Assembly Neos helping streamline work
October 22, 2025

Assembly Neos helping streamline work

Lidia DeLeon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Neos Premium

Overall Satisfaction with Assembly Neos

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.
  • Assembly Neos has streamlined our work and has helped us all be more efficient.
  • Assembly Neos is worth the cost and in my opinion is a valuable and necessary tool for our daily business management.
Assembly Neos is easy to navigate and the help button provides instant suggestions as well as video tutorials depending on the screen you are working on. There is also a support portal in case there are other things you need help with. Once you get familiar with Assembly Neos, which doesn't take long, you will breeze right through it all. Everything is organized and easy to use.
  • Needle
Needles was what we were using before but with Assembly Neos we can work in the office or work remotely with no worries. Assembly Neos is also customizable to meet our specific and unique needs. The ability to integrate other software is also great because is makes for a more streamlined and seamless work flow.

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

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.

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