How Neos “Has Been the Answer The Cochran Firm Was Looking For”

Bryan Pope, Managing Partner at The Cochran Firm, had been an avid Trialworks customer for 10 years before switching to Neos. Though the firm had been well-served by Trialworks for a decade, in 2023 they decided it was time for an upgrade to remain competitive and double down on efficiency. They realized that evolving their technology would provide their staff with a centralized solution to organize documents, tasks, and client communication, which would enable them to scale and drive higher revenue without diminishing the quality of their service.



The firm decided to upgrade to Neos and it has since become an integral part of their law firm operations.



“If you're thinking about upgrading to Neos, I would heartily endorse and encourage you to do so. It's made a huge difference in our practice. We're much more productive, efficient, and it's a lot more user-friendly with our staff and with our lawyers.”



Key Results

• Simplified case management by using a centralized platform
• Enhanced flexibility for staff with cloud-based remote access
• Improved client communications with texting features



Remote data access and collaboration in the cloud

The switch to Neos marked a significant turning point for The Cochran Firm. Prior to Neos, the lack of remote accessibility hindered the firm’s ability to streamline processes effectively, leading to inefficiencies in task and case status management.



Since making the move to the cloud, their firm has unparalleled operational flexibility to work cases in real time from any location.



“We were very excited with the opportunity to move to Neos and get to experience the cloud. I travel a lot for business and now I'm able to see my contacts, pleadings, and edit documents on the fly. I can be anywhere in the world and work with staff in real time as long as I have Wi-Fi, and that's made a big difference in our practice.”



Texting capabilities to enhance client communications

In addition to cloud access, Pope praises the SMS texting features native to Neos, which has greatly enhanced the firm’s efficiency and improved client communications. The texting feature provides a new way for the firm to ensure that all clients are well-informed about case progress.



“Our staff really likes the texting feature. It gives us a great opportunity to reach out and connect with our clients in a way that we haven't been able to before to provide case updates.”



AI-powered case management for streamlining tasks



Looking ahead, Pope is excited to leverage NeosAI across the firm to replace manual processes, enabling staff to manage caseloads more effectively.



“We're looking forward to the AI component. We're thinking that's going to be revolutionary and cut down on staff user time, which is really important to be more efficient and productive.”



What We Love About Neos

Since switching to Neos, The Cochran Firm has been able to significantly enhance firm operations and improve overall staff efficiency and both client and staff satisfaction. Pope also notes that the user-friendly Neos platform has been vital in helping their firm find information faster.



“Neos has been the answer we were looking for.”



Watch the full customer testimonial video below to hear more about why The Cochran Firm made the switch to Neos.