My current job uses Assembly Neos and my previous job used Needles and migrated to Neos. So far, Neos is superior to other legal practice case management programs. I have friends who work at larger firms locally who don't have any type of program like this and it blows my mind.
They are pretty comparable. I mainly use Neos to search for cases and I do all of the actual case work in Microsoft SharePoint. There are others in the firm who only use Neos. I like Neos better because of the user-friendly interface it has, and quick access to the many files …
I only watched a quick demo of this, but it seemed very similar to Assembly Neos, except that it had to be hosted on a remote environment instead of cloud based. The cloud based environment makes it much easier for our firm to work remotely or on different computers when needed.
We used TrialWorks long before we started using Salesforce. Salesforce does not have the many capabilities TrialWorks has for managing cases in a law firm.
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 …
Neos gives a lot more options. The updates implemented in Neos helped me keep track of cases more easily. Neos was the easiest system to convert to compared to others. I also appreciate that Neos keeps a backup log of our work so we don't have to worry about losing it.
Assembly Neos has a new and improved look. It is spaced out so it is easy on the eyes and the tabs along the left hand side make it easy to navigate to different areas of the program. With Time Matters, everything was very "compact" view wise, and felt like a very old program …
The only other previous program I used was Needles. Which was incredibly out dated and not as user friendly. I do not have any expierence with any other programs so I cannot give specific feedback.
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.
I haven't used any other products like Neos. Right before joining the company, we used Needles. But I was hired right after the switch to Neos so I cannot speak on Needles.
Filevine is much easier to learn and use, the user interface is more appealing (with bigger fonts and easy-to-understand icons), and its customization feature is easier to use and understand.
I’ve tried Clio, MyCase, and PracticePanther. Clio is super user-friendly with lots of integrations, MyCase is great for billing and communication but more limited on automation, and PracticePanther is easy to use but not as strong on reporting. Compared to them, Filevine feels …
Filevine is so much more detailed and extensive in terms of keeping all the information for each case in one place. I can even edit docs within filevine and combine docs and create emails and faxes right from within. I feel Filevine is an all in one stop and helps keep …
File Vine is an excellent product due to its ease of use and organizational capabilities. Have used another product, but it's not as vast as File Vine.
I have used Zelous. It is a smaller known case management software. I was a public defender. it was created for public defenders by public defenders. I have also used Defender Data. Filevine blows both of these products out of the water.
much more customizable. We have a niche practice - ERISA - not a personal injury practice. Clio does not fit what we do and Filevine can be customized to fit.
Night and day difference between FV and Practice Panther. PP was easy to start but has massive limitations. FV can be built for anything. It's the Salesforce of this segment.
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.
File Vine is well-suited because I believe it was invented to assist Law Firms with document organization for the legal cases collected in a Law Firm. It is easy to navigate and find your documents with a click of a button.
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
we are able to duplicate our file types from Sharepoint in Filevine giving us a unified look at our files
We are able to create subfolders in Filevine to help give each project a more clean look and feel when we access documents
We are able to integrate our medial records requests with Filevine
We are able to integrate Outlook with Filevine and we are able to email /forward emails into projects.
Project Hub in Filevine is a God-send! We are able to see a snap shot of our projects and can filter our view of our projects and which team may be handling each project!!
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.
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
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.
I dock a few points because of the setup it requires. If someone in-house can handle that then the score goes up. It really depends on the firm and their personnel. Once it is setup though, I think anyone can get in and do what they need to do
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
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.
I’ve tried Clio, MyCase, and PracticePanther. Clio is super user-friendly with lots of integrations, MyCase is great for billing and communication but more limited on automation, and PracticePanther is easy to use but not as strong on reporting. Compared to them, Filevine feels more customizable and workflow-focused, though it does take more time to learn.
