Efficiency & productivity
Optimize how you use your time
When you’re able to automate your processes, you can spend less time doing busy work and more time winning cases. Seamlessly transition intake documents and notes to a case, send bulk emails and texts, communicate with clients and staff in-app, and more.
Information at your fingertips
Whatever you need, whenever you need it
Spend less money on IT while ensuring secure client and firm data storage protected by ironclad Microsoft Azure security. Find out why moving to the cloud is a win for everyone involved.
Why Neos
Neos gives you the ability to focus your time where it’s best spent
Stay organized at all times
Neos offers customized dashboards and automated reports for a 360-degree view of your caseload and firm health.
Expert training and support when you need it most
Get answers to your questions, from trained professionals. Our dedicated customer support team is available to handle any questions, or you can get immediate help through our knowledge base.
Enjoy effortless communication
Call, email and text clients directly from Neos. Track all communications with ease, even email send metadata that will hold up in court.
Customize your workflows
From intake questionnaires to case templates to dashboard reports, Neos allows you to customize everything you need to support your firm’s unique processes.
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Intake Pro will turbocharge your productivity
Included as part of the NeosAI Platinum Tier
Leverage automated processes and dynamic workflows to free up staff time. Capture intake 24/7 without human oversight.
Moving to the cloud is safe and effective. You’ll wish you’d done it sooner.
A transition plan customized for your firm
Our Professional Services Team gets to know your firm, its needs and the complexities of your data to form a tailored transition plan. Because we focus on quality, you won’t be pushed live until you’re ensured to have the most successful outcomes.
Dedicated training and support means you’ll have help along the way
Our Professional Services Team has successfully completed hundreds of transitions and are able to offer the support your firm needs to make sure everyone is prepared and trained properly.
Enhanced security
Neos is supported by a secure Microsoft environment that encrypts data and uses application role-based authentication in addition to following strict compliance requirements.
