Assembly Neos vs. Diligent Boards

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.

Incentivized

Diligent is pricey, so it is suitable for large-size organizations with sufficient funding. Universities and colleges would be good clients. Diligent is not suitable for small organizations or not-for-profit organizations due to the pricing. There are other options to distribute and share documents, such as Google format, so I think pricing is the key to expand the market for Diligent.

Incentivized

• Stores large files/allows for large files to be easily accessed and pulled up
• The Assembly Neos tagging feature in the notes section has been incredibly helpful in keeping assignments organized and directing coworkers to certain case files
• The tabs in the Documents section are very detailed and help keep large case files organized
• The display of each file is easy to look at and organized, even when the files are very big or busy

Incentivized

• Customer service is great. if any of the built resources are not sufficient to resolve a challenge, reaching out to Diligent, there is always someone ready to assist till a challenge is resolved
• Assistance is readily available at any given time
• Diligent is progressive, always creating ways to ease how we do work

Incentivized

• Sometimes the updates are rolled out without a law firm minded person testing them. You can tell that technically they are well thought out, but when put to use in a firm setting, there are things that could have been easily identified by firm users and fixed before the initial roll out.
• The wish list is a great idea, but when there are features to specific things that are not working, I would rather that be fixed to make that function usable rather than being told to put it on the wish list to possibly be fixed later on.
• The integration with Microsoft typically works seamlessly. However we have been having more and more issues with the outlook integration.

Incentivized

• I am using one click, it would be nice to see what board members see
• I mentioned before I would like to be able to sort documents by various parameters like importance, date, type
• Talking to other assistance i find that everyone knows something different about quicker ways to load, maybe a weekly/monthly tip would be beneficial.

Incentivized

I LOVE NEOS CLIENT SOFTWARE. I've been a paralegal for 30 years, and saw the technology go from hard files, to digital; and then from using Outlook and Excel to track everything to Needles, and then finally to Neos. I love Needles, but Neos is even better. It is the best client database I've used

Incentivized

We find the Boards portal to be an effective tool for our board meeting documents. It is user friendly and allows for amendments, additions as needed without compromising documents that have already been uploaded. Additionally, our Board members are comfortable with the platform and confident in their ability to navigate it.

Incentivized

This software deserves a ten not only because of the quality of the product you will get a the point of purchase, but also because it always improving on its features constantly. This software was very easy to learn compared to other programs that requires a prolonged acclimation time. I think it says a lot to have a tab or a spreadsheet for every instance in the litigation process.

Incentivized

It is very easy to use

Incentivized

Great service!

Quick service, specially on loading.

Each and every time I call with a question, there is someone available to answer. If not, I generally receive a call back the same day and sometimes within minutes

Incentivized

The turnaround time is great, and the customer support team usually resolves queries in one go. However, customer support can improve by suggesting additional helpful activities to improve user experience, rather than limiting it to the specific requests made. Overall, it has been a positive experience with the customer support team.

Incentivized

The training was executed through a Deligent meber.

I think our Diligent Boards implementation went well

Incentivized

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.

Incentivized

Diligent Entities is already great, as I used it before Diligent Boards, and it was very helpful and very cost-effective as a product provided to my previous team that used it. So I can only vouch for the platform and note that Diligent Boards is also fantastic. It certainly is.

Incentivized

It is really worth it.

• We noticed that with Neos, it gave us more insight into what our employees were getting done and not, so this was a positive.
• A negative was that because of how advanced Neos is, our attorneys had a hard time learning it, which caused lots of problems.

Incentivized

• Diligent has improved the time spent on training new board members as the app is user-friendly and self-explanatory, especially for IT-savvy Directors.
• The app has cut down the cost of sending notifications to directors on material added on the app, as directors automatically receive notifications as soon as material is available.

Incentivized