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
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Reviews
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Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
NEOS is THE BEST!
Reviewed on 2023/12/14
Neos is a case manager's best friend. The initial change from a server based program to a cloud...
Neos is a case manager's best friend. The initial change from a server based program to a cloud based program was challenging. Learning new things is good, but can also be frustrating. Once I learned how to use Neos and how it integrated with our other apps, I would never go back to any other option.
Pros
Everything you can think of that is necessary for legal case management, is contained within Neos. Moreoever, Neos is committed to keeping the platform updated, so they are constantly adding and upgrading.
Cons
Neos can seem pricey to begin with, but well worth the investment. It will likely pay for itself in your ability to take on and manage more cases.
Response from Assembly Software
Anna - Thank you for your 5-star, 10 out of 10 recommendation. We are so happy you are pleased with your Neos investment! Thank you for being a valued customer. - The Neos Team
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Neos - Efficient and Customizable
Reviewed on 2024/12/16
I was a major fan from the onset, and once I learned how to use it, it boosted my efficiency.
I was a major fan from the onset, and once I learned how to use it, it boosted my efficiency.
Pros
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.
Cons
The learning curve was a bit steeper than I expected.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Legal Assistant
Reviewed on 2024/12/16
My experience overall was not a great one we were having issues and to many steps to follow.
My experience overall was not a great one we were having issues and to many steps to follow.
Pros
the ability to send text messages to clients and saved them in the file
Cons
not able to edit calendar, and documents not uploading correctly.
Response from Assembly Software
Hi Maria, we are glad you are enjoying the text messaging function in Neos, but are sorry to hear about your difficulty editing the calendar and with document uploading. Your Customer Success Manager will be in contact with you to help resolve your concerns. Take care!
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Inferior to its predecessor
Reviewed on 2024/09/18
Extremely disappointed. I can’t save directly to Neos without save it to my computer first. We also...
Extremely disappointed. I can’t save directly to Neos without save it to my computer first. We also use Adobe a lot to edit PDFs and I can’t do that with Neos.
Pros
Easy to create reports and it’s connect to my Outlook calendar.
Cons
There are too many extra steps to save documents and unable to use Adobe Acrobat to edit PDFs.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Why I love using Neos
Reviewed on 2024/12/16
Using Neos makes my work extremely manageable. It is easy to navigate and do the things that make...
Using Neos makes my work extremely manageable. It is easy to navigate and do the things that make me successful in my job. Neos helps me stay organized and up-to-date with my clients—I could not imagine working without it. I use Neos every single day. Customer support is always helpful in solving any issues that arise. Neos can also be integrated into other applications, such as email.
Pros
The convenience and organization it provides when dealing with hundreds of different clients.
Cons
There is nothing that I don't like about using Neos.
Neos FAQs
Below are some frequently asked questions for Neos.Q. What type of pricing plans does Neos offer?
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
Q. Who are the typical users of Neos?
Neos has the following typical customers:
11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Neos support?
Neos supports the following languages:
English
Q. Does Neos support mobile devices?
Neos supports the following devices:
Q. What other apps does Neos integrate with?
Neos integrates with the following applications:
Docusign, Equitrac Express, Kenect, LawPay, LawToolBox, Mailchimp, Microsoft 365, Microsoft Azure, Microsoft Outlook, Microsoft SharePoint, Milestones, Nuance, OneDrive, QuickBooks Enterprise, RingCentral Engage Voice, Scorpion, Zapier
Q. What level of support does Neos offer?
Neos offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Related categories
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