Neos 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Neos

4.4

(200)

FrontRunner 2026

Pricing

Starting at $109.00 per month

About Neos

Neos is a cloud-based legal case management platform designed to assist law firms with legal administrative tasks and workflow management. It supports various legal practice areas such as personal injury, insurance defense, mass tort, family law, and public sector organizations. The software is used by firms of different sizes to manage cases and store data securely.

The platform includes AI-powered workflows that automate routine tasks. It offers document management features for storing, locating, and sharing files. Customizable dashboards and reports provide insights into caseloads and overall firm operations. Built-in communication tools allow attorneys and staff to contact clients through calls, emails, and texts, with automatic tracking of interactions.

Additionally, Neos also includes customizable workflows and case templates tailored to specific practice types. Client intake automation enables firms to send online forms and manage follow-ups. Data is secured using Microsoft Azure protocols to protect sensitive information.

Neos Screenshots

Neos Pricing and Plans

Starting price: $109.00 per month

Free Trial

Free Version

Neos Essentials

$109.00

per user, per month

Plan includes:

Standard intake form
Robust document management
Automated document generation and batch document generation
Configurable case types, workflows, and calendaring
Dashboard reporting
Robust integrations (communication, eSignature, marketing, accounting, etc.)

Neos Premium

$139.00

per user, per month

Plan includes:

Optical Character Recognition (OCR)
PDF editing, highlighting, redacting, and more
Bates stamping
Robust integrations (communication, eSignature, marketing, accounting, etc.)

NeosAI Platinum

$189.00

per user, per month

Plan includes:

Embedded NeosAI (document generation, document summaries, data extraction)
Neos Premium Texting
Dynamic intake forms with required questions
Workflows and process automation
Robust integrations (communication, eSignature, marketing, accounting, etc.)

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Neos Features

Popular features found in Legal Case Management
Billable & Non-Billable Hours
Calendar Management
Case Notes
Client Portal
Communication Management
Conflict Management
Electronic Signature
Task Management
Trust Accounting
Workflow Management
More features of Neos
Access Controls/Permissions
Accounting
Activity Dashboard
Activity Tracking
AI/Machine Learning
Alerts/Notifications
API
Archiving & Retention
Audit Trail
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
Budgeting/Forecasting
Case Management
Client Management
Collaboration Tools
Compliance Management
Contact Management
Contract/License Management
CRM
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Deadline Management
Document Automation
Document Capture
Document Check-In/Out
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Email Management
Expense Tracking
File Sharing
For Legal Professionals
Forms Management
Full Text Search
Invoice Management
Legal Case Management
Matter Management
Optical Character Recognition
Process/Workflow Automation
Records Management
Reminders
Reporting/Analytics
Reporting & Statistics
Search/Filter
Secure Data Storage
SSL Security
Task Progress Tracking
Third-Party Integrations
Time & Expense Tracking
Time Tracking
Two-Factor Authentication
Version Control

Neos Integrations

Microsoft 365

Integration rated 4.4 from 20 reviews

Microsoft Outlook

Integration rated 4.6 from 18 reviews

Docusign

Integration rated 4.9 from 12 reviews

OneDrive

QuickBooks Enterprise

Microsoft Azure

See all 19 integrations

Neos User Reviews

Overall Rating

4.4

Ratings Breakdown

65%

21%

Secondary Ratings

Ease of Use

4.3

Value for money

4.2

Customer support

4.4

Functionality

4.2

Jonathan S.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Review source

Reviewed April 2025

Still going strong.

They have been very helpful from the start. Aytime there is an issue it gets resolved. The program is pretty costly, but it has a lot of features to it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how it stores all our information in one place and has so many features.

Cons:

The calendar can be a little hard to read at times depending on how many appointments are there. PDF documents seem to give us a little difficult time.

Reasons for switching to Neos

New age. Trying to adjust to the cloud based version for ease of access and all the features it offers.

NICOLE F.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Reviewed December 2025

STREAMLINED AND ORGANIZED SYSTEM THAT BOOSTS PRODUCTIVITY

NEOS HAS BEEN AN EASY TRANSITION FROM OUR PREVIOUS SOFTWARE. IT HAS BEEN EASY TO LEARN AND IT CONTINUALLY IMPROVES AND UPDATES.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I LIKE THAT NEOS IS STREAMLINED AND ORGANIZED. THE DOCUMENT MANAGEMENT SYSTEM KEEPS FILES AND CASES ORGANIZED AND DOCUMENTS EASY TO FIND.

Cons:

I DO NOT LIKE THAT EMAILING DOCUMENTS FROM NEOS IS DIFFICULT. I FIND THAT I HAVE TO DOWNLOAD A DOCUMENT OUTSIDE OF NEOS IN ORDER TO SEND IT VIA EMAIL EASILY.

