Neos vs Clio
Not adapted. Not bolted on. Built for personal injury law firms.
Neos is the personal injury case management software that runs the way PI firms actually work.
Trusted by 1,450+ personal injury firms
In Clio, you adapt to the software. In Neos, the software adapts to your firm.
Workflows, intake, and AI are built around your case types, not generic templates you bend to fit.
Workflows follow your case types and milestones, not generic templates you build from scratch.
Intake forms adapt to each prospect's answers, not a limited add-on you license on top.
NeosAI drafts documents and pulls data from medical records, not a summarize-only add-on.
How Neos compares to Clio
Built for personal injury with 40+ years of domain expertise; case types, intake, and workflows match how PI firms actually run cases
Intake and case management in one system, with dynamic intake forms
Embedded intelligence works inside the case file, using full case context
Generates demand letters, medical chronologies, and summaries directly from case data
Custom report builder for settlement, referral source, marketing ROI, and case-type tracking
Migration handled by Assembly's in-house team
General-practice platform; PI support added in 2023 and workflows require configuration
Intake runs through Clio Grow, a separate product with its own per-user cost and setup fee
Clio Duo AI is an added layer, priced and accessed separately
Document summaries only; limited PI-specific document generation
Preset report templates
Firms handle their own data export; third-party migration help often recommended
The Clio alternative built for personal injury firms
Every document stays in the case
Auto-save, in-place PDF editing, OCR, and bulk generation across cases.
Built around PI case phases
Automated checklists and parent and child tasks fire the right work from treatment to settlement.
A full view of your cases and spend
50+ built-in reports plus a custom builder for settlement, referral source, and marketing ROI.
One platform, not a base fee plus add-ons
Intake, AI, and accounting are built in, so there is no Clio Grow, Clio Duo, or accounting fee on top.
What firms see after switching
How Assembly handles the migration
With Neos, the move is run by a single in-house Assembly team. It is not outsourced and not left to your staff to figure out. Your case data, documents, notes, and history come over intact, and your firm keeps runninguntil the day you switch, so there is no gap in case work.
White-glove migration, handled in-house
Thousands of firm migrations completed
Most firms live in weeks
98% customer satisfaction
Frequently Asked Questions
Yes. Neos is a Clio alternative built for personal injury. Clio is a capable general-practice platform, but it was built for every practice area and added personal injury support in 2023. Personal injury firms often find they have to configure preset case types and templates to fit workflows like treatment tracking, liens, and settlement. Neos is built for personal injury, so those workflows are there from day one.
NeosAI is embedded in the Neos case file and works from the full case context already in the system, so it can generate demand letters, medical chronologies, and summaries directly from your case data. Clio Duo is an AI layer priced and accessed separately. Because NeosAI already has every document, note, and timeline, its output reflects the actual case rather than a generic draft. NeosAI also runs under a Zero Data Retention policy, so your data is never used to train models.
Yes. Neos offers client communication and document sharing through Case Pulse, so clients can stay in the loop on their case without your team fielding status calls all day.
Yes. Neos includes time keeping, invoicing, LEDES billing, and case budgeting, so firms that bill hourly or need structured billing are covered alongside contingency work.
Neos offers transparent, all-inclusive pricing. Neos Essentials starts at $109 per user per month billed annually, while Neos Premium and NeosAI Platinum are priced to the firm based on need. Clio publishes tiered pricing with intake, AI, and accounting priced separately, so the more useful comparison is total cost with the features a personal injury firm actually needs.
The best personal injury case management software is the one built specifically for how personal injury firms run cases, from intake through settlement, rather than a general tool adapted to fit. Neos is backed by more than 40 years of PI expertise and today supports thousands of legal professionals, with intelligence built directly into the case file.