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What is RECORD?

RECORD is a groundbreaking application tailored for personal injury cases, aimed at helping clients maximize their case values. Its features include automated onboarding and detailed treatment tracking, which enable users to manage cases with enhanced efficiency. The app seamlessly connects with current case management systems, acting as a central platform for monitoring both cases and treatments. Furthermore, any data entered into the RECORD application is instantly synchronized with chosen case management tools, facilitating a more fluid workflow. This efficient methodology not only reduces time spent on administrative tasks but also supports the upkeep of precise records throughout the legal journey. As a result, users can focus more on their cases while maintaining organization and accuracy.

What is Assembly Neos?

For decades, numerous successful practices have thrived using Assembly solutions, and now we are combining decades of expertise with cutting-edge cloud technology. Assembly Neos is an advanced platform designed for remote work that enhances task management and communication, provides valuable insights into caseloads, and significantly increases firm profitability. By utilizing Assembly Neos, users can benefit from features such as a live activity feed, real-time dashboards, automated reporting, unparalleled support, and much more. Additionally, the platform enables rich document management, allowing teams to collaborate on documents efficiently and save precious time. With access to templates for various case types and customizable case libraries, Neos empowers users to secure more cases while reducing their workload.

Media

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Media

Integrations Supported

8am LawPay
Alert Communications
Docusign
Dragon Legal Anywhere
Hona
Kenect
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
NetDocuments
QuickBooks Online
Quilia
RingCentral RingCX
Tungsten Copitrak
Tungsten Equitrac
Zapier
iManage

Integrations Supported

8am LawPay
Alert Communications
Docusign
Dragon Legal Anywhere
Hona
Kenect
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
NetDocuments
QuickBooks Online
Quilia
RingCentral RingCX
Tungsten Copitrak
Tungsten Equitrac
Zapier
iManage

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RECORD

Date Founded

2022

Company Location

United States

Company Website

www.recordclient.com

Company Facts

Organization Name

Assembly Software

Date Founded

1985

Company Location

United States

Company Website

www.assemblysoftware.com

Categories and Features

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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