Using Neos in Personal Injury Cases
April 09, 2025

Using Neos in Personal Injury Cases

Whitney Dorman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Neos Pro

Overall Satisfaction with Assembly Neos

Assembly Neos is used at our company to manage all of our Personal Injury cases. It creates a database that allows us to quickly locate clients and identify who handles a case when we get mail or a phone call. It helps to keep all of our documents organized and is highly customizable to allow for different types of cases and what works best for that situation. You are able to keep the contact information for the client up to date and clear which is helpful if you have multiple people working on the same file. The notes section is also helpful for this reason. One of my favorite features is the special note which keeps the note under the case info, so that it is visible every time that you open the case. This is very helpful as a flag to remind everyone of a certain detail of the case like if you have been notified of a lien, if there is an ongoing bankruptcy, who you should and shouldn't contact, etc.

Pros

  • Organization- There are many ways to keep your documents organized
  • Customization- There are many options that you can add or remove to help make the program work for you.
  • Innovation- They are regularly making updates and adding add ins. They also accept suggestions and allow you to vote, so they know what is important for the customers.

Cons

  • The value tab can be confusing with the Due to Firm and Expenses option.
  • Helping firms to ensure they are really using all of the features.
  • Some of the features are not always very intuitive and you just happen to find them rather than them being obvious.
  • Efficiency- The program has allowed for me efficiency which allows more time to work on more tasks.
Neos takes a little bit to get used and some of it is not intuitive, but there are a lot of training videos for users to take advantage of. The knowledge base also allows you to troubleshoot issues that you may have. The customer service is also usually pretty readily available to help with issues that you may run into.

Do you think Assembly Neos delivers good value for the price?

Not sure

Are you happy with Assembly Neos's feature set?

Yes

Did Assembly Neos live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Assembly Neos go as expected?

Yes

Would you buy Assembly Neos again?

Yes

Neos is great for organizing cases especially where multiple people are working on a case. It might be difficult if you have people on your team who are not tech savy as some of it is not intuitive and the training is not always extremely detailed for people who don't handle new technology well. It can also be difficult if you have multiple peope who are not all on the same page about how to use the program.

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