About Needles Neos

Needles is the case management solution that 2,500+ top law firms trust to optimize workflow and maximize their bottom line.

Combining our legal know-how with next-gen innovation, our web-based solution, Needles Neos puts even more tools in your hands: real-time dashboards, automated reports, world-class support, and much more.

Work together on documents with team members in real-time. Access templates for dozens of case types and customizable case libraries and efficiently resolve more cases.

Now available - Intake Pro!
- Automatically process incoming leads from call-ins or web sources, and send notifications to clients
- Generate and send a retainer, referral, or rejection letter with the click of a button
- Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities
- Schedule automated emails, send SMS messages, and keep leads warm

Pricing starting from:

US$85,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Needles Neos

Key benefits of Needles Neos

Gain firm-wide insights into case value, costs, profitability, and performance. Create custom dashboards and automated report subscriptions.

Give your staff the tools to get the job done. Provide unmatched client service and watch your referrals grow.

Hosted on Microsoft® Azure, the cloud-computing service trusted by thousands of leading corporations, Neos offers a 99%+ uptime guarantee, comprehensive encryption, and full backup redundancy.

Work together on documents with team members in real-time. Call, email, text, and send documents for signature directly within the application.

Manage accounting, medical records, documents, and signatures with our integration partners. Track correspondences, meetings, and events with our Microsoft® Outlook integration.

Stay ahead with automated workflow processes, daily checklists, and reminders. Access templates for dozens of case types and customizable case libraries.

Capture leads effectively, and turn more of them into clients with fully native, end-to-end client intake.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$85,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Needles Neos

Images

Needles Neos Software - Access full case details-at-a-glance with Activity Feed
Needles Neos Software - Gain real-time visibility into firm and case performance with dashboard and subscriptions
Needles Neos Software - Leverage rich document assembly and document management capabilities
Needles Neos Software - Seamlessly manage client intakes with fully-native intake capabilities
View 5 more
Needles Neos video Needles Neos video Needles Neos video Needles Neos video Needles Neos video Needles Neos video Needles Neos Software - Access full case details-at-a-glance with Activity Feed Needles Neos Software - Gain real-time visibility into firm and case performance with dashboard and subscriptions Needles Neos Software - Leverage rich document assembly and document management capabilities Needles Neos Software - Seamlessly manage client intakes with fully-native intake capabilities

Features

Total features of Needles Neos: 36

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Communication Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Automation
  • Document Generation
  • Document Management
  • Email Management
  • Expense Tracking
  • Forms Management
  • Legal Case Management
  • Records Management
  • Reporting & Statistics
  • Task Management
  • Task Progress Tracking
  • Time & Expense Tracking
  • Time Tracking
  • Workflow Management

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CaseLoad

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Reviews

Overall rating

4,0 /5
(55)
Value for Money
3,7/5
Features
3,5/5
Ease of Use
3,9/5
Customer Support
4,2/5

Already have Needles Neos?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 55
Verified Reviewer
Overall rating
  • Industry: Law Practice
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Easy to use and a great way to store information

Reviewed on 2019/02/12

Pros

Easy to use with different tabs devoted to different aspects of each case. Great organization of documents and information.

Cons

No real drawbacks to this software. It's functional and dependable.

Response from Needles Case Management

Thank you for your 5-star review. We appreciate you sharing your rating with us and the community.
- The Neos Team

Yocira M.
Overall rating
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Needles Neo

Reviewed on 2021/05/12

Client management system

Client management system

Pros

I like that it is user friendly, and easy to navigate.

Cons

The reporting features and case layouts should have more capabilities.

Response from Needles Case Management

Yocira, we appreciate your suggestions. We will be releasing additional features for the Advance Search reporting and subscription service that will add to the list of available standard reports.

You can check for product updates through our Self-Serve Portal "What's New" accessible from the Help Icon in Neos.

Arthur A.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

New Needles Neos User

Reviewed on 2021/12/03

Love it and would not want to go back to the Old Needles program. There are updates periodically...

Love it and would not want to go back to the Old Needles program. There are updates periodically showing that they are improving this software and are listening to our needs.

Pros

Being familiar with the old Needles helped to ease into the transition of Neos. The transition was pretty easy due to the experienced Neos employees that assisted us with transition.

Cons

I wish there were different colors for the type of case PreLit vs Lit and closed files. There are some minor changes I would make in the "add in" and the knowledge to create more merge field documents for the lay person.

Response from Needles Case Management

Arthur - Thank you for your 10 out of 10 rating. We are glad to hear your transition was smooth and you love using Neos. We will share your suggestion around color coding with the product team. Thanks again for your feedback and for being a valued customer! - The Neos Team

Colin M.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Needles use

Reviewed on 2021/12/03

Average

Average

Pros

It tracks documents and allows for more data input

Cons

Too many to list so I cannot decide. Templates are time consuming are one

Response from Needles Case Management

Colin - Thank you for your candid review. We are always looking for ways to improve the platform and truly appreciate your feedback. We would love to connect with you about the product and how we can improve. Please email [email protected] with your concerns and we will be sure to address them. - The Neos Team

Leslie D.
Overall rating
  • Industry: Legal Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Review of Needles Neos

Reviewed on 2021/10/27

Overall it took three days to convert our files into Needles Neos and once up-there are a totally...

Overall it took three days to convert our files into Needles Neos and once up-there are a totally learning gap on how to move through the system-where files were and how to even open from online, etc. Once that learning curve was ventured, then it was easier to move through it, however, there were more steps. . the help section and webinars are great tools and they have up-ed their game on that. .

Pros

I like that you can literally cut and paste from Needles Neos anything-like address, etc which you could not do in needles 4. . I like that you can access it from virtually anywhere and not have a server to access. . I do like how you can copy from your desktop straight into Needles and Sharepoint. . I also like that you can view files directly out of Needles Neos

Cons

There are a lot more steps that have to be done and we were not taught how to access sharepoint (had no idea where our files were) and how to get a file from Sharepoint to attach to your email. . when you are in Sharepoint-Case File-you can't search like you can in Needles-have to write the whole word out, etc.

Response from Needles Case Management

Leslie - We are glad to know that you are enjoying the Cloud experience and the ability to access it from anywhere. Thank you for the feedback regarding the number of steps and access to SharePoint. We are here to help - please contact our support desk and we will be sure to provide and required training or configurations. - The Neos Team

Showing 5 reviews of 55 Read all reviews

Needles Neos FAQs

Below are some frequently asked questions for Needles Neos.

Needles Neos offers the following pricing plans:

  • Starting from: US$85,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Needles Neos offers a web-based subscription, world-class customer support and frequent product upgrades and enhancements.

Needles Neos has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Needles Neos supports the following languages:

English

Needles Neos supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Needles Neos integrates with the following applications:

DocuSign, Microsoft 365, Microsoft Azure, Microsoft Outlook, OneDrive, QuickBooks Desktop Enterprise, Zapier

Needles Neos offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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