Assembly Neos

Assembly Neos

Assembly Software
CaseAware

CaseAware

KMC Information Systems
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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

CaseAware Mobile enables you to securely access critical case information anytime, anywhere with real-time visibility into file status. The mobile app allows for more than just viewing a case history. Gone are the days of attempting to transcribe scribbled notes days later or last-minute phone calls to the home office. With CaseAware mobile you can also add notes or snap a picture of a document and save it directly into the file from the convenience of your Apple or Android device. CaseAware is a unique case management system designed specifically for an industry that is hungry for security, efficiency, and automation at accessible price points. We work with over 160 law firms nationwide, so we understand that one size does not fit all when it comes to your case management needs. That’s why our suite of CaseAware products and services offer configurable features, customizable options, and flexible support models designed for every budget, case load, and firm size.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Law firms, Legal Departments

Audience

Law firms in need of a solution to securely access critical case information

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$99 per user per month
Neos is an AI-powered, industry-leading practice and case management software with straightforward pricing and flexible options
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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:

Review this Software

Pros & Cons from Real Users

Pros

  • The updated and more robust intake system is excellent. Neos is cloud-based and can be accessed from any computer. The "@user" tagging feature that can be used from the Notes section of cases.
  • Works well when it isn't going slow. Love that you are able to work on files and it saves automatically. Love the report section on creating different reports.
  • Task prompts to work the case. Organization. Generating docs. integration with emails and text. TEXTING and EMAILING.
  • Needles Neos Checklist is very useful to use to check the things you have already completed and you can keep a tab on it and the easy to navigate.
  • Easy to get through, find information, customer service is easy to reach when there is an issue. The system is fast to click through and find what you are needing. I just feel this system is super easy to use and user friendly.

Cons

  • Load times are often extremely slow, and attempting to run searches often causes the software to crash.
  • Sometimes it goes slow. Gets stuck from time to time.
  • Can't save a pdf to file without having it open. Too many coding problems with templates.
  • Some feature on Needles like the templates should be easier to obtain and add.
  • I don't have any bad things to state about NEOS. Been using it for over 6 months, and I have no complaints.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

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

Company Information

KMC Information Systems
www.caseaware.com

Alternatives

Alternatives

defenderData

defenderData

Justice Works
Best Case

Best Case

Stretto
WINGS

WINGS

Crocodile Solutions
Case Master Pro

Case Master Pro

CMPOnline

Categories

Categories

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Not Supported
Court Management Not Supported
Discovery Management Not Supported
Docket Management Supported
Document Management Supported
Expense Tracking Supported
Government Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Not Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Not Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Supported
Offline Access Not Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Law Practice Management Features

Billing & Invoicing Supported
Calendar Management Supported
Client Portal Not Supported
Conflict Management Supported
Contract Management Supported
CRM Supported
Document Management Supported
Email Management Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Not Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Supported
Contract Management Not Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Not Supported

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Supported
Client Management Not Supported
Communication Tracking Not Supported
Conflict Management Not Supported
Corporations Not Supported
Court Management Not Supported
Discovery Management Not Supported
Docket Management Not Supported
Document Management Not Supported
Expense Tracking Not Supported
Government Not Supported
Law Firms Not Supported
Records Management Not Supported
Task Management Not Supported
Time Tracking Not Supported
Trust Accounting Not Supported

Integrations

Alert Communications Supported
Case Status Supported
Docusign Supported
Dragon Legal Anywhere Supported
Hona Supported
Kenect Supported
LawToolBox Supported
Mailchimp Supported
Microsoft 365 Supported
Microsoft Azure Supported
Microsoft OneDrive Supported
NetDocuments Supported
Process Server's Toolbox Not Supported
QuickBooks Online Supported
Quilia Supported
RingCentral RingCX Supported
Tungsten Copitrak Supported
Tungsten Equitrac Supported
Zapier Supported
iManage Supported

Integrations

Alert Communications Not Supported
Case Status Not Supported
Docusign Not Supported
Dragon Legal Anywhere Not Supported
Hona Not Supported
Kenect Not Supported
LawToolBox Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Microsoft OneDrive Not Supported
NetDocuments Not Supported
Process Server's Toolbox Supported
QuickBooks Online Not Supported
Quilia Not Supported
RingCentral RingCX Not Supported
Tungsten Copitrak Not Supported
Tungsten Equitrac Not Supported
Zapier Not Supported
iManage Not Supported
Claim Assembly Neos and update features and information
Claim Assembly Neos and update features and information
Claim CaseAware and update features and information
Claim CaseAware and update features and information