Average Ratings 6 Ratings

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Average Ratings 0 Ratings

Total
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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

Lexidesk is a specialized AI intake solution designed specifically for law firms that serve consumers, providing 24/7 support for phone calls and online inquiries. It engages in real conversations for intake, effectively qualifies and scores prospective clients, schedules consultations, transfers urgent issues immediately, follows up automatically, and integrates a well-organized summary into the firm's customer relationship management system. Unlike traditional chatbots or phone trees, Lexidesk offers a cohesive reception and intake experience through seamless dialogue. It accommodates over 25 languages, identifies returning clients, and directs non-lead calls to the appropriate personnel. With built-in integrations for platforms like Clio, HubSpot, Lawmatics, HighLevel, Calendly, and Acuity, as well as the ability to create custom webhooks for other applications, it ensures compatibility with various systems. The deployment suite enhances its functionality with agent versioning, AI simulation tests, and quick rollback features. Onboarding is a premium, hands-on service that gets firms operational within just two to three days. Additionally, Lexidesk caters to various practice areas, including family law, immigration, criminal defense, personal injury, estate planning, and employment law, making it a versatile tool for diverse legal practices.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

8am LawPay Yes 
Acuity Scheduling No 
Alert Communications Yes 
Calendly No 
Case Status Yes 
Clio No 
Dragon Legal Anywhere Yes 
GoHighLevel No 
Hona Yes 
HubSpot CRM No 
Kenect Yes 
LawToolBox Yes 
Mailchimp Yes 
Microsoft Azure Yes 
Microsoft OneDrive Yes 
QuickBooks Online Yes 
Quilia Yes 
Tungsten Copitrak Yes 
Zapier Yes 
iManage Yes 

Integrations

8am LawPay No 
Acuity Scheduling Yes 
Alert Communications No 
Calendly Yes 
Case Status No 
Clio Yes 
Dragon Legal Anywhere No 
GoHighLevel Yes 
Hona No 
HubSpot CRM Yes 
Kenect No 
LawToolBox No 
Mailchimp No 
Microsoft Azure No 
Microsoft OneDrive No 
QuickBooks Online No 
Quilia No 
Tungsten Copitrak No 
Zapier No 
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

$500/month
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
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 No 

Vendor Details

Company Name

Assembly Software

Founded

1985

Country

United States

Website

www.assemblysoftware.com

Vendor Details

Company Name

Lexidesk

Founded

2025

Country

United Kingdom

Website

lexidesk.ai/us

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

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