Assembly Neos

Score6.3 out of 10

8 Reviews and Ratings

What is Assembly Neos?

Neos is a legal document management software developed by Assembly Software specifically designed for attorneys and law firms of all sizes. According to the vendor, Neos offers seamless case workflow capabilities that allow users to effectively manage tasks, calendaring, communications, and processes. The vendor claims that Neos aims to improve case productivity, reduce risks, and maximize overall production. This software is intended for use by a wide range of legal professionals, including attorneys, law firms, legal departments, and legal service providers.

Key Features

Seamless case workflow: According to the vendor, Neos provides powerful workflow capabilities that enable users to gain complete control over tasks, calendaring, communications, and processes. The vendor claims that this feature can help improve case productivity, reduce risks, and maximize overall production.

Capture promising leads & convert them into clients: The vendor states that Neos allows users to automatically process incoming leads from call-ins or web sources. Users can send notifications to clients and generate and send a retainer, referral letter, or rejection letter with the click of a button. The vendor claims that users can also update the status of an intake to have real-time visibility into their pipeline and track all stages of the client lifecycle.

Automated case workflow: Neos enables users to keep track of day-to-day tasks with dynamic processes, according to the vendor.

Document management: The vendor states that Neos allows users to quickly and easily generate and manage documents.

Reports and dashboards: Neos provides the ability to track critical statistics of a firm in real-time, according to the vendor.

Collaborate and communicate: According to the vendor, Neos allows users to call, email, text, and schedule all directly within the application.

Secure cloud network: Neos leverages the protection of Microsoft Azure to keep data safe, according to the vendor.

End-to-end client lifecycle management: The vendor claims that Neos enables users to manage intakes and cases within one seamless solution, from the first case to case resolution.

Categories & Use Cases

Media

the interface to access case documents, which can be organized in any preferred way

Neos' direct integration with Outlook 365

where to create reports and dashboards for immediate access to critical data

the customized intake that transitions into a case

a customizable Neos Today home screen, that puts all needed info front and center

1 / 5

Lidia DeLeon

Paralegal in Legal at The Law Offices of Michael F. Campopiano (11-50 employees employees)

Use Cases and Deployment Scope

I use Assembly Neos on a daily basis to manage client files. With Assembly Neos and all its great integrations it makes it easy to complete my daily tasks. I can easily email, fax and text right from each case. It helps me be more accurate and efficient with my work. It greatly reduces my manual work with it's features and tools.

Pros

Document Automation saves me so much time when it comes to drafting letters for my cases.
Cloud accessibility is also great because sometimes I do need to work remotely and I never have to worry about not being able to access my cases.
Checklists are also another great feature because it helps me keep on track with all my files regardless of what stage they are in. I can quickly search for a specific task on all my checklists and see which ones need to be followed up on.
Dashboards customized for my caseload are also super helpful when tracking my work and tasks.

Cons

The ability to text clients right from their case is great but I would like to see a better system for the notifications of new texts messages. Maybe a separate tab that shows a number like the open messages tab shows me I have messages I need to address but the communications tab doesn't do that. Also being able to filter the text messages to see only those for my cases would be great instead of having to scroll through every case to find mine.

Return on Investment

Assembly Neos has streamlined our work and has helped us all be more efficient.
Assembly Neos is worth the cost and in my opinion is a valuable and necessary tool for our daily business management.

Usability

Alternatives Considered

Needle

Other Software Used

Adobe Acrobat, DocuSign, Microsoft 365

Alania Michel

Case Manager/Accounting in Legal at Berry & Turnage (1-10 employees employees)

Use Cases and Deployment Scope

We used NEOS for a year at our firm; we used it to manage our high case load of personal injury cases.

Pros

Neos has very good lists to work from.
Neos does very well at keeping files organized.

Cons

The lists that Neos has need to be updated and more accurate; a lot of the items are not useful.
Neos can be very difficult to use for someone that isn't tech savvy.
I wish that the notes and communications tabs were the same tab, there are almost too many tabs for information to be.

Return on Investment

We noticed that with Neos, it gave us more insight into what our employees were getting done and not, so this was a positive.
A negative was that because of how advanced Neos is, our attorneys had a hard time learning it, which caused lots of problems.

Usability

Other Software Used

Clio, Google Drive

Chandler B. Grivetti View profile

Paralegal in Legal at Zehl & Associates, P.C. (51-200 employees employees)

Use Cases and Deployment Scope

I like to use NEOS to organize my deadlines and the expenses in my cases. Both can easily get away from you when not managed properly. The Outlook integration notifies me twice a day of all upcoming deadlines, while I get notifications of cases reaching max spending. The records tab lets me track all pending requests my assistant handled without me having to dig through our files and summaries to see what is pending and what has been obtained.

Pros

Generating memos that compile expenses, settlements, advancements, and medical incurred.
Easy integration with outlook and adobe.
Customizable fields for different deadlines.
Spreadsheets for every occasion.
Staying ahead of deadlines.

Cons

Creating different reports that meets criteria.
Organize the calendar by date. Seems to have a bug that doesn't allow it to do it properly.
I would like to organize the value tab easier.

Return on Investment

Staying ahead with integrated calendar entries.
Managing discovery deadlines.
Redefining the way expenses, costs, and fees are organized.

Usability

Alternatives Considered

Perfect Practice

Other Software Used

Adobe Acrobat, Microsoft 365, Google Chrome

Tyler DeRosa

Attorney in Legal at Green Law Firm (11-50 employees employees)

Use Cases and Deployment Scope

We use Assembly Neos in a law firm. Assembly Neos is excellent for neatly organizing data and notes in a way that is easy and natural to understand. The support staff responds quickly. And the software is constantly being updated and improved. I enjoy how professional it feels as well.

Pros

Organization
Support
Easy to understand
Cloud Based

Cons

Speed of browsing
Checklist loading time

Return on Investment

Organization
Increased tracking of what actions people have taken
Increased tracking of cases

Usability

Alternatives Considered

Needle

Other Software Used

Microsoft Teams, Adobe Acrobat

Amanda Sowash

Paralegal in Legal at Conybeare Law Office, PC (11-50 employees employees)

Use Cases and Deployment Scope

My office uses Neos for filesharing and case management. It allows us individuality in use and the customization options available are a huge help

Pros

Case calendar syncs with my Outlook Inbox and Calendar
Task management
User-friendly and easy to navigate

Cons

Customer service
Training modules vs. webinars
Navigating around the hard-coded customization

Return on Investment

I'm sure it has kept us from malpractice in a t least 2 cases this last year.
Automating the routine tasks has helped the staff here by limiting frustrations and burnouts and gives them more time to do other tasks, increasing productivity in our office as a whole
As we have improved the quality of our productivity, the value of our cases on average have climbed since we started using Neos