Workers' comp case management built to settle faster
One case file holds every comp detail, from intake and liens to the final settlement check.
40+ Years
in case management
1,450+
personal injury firms
15,000+
attorneys and staff
Every comp detail in one place, start to close
Built for workers' comp, not retrofitted
Comp-specific fields, status flows, and state-board templates come standard. Track employer, carrier, body part, and hearings.
Intake to settlement in one system
Dynamic intake feeds straight into the case file. Texting, liens, treatment, and document generation all live next to the case, not in spreadsheets.
Intelligence built into the case
NeosAI works inside the case file, not bolted on. It turns incoming medical records into a treatment chronology your case manager reviews and approves, and surfaces settlement-ready cases.
Workers' comp, from first call to final check
Intake and case setup
A call at 4:55 becomes a complete case, not a sticky note for tomorrow. Dynamic forms branch by injury type and jurisdiction to capture employer, carrier, date of injury, body part, and AWW.
Everything entered at intake flows into the case file, so the case starts complete and your team is not rebuilding it from a phone message later.
Medical and lien tracking
Track every provider, bill, and lien on the case page, and run lien reports across your full caseload in seconds instead of rebuilding them by hand each time.
NeosAI summarizes incoming records into a treatment chronology, so a case manager reviews a clean timeline rather than losing an afternoon to a chart.
State forms and deadlines
Templates for state-board filings, hearing notices, and settlement paperwork sit inside the case, and calendar rules drive your statute and hearing dates so nothing falls off.
Update templates when a state changes its rules, and run multi-state comp practices from one workspace.
Settlement and reporting
Costs, liens, fees, and disbursement worksheets are calculated against the gross, and the file closes clean with every document retrievable for years to come.
Dashboards show settlement-ready cases, stalled files, and revenue forecast in real time, so partners see the pipeline without asking for a report.
Why workers' comp firms rely on Neos
More cases closed, less work per case
Firms on Neos report real lift in throughput and time-to-settlement, case after case.
One system, intake to settlement
Intake, liens, medical records, documents, and accounting live in one system. Fewer places for a comp case to stall or slip.
Built for comp from day one
Lien tracking, state-board templates, IME and MMI dates, and disbursements all live inside the case, not added after the fact.
Testimonials
Neos has made us a smarter, faster, and more client-focused firm.
The training was streamlined and didn't feel tedious. Starting up has been very smooth.
I can see the status of any case, check the notes in the Checklist, and know what I'm able to settle.
Frequently Asked Questions
A workers' comp firm should look for one system that handles comp-specific intake (date of injury, employer, carrier, AWW), medical records and lien tracking in the case file, state-board templates with jurisdiction deadlines, built-in texting and email, and AI for record summaries and settlement paperwork.
Workers' compensation case management software handles medical records and liens by storing every provider, treatment date, bill, and lien holder inside the case file rather than in a separate spreadsheet. NeosAI summarizes incoming records into a treatment chronology and consolidates lien exposure across the full caseload, so case managers see treatment status and lien totals on the case page itself instead of reconciling multiple systems.
Yes. Neos handles state forms through editable, jurisdiction-aware templates for state-board filings, hearing notices, and settlement paperwork, all stored inside the case. Calendar rules drive statute and hearing dates so deadlines do not slip, firms can update templates when state rules change without a consultant, and multi-state comp practices run from a single workspace.