Personal injury case management software that runs the entire case
Neos is personal injury case management software for plaintiff firms, covering intake through settlement disbursement.
Run more cases, settle them sooner, and stay on top of your cash flow
Run high volume without dropping the ball
Personal injury software that runs the whole case in one system: intake lands on the file, deadlines stay visible, and the busywork is automated, so you carry more cases without adding headcount.
Turn the document pile into case data
Read incoming medical records into coded, searchable fields, each linked back to the page it came from, so your team gets an answer from the firm's own records instead of paging through PDFs.
See what every case costs and what's at risk
Keep costs, liens, subrogation, case value, settlement, and disbursement on every case and across the docket, so a managing partner sees everything at a glance.
Personal injury case management software, intake to settlement
PI intake that lands on the case file
New leads come in through forms, calls, and texts and go straight to the case file, not a separate CRM. The statute of limitations and first deadlines are set from day one, so nothing waits on re-entry.
Documents, records, and tasks on one file
Documents, medical records, communications, and tasks live on one case file. Paralegals, case managers, and attorneys work from the same record, and checklists move each case to its next step without a status meeting.
Demands and chronologies from the case record
Medical chronologies, demand letters, and case summaries come from the records already in Neos. Your attorney reviews and finalizes every draft before anything goes out.
Liens, settlement, and disbursement
Track liens, subrogation, case costs, settlement value, and disbursement in the same system. Managing partners can report on settlement timing and case profitability across the docket without exporting to a spreadsheet.
Why personal injury firms rely on Neos
Built for personal injury, not adapted to it
Case types, intake, and workflows match how plaintiff firms run, not how a generalist tool was stretched to fit.
One system, not a stack of point tools
Intake, records, liens, demands, and disbursement run in one workflow, so there is less to reconcile and fewer vendors to manage.
Intelligence inside the case, not a separate tool
Demands and chronologies generate from the firm's own records, with no export to a standalone AI and no re-entry.
Testimonials
“Using Neos expedited the time from open to settle. To go from making money in 18 months versus making money in nine months is huge.”
“It's made a huge difference in our practice. We're much more efficient, and Neos is seen as a lot more user-friendly with our staff and with our lawyers.”
“When updating medical record timelines or ensuring our files match court entries, NeosAI offers automated calendar reminders and flagging of missing documents. This has been indispensable for milestone dates.”
Frequently Asked Questions
What is personal injury case management software?
Personal injury case management software is a single system that runs a plaintiff case from intake to settlement: intake, medical records and treatment, deadlines and statutes of limitation, case costs and liens, demand letters, and settlement disbursement, all on one case file. Purpose-built PI platforms like Neos include these as native workflows, rather than as add-ons to a general practice tool.
What is the best case management software for personal injury firms?
The best personal injury case management software runs the whole case in one system: intake, documents, medical records and treatment, deadlines, case costs and liens, demands, and settlement. Neos is built for personal injury, not adapted for it, which is why plaintiff firms choose it over generalist platforms or point solutions.
How is Neos different from Clio for personal injury?
Neos is personal injury law firm software built specifically for PI firms. Clio is general practice management for every area of law. For a plaintiff firm, that means Neos ships with personal injury workflows, full case-type customization, and a custom report builder out of the box, and Assembly migrates your data for you. Clio is a strong generalist you configure yourself.
Can Neos draft demand letters using AI, and how does that work?
Yes. Demands Plus inside NeosAI generates demand letter drafts directly from the case context already in Neos: medical records, treatment chronology, bills, and case notes. It organizes the facts into a structured draft in minutes instead of starting from a blank page, and your attorney reviews and finalizes before anything goes out. Because the intelligence is embedded in case management, there is no exporting case files to a separate tool.
What personal injury case types does Neos support?
Neos supports every personal injury case type in one platform: auto and trucking (truck wreck) cases, premises liability and slip-and-fall, medical malpractice, dog bite and animal attack cases, wrongful death and catastrophic injury, workers compensation, and mass tort. The same system scales from high-volume intake to high-stakes trial work.
How do personal injury firms review medical records faster?
Most firms lose time re-reading the same records at demand time. Case management software with AI reads the record set once, extracts the medical facts into structured fields on the case, and keeps them there, so treatment, providers, and dates are already assembled when the demand is drafted. Finney Injury Law reports reviewing medical records 2x faster.
How do PI firms track liens without reconstructing them at settlement?
Track every provider, bill, and lien as a record on the case from the day treatment starts, not at settlement. When balances, reduction requests, and status live on the matter, clearing liens is a review instead of a reconstruction across email, fax, and spreadsheets. The variable in disbursement timing is lien resolution, not paperwork, so firms that track from intake close faster.