Average Ratings 6 Ratings
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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
Transform your matter management by utilizing organized files, integrated SMS for clients, and a dedicated client portal. Maintain focus with seamless task management, allowing you to assign tasks anytime or design personalized task flows. An integrated calendar, along with automatic notifications and conflict alerts, ensures your firm remains efficient. The embedded analytics enable you to monitor payments, billable hours, deadlines, campaigns, and overall productivity. Enhance your intake process and automate follow-ups to save valuable time, nurture your professional relationships, and elevate the client experience. Our platform is fully responsive on mobile devices, empowering clients to manage their affairs while on the move. We adhere to the KISS principle (Keeping It Simple & Satisfying) for a user-friendly experience. You can begin right away, eliminating the need for extensive training and avoiding complicated workflows. Boost team productivity by collaborating effortlessly on tasks, events, documents, and matters, fostering a more connected and efficient work environment. Ultimately, this streamlined approach not only enhances workflow but also leads to greater satisfaction for both your team and clients.
API Access
Has API
API Access
Has API
Integrations
Alert Communications
Case Status
Docusign
Dragon Legal Anywhere
Hona
LawPay
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Integrations
Alert Communications
Case Status
Docusign
Dragon Legal Anywhere
Hona
LawPay
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Pricing Details
$99 per user per month
Free Trial
Free Version
Pricing Details
$12 per user per 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
Sheriasoft
Founded
2013
Country
Kenya
Website
sheriasoft.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
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