When we need to message the client directly from their file, it helps us keep track of when we last spoke with the client and manage any necessary information. Also, being able to see any changes made to the cases. I have not seen a less appropriate scenario. I feel like every improvement made in Neos has worked for the best.
File Vine is well-suited because I believe it was invented to assist Law Firms with document organization for the legal cases collected in a Law Firm. It is easy to navigate and find your documents with a click of a button.
Stores large files/allows for large files to be easily accessed and pulled up
The Assembly Neos tagging feature in the notes section has been incredibly helpful in keeping assignments organized and directing coworkers to certain case files
The tabs in the Documents section are very detailed and help keep large case files organized
The display of each file is easy to look at and organized, even when the files are very big or busy
we are able to duplicate our file types from Sharepoint in Filevine giving us a unified look at our files
We are able to create subfolders in Filevine to help give each project a more clean look and feel when we access documents
We are able to integrate our medial records requests with Filevine
We are able to integrate Outlook with Filevine and we are able to email /forward emails into projects.
Project Hub in Filevine is a God-send! We are able to see a snap shot of our projects and can filter our view of our projects and which team may be handling each project!!
Sometimes the updates are rolled out without a law firm minded person testing them. You can tell that technically they are well thought out, but when put to use in a firm setting, there are things that could have been easily identified by firm users and fixed before the initial roll out.
The wish list is a great idea, but when there are features to specific things that are not working, I would rather that be fixed to make that function usable rather than being told to put it on the wish list to possibly be fixed later on.
The integration with Microsoft typically works seamlessly. However we have been having more and more issues with the outlook integration.
I LOVE NEOS CLIENT SOFTWARE. I've been a paralegal for 30 years, and saw the technology go from hard files, to digital; and then from using Outlook and Excel to track everything to Needles, and then finally to Neos. I love Needles, but Neos is even better. It is the best client database I've used
This software deserves a ten not only because of the quality of the product you will get a the point of purchase, but also because it always improving on its features constantly. This software was very easy to learn compared to other programs that requires a prolonged acclimation time. I think it says a lot to have a tab or a spreadsheet for every instance in the litigation process.
I dock a few points because of the setup it requires. If someone in-house can handle that then the score goes up. It really depends on the firm and their personnel. Once it is setup though, I think anyone can get in and do what they need to do
Each and every time I call with a question, there is someone available to answer. If not, I generally receive a call back the same day and sometimes within minutes
Needles was what we were using before but with Assembly Neos we can work in the office or work remotely with no worries. Assembly Neos is also customizable to meet our specific and unique needs. The ability to integrate other software is also great because is makes for a more streamlined and seamless work flow.
I’ve tried Clio, MyCase, and PracticePanther. Clio is super user-friendly with lots of integrations, MyCase is great for billing and communication but more limited on automation, and PracticePanther is easy to use but not as strong on reporting. Compared to them, Filevine feels more customizable and workflow-focused, though it does take more time to learn.
