How Real Legal Professionals Are Utilizing Neos Dynamic Layouts

Dynamic layouts are one of the most powerful features in Neos, giving law firms unparalleled flexibility to store, organize, and leverage their data.

Regular case layouts ensure every case that uses them have the same elements, whereas dynamic layouts can be added to a singular case on the fly, reused across multiple case types, and even nested within one another for more flexibility.





Here are some ways real law firms are leveraging dynamic layouts:



Managing Witness Lists Without Clutter

Not every case has witnesses, but when they do, you need a clear and organized way to track them without creating unnecessary tabs that go unused in other cases.

How Dynamic Layouts Help:

• Quickly add a “Witness” layout only when needed that can store details like names, occupations, and contact attempts in a single, organized section.
• Nest follow-up logs under each witness to track contact history and reminders.



Streamlining Immigration Cases

Immigration cases often require dozens of forms, but each case may require a different set of documents. Cases can quickly accumulate hundreds of pages of documents that can be difficult to organize and maintain immediate access.

How Dynamic Layouts Help:

• Add only the relevant immigration forms as dynamic layouts instead of preloading every possible document type.
• Nest related data, such as “Missing Document” lists, under each form for easy tracking.
• Minimize vertical scrolling by consolidating forms into structured layouts rather than long static sections.



Creating Medical Chronologies with AI

Reviewing hundreds of pages of medical records to create a chronology can be overwhelming and time-consuming (not to mention tedious).

How Dynamic Layouts Help:

• AI-extracted data from medical records (like treatments, medications, or conditions) can be automatically stored in dynamic layouts.
• Each examination or treatment stored in a dynamic layout is organized and searchable, including information like medical codes.
• Firms can use the dynamic layout with AI-extracted information to create chronologies in minutes, not hours



Virtually Unlimited Case Tabs

Static case layouts limit the number of tabs available for custom use, forcing firms to enter data into sections that aren’t always a perfect fit.

How Dynamic Layouts Help:

• Add new tabs at any time, such as a custom “Investigation” or “Expert Witness” tab.
• Nest dynamic layouts (like witness lists or contact logs) inside these tabs for deeper organization.
• Edit a dynamic layout once and see the change cascade to every case type that uses it, without the need to reconfigure each one manually.



Deeper Reporting

Firms need quick answers, whether it’s “Which cases involved a specific medication?” or “Which witnesses were contacted last week?”

How Dynamic Layouts Help:

• Advanced Search can query across all dynamic layouts, no matter the case type.
• Parent record associations (e.g., linking a medication to its originating medical record) make data relationships easy to find.
• Reports can instantly compile data like treatments, witness lists, or document details without manual digging.

Your case management platform should facilitate your workflows, not hinder them; dynamic layouts give law firms the freedom to customize their case layouts to match how they work.

Whether it’s managing complex medical data, compiling data from across cases, or customizing case tabs, dynamic layouts ensure your team can practice law in a way that leads to better client outcomes.



Want to see how dynamic layouts can transform your cases? Schedule a custom consultation for your firm today.