Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Thousands of successful practices run on Assembly solutions – and have for decades. Now, we’re matching a generation of experience with next-gen cloud technology. Assembly Neos is a powerful, work-from-anywhere platform built to optimize tasks and communications, generate caseload insights, and boost firm profitability like never before. With Assembly Neos you gain access to: a live activity feed, real-time dashboards, automated reports, world-class support and much more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - 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

Description

Case.one serves as a comprehensive cloud-based case management platform tailored for the legal sector. Whether for solo lawyers, small legal firms, or large corporate legal departments, Case.one simplifies the management of various workflows and operations. The platform boasts a wide array of features, including client management, file organization, billing solutions, document automation, case templates, and additional tools to enhance efficiency. With its user-friendly interface and powerful functionalities, legal professionals can streamline their practices and focus more on their clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alert Communications
Case Status
Docusign
Dragon Legal Anywhere
Hona
LawPay
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Quilia
RingCentral RingCX
Tungsten Copitrak
Tungsten Equitrac
Zapier

Integrations

Alert Communications
Case Status
Docusign
Dragon Legal Anywhere
Hona
LawPay
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Quilia
RingCentral RingCX
Tungsten Copitrak
Tungsten Equitrac
Zapier

Pricing Details

$99 per user per month
Free Trial
Free Version

Pricing Details

$0.99/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

Assembly Software

Founded

1985

Country

United States

Website

www.assemblysoftware.com

Vendor Details

Company Name

Case.one

Founded

2016

Country

United States

Website

case.one/

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

Product Features

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

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