Average Ratings 6 Ratings

Total
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support

Average Ratings 0 Ratings

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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

In the legal profession, client relationships and the value delivered are paramount to achieving both personal and firm success. The ability to foster connections and generate new business opportunities is essential for growth. With ContactEase, maintaining your client connections becomes a seamless experience. Fill out the form to book a consultation with one of our specialists to discover how ContactEase can transform your law practice. Arrange a demo to explore how ContactEase can enhance your existing systems or take a closer look at our integration with the SurePoint Legal Management System (LMS), designed to boost profitability by alleviating administrative tasks, allowing lawyers to dedicate more time to their clients and practice. SurePoint Technologies stands out as a premier provider of financial and practice management software for law firms across the country. For over four decades, legal practices have depended on SurePoint’s acclaimed enterprise solutions to significantly enhance their workflows and optimize financial outcomes. By choosing our innovative tools, you can ensure your firm remains competitive in an ever-evolving market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$99 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Cole Valley Software

Website

www.colevalley.com

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Alternatives

Alternatives

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Referent Reviews

Referent

AI Lawtech Sp. z O.O.