Cloud, Automation & EfficiencyNovember 15, 2022

Neos Helps James Morris Law Increase Productivity and Flexibility While Closing More Cases with Ease

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Key results

  • Considerable time savings thanks to document generation and Case Notes tagging 
  • Seamless integration with Microsoft Outlook and OneDrive 
  • Smooth transition from Needles to Neos 
  • Thorough training on Neos through live support and webinars 

Before founding James Morris Law in 2004, James E. Morris held senior and managing partner positions in firms focused on personal injury cases. Hence, it was a natural choice for the firm to focus on workers' compensation and personal injury, mainly work injury claims. Super Lawyers, which cultivates a list of outstanding lawyers who have attained a high degree of peer recognition, has selected Mr. Morris for his work as a personal injury attorney for the past ten years.  

When the firm wanted to switch to cloud-based case management software, Neos was the obvious choice. Its industry-leading functionalities and the firm's familiarity with Needles, also from Assembly Software, made it the ideal option. 

Before Neos

With Needles, the firm needed to remote into their desktops through a downloaded app. Whatever device they were trying to work on had to have a specific app to access their desktop. It wasn't an easy thing to do, and connections dropped often. 

Once they began using Neos, the whole team could work from anywhere. Haley Faust, the firm's paralegal, loves the ease with which she can jump back and forth between cases she is working on and access all the information regardless of location or device. 

With Neos

Neos Increased Productivity and Flexibility within the Firm  

For James Morris Law, transitioning to the cloud created a best-of-both-worlds situation. Neos was similar enough to Needles that the learning curve was low, yet, the cloud-based platform offered flexibility and several helpful features, such as effortless document generation, customized templates and collaboration, e-signature, and report subscriptions.  

Before Neos, Haley would need to create new documents on firm letterhead and manually input all information for the case (names, addresses, dates, etc.), slowing her down and diminishing her overall efficiency. 

Now she can effortlessly generate new documents with a few clicks. Neos dynamically populates her templates by pulling information directly from a case, then automatically saves the document to the correct case file, so she doesn't have to worry about filing errors. Accessing the case files from anywhere is helpful because she and her colleagues can pull up specific documents for any case in seconds, in any situation. They are no longer constrained to an office environment. 

Haley also took advantage of Neos' robust dashboard customizations. She created a report for her Neos Today home page that monitors open cases with specific criteria to ensure that nothing critical falls off her radar, and it's the first thing she looks at every day. 

What we love about Neos

Seamless Integrations & Comprehensive Functionality Makes a Busy Firm Run Effortlessly 

The firm enjoys several Neos features, such as painless document generation and seamless OneDrive Calendar integration. Other functions, such as the Checklist, value tab, and reports, help significantly increase the firm's productivity. They also were thrilled that Neos' flexibility made it easy to customize their workflows and document management requirements to accommodate their needs.

"I can easily create reports on any open cases, along with tasks for each case. Neos makes it extremely easy to stay up to date and manage every case with a clear understanding of what is going on from start to finish." Haley appreciates that “virtually everything” is customizable within the platform. "I can create any cases, case types, tasks for each case. . .you name it, it seems like I can create it in the system.”

Onboarding and Learning Neos is Easy with Robust Training Tools & Industry Leading Customer Support

"Neos offers several in-depth webinars and comprehensive training tools to learn the system and anything you need. Our firm's Neos trainer was highly knowledgeable and efficient in teaching us how to tag and code documents and create templates for Neos."

"I've never had an unpleasant experience with Neos Help Desk. Whenever I needed help, I created a support ticket and received a call back within 5 minutes!" 


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