AbacusLaw by CARET vs. Assembly Neos vs. DocuSign

My understanding is AbacusLaw was bought out by CARET and now pushing their cloud based CMS. Support has always sucked with AbacusLaw. Again, our latest 10+ issues has been going on since 2/13/2023 and it is now 5/18/2023. Abacus STILL does not know how to fix our issues!!! For $60/month per user, you think they would have better support. I have in the process of canceling our contract for breach of contract due to support and the issues for the last 3 months and going with a new CMS. However, the partners of the firm want to stick with a self-hosted (stand alone) CMS, and they are few and far between anymore.

In my personal experience Assembly Neos is well suited for all our business needs here at our law firm. I can't think of any scenario where it's less appropriate. I can't even imagine what my workload would be like without Assembly Neos. It makes my case management easier and bearable. If you haven't worked with Assembly Neos you should give it a try because it will meet your needs.

Incentivized

This product is well suited in the use case that I provided before: when it comes to onboarding employees and providing a clear channel for decision making for human resources, this is an excellent tool to accomplish that. I would say the weak points is when you have back and forth communication with users that it might seem a little redundant to have that back and forth communication in that scenario.

Incentivized

• Security
• Organization
• Easy to use

Incentivized

• Stores large files/allows for large files to be easily accessed and pulled up
• The Assembly Neos tagging feature in the notes section has been incredibly helpful in keeping assignments organized and directing coworkers to certain case files
• The tabs in the Documents section are very detailed and help keep large case files organized
• The display of each file is easy to look at and organized, even when the files are very big or busy

Incentivized

• Ease of sending the same document out to multiple recipients, at multiple locations, for multiple signatures
• Quick turnaround - once the recipient signs the document, we receive notification and the document back immediately
• Can resend, alter, change, and/or add to the email and/or document that is sent out very easily
• The recipient can save the document after signing, so they too have their own electronic copy for their records

Incentivized

• SUPPORT STINKS - As of today we have been having issues for OVER 3 MONTHS, but Abacus now only has ONE Tier II tech, and ONE Tier III tech and neither one have figured out our problem or fixed it!
• Having a lot of issues since day one
• We have a self-hosted version and are not on the cloud and the updates usually bring other issues. They don't know the term "if its not broke don't fix it."

• The lists that Neos has need to be updated and more accurate; a lot of the items are not useful.
• Neos can be very difficult to use for someone that isn't tech savvy.
• I wish that the notes and communications tabs were the same tab, there are almost too many tabs for information to be.

Incentivized

• Tracking, particularly when collecting signatures through connected applications, such as an ATS, is not always clean or easily traceable.
• Formatting documents to handle electronic signature types (signatures, initials, etc.) is not always easy, and highly dependent on the partner's technology.
• It is not convenient to have to use DocuSign as a stand alone product if the signatures are required for 3rd party applications. It definitely excels on its own, but the scope of that usage, at least for us, is slim.

Incentivized

I gave Assembly Neos a 10/10 because it has transformed how we manage cases from intake to settlement. The platform combines powerful automation, centralized document management, and seamless communication tracking in a way that saves our team hours every week. It’s intuitive for new users, highly customizable to match our workflows, and backed by responsive customer support. NeosAI and workflow automation have noticeably reduced manual tasks, allowing us to focus more on client service and case strategy. Overall, it’s become an essential tool for running our firm efficiently and effectively.

Incentivized

I can't imagine doing business without DocuSign now. I would never want to go back to the way we used to do things. The "new way" is "the way" is "the right way." We can honestly be proud of a "one right way" process and not have to suffer through "5 ways for 5 days."

Incentivized

Because it's been a good and efficient source for our company to manage our client's profiles and being able to track everything that is happening during the process of their case. And while they get the attention needed but also for us to see the progress we have made with their treatment.

Incentivized

Generally user-friendly once you have command of the basics, but also has a lot of nuances that can make it difficult to train others on. DocuSign University is a helpful tool, but understandably a lot of content to get through to become a well-versed user. A lot of different functionalities but only a few I use on a weekly basis.

Incentivized

It does not go down. I have had zero issues with DocuSign, approaching 4 years.

Incentivized

Everything loads quickly. Reports are generated in a reasonable time. No noticeable difference in integrated software processing speeds.

Incentivized

The support is generally good and relatively quick BUT when there is a new product or something they want you to buy, I have felt a bit harassed at that point by sales but when I have an issue I don't feel like support jumps on it as quick.

Incentivized

Assembly Neos support is top tier. Within minutes, sometimes even seconds after submitting a ticket for help, someone from Assembly Neos is calling to help. The staff has always been extremely nice and so helpful. They always take their time explaining things and helping us to solve whatever problem we may have

Incentivized

I'd give them a 10, but there has been 1 or 2 small cases that seemed to fall to the wayside, but I was able to call them up and get them resolved. We were having a bad implementation night (after midnight) and we needed assistance from Docusign. They were able to get an engineer to help us in the early morning hours

Incentivized

Docusign is super easy to use, and apart from a few administration details, there was really nothing to train on. Post implementation, there were issues with configuration of auto-filled documents with the integrating 3rd party. That training required some time, because the DocuSign expert took the time to walk me through the 3rd party's configuration (how often does that happen?) so I could see how DocuSign should be best used to overcome weaknesses in the 3rd party platform. 10/10 expert care.

Incentivized

Until you get the hang of it, I recommend doing several internal tests before sending a document to a client. As I mentioned earlier, you have to go through a bit of trial and error at first to verify that the workflow works as expected.

I did not evaluate MyCase when we selected AbacusLaw. I did not select AbacusLaw and was not involved at that time in the decision. I am evaluating MyCase NOW to REPLACE AbacusLaw.

Neos stands out strongly against other case management software programs due to its consistent and frequent updates. Most software updates occur once a quarter or even once a year. I feel like I'm receiving a message from Neos Assembly once a week, advising that a new feature is in the beta stage or is now live as a complete new addition.

Incentivized

There has never been anything that we could really compare to Docusign. We have tried sending documents in a PDF version, but that was not nearly as efficient. DocuSign saves your signature in the system and uses that as it goes through your documents.

Incentivized

In my years of using DocuSign, I have never had an outage. I haven't even encountered a bug.

Incentivized

• We have been using Abacus (and previously Amicus) for so long it is hard to tell.

Incentivized

• By creating well-defined processes and implementing automated systems within the platform, it has become significantly easier to handle a higher volume of cases than would be possible without any systems in place.
• The time saved on administrative tasks can now be redirected toward higher-value activities, such as client engagement and case strategy, ultimately driving better outcomes and supporting business growth.
• With real-time updates and shared access to documents and notes, everyone involved in a case can collaborate more effectively, reducing bottlenecks and ensuring tasks are completed on time. This transparency also helps with tracking progress and identifying areas for improvement.

Incentivized

• Less paper use, faster signature times, less time standing at the printer/scanner to send documents to yourself
• Security over your signature! Security over your company's signature and authorization to approve projects, cash flow etc
• Love audit trails and the seamless tracking of the status of the document

Incentivized