NeosAI Platinum: Powered by AI for turbocharged workflows

Liberate your firm from laborious tasks like document generation, summarization, and data entry. Embrace efficiency, enhance productivity, and make your staff happier with NeosAI. It's embedded into your workflows so you don't have to break your focus to become more efficient.

Your firm will enjoy:

• AI Document Generation: Let NeosAI write your documents for you
• AI Document Summarization: Generate summaries of your documents in seconds
• AI Document Extraction: Upload documents to Neos and let AI extract key details, automating the data entry process

Experience streamlined communication with Neos Premium Texting. Track all messages in one place with complete conversation threads. Texts are automatically archived to relevant cases, ensuring seamless follow-ups and eliminating dropped communication threads. Boost workflow efficiency and enhance client experience effortlessly.

• Send and receive texts directly from clients through Neos
• Full SMS service with a dedicated business number
• Automatically track and record threads directly in the case file
• Multiple team members can collaborate on a single thread
• Leverage automated SMS and track replies

• Make your intake form work for you with dynamic questionnaires to streamline case information collection, avoiding unnecessary details.
• Maximize your marketing ROI with tailored reports to track your marketing endeavors, identifying strengths and weaknesses for refinement.
• Streamline repetitive tasks by leveraging automated responses using personalized templates. Capture intake 24/7 by automating form population from various sources, reducing manual data entry.
• Customize stages, statuses, and win/loss reasons for ongoing optimization and enhancement



Maintain impeccable organization and never overlook the minutiae. Neos’ legal document management capabilities enable seamless processing, filing, storage, retrieval, and generation of any document essential for your law firm.

• Edit, annotate, flatten, and redact PDFs
• Bates stamp documents effortlessly
• Optical Character Recognition (OCR) to make searching all files a breeze

Neos' Advanced Analytics Utilizing a robust data lake filled with historical firm data, Advanced Analytics seamlessly presents firm, group, and individual performance metrics within Neos, thereby enhancing productivity and efficiency. From within Neos, users can forecast settlement amounts, scrutinize past trends, and conduct intricate calculations to facilitate data-informed business decisions.



Obtain actionable insights leading to tangible outcomes, all without the burden of analysis. *Only available as part of NeosAI Platinum for firms with over 70 users.

Set up your Checklist to trigger any number of actions, including sending client communications through email and SMS. Send and get signatures for retainer agreements using DocuSign or post a welcome message to new clients automatically when the status of a Checklist item changes. No muss, no fuss! Just efficiency.