Required Permissions
The dedicated staff profile you create for Reflekt Legal needs a specific set of NEOS security permissions — no more, no less. Enable the toggles below on the profile's Security settings.
NEOS groups permissions into granular Add / Modify / View / Delete toggles. Enable only the ones listed here so the integration account follows the principle of least privilege.
Permissions Table
| Capability | NEOS Permission | Access |
|---|---|---|
| Create intakes | Intakes | Add |
| Create intakes | Intakes | View |
| Look up cases | Cases | View |
| Add notes to cases | Notes | Add |
| Create call logs | Communications Tab | Enabled |
| Create call logs | Communications | Add (Can Modify) |
| Retrieve staff members | Staff | View |
| Read Mini Directories | Mini Directories | View |
note
Permission labels and menu paths can vary slightly by NEOS plan and firm configuration. If an exact label is missing, choose the closest Add / View option for that area, or contact Assembly Software support to confirm the equivalent permission.
Resources
If you need help validating your permissions, contact support@reflektlegal.ai.