Neos shows which intakes became cases. Google Ads never finds out.
Your intake team moves every caller through Neos stages and converts the good ones into cases, yet Google Ads and Meta still count the ring or the form fill as the win. Neos's Zapier app can create intakes but has no triggers, so nothing tells the ad platforms when one converts. We put the ad click on each intake and send converted cases back, so personal injury, med mal and workers' comp campaigns learn from signed clients.
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Assembly Neos · what breaks
What goes wrong between Neos and your ads
- 01
We pay for callers our intake team rejects
Google counts the call or form the moment it happens. The verdict your team records later in a Neos intake stage (no liability, already represented) never travels back, so Smart Bidding keeps buying the same callers.
- 02
Every paid lead just says "Google"
Neos records a marketing source on every lead, but a source label can't separate a search ad from an organic visit or a Local Services lead. Without the click ID on the intake, no signed case ties back to a keyword, so you can't tell which campaigns earn their budget.
- 03
Neos has no way to announce a signed case
The Neos Zapier app offers actions and searches but no triggers. Converting an intake into a case fires nothing outward, so the platforms setting tomorrow's spend never learn who signed.
- 04
Referred cases make ads look better than they are
Attorney referrals land in Neos through the Referred By field and look like any other new case. Counted with paid leads, they make cost per signed case look lower than it is.
Assembly Neos · the fix
What changes once it's fixed — Assembly Neos
Bidding learns from converted cases
Google Ads and Meta get a conversion when an intake becomes a Neos case, valued by case type, so budget drifts toward truck crashes and nursing home claims, not fender-bender calls.
Each intake carries its ad click
GCLID, campaign and the call-tracking record sit on the intake whether it came from a form or a tracked call, and Facebook Lead Ads intakes keep Meta's lead ID so the signed case can be matched back.
Neos dashboards and ad platforms agree
Signed cases match case by case between Neos and each platform for a closed month, with referred-in matters reported separately.
Assembly Neos · architecture
What Neos actually lets us hook into
Assembly's knowledge base sits behind a customer login and it publishes no API docs, so this list sticks to what Assembly and Zapier show publicly. The rest gets confirmed in your account.
- 1
Zapier Create Intake action
Its listing says it creates a lead from an email, form or webhook submission, with Source, MarketingCampaign, Comment and Note fields to carry the ad click.
- 2
Zapier searches, no triggers
Find Case or Intake by Number and by First Party look records up, but no Neos event starts a zap.
- 3
Intake Flow Builder and stages
Neos documents dynamic intake flows and customizable stages. We check whether a click ID field fits your flow.
- 4
Automations and scheduled reports
Neos automations can trigger 'When Intake Status is Changed', though the documented action only adds value items to cases. Reports can be emailed weekly or monthly as CSV. We confirm which route can carry converted cases to the upload.
- 5
RingCentral and Zoom Phone
Assembly lists integrated dialing with call logging to the case. That shows who called, not which ad or tracking number drove the call, so attribution comes from a tool like CallRail feeding Create Intake.
Assembly Neos · diagnose
Where Neos tracking breaks, in diagnostic order
We start inside Neos, because the click is usually lost before anything reaches Google.
- 01
Open ten recent paid-search intakes
Look for a GCLID anywhere on the record: a field, the comment, the note.
- 02
List every intake entry path
Zapier form zaps, call tracking, Lead Ads, answering service and manual entry.
- 03
Read the Source and MarketingCampaign values
If "Google" covers search, Local Services and organic alike, attribution stops there.
- 04
Check what each ad platform counts as a conversion
Usually every call or form, unlinked from Neos's verdict.
- 05
Find where signed is recorded
Intake stage, conversion to case, or both, and which date the upload uses.
- 06
Separate referrals and repeat callers
Referred By cases and duplicate intakes for the same person distort every count.
Assembly Neos · prove
How we prove it inside Neos
Every check uses inquiries that enter your live Neos account the same way real clients do: a submitted form, a tracked call, a Lead Ads entry. A record keyed in by staff proves nothing about the click.
