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Personal Injury Case Management Software

Personal injury case management software built to help PI firms handle high case volumes, automate complex workflows, maximize case value, and decrease time on desk.

Neos centralizes case data, automates client intake, manages medical records and documents, and integrates with tools like QuickBooks, DocuSign, and YoCierge — all securely hosted on Microsoft Azure with 99.9% uptime.

See some of Neos' top features:

  • NeosAI
  • Automated intake
  • Document management
  • Payment
  • Marketing ROI
  • Neos Premium Texting
Neos personal injury case management software marketing ROI dashboard

Why Personal Injury Firms Choose Neos

Embedded AI Built for Personal Injury Firms

NeosAI empowers personal injury firms to save time and improve efficiency with intelligent tools that handle tedious, resource-heavy tasks seamlessly. From generating instant answers from case data using AI Chat to automating data entry and document creation with PI firm document automation, NeosAI simplifies workflows so you can focus on your clients. Leverage features like Dynamic Forms to add relevant information to cases on the fly or AI Document Summary to dramatically reduce legal document review time without sacrificing knowledge.

Automated Client Intake — Sign Clients Faster, 24/7

Time is of the essence when it comes to acquiring new clients, so it’s vital that you save time whenever possible. Prospects may be evaluating more than one personal injury firm, so you need to be responsive 24/7 to put the odds in your favor and demonstrate that they can expect an exceptional client experience if they choose yours. Neos’ cutting-edge personal injury intake software allows you to automatically gather prospect information from multiple sources using Zapier, then seamlessly transition the data into a case. You can send automated response emails, deliver retainers through SMS, and even use dynamic intake fields to expedite the lead qualification process.

Learn more about automated intake with Neos Proassembly-arrow

Document Management for High-Volume PI Caseloads

Lawyers handle hundreds of legal documents weekly. Neos’ advanced search, OCR technology, related document filing, and intuitive folder structures help you stay organized without wasting time wading through a sea of case files. Our personal injury attorney software mass-generates documents from templates in seconds and automatically files them to multiple cases.

Secure Billing and Payment Processing Integrations

Collect payments securely through our LawPay integration, then keep your accounting organized with QuickBooks — all without leaving Neos.

Learn more about LawPay integrationassembly-arrow

Track Marketing ROI and Optimize Marketing Costs

You probably spend a lot of money on advertising, but do you know what’s working best at bringing in the clients you want? Neos' custom dashboard reporting enables you to optimize your advertising spend and allocate your budget to where it will be most effective. Continue to refine your marketing strategy based on insights you capture from reports and watch your cost per case acquisition decrease.

Explore Reporting for PI Firmsassembly-arrow

Native Two-Way Client Texting

Meet clients where they are with SMS texting right from Neos with a dedicated firm number. Track all messages in one place in full conversation threads; anyone assigned to the case can respond. Texts are automatically saved to relevant cases for a more efficient workflow. Use texting to deliver a better client experience and expedite your cases.



Enjoy business continuity

Our automated, multi-region backups support real-time failover, ensuring that you do not experience data loss.

With geographically redundant data centers, data replication, and comprehensive monitoring you have a top-of-the-line system in place to keep your business fully operational.

Neos comes with a greater than 99% uptime guarantee and point-in-time recovery (PITR) of databases for seven days. Daily backups are retained for 90 days, weekly backups for one year, and yearly backups for seven years.



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Mass tort law firm data security and HIPAA compliance in Neos

Don’t take our word for it

Schedule a live demo to see how Neos can support your personal injury case management needs.

See How PI Firms Use Neos

Case management systems are digital software applications designed to help personal injury attorneys centralize and track client data and case information. While they can be installed on local networks, a modern law practice will predominantly opt for cloud-based case management solutions because they offer more accessibility and flexibility.



Users can access the data they need from any device, regardless of their state or country. All they require is an internet connection.



As a centralized storage solution for improved internal and external communications, case management systems help law firms streamline key case management processes, from case notetaking and appointment scheduling to sending emails.

Legal practice management software stores and tracks client information in one central location, consolidating disparate systems and ensuring that data is readily available across legal departments. It plays a fundamental role in improving client intake, facilitating internal collaboration, and enriching client communications.



Through centralization and automation, case management software can support a host of complex operations. Key features of legal case management software include invoicing and billing, automated matter management, time-tracking, integrated calendaring and scheduling, and much more.

Personal injury case management software is a specialized solution designed to help law firms manage the personal injury litigation process more efficiently. It streamlines workflows, from creating, sharing, and searching for documents to carrying out tasks related to time-tracking, expenses, billing, and more.

By simplifying and automating these administrative processes, personal injury lawyers can spend less time on low-value tasks. Instead, they can focus on high-value tasks that critically drive case wins, secure client satisfaction, and build positive client relationships.

Because personal injury practice comes with a unique set of documentation, regulations, challenges, and processes, personal injury law firms operating in the personal injury practice area should utilize specialized software. Dedicated personal injury case management software ensures that you comply with regulations and processes while meeting the unique needs of your clients.



  • "When we first started, my wife came in once a week to [extract invoice values for medical billing]; it would take her two to three hours a week. [Now with NeosAI, it’s] probably under half an hour."

    Kelly Martin
    Founder

  • “Our goal was to touch every file every 30 to 45 days (down from 6 months), and now we’re consistently achieving that. This helps us avoid gaps in treatment, missed follow-ups, and unresolved issues, ensuring a smoother experience for clients.”

    Cathy Rafael
    Firm Administrator

  • “The time spent in closing a file has been reduced by 90%,” says Schad. “Before, you had to move things from one directory to another directory. All you do now is hit close in a Neos case file. It literally takes one second to close the file and you still have it available to you if you ever need it.”

    Matt Schad
    Managing Partner

  • “Using Neos has really expedited the time from open to settle. If you're going a year and a half because you don't have these steps in place that Neos offers like the reminders and Checklist with staff, that’s delaying your client’s and your money. To go from making money in 18 months versus making money in nine months is huge.”

    Sheila Hiestand
    Managing Partner

  • “In Trialworks before we had to enter them all manually so like if a case had 20 providers, it would probably take us an hour and a half to enter in all the providers listed all on an Excel sheet. With Neos, I can push one button. It’s a 5-minute process. I just copy and paste.”

    Kim Hoang
    Executive Assistant

  • “The biggest thing I try to look for is the doctors’ names and the patients’ injuries. It’s really nice to know this information as quickly as possible [with NeosAI] Neos is the most user-friendly case management platform. It integrates with so many other tools while constantly releasing new features and enhancements."

    Edward Flynn
    Medical Records Coordinator