Neos has what Trialworks users love, and more.

Neos has everything you need to manage your law firm’s day-to-day workflows and business operations at your fingertips, from any device.

  • Manage your cases, documents, contacts, calendars, tasks, time tracking, billing, and more
  • Integrations with Quickbooks, DocuSign, Ring Central, Mailchimp, and many others
  • Embedded AI for document generation, summarization, and data extraction
Schedule a call today to see for yourself!

Schedule a Call to See Neos for Yourself

Customer Case Studies

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Geoff Meyerkord Law Firm Powers Growth with Switch from Trialworks to Neos

Discover how the firm's decision to embrace Neos improved their operations, reduced time-consuming tasks, and elevated client satisfaction with intuitive workflows and robust case management tools.

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green law firm

How Green Injury Law Tripled Efficiency and Reduced IT Costs with Neos

Green Injury Law Firm leveraged cloud-based access, customized workflows, powerful reporting, and proactive client engagement for seamless operations and enhanced client satisfaction.

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How Nunes Law Improved Client Communication Efficiency with Neos

Neos case management software helped Nunes Law revolutionize its client communication strategies and achieve significant improvements in efficiency.

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Why Assembly Neos?

All-in-One Platform

Neos combines all the necessary tools you need to help your firm operate at its best. You'll be able to focus on winning victories for clients with everything you need at your fingertips.

Comprehensive Customization

Neos allows you to customize everything from your intake processes to your data reports to support your firm's unique needs.

Lifelong Partnership

We’re dedicated to helping firms, even after launch. We provide training, on-demand tutorials, a responsive U.S.-based support team and more to ensure your firm’s continuous success.

The best of Trialworks, now in Neos.

Case management and organization

Neos elevates Trialworks capabilities by providing a more intuitive, visually appealing interface and smarter organization tools. From drag-and-drop features to customizable case types and customizable layouts, Neos ensures every piece of information is right where you need it, enhancing productivity and minimizing the learning curve. Plus, you can have more than one case open at a time so you can move between them with ease.

Efficiency and time management

Neos responds to this need with advanced workflows, automation, and checklists for even the most complex case types. Seamlessly transition intake documents and notes to a case, send bulk emails and texts, communicate with clients and staff in-app, and more. Plus, automatic timekeeping and efficient invoicing ensure that you bill for every minute you spend on a case.

Trial prep and document management

Neos builds on Trialworks foundation with document management features that allow you to effortlessly process, file, store, find, and create any document your law firm could need, all from within Neos (say goodbye to FileIt!). Bulk generate or import documents (even for multiple cases), modify PDFs with ease, use Bates stamping, easily find any file from any case with Advanced Search, and more.

Integration with Outlook

Neos offers a deeper, more fluid integration with Outlook, ensuring that emails, contacts, and calendars sync perfectly within the case management system. Neos' robust integration list includes client portals and automated communication tools to keep clients informed and engaged without draining the attorney's time.

Security and uptime

Neos addresses this by utilizing Microsoft Azure's industry-leading security features, including end-to-end encryption and regular security audits, ensuring that all data is protected to the highest standards. Switching to Neos means your firm gets the protection of Microsoft Azure and a greater than 99% uptime guarantee, multi-region backups, data encryption, and more. As a bonus, with Neos, you can access your case files securely from anywhere, thanks to cloud technology.

Why Neos Wins

  • Automated case workflow

    Save time and improve outcomes with dynamic processes that eliminate the need for manual input.

  • Streamlined document management

    Quickly and easily generate and manage high volumes of documents.

  • Flexible reporting and dashboards

    Get 24/7, real-time insights of your firm’s most critical statistics.

  • Efficient collaboration & communication

    Schedule, call, email, and text directly from the platform.

  • Ultra-secure cloud network

    Keep data safe with the protection of Microsoft® Azure.

  • End-to-end client lifecycle management

    From first case to case resolution, manage intakes and cases with an all-in-one solution.