Assembly Neos Reviews

“powerful cloud system with room for improvement

Pros

I am a Software Engineer and I have done a lot of data migrations for our legal clients. What I love about it is that it's completely cloud based and runs on Microsoft Azure. We used to have a ton of issues with old on-premise software and the servers would always crash. But with this tool, that problem is gone. The API is solid and the JSON documentation is really easy to follow. I have even written scripts to connect Neos with other third-party tools. Plus, the NeosAI feature is awesome! It automatically reads long PDFs and imports tags, saving us time since we no longer have to build custom OCR logic. Its a highly scalable system.

Cons

the UI can be a little heavy. When I am using individual "Tabs" for different cases, it sometimes gets slow. Also the Custom Reports builder has been difficult. As a new developer, it'll take some time to figure out how the tables connect. I also wish they offered an easy, free developer sandbox for webhook testing...it does not seem crucial right now but it would be helpful since we can't afford to risk breaking production data.

“Boosted conversions with smooth intake process

Pros

Best thing about it for me is how it handles the Intake Process. I am in business development and my job is to turn leads into clients as quickly as possible. Before... we were using Excel and some outdated software and leads were slipping through the cracks. But with it, the Intake Management is smooth. I really like the automated follow-up feature. We can set up "Drip Campaigns" so that if a client has not signed the retainer yet, they'll get an automatic reminder email or SMS. This has increased our conversions by 25%. The Dashboard is also super helpful, as it lets me track new cases and see which marketing sources are driving the most profit... all on one screen.

Cons

It's important to take your time with data entry. When we are on a call with a client and in a rush, everything gets difficult to speed up. Plus integrating with third-party lead gen tools (like niche legal lead sites) requires custom API work which can get expensive. They should provide more out-of-the-box connectors to Indian or local marketing tools.

“smooth integration but ui needs work

Pros

It is great because it's built entirely on Microsoft Azure. As a Cloud Data Engineer, my job is to move all the old data from law firms into the cloud and it makes this super easy because the backend is rock-solid. The integration and API are also fantastic. We were working on a project for a big client, Mindtree and needed to integrate Neos with Office 365 and custom reporting tools. It went way smoother than I expected. And the new NeosAI features are a lifesaver. Our team used to have to manually tag all the documents but now the AI does it automatically, saving us 10-15 hours a week of IT work.

Cons

Sometimes, if too many tabs are open at once, the UI becomes slow. Also, if you are doing complex data mapping for custom fields, the setup can get a little tricky and takes longer than expected. Customer service is okay but sometimes it takes a while to explain technical questions especially if you are asking something specific about the API.

“best for documents

Pros

I really like the ability to easily use between clients documents. It makes the whole process so much smoother.

Cons

It would be great if all documents could be searched by words within the body of the document.. not just by keywords or titles.

“Estate work simplified but some flexibility lost

Pros

It has been amazing for making estate and trust work more visible. I use it daily to track case notes, client requestsand document submissions. It integrates with our email and file system to make sure everything is stored correctly. it saves time by letting me review progress easily and plan future tasks since all the case history is available.

Cons

I don't like that some workflows in Neos are not very flexible and are hard to modify when unexpected things come up. Adding exceptions or updates can take a few extra steps which slows me down when dealing with pending cases. Multitasking gets difficult during peak seasons and these restrictions can add extra stress that requires more careful planning to avoid delays with clients.

“Organized case tracking system

Pros

Organizational features of this system are incredibly useful, especially how it links companion cases together. This functionality makes it so much easier to track related cases and ensures everything is connected in one place.

Cons

labeling system can be weird at times and the tagging features are not always consistent.

“Simple workflow

Pros

Its really convenient how the system makes entering notes and tagging emails so simple. The process is incredibly simple and user friendly.

Cons

It does not allow you to delete certain things which is frustrating.

“great system but struggles with performance under load

Pros

So easy to understand and use which makes a huge difference in managing my tasks. The simplicity of the system allows me to quickly get things done without any confusion.

