How One Firm Greatly Increased Efficiency with Neos

Assembly TeamDec 24, 2020

Key Results

  • Three times more visibility into the status of any case at any time
  • Doubled ability to measure and track case deadlines
  • 90% reduction in time spent closing files
  • 75% reduction in emails and calls related to case statuses
  • Substantial decrease in IT costs

When Indiana-based Schad Law was forced to transition to remote work, they sought a stable and flexible way to run their firm virtually. The family-owned PI and social security disability firm had been using a custom solution to manage cases and needed better software to take the firm remote and to increase efficiency.

Matt Schad, Managing Partner and a trial attorney, had used several case management systems and spent time researching the right solution for the firm. Critically, Schad Law wanted employees to have the flexibility to choose their own device. With many employees using Macs, this immediately ruled out many available solutions.

After an exhaustive evaluation process, Schad Law chose Neos web-based case management software and saw immediate improvements across the practice.

Offering Flexibility to Staff with a Unified Experience

Schad Law was first drawn to Neos because it is fully cloud-based, with enterprise-level security, and accessible to employees anywhere, on any device. Neos provides Schad Law team members with a standardized experience in managing their days and caseloads, no matter the device.

“The thing about Neos that people have liked,” says Schad, “is that the structure seems very comfortable to them. It’s solid…It doesn’t break. More than any other legal software I’ve ever used, it has never crashed.”

“That’s off the table. There are lots of other stressful things — keeping the lights on, that sort of thing — but case management is not on my list of things I’m stressed about anymore.”

Saving an Increasingly Precious Commodity: Time

“The time spent in closing a file has been reduced by 90 percent,” says Schad. “Before, you had to move things from one directory to another directory. All you do now is hit close in a Neos case file.”

Neos has also eliminated a lot of back-and-forth communication for the firm. “The number of phone calls or emails that I have had to send or receive to understand the status on a case has been reduced by 75 percent.”

“Neos is light years better than any other online platform that I’ve seen — and I did all my due diligence on everything else — and it is technically superior.”

“I would recommend Neos and say to other firms that whether you know it or not, you’re going to be moving to a cloud-based platform.”

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