Audience

Law firms, Legal Departments, Government Agencies

About Assembly Neos

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

Pricing

Starting Price:
$99 per user per month
Pricing Details:
Neos is an AI-powered, industry-leading practice and case management software with straightforward pricing and flexible options
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, Assembly Neos offers API access

Ratings/Reviews - 6 User Reviews

Overall 4.2 / 5
ease 4.5 / 5
features 4.5 / 5
design 4.4 / 5
support 4.7 / 5

Company Information

Assembly Software
Founded: 1985
United States
www.assemblysoftware.com

Videos and Screen Captures

Gain real-time visibility into your firm's performance with dashboards & subscriptions

Gain real-time visibility into your firm's performance with dashboards & subscriptions

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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

Assembly Neos Frequently Asked Questions

Q: What kinds of users and organization types does Assembly Neos work with?
Q: What languages does Assembly Neos support in their product?
Q: What kind of support options does Assembly Neos offer?
Q: What other applications or services does Assembly Neos integrate with?
Q: Does Assembly Neos have an API?
Q: Does Assembly Neos have a mobile app?
Q: What type of training does Assembly Neos provide?
Q: Does Assembly Neos offer a free trial?
Q: How much does Assembly Neos cost?
Q: What pricing for support is available for Assembly Neos?
Q: What pricing for training is available for Assembly Neos?

Assembly Neos Product Features

Document Management

Access Controls
Collaboration Tools
Electronic Signature
Forms Management
Full Text Search
Optical Character Recognition
Version Control
Archiving & Retention
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Email Management
File Recovery
File Type Conversion
Offline Access
Print Management

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Client Portal
Trust Accounting

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Corporations
Court Management
Discovery Management
Trust Accounting

Legal Document Management

Access Controls
Collaboration
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Archiving & Retention
Contract Management
Version Control

Assembly Neos Additional Categories

Assembly Neos Verified User Reviews

Write a Review
  • Lydia H.
    Paralegal
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Good ideas, but rough around the edges"

    Posted 2021-11-24

    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.

    Cons: Load times are often extremely slow, and attempting to run searches often causes the software to crash.

    Overall: In many ways, the Neos program is a great update to Needles. Visually, it feels far more sleek and modern than earlier versions of Needles. The updated Intakes, in particular, are excellent. It is such a relief to finally be able to easily tag notes to intakes, and to save documents in one place. The tagging system for notes is also excellent and a great addition to the program.

    However, slow load times and frequent crashes are significant drawbacks that can make the software frustrating to deal with.

    Read More...
    Reply from Assembly Neos
    Posted 2021-12-14
    Lydia - Thank you for your candid review. We are happy to hear you are enjoying the new cloud-based platform and more robust intake system. Our team is always looking for ways to improve the platform and truly appreciate your feedback. We will be sure to share with product management. Thank you for being a valued customer. - The Neos Team
  • A Needles Neos User
    Paralegal
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Neos "

    Posted 2021-11-23

    Pros: 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.

    Cons: Sometimes it goes slow.
    Gets stuck from time to time.

    Overall: Neos overall is a well managed system; very useful resources; very easy to find stuff if needed.

    Read More...
    Reply from Assembly Neos
    Posted 2021-12-14
    Thank you for your 5-star ratings on all of the specific categories. We are happy to see you are highly likely to recommend Neos. Other than the speed of the software, how can we improve your 3-star overall rating to a 5? We appreciate your candid feedback and suggestions! - The Neos Team
  • Angelique B.
    Paralegal
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "LOVE THIS case management system"

    Posted 2021-11-23

    Pros: Task prompts to work the case.
    Organization.
    Generating docs.
    integration with emails and text.
    TEXTING and EMAILING.

    Cons: Can't save a pdf to file without having it open.
    Too many coding problems with templates.

    Overall: I do love the software and I have used many others. This is by far the easiest and I am confident in my cases due to it.

    Read More...
    1 user found this review helpful.
    Reply from Assembly Neos
    Posted 2021-12-14
    Angelique - Thank you for your 5-star review and 10 of 10 recommendation. We are happy to hear you are enjoying the integrated texting and email features. We will provide your feedback and will share it with the product team. Thanks again for being a valued customer! - The Neos Team
  • A Needles Neos User
    Legal assistant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Needles "

    Posted 2021-11-23

    Pros: 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.

    Cons: Some feature on Needles like the templates should be easier to obtain and add.

    Overall: Needs is overall easy to navigate and is very useful for an office environment and I use it everyday.

    Read More...
    1 user found this review helpful.
    Reply from Assembly Neos
    Posted 2021-12-14
    Thank you for your 5-star review. We are happy to hear you feel Neos is easy to navigate and the checklist feature is useful. We appreciate you sharing your review with us and the community! Thank you again for being a valued customer. - The Neos Team
  • Destinee C.
    Paralegal
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "NEOS"

    Posted 2021-11-23

    Pros: 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: I don't have any bad things to state about NEOS. Been using it for over 6 months, and I have no complaints.

    Overall: Overall my experience using this program is a 10 out of 10. I like the program, figured out this program my 3rd day of working and enjoyed using it.

    Read More...
    1 user found this review helpful.
    Reply from Assembly Neos
    Posted 2021-12-14
    Destinee - Thank you for your 5-star review and 10 of 10 recommendation. We are happy to hear you feel Neos is super easy, user-friendly, and you were able to get up-to-speed with the software quickly. We appreciate you sharing your review with us and the community! Thank you again for being a valued customer. - The Neos Team
  • Christin C.
    Director of Operations
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Solid case management system"

    Posted 2021-09-01

    Pros: The new Needles Neos is far superior to its predecessor. Tons of already created reports and very easy to config to your firms liking. We use it daily and now that it is cloud based have very few issues with any server issues or down time. Customer support is great and they have a great database of how-to videos and training. Everything is customizable when it comes to the layout of sections of the program.

    Cons: They update it often (it is newer so that could be why) but the updates confuse staff or will send errors until browsers are cleared, etc. It can be a pain but once the staff have figured out how to fix these problems things will go more smoothly. Another con for me/us is the expense. You pay per user so if you have a very large firm it could get pretty pricey.

    Overall: Overall, I would recommend this case management system to other smaller firms (due to price point) and just make sure you have a staff member dedicated to learning admin functions. It is a solid product and we have used it for 15 years.

    Read More...
    Reply from Assembly Neos
    Posted 2021-12-14
    Christin - Thank you for your 4-star review; we are happy to hear your migration to the cloud was a successful one. We appreciate you providing your feedback with us and for sharing your experience with the community. Thank you again for being a valued customer for 15 years! - The Neos Team
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