Neos (by Assembly Software)
Case management purpose-built for personal injury firms, bringing workflow automation, AI,
Neos is a cloud-based case management platform for personal injury law firms, covering intake, document management, workflows, reporting, and client communication in a single system. It is the successor to the legacy Needles software, carrying forward established personal injury workflows while adding embedded intelligence through NeosAI.
Core capabilities include customizable intake forms, automated checklists, document assembly and management, expense tracking, invoice generation, and analytics. NeosAI features span document generation, summarization, data extraction, dynamic layouts, and chat. Communication tools include messaging, integrated dialing via RingCentral and Zoom Phone, and SMS and email automation. Optional enhancements cover ePayments through LawPay, digital disbursements, premium texting, and HIPAA-compliant medical records retrieval.
Neos is packaged in three subscription tiers—Essentials, Premium, and Platinum—priced per user with annual billing, with NeosAI available at the Platinum level. A Demands Plus early access edition adds medical chronologies and demand letters. The platform is designed for firms with three or more users, and additional enhancements can be added to any plan.
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