Assembly Neos

Neos is a legal document management software developed by Assembly Software specifically designed for attorneys and law firms of all sizes. According to the vendor, Neos offers seamless case workflow capabilities that allow users to effectively manage tasks, calendaring, communications, and processes. The vendor claims that Neos aims to improve case productivity, reduce risks, and maximize overall production. This software is intended for use by a wide range of legal professionals, including attorneys, law firms, legal departments, and legal service providers.

Key Features

Seamless case workflow: According to the vendor, Neos provides powerful workflow capabilities that enable users to gain complete control over tasks, calendaring, communications, and processes. The vendor claims that this feature can help improve case productivity, reduce risks, and maximize overall production.

Capture promising leads & convert them into clients: The vendor states that Neos allows users to automatically process incoming leads from call-ins or web sources. Users can send notifications to clients and generate and send a retainer, referral letter, or rejection letter with the click of a button. The vendor claims that users can also update the status of an intake to have real-time visibility into their pipeline and track all stages of the client lifecycle.

Automated case workflow: Neos enables users to keep track of day-to-day tasks with dynamic processes, according to the vendor.

Document management: The vendor states that Neos allows users to quickly and easily generate and manage documents.

Reports and dashboards: Neos provides the ability to track critical statistics of a firm in real-time, according to the vendor.

Collaborate and communicate: According to the vendor, Neos allows users to call, email, text, and schedule all directly within the application.

Secure cloud network: Neos leverages the protection of Microsoft Azure to keep data safe, according to the vendor.

End-to-end client lifecycle management: The vendor claims that Neos enables users to manage intakes and cases within one seamless solution, from the first case to case resolution.