See the full state of your firm at a glance

Track the status and value of every case in real time, without chasing down a single update.

60%

more efficient case management at Altizer Law 

18 to 9

months from open to settlement at McCoy & Hiestand 

90%

less time to close a file at Schad Law

When cases move faster, the whole firm runs better

Faster settlements, healthier cash flow 

Case checklists keep every required step visible and on schedule, so nothing falls through the cracks. When cases stop stalling, money lands sooner and settlements close in months, not years.

Visibility into what is actually working

Dashboards and custom reports show caseload, stage, and settlement by case type, attorney, and referral source. You manage by the numbers.

More cases without more overhead

Automated workflows and AI drafting handle the repetitive case work, so each person carries more files and the firm grows without new hires.

Your workflow with Neos

The whole case lifecycle, one system

Intake

New cases come in through website forms, calls, and texts and land directly in Neos as structured cases. No retyping, no spreadsheet hand-offs, the case is built right from the first contact.

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

Manage

Documents, communications, medical records, deadlines, and accounting live on one case file. Checklists and automated workflows keep every case moving and flag what needs attention before it slips.

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

Generate

AI drafts demand letters, medical chronologies, and case summaries from the case Neos already manages. Your team reviews and approves. No exports, no separate login, no re-entry.

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

Settle and Report

Track negotiations, settlement values, and disbursement in the same system, then report on settlement velocity, caseload, and profitability across the firm. The numbers a managing partner watches every month, in one view.

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

Why law firm managing partners choose Neos

Intelligence that does the heavy lifting

AI drafts the demands, chronologies, and summaries your firm already produces, from the case Neos already manages, so your team reviews instead of building from scratch.

One workflow, intake to settlement

Full case lifecycle management. Intake, communications, accounting, and reporting in one system. Fewer tools to manage, fewer places for cases to stall.

Purpose-built for personal injury

Not a generalist platform with a personal injury module bolted on. Lien tracking, treatment tracking, intake logic, and settlement disbursement ready.

Testimonials

As the managing attorney, my ability to know the status of any case instantly has improved by a factor of three, and the calls and emails I send just to check status are down 75 percent.

Matt Schad
Managing Partner
Schad Law

We care about cash flow. Neos moves cases faster, and that gets our clients paid sooner, which gets the firm paid sooner.

Bettina Altizer
President
Altizer Law

I just love that we can make Neos the way we want it.

Betsy Greene
Partner
Greene & Schultz Trial Lawyers
75%
fewer status calls
60%
efficiency lift
20+ years
as a customer

Frequently Asked Questions

Clio is a generalist platform that serves every practice area, while Neos is built for personal injury specifically. Filevine is configurable but adds cost through separate modules, while Neos prices intake to settlement in one system. Standalone AI tools like EvenUp generate documents from data you re-enter, while Neos generates them from the case it already manages, with no separate login.

A managing partner should look for visibility, financial control, and firm-wide adoption. That means real-time reporting on caseload, settlement velocity, and profitability by case type and attorney; one system the whole firm actually uses from intake to settlement; and proof from comparable firms. On Neos, partners track the numbers that move the firm in one place, while the system absorbs the administrative work that otherwise pulls attorneys off billable cases.

Neos is priced in tiers, intake to settlement in one system, with no separate add-on fees to run the core workflow. Pricing scales with your firm.

Getting started is guided. A team configures your workflows and case types to how your firm runs, trains your staff hands-on, and stays with you so your people are productive on Neos quickly, not left to figure it out alone.