Assembly Neos

Score8.3 out of 10

98 Reviews and Ratings

What is 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.

Categories & Use Cases

Media

Screenshot of the interface to access case documents, which can be organized in any preferred way

Screenshot of Neos' direct integration with Outlook 365

Screenshot of where to create reports and dashboards for immediate access to critical data

Screenshot of the customized intake that transitions into a case

Screenshot of a customizable Neos Today home screen, that puts all needed info front and center

1 / 5

Screenshot of the interface to access case documents, which can be organized in any preferred way

#1 most frequent

Professional, Scientific, and Technical Services

82.3%

65 installations of 79

“I use Assembly Neos on a daily basis to manage client files.”
— Paralegal, The Law Offices of Michael F. Campopiano (11-50 employees)

Wendy Kilkinney

Litigation Paralegal in Legal at Couture Law (11-50 employees employees)

Use Cases and Deployment Scope

Our firm has been using Assembly Neos since July 2024. We are a personal injury law firm and Assembly Neos has been great and super helpful with keeping track of deadlines and keeping everything in its place. Using the checklist feature makes my job so much easier when I have tasks to keep track of. Neos integrates with numerous other programs, such as Quick Books and DocuSign, making it even more useful and valuable to our firm. The texting feature makes it easy to keep in contact with clients for treatment updates and quick questions.

Pros

I love the Assembly Neos checklist and utilize it daily to keep track of upcoming deadlines and making sure everything is done on time and followed up on.
Keeping track of medical records and billing is much simpler with Assembly Neos.
Keeping track of case negotiations is much easier with Assembly Neos.
Having access to client texting with notifications makes communication a breeze.
The DocuSign integration makes it very easy to send documents to clients or other attorneys for signature.

Cons

Assembly NeosAI is improving each month, but there's still much left to be desired, especially when it comes to analyzing documents.
There are issues with creating documents from templates where the order of the names are mixed up; i.e., last name, Esq., First name.
Since my prior two examples, Neos AI has come a long way in improving when it comes to analyzing documents. I hope it will continue to improve with each update.

Return on Investment

New client calls from the intake to sending and receiving signed contracts can be done while on the phone with the new client, making it so you can begin working on their case immediately.
The integrations with DocuSign has made it much easier to send documents for execution.
Texting clients is a breeze with Neos, which is a quick and easy way for quick communication with clients for updates.
Neos has not had any negative impact on our firm and is getting better with each update.

Usability

Alternatives Considered

Time Matters

Other Software Used

Adobe Acrobat, Microsoft 365, Dropbox Business, RingCentral Contact Center

Cassandra Stanley

Paralegal in Legal at DLT (11-50 employees employees)

Use Cases and Deployment Scope

We use Neos at our firm for case files. It is so helpful and easy to use. I love all of the custom reports that you can create, how you can easily find documents uploaded by yourself and others in the company, and how it keeps everything so organized and easy to find.

Pros

Organizing
Record keeping
Reports
Customization
Notes

Cons

Easier way to generate custom reports

Return on Investment

Keeping files organized
Keeping track of important dates
Ability to search for documents quickly

Usability

Other Software Used

Adobe Acrobat, Adobe Acrobat Reader, Adobe Acrobat Sign

Ashley Earl

Paralegal in Legal at Garmey Law (11-50 employees employees)

Use Cases and Deployment Scope

Neos is fantastic - it allows us to text our clients, which allows multi-tasking at it's best. I often can be on the phone or sending an e-mail and will send text messages to other clients which is very efficient. I love that it adds a copy to our notes tab as well. I also love that if a client texts a photo, it will go right into the account, which saves me time.

Pros

Texting: as previously described, the photos client's text to us get uploaded to their file.
It connects with Yocierge, which allows us time to do other things as Yocierge takes care of entering the invoices into Neos and saving the client's medical records and bills directly into the file.
The organization is super easy to use and to understand.
The new contact search by case is great! It allows us to see where all the contacts are in multiple case.

Cons

I wish the intakes were better. You can't add more than one person to an intake. Often times, there are more than one or a parent is calling on behalf of a minor.

Return on Investment

It has simplied and made my work flow a lot easier, especially with the easy checklists which having the reminders go right to my inbox is awesome. I wish the text message notices would also go to my inbox. Sometimes I miss those.

Usability

Ashley Rios

Legal Assistant in Legal at Zehl & Associates, PC (51-200 employees employees)

Use Cases and Deployment Scope

You are able to quickly organize and access your case files and able to keep all data controlled neatly under one system.

Pros

You are able to enter all case date info: parties, insurance, contacts, counsels....
Neatly track expenses and create detailed memos.
calendaring

Cons

There could be a better system in place for client treatment upkeeping.
Cluttered interface and hard to personalize.
Generating reports can be time consuming.

Return on Investment

The value tab makes it easy for a case worker or an accountant to track expenses.

Usability

Alternatives Considered

Assembly Neos

Other Software Used

RingCentral Contact Center, Microsoft 365, Stamps.com

Michael Charbonneau View profile

Senior Litigation Counsel in Legal at Bridge Law PC (11-50 employees employees)

Use Cases and Deployment Scope

We keep track of hundreds of personal injury cases, and basically use Assembly Neos as an overpriced directory, but only because, in my opinion, they trapped us in a contract after tricking us into switching from Needles. To some degree, the document generation saves a bit of time, but only on the most basic documents. UPDATE, I left the firm that used Neos, and while I miss the people, I am very happy to not use Neos anymore.

Pros

They pay 50 bucks to answer surveys
Assembly Neos has never given me a paper cut
They send a lot of emails suggesting that the updates will be good
Marketing

Cons

Notes. How hard is notes? Apparently very.
Tagging emails. In my experience, they brag about all their AI, but an email with my client's name in the subject and Assembly Neos doesn't suggest that file?
In my opinion, they keep adding dumb crap instead of fixing the basic things that don't work well
In my experience, the "training" SUCKS. I feel it's a waste of time and money
Re-release Needles