Assembly Neos vs. CaseFox Comparison


Assembly Neos Assembly Software	CaseFox	+	+
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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 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 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, solo lawyers, legal enterprises, CPAs, counsels, in-house legal teams, legal departments, and other legal professionals
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or 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 $45 Monthly & $39 Yearly - Unlimited Cases - 10GB Storage - SMS Timekeeping - Premium Features - Integrations Included - Two-Factor Authentication Free Version 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 Read all reviews	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.0 / 5 support 5.0 / 5 Read all reviews
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 Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Assembly Software Founded: 1985 United States www.assemblysoftware.com	Company Information CaseFox Founded: 2010 United States www.casefox.com
Alternatives Filevine	Alternatives Litify
Litify	8am MyCase 8am
8am CasePeer 8am	Clio Themis Solutions
CloudLex	Filevine
CaseFox View All	8am View All
Categories Document Management Supported Law Practice Management Supported Legal Supported Legal Case Management Supported Legal Document Management Supported Legal Intake Supported Personal Injury Law Supported	Categories Box Office Supported Conflict Checking Supported Enterprise Legal Management (ELM) Supported Law Practice Management Supported Legal Billing Supported Legal Calendar Supported Legal Case Management Supported Legal Document Management Supported Legal Intake Supported Legal Time Tracking Supported Matter Management Supported Personal Injury Law 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 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 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 Show More Features 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 Supported Conflict Management Supported Contract Management Not Supported CRM Not Supported Document Management Supported Email Management Not Supported Legal Case Management Supported Task Management Supported Time Tracking Supported Trust Accounting Supported Legal Case Management Features Billing Management Supported Calendar Management Supported Case Notes Supported Client Management Supported Communication Tracking Supported Conflict Management Supported Corporations Supported Court Management 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 Supported Legal Document Management Features Access Controls Supported Archiving & Retention Not Supported Collaboration Not Supported Contract Management Not Supported Document Assembly Supported Document Indexing Not Supported Document Tagging Supported Full Text Search Not Supported Version Control Not Supported Show More Features Conflict Checking Features Case Management Supported Client Database Supported Data Import / Export Supported Full Text Search Not Supported Indexing Not Supported Phonetic Search Not Supported Preemptive Conflicts Search Not Supported Relationship Tracking Not Supported Enterprise Legal Management (ELM) Features Contract Lifecycle Management Not Supported Document Management Supported eDiscovery Not Supported Legal Automation Supported Legal e-Billing Supported Legal Spend Management Supported Matter Management Supported Reporting / Analytics Supported Legal Billing Features Accounting Management Supported Automatic Billing Supported Calendar Management Supported Case Management Supported Client Portal Supported Document Management Supported Expense Tracking Supported Time Tracking Supported Legal Calendar Features Case Defined Timekeepers Supported Completion Tracking Not Supported Conflict Management Supported Multi-Office Not Supported Reminders Supported Rules-Based Scheduling Supported Staff Calendar Supported Status Tracking Not Supported Task Management Supported
Integrations 8am LawPay Supported Microsoft OneDrive Supported Microsoft Outlook Supported QuickBooks Online Supported Box Not Supported Case Status Supported Google Calendar Not Supported Google Docs Not Supported Google Drive Not Supported Hona Supported Keap Not Supported Kenect Supported Microsoft Azure Supported NetDocuments Supported PayPal Not Supported RingCentral RingCX Supported Tungsten Copitrak Supported Tungsten Equitrac Supported Xero Not Supported iManage Supported Show More Integrations View All 21 Integrations	Integrations 8am LawPay Supported Microsoft OneDrive Supported Microsoft Outlook Supported QuickBooks Online Supported Box Supported Case Status Not Supported Google Calendar Supported Google Docs Supported Google Drive Supported Hona Not Supported Keap Supported Kenect Not Supported Microsoft Azure Not Supported NetDocuments Not Supported PayPal Supported RingCentral RingCX Not Supported Tungsten Copitrak Not Supported Tungsten Equitrac Not Supported Xero Supported iManage Not Supported Show More Integrations View All 12 Integrations
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