Assembly Neos

Assembly Neos

Assembly Software
+
+

Related Products

  • Filevine
    577 Ratings
    Visit Website
  • 8am
    1,197 Ratings
    Visit Website
  • Lawmatics
    289 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • Digital WarRoom
    55 Ratings
    Visit Website
  • Shape Software
    134 Ratings
    Visit Website
  • LogicalDOC
    148 Ratings
    Visit Website
  • AlsoThere
    1 Rating
    Visit Website
  • ContractSafe
    320 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website

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

CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.

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

Law firms, solo lawyers, legal enterprises, CPAs, counsels, in-house legal teams, legal departments, and other legal professionals

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
Neos is an AI-powered, industry-leading practice and case management software with straightforward pricing and flexible options
Free Version
Free Trial

Pricing

$45 Monthly & $39 Yearly
- Unlimited Cases
- 10GB Storage
- SMS Timekeeping
- Premium Features
- Integrations Included
- Two-Factor Authentication
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

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.

Pros & Cons from Real Users

Pros

  • CaseFox is simple to use and offers excellent features for time tracking, invoicing, and case management. It’s perfect for organizing multiple cases and staying on top of deadlines. The affordability makes it ideal for small law firms and solo practitioners.
  • CaseFox stands out as a simple and user-friendly platform for managing legal cases, time tracking, and billing. It provides a smooth and organized interface, making it easy for legal professionals to manage their work without getting lost in complicated features. The AI-powered document template generator is particularly impressive, allowing users to create essential legal documents quickly and with ease, saving time and effort.

Cons

  • The mobile app could use some improvements for added functionality, but it still works fine for basic tasks.
  • While CaseFox offers great tools, there’s room for improvement in its mobile app. Some features are not as responsive on mobile, which can occasionally make managing cases on the go a bit challenging. However, this does not significantly hinder the overall user experience, especially if you're mainly using the web version.

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

CaseFox
Founded: 2010
United States
www.casefox.com

Alternatives

Alternatives

Clio

Clio

Themis Solutions
WINGS

WINGS

Crocodile Solutions

Categories

Categories

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

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

Conflict Checking Features

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Enterprise Legal Management (ELM) Features

Contract Lifecycle Management
Document Management
eDiscovery
Legal Automation
Legal e-Billing
Legal Spend Management
Matter Management
Reporting / Analytics

Legal Billing Features

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar Features

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Integrations

8am LawPay
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Alert Communications
Docusign
Dragon Legal Anywhere
Google Calendar
Google Drive
Kenect
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
NetDocuments
PayPal
RingCentral RingCX
Tungsten Equitrac
Zapier
iManage

Integrations

8am LawPay
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Alert Communications
Docusign
Dragon Legal Anywhere
Google Calendar
Google Drive
Kenect
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
NetDocuments
PayPal
RingCentral RingCX
Tungsten Equitrac
Zapier
iManage
Claim Assembly Neos and update features and information
Claim Assembly Neos and update features and information
Claim CaseFox and update features and information
Claim CaseFox and update features and information