Neos Empowers Altizer Law to Serve Clients Better and Faster

Altizer Law, a personal injury and medical malpractice firm based in Southwest Virginia, has provided exceptional legal services since its founding in 1990. In 2021, Altizer Law transitioned from Perfect Practice to Neos, Assembly Software’s cloud-based platform. This move significantly improved operational efficiency, client communication, and case management processes.



Key Results

• Increased efficiencies in case management, case flow and communication with clients by 60%
• Enhanced case tracking through the Value Tab for real-time updates.
• Streamlined client communication with integrated texting capabilities.
• Improved staff accountability and case management transparency.



Before Neos

Prior to adopting Neos, Altizer Law relied on an outdated case management system that was not suited for their growing needs. The platform was cumbersome and inefficient, requiring excessive manual work and causing delays in key processes. The limitations of the system made it challenging for the firm to track critical case information such as medical records, liens, and treatment schedules.



Recognizing the inefficiencies, the firm began researching alternative solutions. Neos stood out due to its reputation for innovation and adaptability. The transition to Neos in 2021 marked a pivotal step in modernizing Altizer Law’s operations and addressing the challenges posed by their previous system.



“We went from DOS to you guys. It was like going from the 1800s to the modern era.” - Bettina Altizer, President & Attorney at Altizer Law



With Neos

Enhanced Case Workflow with Checklists

Neos has introduced transformative changes to Altizer Law’s case management processes through its customizable Checklists. These tools ensure every step of a case is documented and completed efficiently, enabling the firm to maintain consistency and accountability across all team members.



“As far as the Checklist is concerned, it's about immediacy. The idea that something pops into my mind, I've got to get something out. I can put a Checklist in. And I populate it to the person that needs to get the Checklist. I can put something immediately into action and have a record of it.” - Bettina Altizer, President & Attorney at Altizer Law



The Neos Checklist is tailored to the firm’s specific workflows, ensuring that tasks such as sending letters, tracking deadlines, and managing medical treatments are executed seamlessly. This level of customization has allowed the firm to improve both internal coordination and client outcomes.



Streamlined Client Communication

Neos’ integrated texting capabilities have greatly enhanced Altizer Law’s communication with clients. This feature enables the firm to maintain consistent updates and foster stronger relationships by addressing client concerns promptly. Moreover, Neos has enabled the firm to deliver better outcomes by ensuring that all client needs are documented and acted upon in a timely manner.



“We can keep up with their liens, the costs of the case, all of their treatment. I like that we can text. I like that we can tag emails.” - Astacia Lovelace, Case Manager at Altizer Law



This capability has not only improved client satisfaction but has also allowed the firm to provide a more personalized and responsive service, reinforcing their commitment to exceptional client care.



Improved Accountability and Reporting

The robust reporting features in Neos have provided Altizer Law with unparalleled transparency and efficiency in tracking case statuses and staff performance. Reports such as the Statute of Limitations (SOL) report and the case calendar have become essential tools for ensuring that no deadlines are missed and that cases progress efficiently.



“This is a good system for accountability. The reports available for me to review and to monitor the case helps make sure that employees are doing what they're supposed to be doing which is really helpful. I can go in and see what the status of John Doe's case is. I see what notes are in our Checklist. It's so easily accessible and reviewable. And then I can also say, what cases can I settle? You know, what is in demand? How can I get on the phone and make some money to pay the bills? We do care about cash flow. Neos move cases faster and that benefits the clients to get the money faster and sooner.” - Bettina Altizer, President & Attorney at Altizer Law



These tools have allowed the firm to identify and address bottlenecks, prioritize tasks effectively, and maintain a high level of accountability across the team.



What We Love About Neos

Altizer Law’s experience with Neos has been overwhelmingly positive, with the user-friendly design, efficiency, and adaptability standing out as key benefits. The ability to customize workflows and processes has been particularly valuable in aligning the software with the firm’s unique needs.



“Neos is like an iPhone. An Android is way too complicated. It's way too fancy. We don't need all that fluff. I've had people in the office that weren't tech-savvy, and they did pretty well with the system. So that says a lot to me.” Astacia Lovelace, Case Manager at Altizer Law



The firm also appreciates Neos’ ongoing improvements and responsiveness to user feedback. Regular updates and enhancements ensure that the platform evolves alongside the firm’s needs, enabling continuous optimization and efficiency gains.



“I would say that it increased our efficiencies in our case management, flow of the case and communication with our clients by 60% at least.” - Cathy LaPrade, Accounting, Office & Marketing Manager at Altizer Law



Want to learn more about Neos all-in-one case management software? Talk to our team today!