Assembly Neos vs. Diligent Boards vs. Seneca

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

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.

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

• 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.
• Its excellent organization features.

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

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.

Incentivized

Diligent helpdesk (Team Topaz) is a click away, their response is very quick

Incentivized

Quick service, specially on loading.

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

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

Comprehensive. I didn’t feel like I was confused or didn’t have the knowledge to begin using Diligent Boards immediately

Incentivized

easy implementation process

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

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.

Incentivized

the pricing is quite steep and if you under-utilise some products it becomes a loss to you as the user.

Incentivized

It is really worth it.

Diligent's professional services have been reliable

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

• Ease of dissmeniation and administration of packages (errors can be easily corrected)
• Directors can read packages from anywhere in the world at any time. It makes prep for Dircetors a lot easier
• Keeping records of meetings, doing searches for information has become easier and less time consuming

Incentivized