Why Firms Are Making the Strategic Decision to Switch to Neos

Firms often find themselves at a crossroads when it comes to managing case information and legal documents effectively. If you’ve found yourself feeling overwhelmed searching for files or spending entirely too much time on creating and editing documents, then it might be time to switch to a comprehensive solution that offers both case management and legal document management system (DMS) all from a centralized platform.

Through customer-led innovation, Neos has evolved into an award-winning case management solution for various practice types to streamline their entire case lifecycle. Whether you’re using an on-premise system like Trialworks and are looking to finally make the jump to a cloud-based case management software or you’re searching for an alternative solution, this article explains everything you need to know about why law firms are making the strategic decision to switch to Neos. 



How law firms are using Neos 

At its core, Neos' cloud-based case management solution helps law firms get more done faster through client intake, timekeeping, billing, task automation, and so much more. Our platform assists legal professionals by automating case workflows. This allows law firms to operate more efficiently so they can then focus on winning cases for their clients.

Law practices of any size leverage Neos for:

• Case Organization and Management

• Legal Document Management

• Time Management and Efficiency

• Client Communication and Satisfaction

• Discovery and Evidence Management

• Trial Preparation

• Integration with Other Legal Tools



Key benefits of a centralized cloud-based solution

1. User-friendly features

Our focused innovation ensures when your case management is in the cloud, you receive frequent, automatic feature updates. 

We’ve made substantial enhancements to Neos since launching, including releasing over 43 new features just last year that are tailored to today’s legal industry needs — with the latest being NeosAI.  Here are some ways we’ve taken our platform to the next level: 

• Centralized Legal Document Storage: Quickly create, tag, and customize documents in bulk without having to switch between different platforms. 

• Calendar Enhancements: Easily find and schedule events with the updated Calendar feature, designed based on customer input.

• Automated SMS Texting and Communication: Schedule, call, email, and text directly from Neos to streamline client communication. 

• Reporting & Analytics: Use advanced reporting and analytics to make decisions based on data. Analyze firm performance and forecast case settlement amounts with real-time reporting.

• Integrations with Other Legal Tools: Connect with apps you’re already using like Microsoft Office 365, DocuSign, RingCentral, LawPay, Zoom Phone, InfoTrack, and more for increased productivity and less disruption. 

• NeosAI: Save hours per case with AI-automation that enables firms to generate legal  documents, summaries, and extract key details all from one centralized place.





2. Real-time collaboration 

Cloud-based law document management features incorporated into the Neos case management platform ensure that you can access your case files from anywhere in real time. For lawyers who work in a hybrid or remote environment, this means no more experiencing client collaboration roadblocks or having to worry about if you’re tracking billable hours properly, as you can work cases and share documents on the go and as needed. 

3. Enhanced security in the cloud 

Assembly Neos is committed to providing a secure and reliable platform for customers. Hosted on Microsoft Azure with a 99% uptime guarantee, Neos offers disaster recovery, enhanced security and compliance with two-factor authentication, and HIPAA compliant legal document storage to protect client data. Compared to on-premise solutions, Neos’ cloud infrastructure can give your law firm peace of mind knowing that you can access your case management software anytime, on any device. Additionally with a storage solution in the cloud, you can easily retrieve them for auditing purposes if requested. 





4. Reduced internal IT costs 

An all-in-one case management solution eliminates the need for costly on-premise servers and ongoing maintenance. With automatic updates, your law practice can save on IT support and infrastructure expenses. Moreover, you’ll have the flexibility to scale your practice and accommodate growth without the need for costly upgrades. Whether you’re a solo or large firm, Neos ensures that your firm can expand as necessary. 

5. Dedicated support and training 

Our team members provide proactive US-based support to quickly resolve any possible issues or address any questions that your practice has. Firms can also take advantage of hundreds of self-help articles, a library of helpful video tutorials, Neos Academy sessions, and more for Neos best practices. 



Getting started with Assembly Neos

Firms are increasingly making the decision to switch to Neos case management for increased efficiency, better security, and improved collaboration.

If you’re interested in learning more about switching to our all-in-one case management solution, check out why thousands of legal professionals choose Neos, or schedule a call with our team today.