Neos - 2026 Pricing, Features, Reviews & Alternatives

Reviewers appreciate Neos' Case Notes for tracking all progress and status of cases. They find it valuable for saving all communications, including emails and attachments, in their original format. Users report that the tagging, highlighting, and customizable text formatting enhance readability and organization. They also highlight the search functionality and permissions controls as helpful aspects. However, some users mention difficulties in searching older notes and reading notes in line view. Of the 22 Neos users who gave detailed accounts of their use of Case Notes, 100% rated this feature as important or highly important.

Reviewers indicate that Neos' Task Management capabilities are essential for keeping track of case-related tasks and deadlines. They appreciate the customizable checklists and automation capabilities, which help in sending emails and texts to clients. Users report that it aids in training new team members and ensuring nothing is forgotten during long case processes. However, some users find the preset tasks redundant and time-consuming, and a few admit to under-utilizing this aspect. Of the 23 Neos users who gave detailed accounts of their use of Task Management, 96% rated this feature as important or highly important.

Users report that Neos' Document Management system is efficient for organizing, maintaining, and retrieving documents. They appreciate the ability to use templates, merge case information, and send documents via DocuSign. Reviewers highlight the integration with SharePoint and the powerful PDF editor. However, some users mention that the system can be slow and the process of attaching documents could be more seamless. They also note difficulties with the disbursement sheet merge and system lag. Of the 23 Neos users who gave detailed accounts of their use of Document Management, 91% rated this feature as important or highly important.

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“One feature that stands out in the document management in Neos is the ability to seamlessly organize, maintain and retrieve documents.”

BS

Brenda S.

Case Managere

“Great integration system with SharePoint for Document Management.”

Claribel H.

Office Manager - Paralaegal

Reviewers highlight Neos' Client Management for its ability to track multiple cases for a single client and link related clients. They appreciate the integration with VOIP phone systems and Microsoft Outlook for seamless communication. Users find it easy to access all client information in one place, which aids in maintaining client relationships and providing updates. They also value the flexibility in entering contact information and the reminders for client follow-ups. Of the 21 Neos users who gave detailed accounts of their use of Client Management, 86% rated this feature as important or highly important.

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“The "client management" function keeps a log of when the client last had contact with anyone from the firm and makes it a priority to keep the client updated.”

KD

Kelly D.

Litigation Paralegal

“It's very easy to have all of your client's information at your fingertips, including the accident date, statute date, contact information, insurance company's contact information, etc.”

Tonya K.

Paralegal