How Green Injury Law Tripled Efficiency and Reduced IT Costs with Neos

Based in Boynton Beach, Florida, the Green Injury Law Firm provides legal representation for personal injury cases, including general/personal injury, auto and fall accidents, and more. The firm is committed to helping clients obtain the compensation they deserve.



After working for nearly a decade at a prestigious injury law firm in Delray Beach, Seth Green became a named partner, he decided to establish his law firm about a year ago. The new firm quickly attracted clients, but the transition required implementing a robust and efficient case management system to balance onboarding clients and training new staff.



Green’s previous firm relied on Trialworks, but he knew they needed a more advanced (and cloud-based) case management software to streamline operations and reduce overhead costs. Consequently, the firm chose to use the Neos cloud-based case management platform, marking a significant step in launching a modern practice.



Key Results:

• Reduced IT costs by eliminating the need for a third-party resource and an in-house server
• Effortless access to case files from any device
• Improved customization to fit specific workflow needs
• Implemented a detailed checklist system to streamline case processing and improve productivity
• Utilized reporting and tracking features to maintain regular client contact and satisfaction



Before Neos

Seth Green and his team at Green Injury Law Firm recognized the limitations of their previous case management system, Trialworks, which relied on an in-house server. They needed a solution that could grow with their firm and streamline their operations. The existing setup required extensive IT support and was cumbersome, as each new computer needed significant configuration by an external tech professional. The reliance on Windows added another layer of complexity. This setup led to frequent issues, such as licensing problems, compatibility issues every time Windows updated, and hardware failures, which required coordination between support and their third-party IT service provider (who billed by the hour).



Realizing the need for a more scalable and user-friendly platform, they opted for Neos, a modern, cloud-based system. They sought a solution that would offer greater flexibility and reduce the dependency on IT resources while providing robust case management capabilities to handle their expanding caseload efficiently.



“Every time we bought a new computer, it would cost $3,000 to set up the desktop which required connecting to the server, re-installing software, and transferring data. That's so terrible. Now, I don't need a tech guy in my office. I can connect to Wi-Fi. I can unbox a new computer, connect to Wi-Fi, and instantly log in to Neos. And then anybody from any device can log in and have access. If our staff is out for any reason, they can log in at home.”



With Neos



Anytime access on the cloud (for less!)

Neos was a significant improvement over Trialworks for the Green Injury Law firm.



“This past Friday, we closed the office early to allow the staff some extra summer relaxation after a hard week of work. I fielded a phone call from a client on my cell phone who asked a very detailed question. I easily logged into Neos, from my cell phone, and was able to answer the client’s question. That would have been very difficult to do on our old Trial Works setup.”



Tailored workflows that support the entire firm

For Green, one of Neos's standout features has been its high level of customization. Their firm takes full advantage of its configurable capabilities by tailoring the platform to match its unique workflows, leveraging custom tabs, document types, and user-defined fields.



“What I like best about Neos is that I can customize it to complement my process in any way, shape, or form.”



Powerful reporting tools for better decision-making

The firm also leverages Neos’ robust reporting capabilities to track various metrics, such as client communication frequency and case settlement projections. These reports have allowed Green and his firm to gain valuable insights into the firm’s operations and make strategic data-driven decisions around budgeting and hiring new employees.



“With Neos, I am able to customize my own user-defined fields to report for how much I think the case is going to get and what my cash flow is going to be in the next six months based upon these projections.”



Comprehensive checklists to guide case handling

Another significant improvement brought by Neos was the introduction of a detailed checklist system, which became the backbone of the firm’s case management process.



“I made a very exhaustive checklist for my cases that is the spine of our business, helping new employees who don't have personal injury experience.”



The checklist features have allowed Green to guide new employees through each step of handling a case, ensuring consistency and efficiency throughout. Additionally, it enables Green to monitor employee performance and ensure that no task is overlooked, even when an employee is absent.



Proactive client engagement with texting

Green has found that he can also generate reports to identify clients who have yet to be contacted within a specific period, ensuring the firm provides regular updates and maintains strong client relationships. The ability to send text messages directly from Neos has played a crucial factor in delivering top-notch customer service.



“I run a report to get a list of clients we haven’t heard from in the past 30 or 60 days. I’m rolling out a bonus system where one of the metrics is ensuring every client is contacted every 30 days. We're so busy fighting the fight, just keeping them [his clients] constantly up to date seems to smooth over any obstacles.”



What We Love About Neos

Green and his team love the time-saving features, customization options, and accessibility that Neos provides.



“Within 20 seconds, if someone says, ‘Seth, pull up this document’, I can get any document from my firm at any time.” Neos is less complicated and we can access it from any computer, laptop, or tablet.”



Despite the pressures of a growing firm bringing in new staff and ramping up Neos, Green notes that was able to 100% make the most of Neos and take a more active approach in leading his firm. He even mentioned how he felt supported throughout the process by completing his Neos University certification and taking advantage of the training and all the on-demand videos.



“Just do it. Your business will run 3x more efficiently.”





If you're interested in seeing Neos in action, sign up for a demo today to learn more about how your firm can streamline case management.