Average Ratings 6 Ratings

Total
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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

LexWorkplace is a cloud-based legal DMS that brings matter-centric structure to documents and email so case work stays complete and discoverable. Built for firms of 5–50 users, it organizes documents, email, and attachments by matter, integrates with Microsoft 365 and Outlook, and works on Mac and Windows. Outlook email management includes Smart File for automatic matter suggestions and Multi Select for bulk filing; attachments store with the matter record. Search spans documents and email using full-text/OCR with filters for matter, type, author, and date. Version history, compare, and check-in/check-out preserve an audit-ready trail and prevent conflicts during collaboration. Governance features include role-based permissions, audit trails, and secure external sharing to control access and track activity. AI is available to authorized users to summarize long documents, answer content questions, and assist with drafting using firm-controlled data. Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS; LexWorkplace consolidates these into a single source of truth by matter. Implementation options range from self-managed setup to guided migration with role-based training. Security practices include encryption in transit and at rest, access controls, and activity logging. The result is faster retrieval, fewer misfiled emails, predictable collaboration, and governance aligned with legal workflows—without leaving familiar Microsoft 365 tools.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
8am LawPay Yes 
Alert Communications Yes 
Case Status Yes 
Clio No 
Dragon Legal Anywhere Yes 
Hona Yes 
Kenect Yes 
LawToolBox Yes 
Microsoft Azure Yes 
Microsoft Exchange No 
NetDocuments Yes 
QuickBooks Online Yes 
Quilia Yes 
RingCentral RingCX Yes 
Tungsten Copitrak Yes 
Uptime Legal No 
iManage Yes 

Integrations

Microsoft 365 Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
8am LawPay No 
Alert Communications No 
Case Status No 
Clio Yes 
Dragon Legal Anywhere No 
Hona No 
Kenect No 
LawToolBox No 
Microsoft Azure No 
Microsoft Exchange Yes 
NetDocuments No 
QuickBooks Online No 
Quilia No 
RingCentral RingCX No 
Tungsten Copitrak No 
Uptime Legal Yes 
iManage No 

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

$395/Month
LexWorkplace Base Package Includes 3 Users and 1TB Storage
Free Trial Yes 
Free Version Yes 

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 No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Assembly Software

Founded

1985

Country

United States

Website

www.assemblysoftware.com

Vendor Details

Company Name

Uptime Legal

Founded

2005

Country

United States

Website

lexworkplace.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

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management No 
Document Assembly No 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

Alternatives

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