Solo practitioner and boutique law firms
When you run a small law firm, being efficient is crucial for your success. Every minute matters. With Neos as your silent partner, you’ll be able to get more done in less time—without hiring additional staff.
With Neos, you’ll enjoy:
- Automations that boost your productivity
- Access your cases, contacts, and documents from anywhere
- Integrated Outlook calendaring and email
- Intake and case management all in one system
- The ability to capture payments in seconds using LawPay
The buck stops with you—but with Neos as your silent partner you can exceed client expectations
Automations and AI that act as a second set of hands
Save valuable time and keep clients in the loop by automatically sending them a message after completing a scheduled task or sending relevant providers a message after reaching a certain milestone in an Intake. Even use Zapier to automatically create intakes from multiple sources like voicemails, chatbots, external sites and trigger the initial touch point with prospects.
Document management to keep you running smoothly
Arrange your files and cases the way you want to work more efficiently. With custom tags for documents (both global and case-specific), advanced search and filtering capabilities, document preview, and related document linking, staying organized has never been so easy. You’ll be able to take advantage of inline PDF editing, annotation, and highlighting for seamless updating. Document merging is effortless; you’ll have all the tools at your fingertips without having to leave Neos!
Secure data storage and no additional IT costs
As a one-person team, you want to keep your overhead low. Kill two birds with one stone by investing in a cloud-based case management platform. You’ll save on server and IT maintenance costs, and never have to worry about the security of your data. Neos is built on Microsoft Azure—the cloud solution trusted by the majority of Fortune 500 companies—and enjoys all the robust security features you could imagine, including two-factor authentication, AI-powered security monitoring, and data sealed behind internal firewalls.
Learn more about Neos security
Access whenever you need it
There’s no senior partner demanding you work in the office when you hang out your own shingle. With Neos, you can work anywhere with an internet connection. Whether it’s accessing your documents and contacts in court or burning the midnight oil in your pajamas at home, you’re set to succeed with our cloud-based case management platform.
Intake made simple
Unlike at larger firms, you are your own intake staff. That’s why Neos’ automated intake capabilities can really have an impact on your bottom line. Use dynamic forms to minimize missing information and then seamlessly shift intake data into a case once you’ve accepted the case. You can even automatically capture intake data from multiple sources (e.g., chatbot, website form, etc.) and set up triggers to send SMS texts or emails with client forms or acknowledge submissions.
Learn more about automated intake with Intake Pro
Client portals that foster relationships
Your clients trust you and you alone to help them solve their challenges. When you’re a one-person operation or a small firm, a personal touch is what keeps your clients coming back and sending referrals. Use Neos’ integration with CasePulse to communicate with clients and share updates automatically. They’ll feel acknowledged and taken care of and you’ll have more time to spend working their case.
