Average Ratings 6 Ratings
Average Ratings 0 Ratings
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
Description
CloudLex is one connected ecosystem, purpose-built specifically for plaintiff personal injury law firms. Its four pillars work on the same case from accident to resolution, holding the whole practice in one place: intake, case management, medical records, client communication, litigation, negotiation, and settlement.
Platform: intake, matters, documents, deadlines, reporting, and settlement in one HIPAA-compliant system of record built specifically for PI.
Lexee AI: built into the Platform, working from your complete case file: demand drafting, medical chronologies and summaries, 24/7 client assistance, and chat with your case.
Paralegal Services: PI-trained specialists handling records retrieval, chronologies, and indexing inside your case files.
Voices of PI: a community celebrating the plaintiff attorneys who fight for justice.
One ecosystem, one partner, one login. Personal injury is the only practice area CloudLex has served since inception. Trusted by PI firms nationwide.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft 365
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Alert Communications
Yes
Case Status
Yes
Docusign
Yes
Dragon Legal Anywhere
Yes
Dropbox
No
Google Calendar
No
Google Drive
No
Integrations
Microsoft 365
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Alert Communications
No
Case Status
No
Docusign
No
Dragon Legal Anywhere
No
Dropbox
Yes
Google Calendar
Yes
Google Drive
Yes
Pricing Details
$99 per user per month
Neos is an AI-powered, industry-leading practice and case management software with straightforward pricing and flexible options
Free Trial
Yes
Free Version
Yes
Pricing Details
Contact Us to Discuss
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Assembly Software
Founded
1985
Country
United States
Website
www.assemblysoftware.com
Vendor Details
Company Name
CloudLex
Founded
2015
Country
United States
Website
www.cloudlex.com
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
Yes
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
No
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
No
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
No
Legal Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration
Yes
Contract Management
No
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
No
Product Features
Law Practice Management
Billing & Invoicing
No
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
No
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
No
Trust Accounting
No
Legal Calendar
Case Defined Timekeepers
No
Completion Tracking
Yes
Conflict Management
Yes
Multi-Office
Yes
Reminders
Yes
Rules-Based Scheduling
No
Staff Calendar
Yes
Status Tracking
Yes
Task Management
Yes
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
No
Court Management
Yes
Discovery Management
Yes
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
No
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
No
Trust Accounting
No
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
No
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
Yes