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

Early Access

Requires NeosAI Platinum

Medical chronologies and demand letters built from the records already in the file. Now in early access inside NeosAI, no exporting, no second system.

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

4.5

Based on 290+ reviews

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

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
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, 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

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 add users?

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.