Assembly Neos vs. Clio Comparison


Assembly Neos Assembly Software	Clio Themis Solutions	+	+
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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 Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.
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 Clio is designed for solo attorneys, small and mid-sized law firms, large legal organizations, and in-house legal teams seeking a comprehensive legal practice management and workflow automation platform
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 $39.00/month/user EasyStart - $39 per user per month Essentials - $59 per user per month Advanced - $99 per user per month Complete - $129 per user per month Free Version Not Supported Free Trial 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 4.9 / 5 ease 4.8 / 5 features 4.7 / 5 design 4.8 / 5 support 4.8 / 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 I love that everything is in one place. Calendars, zoom integration, editing/updating documents easily, contacts, and billing are all in one place. I find its organization skills are excellent for both smaller and larger firms. Among many features that Clio can offer us we highlight the following: The real time tracking is excellent and effective, it allows us a simultaneous and accurate automation with Microsoft Word for job delivery improvement, the calendar management is amazing as it has no glitches and allows us to add to each report a personalized electronic signature. First of all, Clio is quite practical due to its visual customization, and its automation is very optimized in terms of actions. Apart from integrating a good chat system, it allows the elaboration of a text by simply clicking on generate document and start writing. Irrelevant of how many dynamics can be applied to the same case file, it will remain free of formatting errors and will not slow down the system, which would normally happen with any other legal case management system, since most do not offer good integrations as Clio does. Our recommendation about Clio is to learn to exploit the tools it offers not only in case management terminology, but also as a software operator of automated messages, notification-based reminders, and more. Its technology is recommended for any work department. Clio addresses one of the work environments where there are currently fewer services to work with: purely legal case operations. With Clio it is possible to provide clients with a stable and direct advocacy service, where they can feel confident with the development of their cases. Cons Updating contacts or adding a related contact to a matter can be quite difficult at times. I’ve found that rather than redirecting you back to the matter you just added a contact to, it will direct you to the contact. Additionally, sometimes it takes a couple minutes for the search options to actually update. If I’ve added a new matter into Clio, it will take around 5 refreshes before it actually shows up in the search bar. As a main flaw we realized that we can not deliver directly from Clio a PDF file, but you have to download in another format and convert it, which makes us lose time sometimes; also, the notes tend to be somewhat disorganized. Although its usability is quite simple, it has new tools for many individuals and the training through instructional videos that it offers are generally basic and difficult to understand. Similarly, if you need technical support from their assistants you will not get anything, they offer lousy service. Clio unfortunately does not operate with digital tools for instant communication, so these services must be used in parallel if you want to keep clients updated on case progress and projections (only in a situation where live messaging or phone calls are warranted). Clio is great, and allows us to deliver our case reports always within the estimated time frame. No negative points were found during the experience of using Clio, nor were there any inconveniences while working, so we proceed to make the review completely positive.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Assembly Software Founded: 1985 United States www.assemblysoftware.com	Company Information Themis Solutions Founded: 2007 Canada www.clio.com
Alternatives Filevine	Alternatives 8am
Litify	Filevine
8am CasePeer 8am	Lawmatics
CloudLex	8am MyCase 8am
CaseFox View All	Smokeball 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 AI Legal Supported Conflict Checking Supported Court Management Supported Docketing Supported Enterprise Legal Management (ELM) Supported Family Law Supported Law Firm Accounting Supported Law Practice Management Supported Legal Supported Legal Billing Supported Legal Calendar Supported Legal Case Management Supported Legal CRM Supported Legal Document Drafting Supported Legal Document Management Supported Legal Research Supported Legal Time Tracking Supported Litigation Management Supported Personal Injury Law Supported Trust Accounting Supported Visa Management 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 Supported CRM Supported Document Management Supported Email Management 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 Not Supported Task Management Supported Time Tracking Supported Trust Accounting Supported Legal Document Management Features Access Controls Not Supported Archiving & Retention Supported Collaboration Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Not Supported Full Text Search Supported Version Control Supported Show More Features Docketing Features Billing & Invoicing Supported Calendar Management Supported Calendar/Reminder system Supported Case Management Supported Court Records Search Supported Document Management Supported Patent / Trademark Management Not Supported Portfolio Management Not Supported Task Management Supported Time & Expense Tracking 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 Supported Conflict Management Supported Multi-Office Supported Reminders Supported Rules-Based Scheduling Not Supported Staff Calendar Supported Status Tracking Supported Task Management Supported Trust Accounting Features Accrual Accounting Supported Activity Tracking Supported Asset Gain & Loss Reporting Supported Check Writing Supported Compliance Management Supported Cross Ledger Posting Supported Customer Statements Supported Fee Calculation & Posting Not Supported Receipt Management Supported Tax Management Supported
Integrations 8am LawPay Supported Alert Communications Supported Case Status Supported Hona Supported Mailchimp Supported Microsoft 365 Supported NetDocuments Supported QuickBooks Online Supported Quilia Supported Zapier Supported Dialpad Sell Not Supported Documati Not Supported FastVisa Not Supported HubSpot Data Hub Not Supported InfoTrack Not Supported LegalConnect Not Supported MotaWord Not Supported Notaron Not Supported OneNotary Not Supported firmTRAK Not Supported Show More Integrations View All 21 Integrations	Integrations 8am LawPay Supported Alert Communications Supported Case Status Supported Hona Supported Mailchimp Supported Microsoft 365 Supported NetDocuments Supported QuickBooks Online Supported Quilia Supported Zapier Supported Dialpad Sell Supported Documati Supported FastVisa Supported HubSpot Data Hub Supported InfoTrack Supported LegalConnect Supported MotaWord Supported Notaron Supported OneNotary Supported firmTRAK Supported Show More Integrations View All 168 Integrations
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