One system for every PI case. Priced for how your firm grows.

Every plan runs on the same foundation built for personal injury. Start with what fits today, then turn on embedded intelligence, including medical chronologies and demand letters, when you're ready.

Compare Tiers

Essentials

The PI foundation: intake, case management, documents, and reporting in one system your whole team works from.

$109
/mo per user
billed yearly

Key features

Intake forms, intake CRM, and lead tracking

Document assembly and management

Reports and dashboards

Email and calendar sync

Expense tracking and invoicing

Premium

Everything in Essentials, plus the PDF tools that end the download, edit, re-upload loop.

$139
/mo per user
billed yearly

Everything in Essentials, plus:

OCR on every document

PDF editing, highlighting, and redaction

Bates stamping

Combine, reorder, and insert PDFs

Platinum

Everything in Premium, plus NeosAI working from the full case record your team already keeps. It's also the foundation for Demands Plus.

Talk to a specialist
Best Value

Everything in Premium, plus:

NeosAI: summarize, extract to fields, generate documents, and chat at the case level

Automated and batch document generation

Advanced workflows and process automation

Intake Pro: dynamic intake forms with automated workflows and lead follow-up

Neos Texting

Communication and eSignature integrations

Demands Plus

New

Requires NeosAI Platinum • cost scales with your caseload

Demands Plus reads the records already in the case, builds a cited medical chronology, and drafts the demand from it in your firm's voice. Every fact links to its source, and nothing goes out until an attorney approves it. Explore below.

Every plan includes

Dedicated CSM and white-glove implementation

Priority support

Custom dashboards

US-based, in-house support team

Demands Plus

New

It writes it the way you already do, just faster, and you can check every fact before it goes out.

A cited medical timeline before anyone writes a word.

Treatments, providers, and gaps pulled from the records, each one linked to its source.

Written from your firm's own letters.

It learns your structure and content patterns, whether you send a 2-page demand or a 50-page one.

Built to be checked.

One click shows the exact document behind any sentence. Attorney approval is required before anything exports.

Built for personal injury for 40+ years

1,450+ PI firms

40+ years in personal injury

99.9% uptime

US-based, in-house support

4.5

Based on 290+ reviews

Enhancements

Build the Neos that fits your firm

ePayments

Take card and ACH payments through LawPay from inside the case file.

No activation fee

Digital Disbursements

Pay clients and vendors by ACH, Zelle, Venmo, or eDebit. No checks to cut, and every payment is tracked in Neos.

Premium Texting

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

RingCentral

Call from Neos. Every call logs to the case and the Communications Center.

‍Integration fee waived on NeosAI Platinum.

Medical Records Retrieval

Request records through HIPAA-compliant retrieval partners and have them arrive directly in the case file.

Compare

What's in each plan

Neos Tier
Essentials
Premium
Platinum
Practice Management
Product Tier
Neos Essentials
Neos Premium
Neos Platinum
Customizable intake forms
Included
Included
Included
Automated checklists
Included
Included
Included
Access from anywhere
Included
Included
Included
Customer relationship database
Included
Included
Included
Document assembly & management
Included
Included
Included
Reports, dashboards & analytics
Included
Included
Included
Expense tracking
Included
Included
Included
Invoice generation, editing & approvals
Included
Included
Included
Workflows & process automation
Not Included
Not Included
Included
Dynamic intake questionnaire
Not Included
Not Included
Included
NeosAI
Product Tier
Neos Essentials
Neos Premium
Neos Platinum
AI Document Generation
Not Included
Not Included
Included
AI Document Summarization
Not Included
Not Included
Included
AI Document Extraction
Not Included
Not Included
Included
AI Dynamic Layouts
Not Included
Not Included
Included
AI Chat
Not Included
Not Included
Included
Demands Plus
Product Tier
Neos Essentials
Neos Premium
Neos Platinum
Cited medical chronologies
Not Included
Not Included
Add-on
Demand letters in your firm's voice
Not Included
Not Included
Add-on
Source citations and attorney approval gate
Not Included
Not Included
Add-on
Document Management
Product Tier
Neos Essentials
Neos Premium
Neos Platinum
Secure document sharing and storage
Included
Included
Included
Multi-document generation
Included
Included
Included
Optical Character Recognition (OCR)
Not Included
Included
Included
PDF editing, highlighting, redacting, and more
Not Included
Included
Included
Bates stamping
Not Included
Included
Included
Create, preview, and edit PDFs in real time
Not Included
Included
Included
Combine, reorder, and insert PDFs
Not Included
Included
Included
Automated document creation
Not Included
Not Included
Included
Communication Management
Product Tier
Neos Essentials
Neos Premium
Neos Platinum
Messaging
Included
Included
Included
Communicate with clients directly from case file
Included
Included
Included
Internal communication with in-product alerts
Included
Included
Included
Integrated Dialer and Call Tracking (RingCentral and Zoom Phone)
Included
Included
Included
Communication Center
Included
Included
Included
SMS and email automation
Not Included
Not Included
Included
Intake
Product Tier
Neos Essentials
Neos Premium
Neos Platinum
Intake forms
Included
Included
Included
Intake CRM
Included
Included
Included
Lead tracking
Included
Included
Included
Customizable Intake Forms
Included
Included
Included
Automated lead emails & texts
Not Included
Not Included
Included
Lead ROI and revenue tracking dashboards
Not Included
Not Included
Included
Dynamic Intake Forms with Required Questions
Not Included
Not Included
Included
Support
Product Tier
Neos Essentials
Neos Premium
Neos Platinum
US-based weekday phone support (8:30AM ET to 5:30PM ET)
Included
Included
Included
Email support
Included
Included
Included
Self-serve portal (Knowledge base)
Included
Included
Included
On-demand training videos
Included
Included
Included

Every Neos plan is built for personal injury from the ground up. The foundation is the same on every plan. Your plan decides how much of it your firm turns on today, and everything you add builds on the record your team already keeps.

Frequently Asked Questions

Can we check what the AI produces?

Yes, that's how it's built. Every fact cites back to its source, you can open the exact document behind any sentence in one click, and attorney approval is required before anything goes out. Valuation stays the attorney's call; the AI never estimates a number.

Do you offer pricing for firms under 3 users?

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.

How does migration from a legacy or generalist platform work?

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.

How does pricing scale as we grow?

Plans are priced per user per month, billed annually: Essentials at $109 and Premium at $139. NeosAI Platinum is quoted to your firm. Demands Plus pricing scales with your caseload.

Is our case data used to train AI models?

No. Prompts and responses aren’t used to train the models, aren’t shared with other customers, and aren’t shared with OpenAI or any other model provider. The information is stored in our US Azure region, encrypted, and processed within Microsoft’s global Azure network.

What is Demands Plus, and who can use it?

Demands Plus builds cited medical chronologies and demand letters inside Neos from the records already in the case. It's available to NeosAI Platinum firms. If you're on Essentials or Premium, your specialist can price the upgrade and Demands Plus together.