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Assembly Neos

Assembly Neos
Formerly Needles + TrialWorks

Overview

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....

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Recent Reviews

TrustRadius Insights

Users have found this product to be highly effective in managing their inventory, tracking sales, and generating detailed reports. It …
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Reviewer Pros & Cons

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Pricing

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Neos Essentials

$99

Cloud
per month per user (for annual payers)

Neos Premium

$119

Cloud
per month per user (for annual payers)

Neos Pro

$149

Cloud
per month per user (for annual payers)

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://assemblysoftware.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $1,188 per year per user
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Product Details

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.

Assembly Neos Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac, Web-Based, Chromebook
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(6)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found this product to be highly effective in managing their inventory, tracking sales, and generating detailed reports. It offers a user-friendly interface and robust features that make it easy to organize and monitor stock levels, ensuring businesses have the right products available at all times. With its sales tracking capabilities, users can easily keep tabs on revenue, identify trends, and make data-driven decisions for future growth.

This product has been instrumental in streamlining project management processes for customers. It facilitates improved collaboration among team members by providing a centralized platform for task allocation, progress tracking, and deadline management. By keeping all project-related information in one place, team members can effortlessly access and share relevant documents and updates. The software's ability to track project progress helps teams stay on track and ensure timely delivery.

Reviewers highly praise this software for its intuitive interface, extensive features, and seamless integration with other tools. Its user-friendly design allows users to quickly navigate and utilize its comprehensive feature set. The product's ability to integrate with popular tools further enhances productivity by streamlining workflows across different applications. This flexibility empowers businesses to leverage existing tools while capitalizing on the advanced functionalities of this product.

Users report that this product has significantly enhanced their customer relationship management capabilities. It offers a comprehensive CRM system that allows businesses to centralize customer information, track interactions, manage leads effectively, and analyze valuable customer data. With these features in place, businesses can maintain personalized communication with customers, identify upselling opportunities, and improve overall customer satisfaction.

Customers find great value in this software's email marketing automation capabilities. It enables businesses to automate email campaigns, segment their audience based on various criteria, and track campaign performance in real-time. This improves efficiency in reaching target audiences with personalized messages while allowing businesses to measure campaign effectiveness and make data-driven decisions for future optimizations.

Reviewers emphasize the effectiveness of this product in managing social media presence. Its features include scheduling posts across multiple platforms, analyzing engagement metrics, and providing valuable insights. By centralizing social media management, businesses can save time and ensure a consistent brand presence. The software's analytics capabilities allow for measuring the success of social media efforts and making data-driven decisions to optimize strategies.

Users have experienced increased productivity and efficiency by using this product to automate repetitive tasks, streamline workflows, and centralize their data. With task automation, businesses gain more time to focus on strategic activities while reducing human error. The software's workflow management capabilities provide a clear overview of tasks, deadlines, and dependencies for effective collaboration.

Additionally, businesses appreciate the reliability and security offered by this software. The product ensures the safety of sensitive information and protects against data breaches with advanced security features like encryption and access controls. Regular backups and disaster recovery measures provide an extra layer of protection against data loss, giving businesses peace of mind.

Furthermore, reviewers have consistently praised the exceptional customer support provided by the company. They highlight the timely responses, helpful guidance, and prompt issue resolution provided by the dedicated support team. The company's commitment to assisting customers ensures minimal disruption to business operations and reinforces the overall positive experience of using this product.

In conclusion, this product has proven to be a valuable asset for businesses across different industries. Its use cases range from inventory management and sales tracking to project coordination and customer relationship management. With its user-friendly interface, robust features, extensive integration capabilities, reliability, and excellent customer support, this software assists businesses in streamlining processes, improving collaboration, analyzing data effectively, enhancing productivity, and ensuring the security of their valuable information.

User-Friendly Interface: Many users have expressed that the product has a user-friendly interface which allows them to easily navigate and perform tasks efficiently. The intuitive design of the interface makes it easy for users to understand and interact with the product without any confusion or frustration.

Intuitive Design: Several reviewers have praised the intuitive design of the product's interface. They appreciate how it simplifies their experience by presenting information and features in a logical and straightforward manner. This intuitive design contributes to a smooth and seamless user experience.

Efficient Task Performance: A significant number of customers have stated that they can perform tasks efficiently using the product's interface. They find that they are able to complete their desired actions quickly and without any unnecessary steps or complications. This efficiency enhances their overall satisfaction with the product.

Lack of User-Friendliness: Many users have found the software to be lacking in terms of user-friendliness. They have expressed frustration with the confusing user interface, which has made it difficult for them to efficiently complete tasks.

Unhelpful Customer Support: Several reviewers have expressed dissatisfaction with the customer support provided by the company. They describe it as unhelpful and have not received the assistance they needed when facing issues or difficulties.

Confusing User Interface: The user interface of the software has been a common complaint among users. Numerous reviewers have stated that it is confusing and not intuitive, making it challenging for them to navigate and find what they need.

Reviews

(1-1 of 1)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use TrialWorks to correspond with customers, docket important dates, calendar items for due dates, merge templates, add notes regarding communication and work done with a customer, run reports on due dates, run reports on birthdays, and any specific details needed on a case. I also use the stamps.com integration to add postage to envelopes, which documents costs on a particular customer. I also text using the SMS integration which texts a customer directly through the software.
  • Template Merge details
  • Texting customers directly through the contact detail
  • Dashboard Reporting
  • Court date docketing / Fast Track docketing
  • Note detail screen to keep all users informed of tasks in a case
  • Email management - MS365 integration - attaching documents to emails
  • Changing Tab Names
TrialWorks software is a trusted source to manage cases in a law firm. It's also a great management tool for insurance companies, as well as courts. It works well for a Plaintiff firm and can be switched to work well for a Defense firm. The software works as a virtual file cabinet with tabs across the top as if you were looking through a file cabinet. You can sort the tabs to most used and hide tabs you don't need. You can change the colors of the tabs for your preference.
  • Reporting
  • Document Management
  • Costs Management
  • Notes documentation
  • Price Increase of the software
  • Lack of upgrades
  • Mobile Phone App use
We used TrialWorks long before we started using Salesforce. Salesforce does not have the many capabilities TrialWorks has for managing cases in a law firm.
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