Paulson & Nace, PLLC Elevates Case Management Efficiency with Neos

Paulson & Nace, PLLC is a personal injury law firm based in Washington, DC, with a long-standing reputation for delivering exceptional legal services. To maintain its high standards and improve case management efficiency, the firm transitioned from its legacy on-prem system Trialworks to Neos, a decision that has significantly enhanced its operations.



Key Results:

• Increased efficiency through automated tasks
• Enhanced email management for better workflow and organization
• Effortless access to case files via web browser, eliminating remote login issues
• Seamless integration with third-party tools to improve overall practice management



Before Neos

Before adopting Neos, Paulson & Nace relied on a remote login system to access their case management software, which often posed challenges to efficiency and ease of use.



“We’ve been going in through a remote client, which can be cumbersome and sort of difficult to do when you're on the road.”



The limitations of this system prompted the firm to seek out a more streamlined solution that would allow for greater flexibility in managing cases and accessing files while on the move. While their previous system, Trialworks, had been useful for over 15 years, Chris explained that it was time to move to a solution that could better integrate with modern tools and help their firm evolve.



"Neos has incorporated the best parts of Trialworks and has gone on and expanded the opportunity for us to work with other software products and tools."



With Neos

Automated Task Management with Checklists

One of the standout features of Neos for Paulson & Nace is the ability to automate case progression through customized checklists. This has allowed Chris and his team to focus on the strategic aspects of each case while Neos keeps the administrative elements moving in the background.



“By automating the task process and the procedures for moving a case, it’s one less thing that I have to worry about. I can focus on the facts and the substance of the case, and know that the logistics of doing discovery, getting experts, and that sort of thing are happening on their own.”



Email Management Made Simple

Another key benefit that Neos brought to the firm was streamlined email integration with the Outlook Add-In. Chris emphasized how the ability to tag emails directly from his phone into a case file has significantly reduced his workload.



"One of the best benefits of Neos for me, and this may sound simple, is being able to tag emails on my phone and file them into a case. Now we can tag the emails from anywhere, and they’re done."



Cloud-Based Access Anywhere

Transitioning to Neos also provided the firm with the flexibility they needed to access case files from anywhere, on any device. The web-based platform eliminated the need for cumbersome remote login systems, allowing for quick access to all necessary documents.



“With Neos, we just go to a web browser and can access everything, right there on any computer with any web browser.”



Integration with Other Tools

The cloud-based nature of Neos has also opened up new possibilities for integrating with other tools that the firm uses daily, like Hona. These capabilities have allowed them to streamline workflows and take advantage of the latest technology in practice management.



"Being in the cloud and in the web, as opposed to on a server, it opened up all sorts of options for us as far as what other tools we could use in our practice that would integrate with Neos."



What We Love About Neos

For Paulson & Nace, Neos has not only improved the firm’s day-to-day operations but also transformed how they handle administrative tasks. Thanks to Neos’ automation, effortless accessibility, and flexible integrations, Neos has freed up valuable time for the firm to focus on more substantive aspects of its cases.



"Our staff was pretty excited about the opportunity to auto-generate documents, demand letters, that sort of thing. So we can’t wait to see what other things we can do with NeosAI."



Chris Nace also emphasized the simplicity and ease of transitioning from their legacy system. For any firm considering an upgrade, his advice was clear:



“If you're thinking about moving from Trialworks or any other product into Neos, just give me a call. My name is Chris Nace. I'm at Paulson & Nace in Washington, DC, and I'd be happy to talk to you.”





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