Cons

Sometimes when too many cases are open...the system runs slower.

“Organized but note management needs improvement

Pros

I appreciate how it helps me stay organized which makes me get things done faster and more efficiently.

Cons

My main issue with this tool is the difficulty in managing notes and emails. It could be more aligned.

“Efficient ai tool

Pros

Love this tool for its AI features and easy accessibility which have made my job so much more convenient and time-efficient. I can link my email with it and the AI summarizes my calls, helping me stay on top of tasks. The setup was easy and that made my experience with the software fantastic.

Cons

I sometimes struggle to access my account and I run into bug issues where the website goes down.

“Well-organized system

Pros

One of the standout features for me has to be the way the tabs are set up. The organization it offers for managing my case load is incredibly helpful.

Cons

The search engine could use more detailed information about cases. It feels limited right now.

“Modern features..!!

Pros

how well-structured it is...especially with its modern features like client communication through text and email. The ability to subcategorize case files makes it easy to find what I have worked on or saved for later. The client communication tools help me stay in touch with clients easily and keep them happy.

Cons

Calendar can be glitchy sometimes. Updating it and accessing it is not always as easy as other times. It would be great if calendar entries were more easily accessible and viewable by others in my firm.

“Saves time but integration could be better

Pros

It is great for aligning workflows. It saves me time by tracking deadlines, reducing manual work and keeping everything in one place.

Cons

I am not thrilled with the integration to our firm's Outlook calendar. There were some issues with migrating the data but other than that, it's been smooth sailing.

“best for client communication

Pros

I love that I can use the text feature in it to communicate with clients which means I don't have to be physically in the office. It also works really well for maintaining client files and integrating other apps like HONA or texting. The setup was super simple.

Cons

I wish that when I text clients, I could see which number I am texting from and whether they received the message or not.

“good system but takes time to learn

Pros

This is modern, responsive and keeps getting better based on feedback. I also love how it organizes case details and keeps deadlines in check.

Cons

there's a slight learning curve with some of the more complex features. The advanced workflow automation takes some time to get used to. More guided tutorials would make onboarding smoother.

“Smart solution

Pros

I really enjoy using it. It's such a great platform! The columns help me manage my cases clearly and I always stay on track with my tasks. it is super smart and helps me stay on top of my to-do list. The setup was easy too. Overall I think it works great and Neos feels one of a kind.

Cons

Honestly... I don't dislike anything about it.

“great tool but new updates add clutter

Pros

the features I love most about Neos are its accessibility and ease of use. The tabs, cases, customization, quick note options and the ability to drag and drop files are fantastic. As a first-time user, the learning process was fast and smooth. I use NEOS every day and it helps me juggle multiple tasks like calendar, intake, file uploads and case work all at once. Plus everything is well-integrated and all our clients are smoothly added to our case files.

Cons

I have got to admit that I have not been thrilled with the new updates to the software lately. The updates have added unnecessary tabs and options that clutter the interface. The software is a bit slower now compared to the older versions. Even though it is still powerful, it's just not as good as it used to be. Customer support has not been the most reliable either and I wish there was a quicker way to communicate our concerns.

“simple to use but updates are annoying

Pros

It's super easy to use! We get a lot of calls and It makes managing them really simple.

Cons

the fact that we need to update our plan to get better updates is annoying.

“some functions don't work

Pros

The ease of use is fantastic and the layout is designed in a way that makes it incredibly easy to find everything.

Cons

Sometimes some of my functions do not work correctly but customer service usually resolves it quickly.

“very easy to use

Pros

It is so easy to use. I didn't have any prior law firm experience but I picked it up quickly. Everything is organized and the ability to create custom tabs for my law firm is super helpful. The QuickBooks and Case Status integrations make everything much easier to manage.

Cons

theres definitely room for improvement. We sometimes run into issues with merging emails and tagging, but it's not a huge problem.