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.
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 Software Integrations
Why our customers love us
I can see the status of any case, check the notes in the Checklist, and know what I'm able to settle.
Using Neos has really expedited the time from open to settle. To go from making money in 18 months versus making money in nine months is huge.
The document management capabilities and native AI features have been a game-changer, enabling us to analyze medical records, build chronologies, and draft demands and litigation documents in a fraction of the time.
