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.
NetDocuments positioned itself to work in the legal industry, and it has done a very good job. It's kept pace with the challenges presented by the law and it's grown in its offerings. Any organization that must balance mobility and security would benefit from the use of NetDocuments as a platform.
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
File Organization. Netdocuments is a great tool to neatly organize your virtual files and separate them by workspaces (matters). Each workspace contains folders (document types) that can be customized according to users' needs and preference.
Searching your data base. All the documents and emails saved in Netdocuments are searchable. The search feature works great.
Cloud based document management system. Simply put, Netdocuments can be accessed from ANY web-enabled device. This is becoming more and more important in the age of satellite offices, working on-the-go, and telecommuting.
Disaster preparedness. Should something happen to your office, your documents are safe, secure and accessible.
Seamless integration with Microsoft Applications. Netdocuments provides users with Microsoft applications integrations that can be easily installed on each individual machine.
Support. There is an extensive on-line help library which provides incredibly helpful articles with step-by-step instructions. If you cannot find solution on-line, telephone support is staffed by courteous and knowledgeable people.
Security. This is especially important for a law firm. A designated administrator can put in force workspace, folder, document, or profile-based security.
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.
In my opinion, VERY Expensive. You can not find documents without OCR. OCR doubles your storage cost as they save the OCRd document as a second version.
In my experience, very annoying latency, even when trying to preview documents. As a result, folks in my office often try to save locally as opposed to storing in the cloud.
I orginally signed up for NDMax. However, it would only process one document at a time. I am not a transactional firm, so, in my opinion, this was essentially worthless.
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.
The product is simple to learn and adheres to well-known web user protocols. The NetDocuments team spends a lot of time talking to customers regarding how to improve their interface, and are pretty quick about implementing good ideas. The system is reliable and repeatable, and similar functions are laid out consistently and in formats that users are used to.
NetDocuments is a performant web app. It is reliable and provides all the functionality of a sophisticated document management system. It also can serve, through its APIs, as a base system for other applications, which enhances its value. Other vendors find the company easy to work with, and it consistently seems to be the first to offer new features and technologies to its customers.
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
I've never had to contact support, but I won't give it a ten. We've had a few hiccups along the way, but nothing that couldn't be fixed within 24 hours.
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.
WatchDox and WorldDox both provided what looked like similar features but too much of the technical requirements fall on the customer and they, at the time of my evaluation, were not true cloud products. They were client \ server-based product hosted in the cloud. If you do not know the difference, research until you do. iManger is a viable alternative if you are just not able to get the internet speed you need for NetDocuments. But heads up it is not the Swiss Army knife for security features like NetDocuments.
