Neos review
A broad personal-injury case platform with advanced AI concentrated in its top tier.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Neos is cloud-based legal case management software for personal-injury and plaintiff law firms. It follows matters from intake through settlement, combining customizable intake forms, workflow automation, deadline and statute tracking, document management, communications, billing-related workflows, trust accounting, settlement disbursement, reporting, and case-value tracking. The published positioning is for firms with three or more users, with plans intended for growing practices and larger firms.
Essentials costs $109 per user per month when billed annually and includes document management, intake forms and workflows, standard reporting, and email and calendar sync. Premium adds OCR and PDF editing, Bates stamping and redaction, custom dashboards, advanced workflows, and priority support, with pricing available by tailored quote. Platinum also uses tailored pricing and adds NeosAI embedded intelligence, intake automation, Neos Texting, case cost recovery, advanced analytics and insights, plus a dedicated customer success manager and white-glove implementation. This structure makes the entry tier easier to evaluate, while larger firms need a direct pricing conversation for the higher tiers.
Neos stands out for the range of AI-assisted case analysis features listed for the platform: summarizing records, extracting data, building chronologies, and drafting demands from case information. Its wider operational coverage also extends to time tracking, invoicing, accounting workflows, trust accounting, payment tracking, dashboards, SMS, messaging, dialer, and call tracking. Integrations include Case Status, Zapier, Hona, RingCentral, DocuSign, YoCierge, and QuickBooks. Choose Neos if a personal-injury practice wants case analysis alongside intake, documents, financial workflows, and settlement management; firms seeking a lower-cost or non-web platform should consider alternatives.
Neos pros and cons
- Where it wins
- AI supports record summaries, data extraction, chronologies, and demand drafting
- Covers intake, workflows, documents, trust accounting, settlements, and reporting
- Connects with tools including DocuSign, QuickBooks, Zapier, and RingCentral
- Where it doesn't
- Essentials starts at $109 per user monthly with annual billing
- Premium and Platinum pricing require a tailored quote
- Platform coverage is limited to the web
Neos fact sheet, pricing and score →
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