NeosAI Chat
No switching platforms. No learning curve. Get instant document- and case-specific answers and actionable insights without breaking your flow.
- Skip the time-intensive document review
- Reduce mental fatigue
- Zero in on strategy

Laying the Case Foundation
When you first open a case, use NeosAI Chat to quickly understand what you’re working with. No scrolling, highlighting, or re-reading required. Just ask and get instant answers!
- Upload a document and instantly summarize documents, notes, or case data
- Extract key facts from contracts, complaints, reports, or medical records
- Review intake information and special case details
- Surface critical dates and deadlines

Working the Case
Get immediate answers taken directly from case data and documents so you can focus on strategic legal work, not admin.
- Laser targeted queries from specific case data and records
- Summarize or extract content from lengthy medical records
- Compare newly uploaded bills with existing value records
- Get legal strategy suggestions
- Quickly fact-check documents against case data
- Suggested and custom prompts

Finalizing Case Details
When you’re wrapping up a case, NeosAI Chat helps you effortlessly spot gaps, verify information, and prep materials with confidence and ease.
- Review court rulings and summarize settlements
- Verify calculations and policy details
- Cross-reference value tab with supporting documents
- Save and export chat transcripts to case notes with one click

NeosAI Chat Empowers Legal Professionals
Once you try NeosAI Chat you'll wonder how you ever practiced law without it.
Zero learning curve—if you can type a question, you can use it
Saves hours of reading and summarizing
Reduces mental fatigue so you can focus on thinking strategically
Minimizes task switching
Expedites case workflows with improved accuracy
Supports teams of all sizes by reducing time spent on routine tasks
Embedded in Neos for seamless, secure workflows
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Intake Pro will revolutionize your intake and acquisition
Let your intake form do the work
Dynamic questionnaires allow your firm to capture all the necessary information for a case without bogging them down with unnecessary details.
Continuously improve your marketing ROI
Make better use of your marketing budget. Customized reports will tell you how well your marketing efforts are working so you know what’s performing well and what can be eliminated from your strategy.
Automate repetitive tasks
Send automated responses to clients using custom templates to keep them engaged throughout the intake process. Even use automated workflows to populate intake forms from call-in or web sources – eliminating time spent manually entering client information.
Cut process inefficiencies
Create custom stages, statuses, and win/loss reasons to allow for continuous optimization and improvement.
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