Keep every client moving forward
Every task, deadline, and document for every client, organized in one connected place.
80%
less time spent on data entry at Latham & Martin
2x
faster case handling at Pacheco & Couceiro Law Firm
94%
faster settlement prep at Latorre Law
Open any case and know exactly where it stands
See what needs you today
Status at a glance across all cases; what is overdue, due soon, or waiting on someone else. No more digging through notes.
Medical records you can track
Every record on the case, collection status visible, and a first pass medical chronology, Neos builds from the file for you to review.
Enter it once
Enter a contact, a date, or a fact once and it is on the case everywhere it is needed. Neos drafts demands from the record so nothing gets re-keyed.
How Neos works for your case team
Intake lands in the case, not your inbox
New client details capture straight into the case. Snap an ID or insurance card and Neos reads it and creates the contact, so nothing gets re-typed.
Every document and medical record on the case
Records live on the case with collection status visible at a glance, and Neos makes every scanned record searchable, builds a first-pass medical chronology, and drafts demand packages for your review.
Neos drafts the demand from the case
Neos sends automated status updates and logs every call, text, and email on the case, so clients always know where things stand and you stop fielding the constant any update calls throughout your day.
Track every case to settlement in one place
Statutes of limitation, trial dates, and discovery deadlines sit on the case and warn you before they run. Nothing slips, and you see what needs you today.
Why paralegals and case managers choose Neos for case management
Intake to settlement in one workflow
Intake, documents, communication, calendars, and accounting in one system. No switching tabs, no double entry, and no reconstructing where a case stands every time you open it.
Intelligence built into every case
Chronologies, summaries, and demands are built from the documents and facts already on the case, so what you review is grounded in your file.
Purpose-built for personal injury
Not adapted from generalist legal software. Personal injury workflows, intake logic, and case types are built around how firms actually work, so the system fits your day to day.
Testimonials
The training was streamlined and didn't feel tedious. Starting up has been very smooth.
Neos is user-friendly and intuitive, it's very customizable for a personal injury practice.
With NeosAI, it just needs one click and I'm done.
Frequently Asked Questions
The best case management software for paralegals keeps every case, document, medical record, and deadline in one system instead of scattered across tools. Neos is built specifically for personal injury, so paralegals and case managers get PI workflows, status-at-a-glance views, and case data that feeds every chronology and demand.
The most useful AI for a personal injury paralegal is built into the case management system, not a separate tool. Inside Neos it can read medical records, build a chronology, pull data from IDs and bills, and draft a demand from the case file. Because it works from the full case context, you skip the re-entry standalone tools require, and every output traces back to the source record.
Yes. Neos tracks the status of every medical record request on the case, so you can see at a glance which providers have responded and which are still outstanding. You can follow up or resend a request from the case, without digging through email or a separate spreadsheet.
Yes. Neos drafts demand packages directly from the case record, including the medical chronology and case facts already in the file. You review and refine the draft, which is where the real time savings come from. Because the work happens inside your case management, there is no separate tool, no export and re-import.
Savings show up first in the highest-volume work: medical record review, chronologies, file setup, and demand drafting. Neos firms report cutting file setup time roughly in half and welcome letter assembly by up to 80 percent, with the case team spending far less time on manual record review. The role shifts from manual data entry to review and case strategy, so the same team can move more cases.