Legal Document Management

Search for anything, anywhere, in any document or case file. With global and case-specific document tagging at your disposal, plus OCR technology that converts PDFs to searchable text, you’ll never waste time searching for a document again. Use Neos’ related documents feature to keep track of associated files, such as versions of a retainer agreement with multiple signatures. The Documents tab allows you to browse every single document in your entire system. This feature is beneficial whether you want to see a particular set of documents across multiple cases or are looking for a specific file.

The Neos Document Wizard will bulk-generate documents for single or multiple cases, eliminating human errors. Your staff won’t have to waste time on repetitive tasks and can focus on more critical matters, but the busywork still gets done.

Use the Neos DocuFiler (a paid upgrade) to automatically move multiple files at once from SharePoint to Neos. You can bulk-scan files that use advanced naming and keep all the metadata attached when you add them to Neos!

Share case documents with clients through SMS and email for unmatched convenience and greater response rates. For an added bonus, take advantage of a client portal integration such as CasePulse or Milestones, where you can send and receive files quickly and securely, automatically attaching them to the proper case in Neos.

Create your own global types, tags, and categories to keep your files organized, then go one level deeper with case-specific document tagging. Use these tags to flag documents for review or for a number of other use cases that align with your firm’s workflows.

Fortified with the protection of Microsoft Azure®, you can rest easy knowing that critical case documents and client data are safe and secure. Role-based access ensures only certain people within your law firm will be able to access sensitive data.