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Assembly Neos

Score6.1 out of 10

8 Reviews and Ratings

What is Assembly Neos?

Neos is a legal document management software developed by Assembly Software specifically designed for attorneys and law firms of all sizes. According to the vendor, Neos offers seamless case workflow capabilities that allow users to effectively manage tasks, calendaring, communications, and processes. The vendor claims that Neos aims to improve case productivity, reduce risks, and maximize overall production. This software is intended for use by a wide range of legal professionals, including attorneys, law firms, legal departments, and legal service providers.

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Categories & Use Cases

Media

Screenshot of the interface to access case documents, which can be organized in any preferred way
Screenshot of Neos' direct integration with Outlook 365
Screenshot of where to create reports and dashboards for immediate access to critical data
Screenshot of the customized intake that transitions into a case
Screenshot of a customizable Neos Today home screen, that puts all needed info front and center

1 / 5

Screenshot of the interface to access case documents, which can be organized in any preferred way

Who Buys & Uses Assembly Neos

Assembly Neos Reviews

What users are saying about Assembly Neos.
View all Assembly Neos reviews

Pros

  • Strong case management capabilities, facilitating organization and tracking of client information from intake to settlement (80% of reviewers)
  • Effective organization and accessibility features for quick client location and document management (60% of reviewers)
  • Customizable to suit different types of cases and firm-specific needs (20% of reviewers)

Assembly Neos helping streamline work

Incentivized
Lidia DeLeon
Paralegal in Legal at The Law Offices of Michael F. Campopiano (11-50 employees)

Use Cases and Deployment Scope

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.

Return on Investment

  • 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.

Usability

Alternatives Considered

Needle

Other Software Used

Adobe Acrobat, DocuSign, Microsoft 365

Neos is the way to go

Incentivized
Ashley Rios
Legal Assistant in Legal at Zehl & Associates, PC (51-200 employees)

Use Cases and Deployment Scope

You are able to quickly organize and access your case files and able to keep all data controlled neatly under one system.

Pros

  • You are able to enter all case date info: parties, insurance, contacts, counsels....
  • Neatly track expenses and create detailed memos.
  • calendaring

Cons

  • There could be a better system in place for client treatment upkeeping.
  • Cluttered interface and hard to personalize.
  • Generating reports can be time consuming.

Return on Investment

  • The value tab makes it easy for a case worker or an accountant to track expenses.

Usability

Alternatives Considered

Assembly Neos

Other Software Used

RingCentral Contact Center, Microsoft 365, Stamps.com

Neos-The Switch was Flawless

Hope Johnson
Subrogation Specialist in Legal at THE LAW OFFICES OF SHANE SMITH (51-200 employees)

Use Cases and Deployment Scope

We use Assembly Neos daily for all of our documenting all case info. I think the program is great as it has many different tabs to keep everything organized and easily accessible. I work at a law firm and switched to Assembly Neos a few years ago. Great decision the company made!

Pros

  • Organized
  • Fixes problems that arise quickly
  • Always updating in order to make it the most efficient it can be

Cons

  • At busy times of the day the system gets bogged down and can lag at times
  • More ways to filter reports-or easier to navigate
  • Quicker fixes so you dont have to wait a month with new roll outs

Return on Investment

  • Speed of work helps get more done since it is easy to navigate

Usability

Other Software Used

Microsoft Excel, Snipe-IT

Assembly Neos A Success

Incentivized
Samuel Tisdale
Paralegal Trainer in Legal at Shane Smith Law (201-500 employees)

Use Cases and Deployment Scope

I use Assembly Neos for legal case management dealing with motor vehicle accidents. This has been really efficient for us being able to track our progress, the stages of our cases regarding treatment and involvement in those cases. Being able to track what stage the cases are in helps me and my team prioritize clients based off their dates of incidents and the severity of their injuries.

Pros

  • The user interface has improved drastically, being able to take notes and have them save immediately
  • I really enjoy how we can call the client directly from Assembly Neos without having to use an outside source. We can also contact adjusters via email all from the application
  • The ease knowing I can search up a client’s case by any means regarding name, DOB, DOI, social and even down the the address

Cons

  • I would love to be able to add other dates and information to the top bar versus having to switch back and forth on pages
  • Being able to list the companions cases on the primary case instead of its own tab

Return on Investment

  • Management an Cleanliness
  • Ease of Use for My Staff
  • Financial Figures all in one place

Usability

My thoughts as a user.

Incentivized
Verified User
Employee in Legal (51-200 employees)

Use Cases and Deployment Scope

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.

Return on Investment

  • It helps us manage information properly.
  • It's easy to communicate with our clients.
  • More reliable to access documents when searching.

Usability

Other Software Used

ChartSwap, Ciox, LogMRO

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