Neos Plans & Pricing

Priced for how your firm grows

Start with the plan that fits today. Step up when you're ready.

Compare Tiers

Essentials

A system built for the work, from intake through case management, add NeosAI when you're ready.

$109
/mo per user
billed yearly

Key features

Document management

Intake forms and workflows

Standard reporting

Email and calendar sync

Premium

Everything in Essentials, plus the document tools that keep every file inside the case.

Get in touch

Everything in Essentials, plus:

OCR and PDF editing

Bates stamping and redaction

Custom dashboards

Advanced workflows

Priority support

Platinum

Embedded intelligence across every case, from intake to settlement.

Get in touch

Everything in Premium, plus:

NeosAI embedded intelligence

Intake automation

Neos Texting

Case cost recovery

Advanced analytics and insights

Dedicated CSM and white-glove implementation

Demands Plus

Coming Soon

For NeosAI Platinum firms

Generate medical chronologies and demand letters grounded in your case files, every passage cited to the source PDF.

Join thousands of legal professionals

1,450+ PI firms

40+years in 
personal injury

99.9% uptime

24/7 US-based, in-house support team

Enhancements

Build the Neos that fits your firm

ePayments

Accept credit card and ACH payments through LawPay without leaving the case file.

No activation fee

Digital Disbursements

Send client and vendor payments by ACH, Zelle, Venmo, or eDebit. No checks to cut, every payment tracked in Neos.

Premium Texting

Two-way client texting built into Neos. Every message saves to the case, so anyone assigned can pick up the thread.

RingCentral

Call straight from Neos. Every call is logged to the case and documented in the Communications Center.

Medical Records Retrieval

Pull records directly into the case file through HIPAA-compliant retrieval partners.

Compare

What's in each plan

Customizable intake forms

Essentials

Premium

Platinum

Dynamic intake questionnaire
Workflows & process automation
Customizable intake forms
Automated checklists
Access from anywhere
Customer relationship database
Document assembly & management
Reports, dashboards & analytics
Expense tracking
Invoice generation, editing & approvals
AI Document Generation
AI Document Summarization
AI Document Extraction

Pull data from images and documents and automatically populate case fields.

AI Dynamic Layouts
AI Chat
Multi-document generation
Secure document sharing and storage
Optical Character Recognition (OCR)
PDF editing, highlighting, redacting, and more
Bates stamping
Create, preview, and edit PDFs in real time
Combine, reorder, and insert PDFs
Automated document creation
Messaging
Communicate with clients directly from case file
Internal communication with in-product alerts
Integrated Dialer and Call Tracking (RingCentral and Zoom Phone)
Communication Center

Premium features through RingCentral and Zoom Phone

SMS and email automation

Track all incoming and outgoing calls

Intake forms
Intake CRM
Lead tracking
Customizable Intake Forms
Automated lead emails & texts
Lead ROI and revenue tracking dashboards
Dynamic Intake Forms with Required Questions
US-based weekday phone support (8:30AM ET to 5:30PM ET)
Email support
Self-serve portal (Knowledge base)
On-demand training videos

Every Neos plan is built for personal injury, not adapted from a generalist tool. The foundation is the same. The plan decides how much of it your firm activates today.

Frequently Asked Questions

Neos is built for firms with 3 or more users. For smaller practices, your consultation can route you to the right Assembly product so you're not paying for capacity you won't use yet.

We have proven migration playbooks for the platforms PI firms typically switch from. Your CSM owns the migration end-to-end, including data mapping, document conversion, and team training. Most migrations land in 60 to 90 days.

Neos pricing is built around your firm's size. We offer three subscription tiers starting at $109 per user, paid annually. Actual pricing depends on the plan and billing cycle you choose. Request a tailored quote from our team for exact pricing.