Pay Case Expenses and Send Disbursements Directly in Neos
From paying case expenses to final client and lienholder disbursements, give your team one place to initiate money movement: Neos
Here's what it looks like with Neos and Confido
Manage the entire case expense and disbursement workflow without leaving Neos.
Pay Case Expenses
Pay case expenses by matter-specific virtual credit card, ACH or paper check. All payments are recorded as value items in Neos.
Generate the Settlement Statement
Generate the settlement statement in Neos.
Disbursements Created
Once the settlement statement is finalized, disbursements are automatically drafted in Neos.
Disbursements Approved and Sent
An admin then approves the case's disbursements in bulk and sends sends the payments.
Clients Choose Payment Method
Recipients with no payment method on file open the link, verify their identity and choose their preferred payment method.
Disbursements Stay Connected
Disbursement status updates are automatically synced back to Neos, so staff can track progress without leaving their existing workflow.
Why Neos + Confido?
Together, Confido and Neos help firms send payments faster, cut manual work, and give clients a better experience from first expense to final disbursement.
Pay Clients Digitally in Seconds
Deliver settlement funds electronically in seconds instead of waiting days for checks to be printed, mailed, and delivered. This leads to greater client satisfaction and better reviews.
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Track and Pay Case Expenses
Track and pay case expenses directly from Neos. No more reconciling credit card bills or entering value items manually.
Built-in Controls and Audit Trail
Maintain your firm's approval process while keeping a complete record of every disbursement from draft to delivery.
Stay Connected
Monitor the status of every disbursement in real time with automatic updates that keep your case records accurate and your team informed, all in Neos.
