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Get to the right person the first time, every time

Seeking outside counsel can require unnecessary email chains and meetings to establish who should be contacted. Even then, names and areas of expertise can be forgotten, and the overall process of finding the right person can be surprisingly difficult.

Financial Services

What makes this Neota solution useful?

Pool your knowledge
Pool your knowledge

Easily create a manageable database of counsel

Find the right person for the job
Find the right person for the job

Logic-driven filtering helps get to the right person the first time, every time

Integrate workflows
Integrate workflows

Integrate to seamlessly contact counsel after selection

Increase efficiencies
Increase efficiencies

Spend less time on administrative tasks and focus more time on billable work

"Only Neota Logic was able to provide the technology and development needed for us to provide the quality, efficiency, and effectiveness that we needed"
David Simon
Foley & Lardner LLP, Partner

Outside counsel selection and retention

1. Establish requirements

The tool asks a series of questions relating to the relevant matter to correctly guide the end-user

2. Quickly receive matches

The tool applies logic and reasoning in order to provide the most suitable entries

3. Automate request processes

Seamlessly transition into a request workflow if end-user wants to contact the individual found by the tool