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Assembly Neos Reviews & Product Details - Page 2

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
264 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.


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Recent Assembly Neos Reviews

JC
Jeanine C.Small-Business (50 or fewer emp.)
5.0 out of 5
"Very good case management software"
NEOS is very user friendly and intoative. Click and drag feature works quickly and easily to upload documents. Centralized information.
SE
Sunni E.Small-Business (50 or fewer emp.)
5.0 out of 5
"Having Neos really facilitates my daily tasks."
Neos streamlines my workflow and increases my productivity. It makes my job so much easier to have everything at my fingertips regardless if I am ...
AZ
Amanda Z.Small-Business (50 or fewer emp.)
5.0 out of 5
"NEOS has optimized my work efficiency"
NEOS is amazing. I love how easy it is to navigate and customize to you specific needs. Its ease of use and the fact that I am able to communicate ...
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Assembly Neos Media

Assembly Neos Demo - Activity Feed
Access full case details at a glance with Activity Feed
Assembly Neos Demo - Real Time Dashboards
Gain real-time visibility into firm and case performance with custom dashboards and automated subscriptions
Assembly Neos Demo - Document Management
Leverage rich document assembly and document management capabilities
Assembly Neos Demo - Effortless Intake
Seamlessly manage client intakes with dynamic intake questionnaires, them automate follow-up communications via text and email
Assembly Neos Demo - Checklists To Keep You Focused
Customize Checklists per case type and access documents and send files directly from tasks.
Neos has everything your firm needs to optimize your workflows and get your staff working at peak capacity!
Play Assembly Neos Video
Neos has everything your firm needs to optimize your workflows and get your staff working at peak capacity!
Neos makes your team function like a well-oiled relay team.
Play Assembly Neos Video
Neos makes your team function like a well-oiled relay team.

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210 Assembly Neos Reviews

4.5 out of 5
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210 Assembly Neos Reviews
4.5 out of 5
210 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

Overall Review Sentiment for Assembly NeosQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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EH
Attorney
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?

Assembly Neos is great for busy attorneys on the go. You are able to access your documents anywhere and everywhere using their cloud system. I love the freedom it gives me and how easy it is to log-in. I don't need to worry about having to remote on to a server and worry about spending a long time going through access codes. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

Neos seems to be in its early days for defense work. It would be great to see them expand into more defense-orientated products. Review collected by and hosted on G2.com.

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

Neos is solving our need for remote access and cloud-based software. It's great for our remote workers and I love that I can be anywhere and access my documents. The real-time updates to the documents without having to save is also great as well. Review collected by and hosted on G2.com.

DH
Paralegal
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 that I am able to review edits made to my files by others outside of myself. I also love that confirmation is needed before exiting out of a note or any task that consists of edits- which helps to not lose what I'm doing. I love when I do need assistance, I get immediate help from customer support. I'm not waiting days to get a response, it's literally minutes. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I don't have any dislikes that come to mind. Neos is very manageable and easy to navigate. Review collected by and hosted on G2.com.

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

Assembly Neos helps benefit my work life by keeping me organized. I'm HUGE on organization so keeping my files how I prefer them and I have the option to choose how it's organized gives me LIFE! :-) Review collected by and hosted on G2.com.

MR
Medical Records Clerk
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Assembly Neos?

Neos is such a life saver! I like the fact that we have become more efficient as an office due to Neos' ability to keep all of our cases and documents organized. I really appreciate the fact that I can color code documents, I like the case calender which keeps me focused and on-track. We use this software every day because it's user friendly. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

We did have a situation where the site had crashed but customer support was on it and the site was back up in no time! Review collected by and hosted on G2.com.

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

Neos is helping us streamline cases more efficiently by keeping us organized and focused. Neos keeps our documents and client information centralized and we are more aware of deadlines and any changes on the case. 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
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.

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
(Original )Information
What do you like best about Assembly Neos?

As a mid-sized law firm, we were in need of a solution that could streamline our operations, and Neos Law Firm Software has exceeded our expectations. Based on my experience this software is incredibly user-friendly, making it easy for our team to adopt and integrate into our daily workflow (time-efficient).The case management features is a great feature it allow our firm to keep track of all our cases in one place. One of my favorite features is the document automation has saved us countless hours, and the customizable templates are a lifesaver for our standard procedures. Billing and time tracking are straightforward, helping us manage our finances without hassle. What truly sets Neos apart is their excellent customer support, I would give it a 10/10. Whenever we’ve had questions or needed guidance, their team has been quick to respond and very knowledgeable as well as patient. Overall, Neos has significantly improved our efficiency and communication within the firm. I highly recommend it to any legal practice looking to modernize and better support their business operations it will save you time. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I think the case management features are somewhat lacking in depth we often find ourselves needing additional functionality that isn’t available. Document automation has been hit or miss sometimes it works well, but other times we encounter glitches that delay our processes, but Neos customer support always makes sure to help. Other than that I think Neos is a great software. Review collected by and hosted on G2.com.

