Assembly Neos helping streamline work
Use Cases and Deployment Scope
I use Assembly Neos on a daily basis to manage client files. With Assembly Neos and all its great integrations it makes it easy to complete my daily tasks. I can easily email, fax and text right from each case. It helps me be more accurate and efficient with my work. It greatly reduces my manual work with it's features and tools.
Pros
- Document Automation saves me so much time when it comes to drafting letters for my cases.
- Cloud accessibility is also great because sometimes I do need to work remotely and I never have to worry about not being able to access my cases.
- Checklists are also another great feature because it helps me keep on track with all my files regardless of what stage they are in. I can quickly search for a specific task on all my checklists and see which ones need to be followed up on.
- Dashboards customized for my caseload are also super helpful when tracking my work and tasks.
Cons
- The ability to text clients right from their case is great but I would like to see a better system for the notifications of new texts messages. Maybe a separate tab that shows a number like the open messages tab shows me I have messages I need to address but the communications tab doesn't do that. Also being able to filter the text messages to see only those for my cases would be great instead of having to scroll through every case to find mine.
Likelihood to Recommend
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.
