Neos Reviews

Neos has an extremely intuitive design that allows for dashboard customization to enhance the efficiency and effectiveness of an organization. I was pleasantly surprised to see just how deep the customization could go.

The learning curve was a bit steeper than I expected.

I like how you can work on multiple cases at the same time.

I do not like how you have to type out the full email of the person you are sending a note to.

Easy to create reports and it’s connect to my Outlook calendar.

There are too many extra steps to save documents and unable to use Adobe Acrobat to edit PDFs.

How it makes it easy to work as a team. I love that it saves our information for the next person to see. It also saves all the information we need.

How it signs me out every 3 days and I loose everyone I had pulled up. Sometimes you have to copy your notes after every update and repost them because they refuse to save.

What i like the most about NEOS is the checklist, i love not having the checklist to remind me everything i need to do on a daily basis

The calendar: adding a calendar from case event, does not allow you to see the clients name on the regular calendar. It makes me feel this is double the work

Everyone in the office has access to it. There are many features such as case notes, insurance information, document uploads, etc.

I do not like the notes part, I wish it just had a save button to make sure they are saved.

Neos makes everything you need to run your office smoothly in one place at your fingertips.

Every so often there would be a new glitch. But the remote team was quick with the recovery assistance every time.

Accessibility, easy Navigation, Productive, Informative, Proactive.

There is nothing I do not like about it.

The intuitiveness of the system - it can almost predict what you want it to do and do it. As long as the case information is put correctly into the system then the system can pull information to put letters and documents together. my favorite part is the texting ability. It is easy. Most people will look at their phone first thing in the morning. Emails do not get as much attention as texting.

because it is cloud based - the internet needs to be steady. sometimes it gets a little wonky

It easy to navigate and learn if you are new to the system

That we can delete mistakes when we upload something to the wrong file or multiple times

Everything! Every area of neos is helpful for our every day activities such as updating clients, ordering bill and records, making sure bills are up to date, etc.

Neo is almost always freezing or being slow to load at certain points of the day. This can delay our work progress.

I like the ease of Neos. It is user friendly for those that have never used the software and are new to cloud based file management. Neos makes it easy to integrate everyday used apps, such as Microsoft Office, and create templates. I also like the ability to text our clients through our system. In 2024, it saves having to use solely email!

The only qualm that I have with Neos, that they are already working on integrating I might add, is having the text messages that we receive from clients only come as notifications and not as emails.

I love that I can create letters and documents within the app

I need the ability to add to certain fields for multiple defendants and service

The multi-purpose capabilities of Neos has been game changing. I really enjoy how Neos works hand and hand with outlook.

Occassionally there are hiccups after updates, but they are usually quickly resolved.

It is very easy to use and you can do a lot with the website.

Sometimes we have issues with it not working correctly which can be frustrating.

What I like the most about Neos is how accessible it is. It saves me a lot of time when I need to generate a document. I no longer have to manually input information. I also like how I'm able to generate reports.

What I least like about Neos is that sometimes there's glitches, but the tech support team is always there to help and guide me. Overall, I don't really face any troubles.

Simplicity and the structure of the files makes it easy to keep up with each task

NONE - I really enjoy the entire structure of the program

I love the features it offers and the reports that can generate from it. It is very easy to access and the customer service has been great.

It is very different getting used to the calendar and the documents, but it is coming along well.

the ability to send text messages to clients and saved them in the file

not able to edit calendar, and documents not uploading correctly.

I like the document management, and the ease of collaborating between firms. I enjoy the Office365 integration.

I wish there was a better dashboard system. The checklist is easily overwhelming.

The functionality of adapting the software to the users legal needs is awesome. We now can easily rely on the case management of the cases where we could not with Perfect Practice. The software also allow us to customize the software to our style of case management. SUPPORT IS AWESOME. We could not have made it without [SENSITIVE CONTENT]! She has been the best.

The report customization is a hard for me to use.