About Neos

Neos, powered by Assembly Software, brings together customer-favorite features from two of the legal profession’s pioneering case management brands, Needles and Trialworks, to create the next generation of cloud-based case management capabilities.
Neos continues to evolve, disrupting and transforming the legal sector to meet the changing needs of modern law firms.

Neos is a powerful platform that’s built for process automation, effective communication, and enhanced firm health insights. Customization, automation, and streamlined workflows all work together to supercharge your firm’s productivity throughout the client lifecycle.

Customize everything from your intake questionnaire to your dashboard reports. Access everything you need in an integrated platform from anywhere, any device.

Neos offers the following features:
• In-application calling, emailing, and texting
• Effortless external and internal communication, even acquire email send data that will hold up in court
• Rich text notes and @mentioning internal staff
• Comprehensive calendar management
• Bulk document generation and sending
capabilities with merge tags
• Ability to create custom dashboards and automated report subscriptions
• Call, email, text, and send documents for signature directly from the application
• Real-time document collaboration with team members
• Accounting, payment capture, medical records, documents, and signatures with our integration partners

Neos integrations:
• LawPay
• Scorpion
• Zapier®
• Legal Monkey (medical records)
• QuickBooks®
• Microsoft Office 365® and OneDrive®
• CasePulse
• DocuSign®


Key benefits of Neos

Gain firm-wide insights into case value, costs, and performance that will improve overall profitability.

Provide unmatched client service with effortless document management and multiple communication options, then watch your referrals grow.

Learn how to lower your per case cost and
improve your ROI with custom reports and advanced analytics.

Rest easy knowing Neos is hosted on Microsoft® Azure, the cloud-computing service trusted by thousands of leading corporations. Neos offers a 99%+ uptime guarantee, comprehensive encryption, 2FA, and full backup redundancy.

Leverage our Microsoft® Outlook integration for correspondences, meetings, and events, all of which are available in app for the ultimate convenience.

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

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


Images

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

Not sure about Neos? Compare with a popular alternative

Neos

4,2 (115)
VS.

Starting Price

US$99,00
month
US$495,00
one-time

Pricing Options

Free version
Free trial
Free version
Free trial

Features

69
31

Integrations

19
5

Ease of Use

4,1 (115)
4,3 (88)

Value for Money

4,0 (115)
4,2 (88)

Customer Service

4,3 (115)
4,4 (88)
Green rating bars show the winning product based on the average rating and number of reviews.

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Reviews

Overall rating

4,2 /5
(115)
Value for Money
4,0/5
Features
4,0/5
Ease of Use
4,1/5
Customer Support
4,3/5

Already have Neos?

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

Showing 5 reviews of 115
Bettina
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Neos Works for You so You Don't have to Work so Hard

Reviewed on 2022/09/16

[SENSITIVE CONTENT] has been tremendous to work with and will continue to help us get to the point...

[SENSITIVE CONTENT] has been tremendous to work with and will continue to help us get to the point when we fully use Neos. The initial training was not spectacular. But when she came on board, [SENSITIVE CONTENT] stepped up and that has gotten us closer to the optimized point of fully using Neos.

Pros

Neos has been a true blessing to my law firm. First, it is intuitive. You can get started using Neos without too much training and then more training when you get more involved in all that Neos can provide. The Neos Staff, [SENSITIVE CONTENT]!, has just been awesome to deal with and has been right by our side during the harder implementation of Neos. It does take time to fully use all of the powers of Neos and we are still in that process. So we look forward to the time when Neos is fully powered up and working for our clients and for us!

Cons

The integration and migration from our last software management system was difficult. But I do not think that is at the fault of Neos or the other company. We were using an antiquated system and the migration simply was not clean. And we are still working through that. But the point here is that Neos has helped us along the way with the challenging migration. And we appreciate it!

Response from Assembly Software

Bettina - Thank you for your comprehensive review of Neos. We appreciate your feedback and will share with Pamela! Thanks again for being a valued customer! - The Neos Team

Cynthia
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 10.0 /10

Neos

Reviewed on 2022/09/16

My overall experience has been great. Our support person is very helpful and always willing to...

My overall experience has been great. Our support person is very helpful and always willing to help. Most of the time when you put in a service ticket someone gets back to you immediately.

Pros

The ability to transfer from our server based NEEDLES to NEOS with little to no problems. NEOS is very user friendly. As with all software, there will always be likes and dislikes but overall in my opinion NEOS was the best for our firm.

Cons

We were excited that we could set up our own reports. However, we still have problems doing this so if I had to choose what I least like it would be reporting and to get additional training with the reports you have to pay.

