Assembly Neos vs. Diligent Boards

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

I'm pretty sure I've given a description of this in one of my prior answers, but I would like to give a further note of my example that this is well suited for board pack production for our board meetings, specifically in relation to the PLC board meetings we hold regularly within the company function.

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

• Customer service is great. if any of the built resources are not sufficient to resolve a challenge, reaching out to Diligent, there is always someone ready to assist till a challenge is resolved
• Assistance is readily available at any given time
• Diligent is progressive, always creating ways to ease how we do work

Incentivized

• 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

• not so easy to handle access when we have to arrange a specific, non-standard set up of access: sometimes we have to limit the access to one or few of the members of a particular book
• calendar function will be useful, but it is an additional cost
• flexible view options: vertical vs. horizontal

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

We find the Boards portal to be an effective tool for our board meeting documents. It is user friendly and allows for amendments, additions as needed without compromising documents that have already been uploaded. Additionally, our Board members are comfortable with the platform and confident in their ability to navigate it.

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

Because it is extremely user friendly and you don't have to be a technical genius to use the product

Incentivized

Great service!

Quick service, specially on loading.

Each and every time I call with a question, there is someone available to answer. If not, I generally receive a call back the same day and sometimes within minutes

Incentivized

The turnaround time is great, and the customer support team usually resolves queries in one go. However, customer support can improve by suggesting additional helpful activities to improve user experience, rather than limiting it to the specific requests made. Overall, it has been a positive experience with the customer support team.

Incentivized

The training was executed through a Deligent meber.

The training offerings are much better than they used to be 5 years ago. Kudos to that!

Incentivized

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

We have reviewed all credible products in the market as we prepare to exit our diligent relationship. Although some products were stronger than others, I would have chosen any one of them over Diligent. They are all lower cost and better.

Incentivized

It is really worth it.

• 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

• Diligent has improved the time spent on training new board members as the app is user-friendly and self-explanatory, especially for IT-savvy Directors.
• The app has cut down the cost of sending notifications to directors on material added on the app, as directors automatically receive notifications as soon as material is available.

Incentivized