions.
Does CaseDelta work with Neos?
Yes. You sign in once on Neos's own sign-in page. Delta reads and updates your Neos cases, parties, insurance, value items and checklists.
Does it need Neos's API?
No. Delta signs in with your firm's Company ID and the same Neos account your team uses, so there is nothing to install or configure in Neos.
Can Delta update Neos, or only read it?
Both. In Neos, Delta adds notes to a case, completes checklist tasks and updates case fields.
Is my 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 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 Neos?
Minutes. You ask Delta to connect a system, sign in once on its own page, and Delta is working the same day.