Alternatives Considered

Filevine, SmartAdvocate and backdocket

Reasons for Switching to Neos

Ease of Use and Price

Response from Assembly Software

Cynthia - Thank you for your 5-star rating and 10 of 10 recommendation. We appreciate your feedback around reporting and will share it with the product team! Thank you for being a valued customer. - The Neos Team

Jason
Overall rating
  • Industry: Legal Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Could be Amazing, but they won't stop breaking it

Reviewed on 2022/09/27

Neos has created more problems than solutions for me. Although the features are impressive, they...

Neos has created more problems than solutions for me. Although the features are impressive, they have to work correctly to be a feature. Help articles are a bit of a joke. For example, in coding templates with advance field codes in Word, Neos has examples of if->then functions in their help files. However, even with proper coding, the if -> then function won't always work. There have been some issues with documents coded with "ALL CAPS" fields as well, which is a common thing to use in legal documents. The code sometimes gets ignored entirely when "ALL CAPS" is chosen. You can submit tickets, but never really know what the status is once it's sent to "development."

Pros

Customization options are the best part of Neos. It has potential.

Cons

Neos will slow down to unusable speeds, typically when trying to access the calendar view, but also randomly. The calendar is always problematic. After implementation of Neos, it kept altering our calendar, and some entries were deleted. That was terrifying for a legal firm. While generally I'd appreciate regular updates, if they are not fully tested, they should not be rolled out. Almost every update (other than small hotfixes) has caused numerous errors. Eventually, they will fix them, but the first week or so after any update results in error message after error message. Most recently, the error messages for "Failure to Load Data" or "Failure to Save Data" have become a nuisance. Be prepared to constantly refresh, reload, go to incognito mode, try again and still have the same issues.

The document indexing between various views will show different documents (i.e. list view may show indexed items that no longer exist in the file). If you have a problem that is not a "system" problem as deemed by Neos, you will likely never hear back from "development" when your issue is escalated. I've had tickets open in excess of a year, and even with follow-up requests, no solutions. Often, technical support knows less about how to use the program than our end users.

Response from Assembly Software

Jason - Thank you for your candid feedback - we have shared it with the product team. Additionally, your Customer Success Manager will be in touch to discuss your experience and help where needed. - The Neos Team

Cathy
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

A HAPPY USER of NEOS

Reviewed on 2022/09/16

100% awesome. I can go on and on about the software the support and love of the use of the software.

100% awesome. I can go on and on about the software the support and love of the use of the software.

Pros

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.

Cons

The report customization is a hard for me to use.

Response from Assembly Software

Cathy - We truly appreciate your feedback and honest review of Neos. Thank you for your 10 of 10, 5-star rating. We love having you as a customer! - The Neos Team

Haley
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Essential for great case management! Highly recommend.

Reviewed on 2022/06/09

My overall experience with Needles Neos has been simply wonderful. We have all the tools necessary...

My overall experience with Needles Neos has been simply wonderful. We have all the tools necessary to track and maintain all cases, and it's a great feeling to not wonder about what's going on in a case because you can find the answer immediately in the program.

Pros

I like that there always are new features being added in addition to the old, great features the program already contains. I like the daily reminders on each case keeping us current and up to date on all our files. I like the simplicity of the calendar and the integration with Outlook. I like the time that I am saved by document generation. I like to be able to directly text clients from the platform. I like the ease of entry of parties, cases, etc. I like the various reports that can be created with the click of a button.

Cons

When you create a new calendar item, it automatically sets the time to 12:00 a.m. if you do not change the time, you will ultimately miss that calendared item.

Response from Assembly Software

Haley - Thank you for your 5-star rating and 10 of 10 recommendation. We appreciate your feedback and will share it with the product team! Thank you for being a valued customer. - The Neos Team

Showing 5 reviews of 115 Read all reviews

Neos FAQs

Below are some frequently asked questions for Neos.

Neos offers the following pricing plans:

  • Starting from: US$99,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Want to get on board with a case management platform with five-star customer support, free on-demand training 24/7, and a comprehensive certification program? Try Neos: your firm's cloud-based case management silent partner! Boost productivity, crush manual tasks with AI, and unlock data-driven success from a single platform. - On-demand training videos - FREE Neos Certification program - Monthly FREE live training webinars - Award-winning U.S. based support - Frequent product releases

Neos has the following typical customers:

11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Neos supports the following languages:

English

Neos supports the following devices:

Neos integrates with the following applications:

Docusign, Equitrac Express, Kenect, LawPay, LawToolBox, LegalSoft, Mailchimp, Microsoft 365, Microsoft Azure, Microsoft Outlook, Microsoft SharePoint, Milestones, Nuance, OneDrive, QuickBooks, QuickBooks Desktop Enterprise, RingCentral Engage Voice, Scorpion, Zapier

Neos offers the following support options:

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

Related categories

See all software categories found for Neos.