Neos | The next generation of Trialworks

Upgrade to Neos Case Management Software

Get all the features you love from Trialworks, plus access from anywhere via a secure cloud environment and embedded AI.

Case & Trial Prep. Centralized storage for witness statements, depositions, contacts, and more. Quickly retrieve evidence.
Cloud-based Platform. Manage cases from any device. Get real-time case updates. Search text across docs. Collaborate on files in real time.
AI & Automations. Automatically extract data from documents and fill out intake forms. Auto-generate legal documents.

Grow Your Bottom Line Without Hiring More Staff by Boosting Your Productivity

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

Read Seth's Case Study

Talk to a Neos Expert

Checklists and Automation That Boost Productivity

Secure Remote Access

UI & Ease of Organization

White-Glove, Time-Tested Transition

Future-Proof Your Firm with a Flexible, Secure, and Integrated Solution

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!

See what integrations you're missing out in Trialworks.

Talk to a Neos Expert

Effortless automated multi-document generation

NeosAI

Flexible and Configurable

Native SMS Messaging for Seamless Communication

Integrates With All Your Technology

Power your practice with Neos

Personal Injury

Generate client intake forms, retainer agreements, demand letters, release forms, and more. Auto-populate case files with details from incident reports and medical records.

Call, email, and text clients in-app. Get reminders for key dates & deadlines, including statutes of limitations, discovery deadlines, filing deadlines, and court dates.

Former Trialworks users love Neos

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, PC
Taylor Martino, PC

Read Why Former Trialworks Users LOVE Neos

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

Read the full case study.

Talk to a former Trialworks user about their experience