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Average Ratings 6 Ratings

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ease
features
design
support

Description

Engage with your clients, document interactions, refresh information, and work together with your colleagues. Navigate cases through your established workflow from initiation to completion. Transition cases through essential phases and evaluate progress effectively. Safeguard your information by importing emails, documents, notes, and images seamlessly. You can import and export data from various sources, including third-party applications. Utilize AgileCase for comprehensive storage, backup, auditing, and processing functionalities. Modifying data—whether adding, editing, or deleting—is straightforward and secure. Changes are instantly reflected throughout the AgileCase platform, which minimizes the need for repetitive data entry and helps reduce mistakes. With a user-friendly interface, entering data and updating records becomes a hassle-free experience. Different types of fields cater to various data categories, allowing you to concentrate on the content rather than the entry process. AgileCase adheres to the highest security protocols, ensuring your information is safe and securely held on our servers. We are fully compliant with GDPR regulations, treating your data with the highest level of care and consideration. Furthermore, our commitment to data integrity means you can trust us to handle your information responsibly at all times.

Description

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. - Analytics & Reporting - Dashboards - Cloud Mobility - Contact Management - Content Management - Document Management - Calendar Integration - Document Management - Calendar Integration - Automated Workflows - Time & Billing - Generative AI

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

8am LawPay
Case Status
Docusign
Dragon Legal Anywhere
Hona
Kenect
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
NetDocuments
QuickBooks Online
Quilia
RingCentral RingCX
Tungsten Copitrak
Tungsten Equitrac
Zapier
iManage

Integrations

8am LawPay
Case Status
Docusign
Dragon Legal Anywhere
Hona
Kenect
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
NetDocuments
QuickBooks Online
Quilia
RingCentral RingCX
Tungsten Copitrak
Tungsten Equitrac
Zapier
iManage

Pricing Details

$25 per user per month
Free Trial
Free Version

Pricing Details

$99 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AgileCase

Founded

2013

Country

United Kingdom

Website

www.agilecase.com

Vendor Details

Company Name

Assembly Software

Founded

1985

Country

United States

Website

www.assemblysoftware.com

Product Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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