Source of truth
Neos intake and case records: intakes by stage and source, intakes converted to cases with case type and conversion date, and the Referred By field
- One test inquiry through each entry path, sent with a test click ID, then the Neos intake opened to confirm the ID landed on it.
- A converted test intake recorded once in Google Ads and once in Meta Events Manager.
- Rejected intakes and Referred By cases confirmed absent from every platform.
- Every intake converted to a case in a closed month found in Google Ads and Meta, with referred-in matters listed apart.
- The same pull rerun a month later and whenever someone renames an intake stage or edits a flow.
Assembly Neos · free audit
What we check in the free audit
- Open ten recent paid-search intakes
- List every intake entry path
- Read the Source and MarketingCampaign values
- Check what each ad platform counts as a conversion
- Find where signed is recorded
- Separate referrals and repeat callers
Checked against
Neos intake and case records: intakes by stage and source, intakes converted to cases with case type and conversion date, and the Referred By field
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Assembly Neos · when not to buy
When a Neos firm doesn't need us
Some Neos firms gain more from tighter intake than from tracking work.
- If nearly all new cases come from attorney referrals and you run little paid search, Neos reports and the Referred By field already answer your question.
- If a quick check shows converted Neos cases already reach Google Ads with their click IDs and the counts match your case list, there's nothing for us to fix and we'll say so.
- If your team doesn't move intakes through stages or convert them consistently, fix that first; there's nothing reliable to send.
- If most leads come from a per-lead vendor contract, vendor scorecards matter more than ad attribution.
Assembly Neos · what we deliver
The event map on Assembly Neos
Call or form inquiry
Leading signal from call tracking or your site form, carrying the click ID; never bid on alone.
Intake created in Neos
Click ID, campaign and phone written through Create Intake; repeat callers checked by First Party search.
Qualified intake
Sent when the intake reaches the Neos stage your firm uses for a viable claim.
Converted to case
The main conversion, dated to the conversion and valued by case type.
Rejected or no contact
Kept for reporting and exclusion lists, never sent as a win.
Excluded
Referred By cases, co-counsel matters, existing clients, vendors and spam stay out of ad conversions.
Written guarantee
95%+ tracking accuracy
Measured against Neos intake and case records: intakes by stage and source, intakes converted to cases with case type and conversion date, and the Referred By field. Miss it and we keep working at no cost.
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FAQ
Assembly Neos questions, answered
Not natively, as far as Assembly publishes. Its listed connections are Case Status, Zapier, Hona, RingCentral, DocuSign and YoCierge, so converted cases reach Google Ads and Meta through an upload we build.
Yes. The Create Intake action accepts Source and MarketingCampaign, plus Comment and Note fields, so the campaign and the click ID captured on your form can be written onto the intake when it's created.
The Neos Zapier app has actions and searches but no triggers, so a conversion fires nothing outward. The signed list has to leave Neos another way, such as a scheduled report, and we confirm which works in your account.
On the Platinum plan it shows which channels pay off, but Google Ads and Meta never read it. Their bidding improves only when the converted case is sent back to them.
Only the event, its value and hashed contact details for matching. Injury details, the case synopsis and medical facts never leave Neos.
No. Neos is Assembly's cloud successor to Needles, so build the click fields into your new intake flow during the move instead of retrofitting them.
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RELATED GUIDES
Booking tools beside Assembly Neos, and what their bookings feed
- SmokeballSmokeball conversion tracking: your ads count form fills, Smokeball counts signed clients
- IntakerIntaker shows you every chat. Your ads can't tell which ones signed.
- GavelYour Gavel bundles sell. Google Ads says they don't.
- Clio GrowClio Grow conversion tracking that counts signed clients, not form fills
- Lead DocketLead Docket shows which sources sign cases. Your ad accounts still don't.
- SmartAdvocateSmartAdvocate shows which intakes signed. Google Ads never hears about it.
- Case StatusYour clients love Case Status. Your ads still can't tell who signed.
- Law RulerLaw Ruler shows who signed. Your ad accounts still think every intake won.
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