Best Case Management Software On The Market.
August 13, 2025

Best Case Management Software On The Market.

Holly Presley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Neos Pro

Overall Satisfaction with Assembly Neos

We use Neos as our case management software, but it is much more than a file storage facility for our firm. This program integrates every step of our case process from intake screening, through integration, and all the way to settlement disbursement. I believe all firms agree that efficiency and organization are crucial for maintaining businesses, and Neos helps us achieve this.

Pros

  • Customization - Neos offers the capability to fully customize just about every aspect of the program to meet the individual needs of each case type.
  • Updates - Neos is great about coming out with new updates frequently, taking recommendations, and training users on the program updates.
  • Ease of Use - Neos is VERY user-friendly. It is not difficult to find what you need. We have offices in three states and handle about 10 different case types. Setting them all up and tweaking them to fit our evolving needs is a piece of cake.

Cons

  • International clients/providers - We need to be able to put in phone numbers for international contacts.
  • Neos has increased our income as a firm by making all team members more efficient. Tasks become much faster to complete by using the templates, AI, and the organization that Neos offers.
Very user-friendly and customizable.
We demoed FileVine and were extremely disappointed with its screen image, ease of use, flexibility, customization, and overall functionality. Neos is a much better platform.

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

I love Neos!! I really don't see any reason why a firm CAN'T use Neos since it is so customizable.

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