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.

Pricing

Price Starts At:
$99 per user per month
Price Overview:
Neos is an Industry-leading case management software with straightforward pricing and flexible options.
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Assembly Neos provides an API

Screenshots and Video

Track a case through each phase at-a-glance.

Track a case through each phase at-a-glance.

Company Facts

Company Name:
Assembly Software
Date Founded:
1985
Company Location:
United States
Company Website:
www.assemblysoftware.com
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Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Chromebook
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Nonprofit
Government
Startup
Supported Languages
English

Assembly Neos Categories and Features

Legal Document Management Software

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

Legal Case Management Software

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

Law Practice Management Software

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

Document Management Software

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

More Assembly Neos Categories

Assembly Neos Customer Reviews

Write a Review
  • Reviewer Name: Christin C.
    Position: Director of Operations
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Solid case management system

    Date: Sep 01 2021
    Summary

    Overall, I would recommend this case management system to other smaller firms (due to price point) and just make sure you have a staff member dedicated to learning admin functions. It is a solid product and we have used it for 15 years.

    Positive

    The new Needles Neos is far superior to its predecessor. Tons of already created reports and very easy to config to your firms liking. We use it daily and now that it is cloud based have very few issues with any server issues or down time. Customer support is great and they have a great database of how-to videos and training. Everything is customizable when it comes to the layout of sections of the program.

    Negative

    They update it often (it is newer so that could be why) but the updates confuse staff or will send errors until browsers are cleared, etc. It can be a pain but once the staff have figured out how to fix these problems things will go more smoothly. Another con for me/us is the expense. You pay per user so if you have a very large firm it could get pretty pricey.

    Read More...
    Official Assembly Neos Response
    Date: Dec 14 2021
    Christin - Thank you for your 4-star review; we are happy to hear your migration to the cloud was a successful one. We appreciate you providing your feedback with us and for sharing your experience with the community. Thank you again for being a valued customer for 15 years! - The Neos Team
  • Reviewer Name: A Verified Reviewer
    Position: Paralegal
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Neos

    Date: Nov 23 2021
    Summary

    Neos overall is a well managed system; very useful resources; very easy to find stuff if needed.

    Positive

    Works well when it isn't going slow.
    Love that you are able to work on files and it saves automatically.
    Love the report section on creating different reports.

    Negative

    Sometimes it goes slow.
    Gets stuck from time to time.

    Read More...
    Official Assembly Neos Response
    Date: Dec 14 2021
    Thank you for your 5-star ratings on all of the specific categories. We are happy to see you are highly likely to recommend Neos. Other than the speed of the software, how can we improve your 3-star overall rating to a 5? We appreciate your candid feedback and suggestions! - The Neos Team
  • Reviewer Name: Angelique B.
    Position: Paralegal
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    LOVE THIS case management system

    Date: Nov 23 2021
    Summary

    I do love the software and I have used many others. This is by far the easiest and I am confident in my cases due to it.

    Positive

    Task prompts to work the case.
    Organization.
    Generating docs.
    integration with emails and text.
    TEXTING and EMAILING.

    Negative

    Can't save a pdf to file without having it open.
    Too many coding problems with templates.

    Read More...
    1 user found this review useful.
    Official Assembly Neos Response
    Date: Dec 14 2021
    Angelique - Thank you for your 5-star review and 10 of 10 recommendation. We are happy to hear you are enjoying the integrated texting and email features. We will provide your feedback and will share it with the product team. Thanks again for being a valued customer! - The Neos Team
  • Reviewer Name: Lydia H.
    Position: Paralegal
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Good ideas, but rough around the edges

    Date: Nov 24 2021
    Summary

    In many ways, the Neos program is a great update to Needles. Visually, it feels far more sleek and modern than earlier versions of Needles. The updated Intakes, in particular, are excellent. It is such a relief to finally be able to easily tag notes to intakes, and to save documents in one place. The tagging system for notes is also excellent and a great addition to the program.

    However, slow load times and frequent crashes are significant drawbacks that can make the software frustrating to deal with.

    Positive

    The updated and more robust intake system is excellent. Neos is cloud-based and can be accessed from any computer. The "@user" tagging feature that can be used from the Notes section of cases.

    Negative

    Load times are often extremely slow, and attempting to run searches often causes the software to crash.

    Read More...
    Official Assembly Neos Response
    Date: Dec 14 2021
    Lydia - Thank you for your candid review. We are happy to hear you are enjoying the new cloud-based platform and more robust intake system. Our team is always looking for ways to improve the platform and truly appreciate your feedback. We will be sure to share with product management. Thank you for being a valued customer. - The Neos Team
  • Reviewer Name: Destinee C.
    Position: Paralegal
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    NEOS

    Date: Nov 23 2021
    Summary

    Overall my experience using this program is a 10 out of 10. I like the program, figured out this program my 3rd day of working and enjoyed using it.

    Positive

    Easy to get through, find information, customer service is easy to reach when there is an issue. The system is fast to click through and find what you are needing. I just feel this system is super easy to use and user friendly.

    Negative

    I don't have any bad things to state about NEOS. Been using it for over 6 months, and I have no complaints.

    Read More...
    1 user found this review useful.
    Official Assembly Neos Response
    Date: Dec 14 2021
    Destinee - Thank you for your 5-star review and 10 of 10 recommendation. We are happy to hear you feel Neos is super easy, user-friendly, and you were able to get up-to-speed with the software quickly. We appreciate you sharing your review with us and the community! Thank you again for being a valued customer. - The Neos Team
  • Reviewer Name: A Verified Reviewer
    Position: Legal assistant
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Needles

    Date: Nov 23 2021
    Summary

    Needs is overall easy to navigate and is very useful for an office environment and I use it everyday.

    Positive

    Needles Neos Checklist is very useful to use to check the things you have already completed and you can keep a tab on it and the easy to navigate.

    Negative

    Some feature on Needles like the templates should be easier to obtain and add.

    Read More...
    1 user found this review useful.
    Official Assembly Neos Response
    Date: Dec 14 2021
    Thank you for your 5-star review. We are happy to hear you feel Neos is easy to navigate and the checklist feature is useful. We appreciate you sharing your review with us and the community! Thank you again for being a valued customer. - The Neos Team
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