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

I think the ability to tailor workflows and templates to specific practice areas allow me and our firm to align the software with our unique needs, increasing overall effectiveness and its practical. Neos centralizes case information, allowing easy access and tracking which I find essential. This reduces my time spent searching for documents and updates, leading to greater efficiency not just for me but for our staff. Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
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 the fact that I can easily integrate my files directly into the cloud alongside wach case. It is incredibly easy to upload and view documents, as well as utilize AI features built in for analysys. As I spend most of my day on a computer, it is helpful to have so many features in one tab, I use neos so much more frequently than any other window. I am looking forward to seeing what other softwares can be implemented and increase productivity and connectivity! Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

It was a steep learning curve switching from traditional, server based computing, to a web-based cloud software. There were some hiccups, as with anything new, and neos is still developing, but that could be a strenght in the long run! Review collected by and hosted on G2.com.

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

It compines several systems and softwares under one roof. I swith tabs less, I can integrate external software, and generate reports in just a few clicks. Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
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?

A few features of Neos that I find hlepful are being able to mention coworkers in notes and that my notes update in real time if someone else is wokring in the file. The activity feed is also a helpful tool to measure my workflow and manage who made what changes in a file. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

If there is an internet issue, you are at a loss. I find values to be more difficult than it needs to be. In Needles, everything was more simple and the settlement money showed in red. The search function brings cases up in an order that is not realivant. It is also missing key information (like which attorney is handling the case). If there are multiple clients with the same name, you have to click through each case to find the one you're looking for which is time consuming. The cases also do not display if there is a Jr. or Sr. causing you to dig to find if you are working in the correct file. A lot of the features that might be helpful are considered add on products (like manging intakes) and I'm not sure why we would pay more money for more features when the ones we have are not that great. If I'm being honest, Needles was much more user friendly. Review collected by and hosted on G2.com.

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

Neos allows you to see who changed something in a case and that's about the only real benefit I see over our previous software. 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
What do you like best about Assembly Neos?

The platform is incredibly intuitive and flexible, offering a wide range of customization options that make it easy to design and build exactly what I envision. The team behind Assembly Neos also listens to user feedback, regularly implementing changes to enhance the experience. The supportive community and cutting-edge technology keep me engaged and excited about what’s possible on the platform. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

At times, certain features can feel a bit clunky or in need of optimization. Occasionally, updates may introduce small bugs that can affect workflow, though these are generally addressed quickly. A few additional tutorials or resources would also be helpful to guide new users through more advanced tools and features.Additionally, I wish Assembly Neos offered more tailored support and resources specifically for smaller firms, which would help make the platform even more accessible and beneficial to all types of users. Review collected by and hosted on G2.com.

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

Assembly Neos is helping me streamline and manage my day-to-day tasks as a legal assistant, allowing me to customize workflows specifically to the needs of the firm. By organizing and automating repetitive tasks, it keeps everything more efficient and organized, which helps our team stay on track with casework and deadlines. This customization has been invaluable in helping me manage tasks more effectively, supporting the firm’s productivity, and reducing time spent on administrative work. Review collected by and hosted on G2.com.

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

Neos is very easy to navigate when it comes to organizing our files. Our office has over 1,000 clients and Neos makes it easy to find them within just a few seconds. It's also great that you can link the case documents to the documents folder on the desktop. You can also create notes for each case, that way when someone else in the office is talking to a client, they can look at the notes to see what is going on with their case. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

The only issue I have had while using Neos is the technical issues. There are times where it wont load or wont open a page. It can be stressful when clients call in to check the status and we are unable to pull their case up. Review collected by and hosted on G2.com.

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

One problem that we often face is clients or the Social Security office returning a voicemail that we left, or they're calling back and forget who they spoke with originally. Having the notes in needles with the name of the person who spoke with them makes it easy to solve that problem. Another common problem is clients emailing or faxing documents to our office and need to know if we received them. As long as we submit the documents to their file, we would just need to pull their case up in Neos to find out if we received that. Review collected by and hosted on G2.com.

Courtney F.
CF
Paralegal
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Assembly Neos?

Neos has more positive features for personal injury firms than negative. It has multiple tabs and areas that are beneficial (especially the damages and value section). I enjoyed being able to see all of the value of the case in one area and the ability to create a settlement statement in the software. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

There were issues with entries not saving. I also was having to input the same information multiple times, in multiple areas. It felt repetitive at times. It took a lot of time to learn to use. It was not the easiest out of the softwares I have used. Integrating other software did not seem to stick always, either. Review collected by and hosted on G2.com.

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

Presenting all case values and information in one easy to find place and being able to access case information from any location. This is beneficial to our firm because we have attorneys that work from multiple locations. Review collected by and hosted on G2.com.