Last Updated
Overview
Neos software stands out in the legal case management field with its unique features. It offers real-time analytics, seamless payment processing, native intake, and automated workflows. The system's intuitive features enhance productivity and keep firms organized, despite some users reporting glitches. Neos also allows for instant document collaboration, easy generation of multiple case files, and use of customizable templates.
Overall Rating
Based on 20 users reviews
4.2
Rating Distribution
Positive
85%
Neutral
0%
Negative
15%
Starting Price
Custom
Neos Software Specifications
- Case management
- Document management
- Client management (CRM)
- Billing and invoicing
What Is Neos Software?
Neos software, powered by Assembly Software, is a unified, AI-driven, cloud-based case management platform that seamlessly combines the robust features of pioneering software Needles and Trialworks to fundamentally transform firm operations. Designed to maximize productivity in the legal sector, it integrates customizable automation and embedded AI with powerful case and document management. This comprehensive system ensures a smooth workflow by featuring real-time dashboards, automated reporting, and native intake, all while providing unmatched security and seamless integrations with vital tools for the modern law firm.
Neos Software Pricing
Neos software pricing model features clear pricing and flexible plan options., which include:
- Neos Essentials: Starts at $99/user (paid annually)
- Neos Premium: Custom quote
- NeosAI Platinum: Request a quote
Disclaimer: The pricing is subject to change.
Neos Software Integrations
Neos software offers integrational capabilities with various third-party applications:
- InfoTrack
- Stamps.com
- Alert Communications
- American Retrieval
- Case Status
- Digital Disbursements
- DocuSign
- Dragon Legal Anywhere
- Equitrac
Who Is Neos Software For?
Neos software supports a wide range of legal practice areas, including:
- Personal injury
- Insurance defense
- Mass tort
- Government
Is Neos Software Right For You?
Looking for a smarter, more efficient way to manage cases? Look no further. Neos by Assembly software delivers cutting-edge, cloud-based legal case management. With powerful automation, seamless communication, and deep firm insights, Neos software enhances productivity. Its customizable dashboards, automated workflows, and remote accessibility make it the ultimate tool for modern law firms.
Are you still unsure about Neos software? Contact us at (661) 384-7070 and get expert assistance from our team regarding any further queries.
Neos Software Features
Case Management
The software organizes files with customizable case structures and layouts. It enables direct communication through in-app calling, texting, and emailing. The calendar management and full communication tracking ensure seamless interactions and efficient case handling.
Billing And Invoicing
Neos software automates timekeeping and invoicing while integrating with QuickBooks and other financial tools. It enables bulk invoice generation and master client billing to improve financial management, reduce per-case cost via performance audits. It provides real-time insights into revenue tracking.
Document Management
This feature enhances organization with advanced search capabilities and AI-enabled generation. Neos software simplifies locating files and reduces errors by using templates. It streamlines bulk sending and batch document processing and includes full-text and OCR-enabled search across all case files.
Superlative Search And PDF Editing
Neos software enables direct document editing, highlighting, and annotation. It incorporates OCR technology for rapid document retrieval and seamlessly integrates with tools like DocuSign and LawToolBox. Document comparison and analysis are streamlined with powerful, Microsoft Azure-backed AI.
Reporting and Analytics
The platform creates custom dashboards that track essential business metrics. Automated reporting and performance audits can be easily scheduled for delivery at predefined intervals. This ensures continuous performance monitoring and strategic decision-making to reduce per-case cost.
Embedded Artificial Intelligence
The Unlimited AI can generate documents, create summaries, and smoothly analyze and compare documents. It also performs AI-powered data extraction directly into Neos fields, helping to auto-populate data, capture answers to case questions, and save your firm substantial time weekly.
Secure Anywhere Access And Intake
This feature provides role-based permissions and encryption, backed by Microsoft Azure with no third-party retention. It supports customizable 24/7 intake forms, where AI-powered data extraction ensures a seamless transition of new client information directly into a case.
Pros And Cons of Neos Software
Pros
Efficient document generation and seamless client file management
User-friendly features that enhance productivity and organization
Ability to add additional information, such as expert CVs, in relevant tabs
Helps attorneys and staff track important dates, deadlines, and case details
Cons
Cannot update multiple checklist items at once, making it time-consuming
Complicated report generation process
Difficult to navigate
Neos Software Reviews
Total 20 reviews
4.2
All reviews are from verified customers
Rating Distribution
5
Stars65%
4
Stars20%
3
Stars0%
2
Stars0%
1
Stars15%
Share your experience
Law Practice, 11-50 employees
Less than a year
“Terrible! Not worth it”
Pros
Using Neos has been nothing short of frustrating. We started using it last year and while support was there during the initial stages, after signing the contract, it became almost nonexistent. My staff has had to deal with sarcastic and humiliating responses to support requests. Honestly, shop around and try other systems. If you're not happy add an escape clause to the contract so you can cancel with a full refund. It was a bad decision to choose Neos especially since it was represented as being better than Trialworks (which wasn't true at all).
Cons
Neos is extremely difficult to use. Our previous system, Trialworks, was intuitive but Neos is anything but. It's cumbersome and there are multiple steps required to do almost everything. Customer support is nearly nonexistent after you sign the contract, you are left to use the �?� icon and watch the video library.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Legal Services, 11-50 employees
Less than a year
“Learn from our mistake”
Pros
No positives at all. Absolutely not a single one. Neos is terrible!!!
Cons
DO NOT USE THIS COMPANY!!!! Needles was great but there's absolutely nothing good about Neos.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Law Practice, 11-50 employees
More than a year
“Positive outcomes from change”
Pros
I love having all the information I need right at my fingertips and being able to quickly generate documents.
Cons
The calendar feature could really use some improvement. Not being able to see it with color codes is frustrating.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Frequently Asked Questions
Does Neos software have a mobile app?
Neos software offers various mobile applications.
Does Neos software offer an API?
Yes, Neos software offers an API.
What other apps does Neos software integrate with?
Neos software integrates with various third-party applications, including InfoTrack, Stamps.com, Alert Communications, American Retrieval, Case Status, Digital Disbursements, DocuSign, Dragon Legal Anywhere, and Equitrac.
What language does Neos software support?
Neos software supports the English language.
What level of support does Neos software offer?
Neos software provides multiple support options, including phone, email, FAQs/forums, a knowledge base, and on-demand training videos.
What types of pricing plans does Neos software offer?
Neos software offers a transparent pricing model with flexible plans, including Neos Essentials starting at $99 per user annually, Neos Premium with a custom quote, and NeosAI Platinum available upon request. Users can request a detailed Neos software cost breakdown for further clarification.
Who are the typical users of Neos software?
Neos software supports various legal practice areas, including personal injury, insurance defense, mass tort, and government law.