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

Pricing Starts At:
$99 per user per month
Pricing Information:
Neos is an Industry-leading case management software with straightforward pricing and flexible options.

Our annual plans range from $99-$149/month/user.
Free Version:
Yes
Free Trial:
Yes

Integrations

API:
Yes, Assembly Neos has an API

Reviews - 6 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Assembly Software
Year Founded:
1985
Headquarters:
United States
Website:
www.assemblysoftware.com
Update This Listing

Media

Track a case through each phase at-a-glance.

Track a case through each phase at-a-glance.

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Product Details

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Chromebook
Type of Training
Documentation
Live Online
Webinars
In Person
Videos
Customer Support
Phone Support
Online

Assembly Neos Features and Options

Legal Case Management Software

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

Law Practice Management Software

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Document Management Software

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

Legal Document Management Software

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Assembly Neos User Reviews

Write a Review
  • Name: Angelique B.
    Job Title: Paralegal
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 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.
    Too many coding problems with templates.

    Read More...
    1 user found this review useful.
    Assembly Neos Company Response
    Date: Dec 14 2021
    Angelique - Thank you for your 5-star review and 10 of 10 recommendation. We are happy to hear you are enjoying the integrated texting and email features. We will provide your feedback and will share it with the product team. Thanks again for being a valued customer! - The Neos Team
  • Name: Anonymous (Verified)
    Job Title: Legal assistant
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 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.

    Read More...
    1 user found this review useful.
    Assembly Neos Company Response
    Date: Dec 14 2021
    Thank you for your 5-star review. We are happy to hear you feel Neos is easy to navigate and the checklist feature is useful. We appreciate you sharing your review with us and the community! Thank you again for being a valued customer. - The Neos Team
  • Name: Destinee C.
    Job Title: Paralegal
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 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.

    Read More...
    1 user found this review useful.
    Assembly Neos Company Response
    Date: Dec 14 2021
    Destinee - Thank you for your 5-star review and 10 of 10 recommendation. We are happy to hear you feel Neos is super easy, user-friendly, and you were able to get up-to-speed with the software quickly. We appreciate you sharing your review with us and the community! Thank you again for being a valued customer. - The Neos Team
  • Name: Christin C.
    Job Title: Director of Operations
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 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.

    Read More...
    Assembly Neos Company Response
    Date: Dec 14 2021
    Christin - Thank you for your 4-star review; we are happy to hear your migration to the cloud was a successful one. We appreciate you providing your feedback with us and for sharing your experience with the community. Thank you again for being a valued customer for 15 years! - The Neos Team
  • Name: Lydia H.
    Job Title: Paralegal
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 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.

    Read More...
    Assembly Neos Company Response
    Date: Dec 14 2021
    Lydia - Thank you for your candid review. We are happy to hear you are enjoying the new cloud-based platform and more robust intake system. Our team is always looking for ways to improve the platform and truly appreciate your feedback. We will be sure to share with product management. Thank you for being a valued customer. - The Neos Team
  • Name: Anonymous (Verified)
    Job Title: Paralegal
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 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.
    Gets stuck from time to time.

    Read More...
    Assembly Neos Company Response
    Date: Dec 14 2021
    Thank you for your 5-star ratings on all of the specific categories. We are happy to see you are highly likely to recommend Neos. Other than the speed of the software, how can we improve your 3-star overall rating to a 5? We appreciate your candid feedback and suggestions! - The Neos Team