Neos is a cloud-based legal case management software used to customize and automate workflows while managing all case-related documentation and data.
$99
per month per user (for annual payers)
8am™ MyCase
Score 8.2 out of 10
N/A
8am MyCase provides web-based practice management software designed for solo and small firm legal professionals. MyCase aims to offer a secure, all-in-one legal practice management solution to alleviate the burden of high caseloads, poor client communication, and practice management operations. The product aims to help users spend less time managing their firm and more time practicing law. MyCase can be accessed from any device or computer so users can manage documents and…
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.
It is great for taking credit card payments, managing calendars, sharing and accepting document uploads and maintaining digital files. The app is better than nothing, however is vastly inferior to the web version. The time entries should show on the first screen whether they are marked as billable or non-billable without having to enter each specific time entry
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
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.
It is so easy to use. We've had multiple people join our team and they don't have any issues using it right away. It's also easy to use new features as they're developed. I think everyone should have and use a simple case management platform, and MyCase is my usual recommendation.
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
Years ago, they were very supportive. They tend to address issues, but they aren't very communicative when dealing with feedback. They just add new features suddenly. There aren't many issues with our platform, so we don't have many questions now, but years ago, we did have some issues that needed to be addressed and then they were much more responsive.
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.
Prior to using MyCase, my firm relied on AbacusLaw for its CRM program. I have also used Amicus Attorney prior to that. AbacusLaw and Amicus Attorney were local area network programs using an onsite computer server. I started using MyCase so that I would have an entire cloud-based legal CRM program. At the time its best competitive feature was that the program was entirely cloud-based and that online retrieval of documents and client contact information was easily retrievable. The best contribution of these features is not just improving team collaboration, but improving efficient communication with clients by allowing them online access to their case file and secure communication with the client portal. Our Intake staff uses Clio Grow as a CMS (Contact Management System) despite some intake features being added my MyCase in the past year. Clio Grow has a Kanban board interface to manage incoming leads and improve intake team collaboration. MyCase's intake feature is new and less robust and intuitive to use compared to Clio Grow (formerly Lexicata). From the beginning, G Suite has always been an integral tool for email and calendar management. MyCase offers email and calendar support but G Suite is easiest to use on multiple platforms and hardware devices compared to MyCase.
Organization: I know where to go for my case details
Efficiency: I just leave a window open on one screen logged into mycase and I can instantly modify/update matter details
Billing: integrated credit card payments/invoice updating is nice. Invoicing is a lot easier than prior platforms I used given you can email the invoice out directly from the platform, and see when it has been viewed.
