Assembly Neos

Assembly Neos

Assembly Software
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About

Assembly Software is changing how personal injury law firms run their practice, combining embedded intelligence, workflow automation, and 40+ years of expertise to help firms handle more cases and drive better results for their clients. Its flagship platform, Neos, has been consistently recognized as a G2 Leader in Legal Case Management, and its built-in AI, NeosAI, won the 2025 LegalTech Breakthrough Award for LegalTech Generative AI Solution of the Year. Built on the legacy of pioneering personal injury case management brands Needles and Trialworks, Assembly is trusted by thousands of firms every day.

About

Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Law firms, Legal Departments

Audience

Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99 per user per month
Free Version
Free Trial

Pricing

$39 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.2 / 5
ease 4.5 / 5
features 4.5 / 5
design 4.4 / 5
support 4.7 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Assembly Software
Founded: 1985
United States
www.assemblysoftware.com

Company Information

Assembly
Founded: 2020
United States
assembly.com

Alternatives

Alternatives

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Integrations

Microsoft OneDrive
Zapier
8am LawPay
Alert Communications
Calendly
Case Status
Dragon Legal Anywhere
Figma
Google Docs
Mailchimp
Microsoft 365
Microsoft Azure
QuickBooks Online
Quilia
Tungsten Copitrak
Tungsten Equitrac
Xero
YouTube
Zoom
monday AI work platform

Integrations

Microsoft OneDrive
Zapier
8am LawPay
Alert Communications
Calendly
Case Status
Dragon Legal Anywhere
Figma
Google Docs
Mailchimp
Microsoft 365
Microsoft Azure
QuickBooks Online
Quilia
Tungsten Copitrak
Tungsten Equitrac
Xero
YouTube
Zoom
monday AI work platform
Claim Assembly Neos and update features and information
Claim Assembly Neos and update features and information
Claim Assembly and update features and information
Claim Assembly and update features and information