Neos is a cloud-based legal case management software used to customize and automate workflows while managing all case-related documentation and data.
$1,188
per year per user
Diligent Boards
Score 8.9 out of 10
N/A
Today’s directors need fast, informed decision-making and seamless governance workflows. Diligent Boards automates board and committee meeting creation, streamlines preparation and enhances collaboration with secure, integrated tools. More broadly, Diligent solutions provide a growth trajectory on the path to good governance and bundle capabilities that support the evolution of forward-looking boards and leadership teams. Save time by digitizing meeting materials and…
N/A
Pricing
Assembly Neos
Diligent Boards
Editions & Modules
Neos Essentials
$99
per month per user (for annual payers)
Neos Premium
$129
per month per user (for annual payers)
NeosAI Platinum
$179
per month per user (for annual payers)
No answers on this topic
Offerings
Pricing Offerings
Assembly Neos
Diligent Boards
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
—
Diligent Board Plans include...
Essential: Built for organizations looking to embrace governance best practices and digital
transformation
Pro: Built for organizations that are looking to embrace end-to-end security around key governance processes like board meeting preparation, communication, and questionnaires.
Enterprise: For high performing boards looking to maximize effectiveness of committees and prepare for proxy season.
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.
We had a meeting and after the meeting, additional information was added to the book and it was easy to navigate just the information that was update. This made it efficient when we had a follow-up meeting to discuss the updates and be able to reference the updated information. This allowed us to have an effective meeting with a purpose.
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
The confidential sandbox is a must, and Diligent Boards provides that environment. Most of the info we put on the diligent board is not downloadable and printable.
It is very easy to make notes, highlights important info and bookmark pages. I used these functions all the time.
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
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.
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.
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.
Again, it is a very easy program to use. What would I change… There’s some features in the agenda that I would like to have. The ability to add different bullets underneath items. the ability to do an AYE vote. Because sometimes they don’t individually vote, my superintendent or School Board chair will say I’ll say hi or I’ll say, and it would be really nice to have a button that automatically fills for that.
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
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.
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.
Diligent Entities is already great, as I used it before Diligent Boards, and it was very helpful and very cost-effective as a product provided to my previous team that used it. So I can only vouch for the platform and note that Diligent Boards is also fantastic. It certainly is.
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.
