Neos 2026: Benefits, Features & Pricing

Wondering if Neos is right for your practice?

Our Legal Case Management Software selection experts can help you in 15 minutes or less.

On this page

Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

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.)

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

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

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

Janell Z.

Verified reviewer

Law Practice

51-200 employees

Used daily for less than 2 years

Reviewed December 2024

Honest Review

Overall, it has been a good experience. When issues are brought up, they seem to be addressed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the ability to add additional information from the tabs such as attaching expert CVs in the expert tab.

Cons:

I don't like that you aren't able to update multiple checklist items at a time, you have to go one by one. It is time consuming.

Reasons for switching to Neos

We had used Needles for years and it was becoming very outdated. Since switching over to NEOS I have been able to include a lot more information on my cases.

Brenda S.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Reviewed December 2024

Neos - Enhancing Productivity and Organization

My overall experience with Neos is excellent. The software offers several user friendly features,delivers reliable performance, and provides outstanding customer service. Its ability to maintain organized files significantly enhances productivity in our field.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Neos ability to efficiently generate documents and seamlessly maintain clients files is one of the most valuable feature of the software. The simplicity of generating documents enhances productivity and improves client service.

Cons:

Generating reports in Neos can be quite complicated. Simplifying this process would enhance the performance of the software.

Reasons for switching to Neos

We required a software that would be more efficient and user friendly.

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.

Meggan M.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Reviewed April 2025

Game changer!

It was overwhelming at first but that's likely bc the program has so much to offer. Once we figured out how to make it our own, it became a game changer. There are online classes to take all of the time, videos to watch, and the help portal is great.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really appreciate how it merges documents so well and works amazingly with the integrations.

Cons:

Really just small things that we would find useful that aren't part of the system and no way to customize it without putting in a suggestion to be voted on by users.

Reasons for choosing Neos

It was somewhat similar to what we were used to but much more evolved.

Reasons for switching to Neos

Updating to cloud based system and something more functional.

Monica R.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Reviewed April 2025

Neos, the best product in the market.

It has been a great experience; it is very efficient and easy to work with.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

That helps me to do my work in a very efficient way and effortless. It is great.

Cons:

That sometimes when I need to add a case contact, I have to add it, then sign out and then sign in again so I can see it on the list.

Reasons for switching to Neos

TrialWorks had way too many issues with our company to the point that customer service told us that we either switch to Neos or they had to get another server in order to serve our company.

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.

Showing 1 - 10 of 200 Reviews

See All Reviews