Greene & Schultz Trial Lawyers had previously relied on Trialworks as their case management solution for years of successful practice.
Recognizing the need to evolve, they made the move to Neos in 2023 to modernize their practice and are now enjoying the benefits of a cutting-edge, cloud-based case management platform.
Key Results
- Custom reporting, checklists, and case information right from one platform
- Decreased time spent on retrieving medical records
- Improves internal communication across the firm
Before Neos
Greene and Schultz were still making the most of Trialworks while exploring new options to help support their future growth. After seeing a demo for Neos, Betsy Greene, Partner at Greene & Schultz, was blown away by the ease of using all its features. From being able to leverage checklists to making sure that casework is being completed across the firm — Greene saw that the firm would be able to accomplish more in less time by using Neos.
“I like the management features of Neos. I do think it's the future. But it was also something that we needed to do.”
With Neos
All-in-one platform to manage the entire case lifecycle
Since making the move to Neos, Greene is able to stay organized and maintain accountability across the firm to ensure that tasks are completed accurately and on time. With features such as Checklists (similar to Trialworks’ FastTrack), custom reporting, and internal communications through Neos’ integration with Microsoft Teams, the firm can access and update case information for immediate visibility into the status of tasks, all from one centralized place.
“I like that we can create reports. I can track my caseload and I can see how progress is being made on our Checklists to make sure that our cases are moving. And because Neos is fully integrated with Microsoft Office and Teams, I feel like we're doing a lot more communicating within the staff and within the office as well so I like that.”
Time-saving integrations for medical records
With almost a year of Neos under their belt, Greene mentions that the integrations offered through Neos have revolutionized firm productivity. Greene has found that the medical records retrieval features have been a massive timesaver for her firm, enabling them to streamline the entire process in the platform.
“I just love that we can make Neos the way we want it. When we use the medical request tab, we actually attach the records themselves so it's much easier to find rather than to have to go through a whole list of medical records.”
AI-powered features for next-level efficiency
As Greene looks to the future, she is eager to incorporate NeosAI into the firm's daily workflow to cut down on time-consuming document reviews.
“I am very excited about the AI features. We have thousands of pages of medical records so I am excited to get some help in reviewing those.”
To hear more about why Greene & Schultz Trial Lawyers upgraded to Neos, check out the full testimonial video.
