Neos
Neos is a comprehensive legal practice management software designed to help personal injury and mass tort law firms streamline case workflows, automate document generation, and track firm productivity.
Process Street
Process Street is a modern process management platform that helps you create, track, and automate core business workflows through interactive checklists to ensure your team follows consistent operating procedures.
Quick Comparison
| Feature | Neos | Process Street |
|---|---|---|
| Website | neos.com | process.st |
| Pricing Model | Subscription | Freemium |
| Starting Price | $99/month | Free |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1979 | 2014 |
| Headquarters | Baltimore, USA | San Francisco, USA |
Overview
Neos
Neos is a cloud-based legal practice management platform built specifically to help you handle the complexities of personal injury and high-volume litigation. You can move away from manual data entry by using automated workflows that trigger tasks, appointments, and reminders based on specific case milestones. This ensures your team never misses a critical deadline while maintaining a consistent process across every file in your office.
The platform allows you to manage your entire firm from a single dashboard, providing real-time insights into case values, staff productivity, and marketing ROI. You can generate complex legal documents in seconds using pre-filled templates and store them securely in a centralized digital filing system. By integrating your intake, billing, and communication tools into one interface, you eliminate the friction of switching between disconnected applications.
Process Street
Process Street is a simple way for you to manage your team's recurring checklists and procedures. Instead of static documents that sit in a folder, you get interactive workflows that guide your team through every step of a task. You can create rich documents with images, videos, and form fields to capture data as work happens, ensuring nothing falls through the cracks during complex operations.
You can use it for everything from employee onboarding and client setups to content approvals and safety inspections. The platform helps you maintain high standards by providing visibility into who is doing what and when. It scales with your needs, offering a free version for individuals and robust paid plans for teams that need advanced automation, conditional logic, and role-based permissions.
Overview
Neos Features
- Automated Workflows Set up custom triggers that automatically assign tasks and schedule deadlines whenever a case moves to a new phase.
- Document Automation Generate error-free legal documents instantly by pulling case data directly into your firm's custom templates and forms.
- Advanced Analytics Monitor your firm's health with visual dashboards that track settlement values, attorney performance, and lead conversion rates.
- Integrated Intake Convert leads into clients faster by capturing prospect information through web forms that sync directly with your case files.
- Text & Email Messaging Communicate with your clients via integrated SMS and email, keeping all correspondence organized within the relevant case folder.
- Digital Document Management Store, search, and edit all your case files in a secure cloud environment with built-in version control and OCR.
Process Street Features
- Interactive Checklists. Turn your static SOPs into live checklists where you can track progress and ensure your team follows every step.
- Conditional Logic. Create truly dynamic workflows that automatically adapt and show or hide tasks based on the data you enter.
- Collaborative Approvals. Streamline your decision-making by setting up single or multi-stage approval flows for any task or document.
- Data Capture Forms. Collect structured data within your workflows using form fields, then sync that information directly to your other tools.
- Task Assignments. Assign specific steps to different team members and set dynamic due dates to keep your projects on schedule.
- Workflow Automations. Connect your processes to thousands of apps to trigger actions automatically and eliminate manual data entry.
Pricing Comparison
Neos Pricing
- Core case management
- Document management & OCR
- Standard automated workflows
- Basic reporting dashboards
- Email and calendar integration
- Standard intake tools
- Everything in Professional, plus:
- Advanced analytics & custom reports
- Premium document automation
- Two-way SMS messaging
- Advanced intake management
- Priority technical support
Process Street Pricing
- 1 active workflow
- Unlimited pages
- Unlimited storage (5MB/file)
- Email support
- Standard templates
- Everything in Free, plus:
- Up to 5 members
- Unlimited workflow runs
- Conditional logic
- Stop tasks
- Role-based permissions
Pros & Cons
Neos
Pros
- Highly customizable workflows tailored to specific practice areas
- Excellent document automation saves hours of manual drafting
- Robust reporting provides clear visibility into firm productivity
- Seamless integration with Microsoft 365 and Outlook
- Cloud-based access allows for reliable remote legal work
Cons
- Initial setup and configuration requires significant time investment
- Learning curve for staff transitioning from legacy systems
- Pricing can be high for very small firms
- Occasional lag during high-volume document uploads
Process Street
Pros
- Intuitive interface makes creating complex workflows simple
- Conditional logic handles complicated business rules easily
- Strong integration capabilities with Zapier and Slack
- Excellent for maintaining consistency across remote teams
Cons
- Pricing can be high for very small teams
- Mobile app experience is less robust than desktop
- Steep learning curve for advanced automation features