Assembly Neos 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
Pricing
Company Details
Product Details
Assembly Neos Features and Options
Legal Case Management Software
Law Practice Management Software
Document Management Software
Legal Document Management Software
Assembly Neos Lists
Assembly Neos User Reviews
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Good ideas, but rough around the edges Date: Nov 24 2021
Summary: In many ways, the Neos program is a great update to Needles. Visually, it feels far more sleek and modern than earlier versions of Needles. The updated Intakes, in particular, are excellent. It is such a relief to finally be able to easily tag notes to intakes, and to save documents in one place. The tagging system for notes is also excellent and a great addition to the program.
However, slow load times and frequent crashes are significant drawbacks that can make the software frustrating to deal with.Positive: The updated and more robust intake system is excellent. Neos is cloud-based and can be accessed from any computer. The "@user" tagging feature that can be used from the Notes section of cases.
Negative: Load times are often extremely slow, and attempting to run searches often causes the software to crash.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Neos Date: Nov 23 2021
Summary: Neos overall is a well managed system; very useful resources; very easy to find stuff if needed.
Positive: Works well when it isn't going slow.
Love that you are able to work on files and it saves automatically.
Love the report section on creating different reports.Negative: Sometimes it goes slow.
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Gets stuck from time to time.Assembly Neos Company Response -
Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Solid case management system Date: Sep 01 2021
Summary: Overall, I would recommend this case management system to other smaller firms (due to price point) and just make sure you have a staff member dedicated to learning admin functions. It is a solid product and we have used it for 15 years.
Positive: The new Needles Neos is far superior to its predecessor. Tons of already created reports and very easy to config to your firms liking. We use it daily and now that it is cloud based have very few issues with any server issues or down time. Customer support is great and they have a great database of how-to videos and training. Everything is customizable when it comes to the layout of sections of the program.
Negative: They update it often (it is newer so that could be why) but the updates confuse staff or will send errors until browsers are cleared, etc. It can be a pain but once the staff have figured out how to fix these problems things will go more smoothly. Another con for me/us is the expense. You pay per user so if you have a very large firm it could get pretty pricey.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
LOVE THIS case management system Date: Nov 23 2021
Summary: I do love the software and I have used many others. This is by far the easiest and I am confident in my cases due to it.
Positive: Task prompts to work the case.
Organization.
Generating docs.
integration with emails and text.
TEXTING and EMAILING.Negative: Can't save a pdf to file without having it open.
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Too many coding problems with templates.Assembly Neos Company Response -
Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Needles Date: Nov 23 2021
Summary: Needs is overall easy to navigate and is very useful for an office environment and I use it everyday.
Positive: Needles Neos Checklist is very useful to use to check the things you have already completed and you can keep a tab on it and the easy to navigate.
Negative: Some feature on Needles like the templates should be easier to obtain and add.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
NEOS Date: Nov 23 2021
Summary: Overall my experience using this program is a 10 out of 10. I like the program, figured out this program my 3rd day of working and enjoyed using it.
Positive: Easy to get through, find information, customer service is easy to reach when there is an issue. The system is fast to click through and find what you are needing. I just feel this system is super easy to use and user friendly.
Negative: I don't have any bad things to state about NEOS. Been using it for over 6 months, and I have no complaints.
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