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Assembly Neos Reviews & Product Details

Assembly Neos Overview

What is Assembly Neos?

Neos, powered by Assembly Software, is the next-generation cloud-based case management software that boasts the top features of two of the legal profession’s pioneering case management brands, Needles and Trialworks. Neos is a powerful platform built for process automation, effective case and document management, and improved productivity. Thanks to embedded AI, real-time dashboards, native intake, automated reports, world-class support, dozens of robust integrations, and much more, you'll have everything you need to run your firm efficiently at your fingertips. Work together on documents with team members in real time. Generate several documents for multiple cases with a few clicks. Customize your workflows, case structure, intake questionnaires, and even the reports you run to keep an eye on firm productivity. With Neos, you'll be able to: - Leverage embedded AI workflows to generate documents and content summaries and extract data that automatically populates Neos fields - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Create reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm without manual oversight - Use OCR technology to search for any file, even PDFs and images with text Neos has evolved and will continue to disrupt and transform the legal sector to meet the changing needs of modern law firms. Learn more at assemblysoftware.com/neos

Assembly Neos Details
Product Website
Languages Supported
English
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Product Description

Our platform is configurable for any law practice type and size and integrates with many accounting and document management programs.

How do you position yourself against your competitors?

Neos stands out as THE visionary cloud-based case management platform, revolutionizing law firms' productivity. With highly configurable and automated workflows, embedded AI automation, seamless integrations, and robust BI-enabled analytics, Neos provides actionable insights for data-driven decisions. Our embedded AI minimizes errors, expediting resource-heavy tasks like document generation and data extraction. Assembly ensures a seamless transition, offering expert-led onboarding, comprehensive training, responsive U.S.-based support, and a Neos certification for skill enhancement. The advanced native reporting and analytics feature empowers firms with a private data lake, enabling precise identification of inefficiencies and tracking changes over time. Integrated with top legal applications, Neos goes beyond case management, offering organization, peace of mind, improved profitability, increased efficiency, and unparalleled success for your firm.


Seller Details
Company Website
Year Founded
1985
HQ Location
Coral Gables, FL
Twitter
@AssemblyCMS
266 Twitter followers
LinkedIn® Page
www.linkedin.com
144 employees on LinkedIn®
Description

Assembly Software blends decades of history and industry experience with next-generation, customer-focused innovation. It brings together two of the legal profession’s pioneering case management brands, Needles and Trialworks, both of which have contributed to Neos, Assembly's reimagined cloud-based solution. Neos has evolved and will continue to disrupt and transform the legal sector to meet the changing needs of modern law firms.


AS
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Recent Assembly Neos Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Very organized and self-sufficient"
The upsides of Neos is that has created more organizational balance in my work load, which is a great asset because we have so many cases that requ...
OO
Odair O.Small-Business (50 or fewer emp.)
5.0 out of 5
"Amazing work expierence!!"
its easy to use, really intuitive and the integration with the eamils, phone calls and text messages makes our work easier, faster and accurate.
TS
Trisha S.Mid-Market (51-1000 emp.)
5.0 out of 5
"Faster Drafting and Less mistakes"
Our firm is able to draft documents faster, less mistakes, and provides the ability to focus on other tasks. It is user friendly - Firm wide - ev...

Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

18 months

Average Discount

8%

Perceived Cost

$$$$$
View More Pricing Information

Assembly Neos Media

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243 Assembly Neos Reviews

4.5 out of 5
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243 Assembly Neos Reviews
4.5 out of 5
243 Assembly Neos Reviews
4.5 out of 5

Assembly Neos Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
KO
Intake Specialist
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Assembly Neos?

I love everything about Neos! It is so user friendly and it is vital in my job. I love that all my work can be done quickly and efficiently in one place. I also really like how I don't have to log out to see updates other user's make, the system updates in real time. Every time I have had to call customer service they have been so helpful and polite. Its a great system overall! Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

Literally the only issue I have ever had with Neos is the fact that I can't make a mini directory that allows me to choose multiple options, so I have had to put several mini directories on profiles that may need more than one answer to the question. Other than that, there have been no down sides to Neos! Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

Making sure that I stay up to date on cases we have referred out via the checklist prompts. Making sure I follow up on all my leads with the pending leads query. There are just so many things Neos helps with to be honest! Review collected by and hosted on G2.com.

TS
Paralegal
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Assembly Neos?

Our firm is able to draft documents faster, less mistakes, and provides the ability to focus on other tasks.

It is user friendly - Firm wide - everyone is using the same templates when using Neos to assemble documents. I love the ability to modify the documents as needed, as each case differs.

Customer Service has been great! Our firm frequently uses Neos office wide.

It was easy to integrate Neos Assembly firm wide.

It has made my job less stressful. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I would not really say there is a downside to using Neos to assemble documents. It just takes time to get used to implementing something new. After, I learned how to use Neos to assemble documents-- I was able to see the benefits. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

It has helped generate faster work product, less stress, and less mistakes Review collected by and hosted on G2.com.

