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.

Neos Software Specifications

Case management

Document management

Client management (CRM)

Billing and invoicing

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What Is Neos Software?

Neos software, developed by Assembly software, is a cloud-based legal case management platform that integrates the best features from Needles and Trialworks. It offers customizable case management, advanced document handling, and client communication tools accessible from any device. With features like automated workflows, AI-driven analytics, and seamless integration with applications such as Microsoft Office and DocuSign, Neos enhances efficiency and productivity for law firms.

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
The Neos software price structure can be customized to align with specific organizational needs, enabling the selection of the most suitable plan.

*Disclaimer: The pricing is subject to changes.

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
Users can schedule a Neos software demo to learn more about its integration.

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

The software organizes files with customizable case structures and layouts. It enables direct communication through a client portal, SMS, or Outlook email, ensuring seamless interactions and efficient case handling.

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Neos software automates timekeeping and invoicing while integrating with QuickBooks Desktop and Online. It enables bulk invoice generation and master client billing to improve financial management and revenue tracking.

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This feature enhances organization with advanced search capabilities and automated document generation. It simplifies locating files, reducing errors, and streamlining batch document processing using templates and a comprehensive case library.

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Neos software enables direct document editing, highlighting, and annotation. It incorporates OCR technology for rapid document retrieval and seamless Bates stamping for efficient legal document management.

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The platform creates customized dashboards that track essential business metrics. Automated reports are scheduled for delivery at predefined intervals, ensuring continuous performance monitoring and strategic decision-making.

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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

Overall Rating

4.2

20 Review(s)

Rating Distribution

5

star

(13)

4

star

(4)

3

star

2

star

1

star

(3)

March 2025

Terrible! Not worth it

Curtis

Law Practice

Ease of use

2

Value for money

2

Customer Support

2

Functionality

2

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.

January 2025

Learn from our mistake

Gina

Legal Services

Ease of use

2

Value for money

2

Customer Support

2

Functionality

2

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.

January 2025

Positive outcomes from change

Maria

Law Practice

Ease of use

8

Value for money

8

Customer Support

8

Functionality

7

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.

Frequently Asked Questions

Neos software offers various mobile applications.