Reasons for switching to Neos

WE SWITHCED BECASUE NEOS IS A CLOUD BASED SYSTEM AND IT REDUCED OUR STORAGE PROBLEMS FROM OUR PREVIIOUS SYSTEM

Curtis C.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 12 months

Review source

Reviewed March 2025

Attorney- Principal

Using Neos is at best frustrating. we started using Neos last year. Support existed during the dating phase then after contract it became all but nonexistent. My staff reports requests for support are responded to with sarcasm and humifaction. Shop around. try other systems. Add an escape provision to the contract that if you are not satisfied yo may cancel. with full refund. It was a bad choice to use Neos. (It was represented Neos was better than Trialworks, the preceding system - NOT TRUE)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Neos might be slightly than a paper file

Cons:

Extremely difficult to use, Prior system Trialworks was intuitive. Neos is not intuitive in any way. Very cumbersome to use. Multiple steps required to perform almost every function. Customer support all but non existent AFTER you enter into contract - just use the "?" and listen watch video library.

Reasons for switching to Neos

representation that Neos was better and because sales rep said Trialworks was going to be shutdown

Vendor Response

Curtis, we are very sorry to hear that you have not been happy with Neos. Our Support team is always there to help answer any questions you have. We will get in touch to see if there is anything we can do to improve your experience.

Replied March 2025

Heather B.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 6 months

Reviewed December 2025

Effortless transition

We have been pleased so far. Having used Trialworks for over 20 years, we were a bit nervous switching, but other than a few minor issues, we haven't had any problems.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The organization of case documents, ease of uploading documents to it and having access to secure AI.

Cons:

The tabs are a bit clunky and it can be difficult to find the information I'm looking for. Having come from Trialworks, the tabs in that program made more sense and it was super easy to find the information I was looking for.

Reasons for choosing Neos

Didn't like the layout and it was way more expensive.

Reasons for switching to Neos

We were told we had to as Trialworks support was ending.

Sarah G.

Verified reviewer

Legal Services

2-10 employees

Used daily for less than 6 months

Reviewed December 2025

Great System!

I had never worked with this type of system before and it took some getting used to. The training videos were a huge help! Everything I need is in one place.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, clarity of content, document management is simple and allows all users to see updates in real-time.

Cons:

Would like an easier way to generate new documents not already in the system. and would like all functions to operate correctly without having to call Support

Reasons for switching to Neos

Unsure, I was not the user who made the switch.

Ashley M.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 6 months

Reviewed December 2025

Makes streamlining easy

Easy to use and friendly and efficient training after migrating from our previous case management software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to streamline and centralize workflow. Thorough training and follow ups during the transition.

Cons:

That there’s no way to link our Neos calendar to our firm’s Outlook calendar. Also, it would be easier if the Outlook ad in automatically defaulted to case search (rather than provider search).

Reasons for switching to Neos

No longer compatible and didn’t have an option.

Amy V.

Verified reviewer

Political Organization

51-200 employees

Used daily for less than 2 years

Reviewed December 2025

Highly Customizable & User Friendly

It was an easy transition for me. I see Neos being a great tool once our firm learns how to use additional features.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really like the document management and how we can customize and organize the TYPE of document for easier searching. Our IT has had security testing done, and were told our office has the the highest scores (least threats). The software is user friendly, and highly customizable.

Cons:

Our firm needs more support to know how to use unused features and learn how to customize even more so the software is more beneficial to us.

Reasons for switching to Neos

I was not here at that time, cannot say.

Jhovanny A.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Reviewed December 2025

The fruit of Neos

My overall experience has been genuinely pleasant and fruitful. I am very happy with NEOS and am proud of its integration in our firm.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like the most about NEOS is by far its ease for access. The accessibility of the application is unpresented. Its intake, tabs, documents, financial and and even calendar options all contribute to creating daily functions as efficient as possible. Furthermore, as a first time user of these applications; I was able to quickly learn and master due to the ease of function and quality of life.

Cons:

What I most dislike is its recent lag and slower loading times. This may be due to the recent large updates. These lags don't make it inaccessible but is a noticeable difference from older models.

Joseph C.

Verified reviewer

Law Practice

51-200 employees

Used daily for more than 2 years

Reviewed December 2025

Great Operational Tool

Overall, Neos has been a solid platform for running the operational side of the firm. It brings structure, organization, and consistency to case management, which helps teams work more efficiently and deliver a better client experience. That said, while the core system is strong, delays around integrations and communication have been frustrating and have limited our ability to fully leverage the platform from a reporting and growth standpoint. With better responsiveness, Neos could be significantly more impactful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Neos does a good job of keeping everything centralized and organized, which makes day-to-day operations smoother across the firm. It helps our teams stay aligned, keeps cases moving, and provides consistent data we can rely on. From my side, having one system that supports case flow, reporting, and visibility across departments is a big plus.

Cons:

The biggest downside has been around integrations and responsiveness. Despite submitting a simple request for read-only API access, we haven’t received any response for weeks. This has limited our ability to implement offline conversion tracking and build reporting dashboards leadership is actively asking for. When Neos positions itself as having an open API and being collaborative with client teams, the lack of follow-up here has been frustrating and disruptive.

Audra M.

Verified reviewer

Legal Services

51-200 employees

Used daily for less than 12 months

Reviewed December 2025

Neos Satisfaction Survey

SO far its been great but we are still building to fit our needs and as indicated above I may find more as we get more into utilizing it but we are fairly new and still building to it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The organizing abilities, the info linking abilities as well as the linking info to companion cases.

Cons:

The Em tagging and how the features to not activate consistently. I may find more as we get more into utilizing it but we are fairly new and still building to it.

Showing 1 - 10 of 200 Reviews

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