Assembly Neos

Assembly Neos

Assembly Software
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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

LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.

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

Small to medium-sized law firms that need a legal case management and trust accounting solution

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

$129.00/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

Reviews/Ratings

Overall 1.0 / 5
ease 3.0 / 5
features 2.0 / 5
design 2.0 / 5
support 1.0 / 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

  • Leap has decent tools for case management but it is terrible if you want your system to do anything else.

Cons

  • Really poor integration options. We use a piece of online booking software and some marketing automation software for chasing up new lead. Normally we would use Zapier to integrate these tools with a CRM but there is no way for us to integrate these tools with leap. Most other legal management software now has a Zapier or Integromat integration but leap don't. They have their own ecosystem of apps which are all a bit outdated and don't have the functionality we need. I've tried several times to get access to the API to see if a developer could build our own integration but customer service refuse to give him an account.

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

LEAP
Founded: 1992
Australia
www.leap.us

Alternatives

Alternatives

Actionstep

Actionstep

Actionstep Software
CosmoLex

CosmoLex

ProfitSolv
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

Legal Billing Features

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

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

LawToolBox
Microsoft Outlook
QuickBooks Online
Case Status
Docusign
Dragon Legal Anywhere
LawTap Legal Booking & Scheduling
Mailchimp
Microsoft OneDrive
Microsoft Teams
NetDocuments
One Legal
QuickBooks Online Advanced
Quilia
Tungsten Copitrak
Tungsten Equitrac
Uptime Legal
Virtual Cabinet
YSoft SAFEQ
iManage

Integrations

LawToolBox
Microsoft Outlook
QuickBooks Online
Case Status
Docusign
Dragon Legal Anywhere
LawTap Legal Booking & Scheduling
Mailchimp
Microsoft OneDrive
Microsoft Teams
NetDocuments
One Legal
QuickBooks Online Advanced
Quilia
Tungsten Copitrak
Tungsten Equitrac
Uptime Legal
Virtual Cabinet
YSoft SAFEQ
iManage
Claim Assembly Neos and update features and information
Claim Assembly Neos and update features and information
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Claim LEAP and update features and information