NeosGov Enterprise Case Management Software

Case management software helps streamline workflows and save time and cost and increases productivity. Automation speeds up repetitive tasks such as data input, reducing human error. Your data is all kept in one place, so you won’t spend hours searching for the information you need. NeosGov makes your PDFs fully text-searchable, so it’s easy to find that needle in a haystack.

Online enterprise case management software enables all authorized personnel to access the data from wherever they are. With all your case information safely housed in Microsoft Azure’s secure database, even a globally dispersed workforce can collaborate seamlessly. You also reduce the risk of losing important files, which happens frequently with physical paperwork.

Cloud-based case management software is more cost-effective than its on-premise alternative. You don’t need space for servers, lots of hardware, or even a large IT team. With NeosGov, your subscription covers all that, as well as continuous data backups, product updates, enhancements, and award-winning customer support.

The best enterprise case management software has plenty of integrations in addition to its native features. For example, NeosGov has integrations with everything from invoicing and billing software to electronic signatures and communications tools. We also can develop any interface/integration for your upstream and downstream systems.

NeosGov case management solution helps you deliver an improved customer experience, with tools for sending automated updates, tracking hours, and easy payment options. You can quickly pull up relevant information when a customer calls, or they can resolve issues via the self-service client portal.

Your end-users and customers expect efficiency, transparency, and reliable communication. NeosGov case management software helps you deliver an improved customer experience, with tools for sending automated updates, resolution, tracking managing time, and price transparency. You can quickly pull up relevant information when a customer calls, or they can resolve issues via the self-service client portal. Must-have features & aspects of case management software for the enterprise.

Your legal case management software solution should contain features to help your department office to run smoothly, such as task management (like the NeosGov Checklist), project management, and time-tracking functionality. It will simplify your day-to-day admin, giving you more time to spend with customers.

NeosGov case management software can also help with scheduling appointments, managing invoicing and payment processes, and ensuring regular customer communication. It even simplifies tracking customer data, such as contact information and case notes, so you have it whenever and wherever you need it.

A great legal case management tool must include exceptional document management capabilities. It must keep all your files in one place, from signed agreements to practice-specific documents. When they’re organized, it’s quick and easy to find the file you need.

Document management also involves file creation and collaboration. You can create editable templates for the documents you frequently use, saving time and reducing errors while allowing for personalization. In NeosGov, teams can edit and collaborate within documents in real time.

Stay ultra-organized and never lose track of small details. NeosGov’s document management features allow you to effortlessly process, file, store, find, and create any document that your agency could possibly need.

• Bulk-generate documents (even for multiple cases) with templates
• Modify PDFs with ease
• Easily find any file from any case with advanced search
• Case-specific document tagging
• Bates stamping
• AI Document Generation

Digital intake forms and automatic case file creation are significant advantages of online case management solutions. With NeosGov, you can capture customer information quickly with customizable, dynamic questionnaires and automatic duplication checks.

Modify existing intake templates, create your own from scratch, and even automatically populate intake forms from call-in or web sources.

When choosing legal case management software, make sure it integrates easily with other applications you use on a daily basis. You might be looking for expense tracking, reporting, and analytics, or the ability to pull information into case files from your communication channels.

NeosGov has a growing list of key integrations, including Office365, DocuSign, QuickBooks, and RingCentral. You can automate intakes from multiple sources, collect electronic signatures, and sync with your Outlook calendar.

You can also leverage cost-recovery and payment processing apps, and the Milestones integration lets you automatically send text notifications or mass message clients.

It’s vital to ensure that your chosen case management software has top-notch security. Storing your files and data in the cloud is often more secure than keeping them on the premises, as you benefit from the latest security upgrades, data backups, and disaster recovery. Built on top of Microsoft’s AZURE platform ensures the highest degree of security.

NeosGov offers even more reassurance, with its multi-region backups, data encryption, and access controls. Your data is hosting it in multiple data centers and using biometrics and automated enterprise-level security detection systems to keep it safe.

Another critical aspect of legal case management software is the availability of robust customer support—not just during the onboarding process but throughout your time using the platform. It’s also worth looking for a company that provides training, even for seemingly intuitive case management software.

NeosGov’ Professional Services Team will help you transition to the cloud, then you’ll have full access to a dedicated customer support team once you’re live. There’s also a handy online knowledge base plus on-demand video resources.