My thoughts as a user.
Updated October 06, 2025

My thoughts as a user.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Neos Premium

Overall Satisfaction with Assembly Neos

At our Law firm , we use Assembly Neos primarily as a modern, secure platform for managing our client's information, tracking their medical records and how much process they have made during their scheduled appointments, and also reporting across different offices . It plays a key role in enabling data between the lawyers , legal assistance and clients.

Pros

  • Gives us the proper information needed when searching for a case.
  • It gives you exact time and date of when and who made changes in file.
  • It lets you send messages and emails directly from their file.

Cons

  • When moving documents to another folder, we are able to open them.
  • Locating a client with just their DOB.
  • Having so many steps just to open a client's file.
  • It helps us manage information properly.
  • It's easy to communicate with our clients.
  • More reliable to access documents when searching.
Because it's been a good and efficient source for our company to manage our client's profiles and being able to track everything that is happening during the process of their case. And while they get the attention needed but also for us to see the progress we have made with their treatment.
I have not used any other products other than Assembly Neos, due to our company only having this professional product as our home based to our client's day to day use.

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?

I wasn't involved with the selection/purchase process

Did implementation of Assembly Neos go as expected?

I wasn't involved with the implementation phase

Would you buy Assembly Neos again?

Yes

When we need to message the client directly from their file, it helps us keep track of when we last spoke with the client and manage any necessary information. Also, being able to see any changes made to the cases. I have not seen a less appropriate scenario. I feel like every improvement made in Neos has worked for the best.

Using Assembly Neos

ProsCons
Like to use
Easy to use
Technical support not required
Consistent
Quick to learn
Feel confident using
Familiar
None
  • Neos logs emails, text messages inside the file.
  • Integrates with outlook and other systems
  • create a retainer or demand letter with 1 click
  • may require advanced knowledge or support
  • complex for bulk data unless done carefully
  • not as fluid as desktop for some reason
Yes, but I don't use it

Comments

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