Case management software built for personal injury firms

Streamline Case Management with Neos Legal Software

Case management: Every case detail in one place. Configurable case layouts. One continuous flow from intake to active case.

Documents: Auto-populate templates with case data. OCR search across every document. Edit and annotate PDFs without leaving Neos.

Integrations: Direct connections with O365, client portals, medical records retrieval, DocuSign, QuickBooks, and the rest of your firm's stack.

Trusted by industry leaders
What you get

Inside Assembly Neos

View case info from anywhere via the cloud platform. Case overviews, client information, legal documents, calendars, billing, and more.

Checklists, calendars, case statuses, deadlines, and more are available at your fingertips. Neos keeps you organized and on task.

Automatically capture leads 24/7 from forms and chatbots. Leverage dynamic forms to capture required info in less time.

Generate and store every document in one place. Auto-populate templates with case data, search text across files with OCR, and edit PDFs without leaving Neos.

AI that already knows your case files. Ask questions, draft documents, and analyze records without exporting your data to another tool.

Neos dashboard showing case list table, active cases count, pie chart by case type, and bar chart by case status.
Dashboard showing 83 active cases by stage, $23,180 spent, and case values for five attorneys.
Interface of Intake Flow Builder showing sections for Party, Case, Insurance, and dynamic fields for Police details.
Neos interface showing a list of case documentation organized by date and category.
UI windows of NeosAI features, like Chat, generated executive summaries, and file upload.

Neos Software Integrations

Why firms choose Neos

I've used Filevine previously at another firm and would definitely recommend Neos for case management any day.

Ashley C.
Paralegal
Verified G2 Review

The native AI features have been a game-changer, letting us analyze medical records, build chronologies, and draft demands and litigation documents in a fraction of the time it used to take.

Paul Hernandez
Partner
Kalfus & Nachman

I'm Neos's biggest fan. We give our clients the attention they deserve, and we couldn't do that without Neos.

Holly Presley
Paralegal
Queener Law
Verified G2 Review
Kalfus & Nachman
Queener Law