Bundle Smarter and Spend Less With Neos
Why juggle multiple applications when you can access them from a single platform? Neos combines everything you need into a single powerful platform. By bundling everything together, your firm saves thousands compared to buying each solution separately (and gains seamless efficiency!).
Neos combines:
- Case management
- AI
- Document management
- PDF editing
- Reporting
- And more!

Embedded and Unlimited AI
NeosAI streamlines your work with tools that summarize case files, generate documents, extract key data, and answer natural questions instantly. Less busywork, more brainpower, powered by embedded NeosAI.
NeosAI Chat
NeosAI Chat answers natural questions like “What deadlines are in this deposition?” or “Summarize this contract clause” with instant, document-specific insights. With no learning curve, it simplifies research, reduces review time, and turns complex data into actionable answers your whole team can trust.
AI Document Extraction
NeosAI extracts and maps critical details like names, dates, and values from records, contracts, invoices, or reports directly into your case fields. By automating manual data entry, it speeds up intake and prep while improving accuracy and consistency across the board.
AI Case and Document Summaries
NeosAI instantly generates clear summaries of case files or depositions, pulling from multiple sources for maximum context. Each case includes a refreshable AI summary that helps your team get up to speed in seconds, saving hours of reading while giving attorneys sharper insights for hearings, mediations, and trials.
AI Document Generation
With NeosAI, you can generate virtually any document, whether it’s a demand letter, contract, one-off email, or hundreds of other use cases, directly from real case data in seconds. This eliminates repetitive drafting, reduces errors, and frees your team to focus on working the case.
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Robust Case Management
Neos streamlines your firm’s operations by centralizing communication, simplifying intake, standardizing workflows, and integrating seamlessly with Microsoft 365. From the first client call to case resolution, it saves time, reduces errors, and keeps every detail accurate and accessible.
Collaboration & Communication
Intake Capabilities
Checklists
O365 Integration
No need for external applications
Full-Scale Document Management
Neos streamlines document work by letting you generate pleadings, contracts, and letters in bulk with templates, merge tags, and pre-populated case data. With OCR-enabled search, PDF-editing, and professional-quality outputs, your firm saves hours, reduces errors, and keeps every document consistent and easy to find.

Effortless Reporting
Neos lets you build custom dashboards to track everything from case progress and staff productivity to deadlines and marketing ROI. Automated reports and audits uncover inefficiencies and deliver the insights you need to run your firm more effectively. By turning raw data into clear, actionable intelligence, Neos helps you reduce costs, improve performance, and grow with confidence.
Don't wait to start saving money!
See how Neos unifies case management, AI, document tools, and reporting into one powerful platform—saving your firm thousands!