Integrations

Make AI work for you with 250+ integrations

Alliteration aside, if it's a platform, Neto integrates with it. Playing nice with others is kind of our thing.

Case Management & CRM

12 platforms
Lead Docket

Lead Docket

New leads flow straight from Lead Docket to Neto agents for instant outreach, with every touch logged back.

Filevine

Filevine

Qualified intakes land in Filevine as new projects, with contacts, notes, and documents synced automatically.

Neos

Neos

Neto writes intake data, call notes, and signed agreements directly into your Neos case files.

SmartAdvocate

SmartAdvocate

Every conversation, status update, and document syncs to the matching SmartAdvocate case.

Litify

Litify

Push qualified intakes into Litify and keep matter records current without re-keying a thing.

Salesforce

Salesforce

Send leads to Neto for instant outreach and sync every message and status change back to Salesforce.

Airtable

Airtable

Read and write lead records in Airtable so your pipeline views stay live as agents work.

HubSpot

HubSpot

Route new HubSpot contacts to Neto for qualification and write the results back to the record.

Lawmatics

Lawmatics

Trigger Neto follow-ups from Lawmatics automations and sync intake outcomes back into your CRM.

Loop

Loop

Keep case coordination data in Loop aligned with what your agents learn on every call.

Clio

Clio

Matters, contacts, and calendars stay in sync as Neto books, updates, and follows up.

Smokeball

Smokeball

Intake details and call activity flow into Smokeball so every file stays complete.

Document Signing

5 platforms
DocuSign

DocuSign

Neto sends the agreement mid-call through DocuSign and stays on the line while it gets signed.

PandaDoc

PandaDoc

Generate and send agreements via PandaDoc inside the conversation, with signature status tracked.

AssureSign

AssureSign

E-signature envelopes go out during the call and completions log straight to the case.

Adobe Sign

Adobe Sign

Send Adobe Sign agreements from the conversation and capture completed documents automatically.

VineSign

VineSign

Built for Filevine firms: send VineSign signature requests during the call, tracked straight to the matter.

Don't see your stack? Neto ships with an open API, and custom integrations are open to everyone, not just enterprise plans.

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