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What is TrusteSolutions?

TrusteSolutions leads the way in offering cloud-based case management software tailored for the demanding needs of busy trustees, relentlessly innovating to deliver advanced technology that enables you to manage your casework effectively. Equipped with features like integrated workflow automation and efficient banking solutions, TrusteSolutions streamlines your daily tasks, enhancing productivity so you can accomplish more with minimal effort. We understand that shifting to a new case management system can be daunting, which is why we prioritize a meticulous and user-friendly conversion process. With a keen awareness of the importance of details, we have crafted a unique strategy that ensures a smooth transition, allowing you to uncover the secrets to an easy switch to your next case management solution. Originating from a strong digital foundation, we boast a robust online presence, positioning us perfectly for today’s rapidly evolving landscape. In a time when mobility is crucial, you can effortlessly access all your files, case notes, and documents, whether you find yourself in court or on the go, ensuring you remain connected and efficient. As you look to the future of case management, embrace it with assurance, knowing that TrusteSolutions is committed to supporting you every step of the way, making your journey seamless and successful.

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. Introducing Intake Pro, now available! This feature automates the processing of incoming leads from calls or web inquiries, instantly notifying clients. Users can easily generate and dispatch retainer agreements, referral letters, or rejection notices with just a click. The system also produces reports that track marketing campaigns, offering insights into return on investment and pipeline activity. Moreover, with the ability to schedule automated emails and send SMS messages, Intake Pro helps keep leads engaged and ready for conversion.

Media

Media

Integrations Supported

Alert Communications
Case Status
Docusign
Dragon Legal Anywhere
Hona
LawPay
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Quilia
RingCentral RingCX
Tungsten Copitrak
Tungsten Equitrac
Zapier

Integrations Supported

Alert Communications
Case Status
Docusign
Dragon Legal Anywhere
Hona
LawPay
LawToolBox
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Quilia
RingCentral RingCX
Tungsten Copitrak
Tungsten Equitrac
Zapier

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

TrusteSolutions

Company Location

United States

Company Website

www.trustesolutions.com

Company Facts

Organization Name

Assembly Software

Date Founded

1985

Company Location

United States

Company Website

www.assemblysoftware.com

Categories and Features

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

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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