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
DocuSign
Score 8.7 out of 10
N/A
DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.
Needles was what we were using before but with Assembly Neos we can work in the office or work remotely with no worries. Assembly Neos is also customizable to meet our specific and unique needs. The ability to integrate other software is also great because is makes for a more …
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.
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.
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
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.
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.
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."
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.
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.
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
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
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.
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.
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.
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.
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.
