Personal injury firm Nunes Law found that the manual process of sifting through lengthy PDF documents was no longer an effective way to manage case records and documents. In order to speed up the process of entering new contact records, adding invoice data entries, summarizing medical charts, and generating demand letters, the firm implemented NeosAI as a way to save valuable time and reduce human error.
Key Results:
Summarize medical records with the click of a button
Save hours per week compared to manual efforts with AI-powered data extraction and entry
Decrease inherent human errors with data entry into Neos with NeosAI
Dynamically add new tabs containing unique case-related data
Before NeosAI
Before NeosAI, Nunes Law manually reviewed and aggregated client medical information in massive Word documents stored within each case. However, they began to experience challenges like quickly finding and updating relevant case documents. With more complicated cases, each document became unwieldy and it was hard to find important information quickly when they needed it.
“We would go into a Word document [to find client medical information] which was very manual and took a long time. It was just not as efficient.”
In medical cases, the ability to quickly extract and report on the data is crucial, which is why Nunes Law decided to upgrade to NeosAI (a key component of the NeosAI Platinum package) for a more efficient way to manage and aggregate medical records, thereby freeing up their time to focus on higher value tasks.
With NeosAI
Quick and easy access to critical medical records
Now with NeosAI at their disposal, the firm can streamline the medical review process and eliminate their old Word document process entirely. NeosAI automatically extracts patient records, generates detailed summaries, and links them to the case file with just one click. This allows the attorneys to quickly grasp the key information without having to manually sift through lengthy records.
Adding unique case information on the fly with dynamic forms
Additionally, the firm has implemented dynamic forms (part of NeosAI), which allow them to track a client's medical treatment, examinations, medications, and conditions in a structured and easily updatable format. Paralegals and staff can effortlessly create unique form fields that are relevant to the case, and choose to either embed them in an existing Tab or create a new Tab on the case menu bar. This is a significant improvement over the previous manual process of maintaining this information in separate documents.
“With dynamic forms, we can track for a single provider, all of the examinations, the medical treatment, the medications, and the conditions relating to that particular patient. And what's incredible about this particular new tool is that you can dynamically keep adding to each one of these subsections in real time as the patient is being treated.”
Major time-savings with AI-powered data extraction
The ability to automatically extract data and populate information has been a major time-saver for Nunes Law. For instance, their firm can now save approximately one minute for each task compared to manual data entry by auto-extracting critical details from driver's licenses into the client's file with NeosAI. Given that the firm uses this feature dozens of times per day, the time savings and decrease in human error have resulted in the staff saving many hours daily.
“Even just uploading a business card means that somebody doesn't have to do all that data entry. Not only is it a time saver, but you don't have to worry about human error because we all make typos.”
What We Love About NeosAI
Upgrading to NeosAI has proven to be cost-effective for Nunes Law, as the firm has been able to eliminate expenses for other tools and services that are now included in the NeosAI Platinum package.
“The fact that there are features in NeosAI that reduce our need to do data entry means that we can spend more time working on the case and supporting our clients. It makes it a lot easier for us to be more productive.”
If you’re interested in learning more about how your firm can use NeosAI to automate legal case management, talk to our team today.