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.
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Assembly Neos Categories and Features
Legal Document Management Software
Legal Case Management Software
Law Practice Management Software
Document Management Software
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Assembly Neos Customer Reviews
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Solid case management system
Date: Sep 01 2021SummaryOverall, 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.
PositiveThe 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.
NegativeThey 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.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Neos
Date: Nov 23 2021SummaryNeos overall is a well managed system; very useful resources; very easy to find stuff if needed.
PositiveWorks 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.NegativeSometimes it goes slow.
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Gets stuck from time to time.Official Assembly Neos Response -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
LOVE THIS case management system
Date: Nov 23 2021SummaryI 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.
PositiveTask prompts to work the case.
Organization.
Generating docs.
integration with emails and text.
TEXTING and EMAILING.NegativeCan't save a pdf to file without having it open.
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Too many coding problems with templates.Official Assembly Neos Response -
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 2021SummaryIn 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.PositiveThe 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.
NegativeLoad times are often extremely slow, and attempting to run searches often causes the software to crash.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
NEOS
Date: Nov 23 2021SummaryOverall 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.
PositiveEasy 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.
NegativeI don't have any bad things to state about NEOS. Been using it for over 6 months, and I have no complaints.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Needles
Date: Nov 23 2021SummaryNeeds is overall easy to navigate and is very useful for an office environment and I use it everyday.
PositiveNeedles 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.
NegativeSome feature on Needles like the templates should be easier to obtain and add.
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