Assembly Neos vs. CosmoLex Comparison


Assembly Neos Assembly Software	CosmoLex ProfitSolv	+	+
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Our cloud subscriptions are billed per-GB for hosting with no other hidden fees. The entry-level Single Matter subscription starts at $250/month with fees that range form $10/GB/month to $1/GB/month. 55 Ratings Visit Website Canopy Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. 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About Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. Key Features & Benefits • Embedded Artificial Intelligence – Unlimited AI can generate documents, create summaries, extract and auto-populate data into Neos fields, and seamlessly analyze and compare documents, plus capture immediate answers to case questions, saving your firm up to 75 hours per week. • Collaboration & Communication – In-app calling, texting, emailing, and calendar management with full communication tracking. • Streamlined Intake – Customizable intake forms, 24/7 intake, and AI-powered data extraction directly into case fields for a	About CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.
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, Government Agencies	Audience A superior solution for Law firms, individual practice, and accounting 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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $99 per user per month Free Version Free Trial	Pricing $119/month/user 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 Read all reviews	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
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 ProfitSolv Founded: 2020 United States www.cosmolex.com
Alternatives Litify	Alternatives Tabs3 Tabs3 Software
8am CasePeer 8am	Soluno Devlos Software
Filevine	8am MyCase 8am
GrowPath	Clio Themis Solutions
CloudLex View All	PracticePanther Law Practice Software PracticePanther Legal Software View All
Categories Document Management Law Practice Management Legal Legal Case Management Legal Document Management Legal Intake Personal Injury Law	Categories Family Law Law Firm Accounting Law Practice Management Legal Billing Legal Calendar Legal Case Management Legal CRM Legal Document Management Legal Time Tracking Personal Injury Law Trust Accounting
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 Show More Features 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 Show More Features 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 Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management
Integrations Microsoft 365 Microsoft OneDrive Box Case Status Docusign Dragon Legal Anywhere Dropbox Google Calendar Hona Kenect Mailchimp NetDocuments QuickBooks Online RingCentral RingCX ScoreDetect Shift Stackreaction Tungsten Equitrac Zapier iManage Show More Integrations View All 21 Integrations	Integrations Microsoft 365 Microsoft OneDrive Box Case Status Docusign Dragon Legal Anywhere Dropbox Google Calendar Hona Kenect Mailchimp NetDocuments QuickBooks Online RingCentral RingCX ScoreDetect Shift Stackreaction Tungsten Equitrac Zapier iManage Show More Integrations View All 11 Integrations
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