Put your time where the case is won 

Spend less of your day on records and admin, and more of it building the case and winning it. 

5x

improvement in case capacity at Cohen Kolodny Abuse Analytics

18 to 9

months from open to settlement at McCoy & Hiestand 

80%

less time on data entry with NeosAI at Latham & Martin

Firms on Neos settle sooner and close files faster

Faster settlements, healthier cash flow

Checklists, reminders, and one connected workflow keep cases moving from open to close, so revenue comes in sooner instead of stalling.

See exactly where every case stands 

Dashboards and custom reports show caseload, case stages, and next steps in real time, so you stop chasing updates and always know what to move next.

AI that drafts the work

Neos turns medical records into a chronology your team reviews, then drafts demands and summaries from the case. Standalone AI makes you export the case first. Neos already has it.

Your workflow with Neos

Attorney case management, intake to settlement

Intake and case setup

New cases come in through intake forms and convert to a fully built file. Case type, parties, deadlines, and the statute of limitations are captured at setup and tracked with checklists and reminders so dates do not get missed.

Auto-filled intake form showing party, incident, police, and insurance details for Andrew Reid.

Case management and medical records

Every document, note, email, and treatment record lives on the case. Checklists and automated tasks keep each case moving, and Neos organizes medical records into a clear chronology your team can review, with citations back to the source document.

Advanced search panel filtering open cases by status, case type, and statute of limitations within 30 days.

Deliverables and demand

NeosAI drafts demand letters, medical chronologies, and case summaries from the case it already manages. No exporting to a separate tool, no re-entering facts. Every figure and fact in a draft links back to the source page in the record, so your team verifies and finalizes before anything goes out.

UI showing template selection for demand letter generation with a variety of options.

Settlement and closeout

Track demands, offers, and negotiation history in one place, run settlement and disbursement numbers, and close the file while keeping everything retrievable for years.

Dashboard showing 83 active cases by stage, $23,180 spent, and case values for five attorneys.

Why personal injury attorneys rely on Neos

Time back, case after case

NeosAI drafts demands, medical chronologies, and summaries from the case Neos already manages, so your team reviews and finalizes in minutes instead of building from a blank page.

One workflow, intake to resolution

Intake, case management, documents, medical records, and reporting live in one system. Fewer places for a case to stall.

Purpose-built for personal injury

Built for personal injury from day one. Lien tracking, case cost advancement, and settlement disbursement calculations are handled inside the case.

Testimonials

With Neos, we have reports each month for statute limitations for all cases, that's one thing that we cannot mess up. Neos is user-friendly and intuitive, it's very customizable for a personal injury practice.

Kelly Martin
Founder
Latham & Martin

Using Neos expedited the time from open to settle. To go from making money in 18 months versus making money in nine months is huge.

Sheila Hiestand
Attorney
McCoy & Hiestand

As the lawyer in charge of everything, across different kinds of cases and supervising other lawyers and case managers, my ability to know the status of any case has improved by a factor of three.

Matt Schad
Managing Partner
Schad Law
80%
less data entry
50%
faster open to settlement time
75%
fewer status calls

Frequently Asked Questions

Personal injury attorneys should look for five things: personal injury-specific intake and case types, medical record management with automated chronologies, settlement and lien tracking, statute-of-limitations and deadline alerts, and AI that drafts demands and summaries from case data without re-entry. It also helps to have intake, documents, records, and settlement tracking in one platform rather than stitched together from separate point tools, so there is one system to learn and one vendor to manage.

Case management software helps personal injury attorneys settle faster by automating the steps that slow a case down: organizing medical records, tracking deadlines, and drafting demand packages. When the system already holds the case, embedded intelligence can turn hundreds of pages of records into a chronology and demand in minutes instead of days. Firms on Neos have cut settlement timelines from 18 months to 9 and reduced the time spent closing files by 90%.

Neos ships new releases every two months, and every update reaches every firm automatically at no extra cost and no migration. For personal injury attorneys, that means the platform keeps adding capabilities, including new embedded intelligence, without re-platforming or retraining from scratch.