AN
Office Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Assembly Neos?

Our firm was using Needles and this change was worlds better! Coming from a server based program to a cloud based program was out of this world! We love the document capability, the easy to understand and navigate platform. Neos is clear and concise - no more skipping from tab to tab to input or search information. Neos is an easy to understand format that we can access from our home office as easily as if we are on site. The ability to add details to notes that make it far easier to pinpoint what you are looking for is amazing. Additionally, there are so many short tutorials all staff members can learn or refresh how to achieve various tasks without having to wait for technical support. As we move forward in the program we continue to discover the many shortcuts and time saving features that are making a great difference in our productivity. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

To date, we haven't discovered a downside. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

settlement memorandums are now generated through Neos! wow!!!!!!!!!!! Review collected by and hosted on G2.com.

BM
Case Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Assembly Neos?

I love the convenience of the notifications and everything being in one place, makes it quick and easy to find what I need while on a call with a client. Also love the self help feature, no longer having to wait on someone from IT to reach me when I have an issue, I always get a call right away from Neos. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I personally haven't found a feature I haven't enjoyed using for work purposes. I will say sometimes I have issues with my email attachments tagging with the email, but that could be an Outlook issue and not a Neos issue. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

I LOVE THE DASHBOARD! I can make reminder notes for a specific time/file and I won't miss it when signing in it's the first thing I'm going to see that morning. Review collected by and hosted on G2.com.

CK
Paralegal
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Assembly Neos?

I love the ability to create documents with the form blanks being filled in with client information that is saved in Neos. This saves us a ton of time! Customer support always responds very quickly to answer any questions. We use Neos daily and rely on it heavily for the type of work that we do. It is relatively easy to learn how to use it and we are still discovering all of the extra ways that it can benefit our organization. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

There are frequent glitches, especially around new updates. Many frequently used outside apps are "unsupported". When major glitches are identified it can take days to correct issues. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

easy communication to and from clients- this saves us a ton of time and ensures we give the best service to our clients Review collected by and hosted on G2.com.

BS
Case Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Assembly Neos?

The document generator and value tab are two of my favorite features. These features are not only time efficent but also user-friendly. The value tab helps our firm keep track of all expenses and records not only that but it's accessible. The document generator save us time and it's easy to manage. When we had any techical difficulties the IT was very understanding, patient, and helpful. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

There are times when the document generator glitches. When we first started using Neos we would generate a documentand it would automatically name it under the date and name it was one of our firm's favorite features. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

Time management is key when summarizing the value of medical bills and generating documents. Review collected by and hosted on G2.com.

NB
Case Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Assembly Neos?

I greatly appreciate the way Neos plays well with other platforms that we also use every day such as Microsoft Outlook, Case Status, and RingCentral. The ability to integrate other tools into Neos makes it an efficient record keeping software where I can see all relevant communications in the same place. It was also easy to get used to using the platform when I was first trained. The pop-up notifications warning you before closing unsaved pages is helpful as well. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

Occasionally, there are moments where Neos goes down and has issues loading, however, this issue usually resolves itself within a few moments. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

I really liked the update that made it possible to create Advanced Search reports and use it very frequently. Review collected by and hosted on G2.com.

MM
Mail Clerk
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Assembly Neos?

I believe its an amazing tool, its a friendly system that simplify every single task at job, Before we used a completely different system at job and the system was a crap, very slow and complicated, however since they took the excellent decision to change to Neos, now our jobs are more efficient and takes less time, Thank you Neos for being so efficient Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I can not say anything bad, maybe the only review could be, open even more tabs at the same time, other than that everything is stunning! Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

Working as an attorneys office assistant, it helps me to find the cases and modify, edit and view the information in a simplier way Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Assembly Neos?

I love the integration capabilities and the customisation! The way it integrates with Outlook's calendar, for instance, is great when you have colleagues who forget to give you access to their calendars! Also, I love tweaking our templates to serve us just the way we need them to. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I would love to use the document template generation feature, but it’s still too clunky. Before I can even use it, I have to format the PDF in another software just to make the fields readable for Neos. Then, aligning everything within Neos becomes a frustrating process. It would be much more efficient if the system could better recognize fields automatically and offer a more intuitive way to adjust alignment. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

Assembly Neos helps streamline case management. If put to use, it can be a great ally when it comes to tracking your to do's and all the follow ups that need your attention. Review collected by and hosted on G2.com.

AZ
Legal Assistant
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Assembly Neos?

The most helpful thing about Neos is that everything I could need for my cases are in one space. I can access every document, case cal, contacts, and so on all in one webpage. It saves me time and ensures nothing is missed when I don't have to click between multiple websites and check multiple sources. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

The one that that I dislike about Neos is that sometimes there are glitches that require me to close out of and reopen the site. This is not a huge issue, but it does matter when I am working on time sensitive matters. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

It is helping solve the problem of not knowing what the overall status of cases are and what other people are working on. Neos keeps track of everything and ensures no two people are working on the same thing, or are unaware of work that has already been completed. Review collected by and hosted on G2.com.