Assembly Neos is very helpful
April 13, 2025

Assembly Neos is very helpful

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Neos Essentials

Overall Satisfaction with Assembly Neos

Our main problem is how to keep all office contacts; including clients, attorneys, doctors and other medical clinics, and Social Security Offices in the same area for easy access. With Assembly Neos, it is very quick and easy to find a contact. If we can't understand someone's name, we can use their phone number, DOB, address, email, etc. For each contact we input to needles, we are able to Categorize the, based on what their role is. For most, they are claimants, and we can organize those based on T16, T2 or both.

Pros

  • Organization
  • Easy to Navigate
  • Microsoft Friendly

Cons

  • Loading Time
  • Notes sometimes erase
  • New notes update is not good
  • Customer Satisfaction
  • Operational Efficiency
  • Growth
Assembly Neos is relatively very easy to use. It rarely has any buffering issues, and when it does, it's likely due to our service. There are a few times when my Neos has logged me out, closing all the tabs and cases I have open and had been working on. There was also a few times where I would finish typing a note, and when I go to save it, half of the note will disappear and Ill have to retype it. This has only happened a few times and these issues can be fixed, resulting in 8 out of 10.
I have not used any other product other than Assembly NEOS.

Do you think Assembly Neos delivers good value for the price?

Yes

Are you happy with Assembly Neos's feature set?

Yes

Did Assembly Neos live up to sales and marketing promises?

Yes

Did implementation of Assembly Neos go as expected?

Yes

Would you buy Assembly Neos again?

Yes

Assembly Neos is well suited when a client calls in wanting to check the status of their claim. We always pull them up in Assembly Neos by either their name or phone number, once we pull their case up, we can access their SSN to check the status of their disability claim. Sometimes, in the notes tab, we can see when we last spoke with them and all the information we got from that last conversation. This is great to be able to know when we need to start getting updated information or so we can gain a better understanding of what is happening with their claim.

Comments

More Reviews of Assembly Neos