Meet The Future
Neos | The next generation of Trialworks
Join over 1200 happy former Trialworks customers on Neos!
You’ll enjoy all the features you love from Trialworks, plus access from anywhere via a secure cloud environment and endless configurability.
- Effortless Reporting. Simplified reporting process. Build reports from scratch from any Neos data or start with a template. Receive report data via email or at a predetermined cadence.
- Automate Repetitive Tasks. Set up triggers for sending emails and SMS messages. Automated 24/7 intake from forms, chatbots, and voicemail.
- Productivity-Boosting AI. Automatically extract data from documents and fill out intake forms. Auto-generate legal documents. Instant summaries. Configure unique case fields and forms on the fly.
Powerful Reporting Tools For Tracking Your Firm's Health"With Neos, I am able to customize my own user-defined fields to report for how much I think the case is going to get and what my cash flow is going to be in the next six months based upon these projections.” – former Trialworks user Seth Green, from Green Injury Law.
With Neos reporting, you can
- Assess your firm’s health based on status and immediately act on any cases you need to move forward, reject, or refer.
- Enjoy simplified the reporting process so you can input advanced search queries using natural language to get answers to key business questions like:
- What percentage of my intake cases are still at lead status?
- What is the return on investment for my Google Ads?
- How many referrals have we received this year?
- Track various metrics, such as client communication frequency and case settlement projections with ease
- Create custom dashboards that group relevant reports
Checklists and Automation That Boost Productivity
Secure Remote Access
UI & Ease of Organization
White-Glove, Time-Tested Transition
Integrations"We have been using Neos for almost 5 months now and the software has only IMPROVED in that time. Finding what you need and staying on top of your cases has never been easier! ALL integrations work great; I have only good things to say about Neos and wish we had switched sooner!” - Former Trialworks user Laura Teets, Morris, King, and Hodge, PC.
Neos delivers your core workflows, but also seamlessly blends the integrations you love. Here’s what to expect in Neos:
- QuickBooks
- InfoTrack (Not in Trialworks)
- LawToolBox (Not in Trialworks)
- Microsoft Outlook, Calendar, and Word
- Kenect (Not in Trialworks)
- And many more!
Effortless automated multi-document generation
NeosAI
Flexible and Configurable 
Native SMS Messaging for Seamless Communication
Integrates With All Your Technology
Former Trialworks users love Neos
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Ultimately, software organizing systems empower paralegals to work more efficiently and accurately, freeing up their time to focus on higher-value tasks that require their legal expertise and attention to detail. To date, Neos is the most complete I've seen.
Lear Werts, LLP
Having emails/calls/notes all in the same place makes it so much easier to keep up with the volume of details that come in and find them again later.
Davis Law Group, LLC
Neos allows me the opportunity to open multiple cases toggling back and forth between cases with email, document creation, and precise organization. Neos is a quick learn on your own or taking advantage of the plethora of training materials and QAs.
Stevenson Klotz Injury Lawyers
The ability to link related documents and edit along with co-workers, in real time.
Breit Biniazan, PC
My favorite feature of Neos is being able to keep tabs open and quickly switch between cases. I work on Mass Tort cases and I am often having to completely redirect my attention and being able to keep a tab open and open a new case really helps me to get back into what I was working on.
Goldenberg Heller & Antognoli, P.C.
The accessibility!!!
Taylor Martino, PCTaylor Martino, PC
Green Injury Law Firm
Green Injury Law Firm, based in Boynton Beach, Florida, transitioned from Trialworks to Neos to overcome IT challenges and streamline operations. Neos offered them cloud-based access, eliminating costly IT dependencies and enabling the firm to tailor workflows, improve client communication, and manage cases more efficiently. This modern approach has significantly reduced overhead and tripled the firm’s operational efficiency.
- Reduced IT costs by eliminating the need for a third-party resource and an in-house server
- Effortless access to case files from any device
- Improved customization to fit specific workflow needs
- Implemented a detailed checklist system to streamline case processing and improve productivity
- Utilized reporting and tracking features to maintain regular client contact and satisfaction
Greene & Schultz Trial Lawyers
After years of relying on Trialworks, Greene & Schultz Trial Lawyers made the strategic move to Neos in 2023 to modernize their practice. The transition to Neos has empowered the firm with a cloud-based platform that streamlines case management, enhances internal communication, and saves time on retrieving medical records. Betsy Greene, a partner at the firm, believes that Neos is the future and appreciates its ability to centralize case information and improve workflow efficiency.
- Custom reporting, checklists, and case information right from one platform
- Decreased time spent on retrieving medical records
- Improves internal communication across the firm
The Cochran Firm
The Cochran Firm, a longtime user of Trialworks, upgraded to Neos in 2023 to enhance productivity and maintain a competitive edge. The switch has been transformative, providing the firm with a centralized platform for case management, cloud-based remote access, and improved client communication through SMS texting. Managing Partner Bryan Pope praises Neos for its user-friendly interface and its ability to streamline tasks, allowing the firm to work more efficiently from anywhere.
- Simplified case management by using a centralized platform
- Enhanced flexibility for staff with cloud-based remote access
- Improved client communications with texting features
