Trialworks Customer Panel Recap

Neos expert Eric Hill sat down with customers Laura Teets, Seth Green, Celeste and Leslie from Freiwald Law, and Practice Management Consultant Diane Danois for a Q&A session about their real-life experiences transitioning from Trialworks to Neos.

Here’s a recap of the top questions from the session. You can also watch the session on-demand at any time!







How did you prepare for a smooth transition?

Laura Teets: I designed our Neos based on how we used Trialworks, as the bones of Trialworks are in Neos. Neos is more advanced and better. We focused on understanding the new features and aligning them with our existing workflows to minimize disruption.



What advice do you have for firms considering the move to Neos?

Diane Danois: This is your big opportunity to change your workflows and clean up data. Embrace the new features Neos offers. Analyze your internal processes from the first client call to case resolution to enhance productivity and efficiency.



How do you handle negative feedback during the transition?

Leslie: You often hear negatives like login issues. Eliminating these problems is a relief and improves the experience. We addressed concerns by providing immediate support and ensuring that technical issues were resolved quickly.



What are the biggest challenges post-implementation?

Diane Danois: The biggest challenge is adoption. It's crucial to get users comfortable with Neos from day one. Spend time helping them navigate the system to avoid feeling scattered. This involves training sessions and one-on-one support to ensure everyone is on the same page.



How does Neos handle document versioning and storage?

Eric Hill: You automatically get 1 TB of data with Microsoft Office 365, plus 10 GB per user account. For example, a firm with 5 users has 1.05 TB of data. If more storage is needed, it can be managed through Microsoft. This setup ensures that firms have ample space for their documents and can easily scale as needed.



How do you handle storage upgrades?

Eric Hill: If you need more data, it’s handled through Microsoft Office 365. You can seamlessly upgrade as needed. This ensures that firms can easily expand their storage capacity without significant downtime or disruption.



What has changed in Neos over the years?

Jessica Collier: Many have seen Neos evolve. It’s important to reconsider it now as it has become more refined and user-friendly. The updates have focused on improving user experience and adding features that enhance functionality.



How do you manage internal workflows with Neos?

Diane Danois: Analyze and refine your workflows from the first client call to case resolution. This involves mapping out each step of your process and identifying areas for improvement.



What are the benefits of using a cloud-based system like Neos?

Seth Green: Neos offers easier functionality and provides a cloud-based solution with remote access and seamless updates.



How can I learn more about transitioning to Neos?

To learn more about transitioning from Trialworks to Neos and hear about our limited-time promotional offers, reach out to our team today.