Neos is a case manager's best friend. The initial change from a server based program to a cloud based program was challenging. Learning new things is good, but can also be frustrating. Once I learned how to use Neos and how it integrated with our other apps, I would never go back to any other option.

Everything you can think of that is necessary for legal case management, is contained within Neos. Moreoever, Neos is committed to keeping the platform updated, so they are constantly adding and upgrading.

Neos can seem pricey to begin with, but well worth the investment. It will likely pay for itself in your ability to take on and manage more cases.

The greatest problem Neos accomplished is the ability to fully use the software from anywhere. My employees and work from the office or their homes seamlessly. Features such as document management and Outlook integration has revolutionized efficiency in our law office. If we ever have an issue, the support team is very quick and helpful to resolve any issues that may come up. As an owner of the firm, I love being able to use my Dashboards to quickly measure the health of the firm.

Managing every aspect of my cases efficiently from anywhere. I love being able to track my Intakes and communicate with potential new client easily. I love being able to standardize the way all cases are handled in my office. Document management is extremely powerful. Full integration with Microsoft Outlook is awesome. I love the reporting features and dashboards that allows me measure KPIs efficiently. Our transition to Neos was quick and easy with great support from the Neos team

Neos always is offering new features almost monthly. I commonly interact with the suggestion portal (Ideas & Enhancements) where user experiences and wishes are actively addressed and implemented.

Implementation was not great, and I was not migrating ANY data. I still do not believe I have everything I was supposed to get. I paid $1,000.00 to do the work during my onboarding that could have been done prior to my implementation. Because Neos requires 365, during onboarding you will get to make all your Microsoft 365 and Neos connections. I assume I paid $1,000 for someone to tell me how to make the connections and 3 hours of training? Not sure. I also was not told about a bug that Neos had which prevented data from being updated and saved more than once during my implementation. I did my implementation on a Friday, and attempted to input my cases into the system on the following Saturday and could not get anything to save. I was told the following Monday about the issue, was told it was a known issue, and would be resolved in a day or so. I spent all day Saturday trying to figure out what I was doing wrong for nothing. It was ultimately fixed. But just a frustrating experience. Everyone has been genuinely nice and understanding, the limitations of the software is where my issues really are.

Neos is customizable, which is nice. You can add whatever field you want to add to any tab. It allows you to collect and input whatever data you want and you are not nearly as constrained as you are with Trial Works in terms of customization. It has a nice display. Grouping contacts is easy. Apparently, there are a bunch of reports you can use.

Functionality is not there. Commonsense things are missing from this platform. The system relies on and appears to be limited by Microsoft 365, which itself can be spotty. Neos is just Microsoft 365 apps all tied together, under a sleek looking display, but adds almost nothing to the 365-experience. 90% of the Neos platform is bundling all-things 365 together through a sleek looking display. The other 10% that you would expect Neos to have incorporated and built-in is missing. Templates have to be saved and then generated to be tested. You have to constantly change in and out of various tabs when creating a template to get your bookmarks. Good luck finding bookmarks for pronouns. I was told by Neos I should consider writing gender neutral. Ultimately, found out that I could code an if than statement in Needles should I want to use pronouns. Each bookmark in Neos will eat up a line or two of your template, which makes for errors. You can calendar within Neos, but you can't invite clients or "providers" or anyone outside your firm within Neos' calendaring feature, so it's an useless feature and users will need to rely Outlook. If you generate an email within Neos, by clicking an email link within a case, it is not saved unless you tag it in Neos. If you email a document from a case in Neos it does not prompt you with the various case contacts associated with your case so you must click through various tabs in your case file to get the email address(es) you need.

[SENSITIVE CONTENT] has been tremendous to work with and will continue to help us get to the point when we fully use Neos. The initial training was not spectacular. But when she came on board, [SENSITIVE CONTENT] stepped up and that has gotten us closer to the optimized point of fully using Neos.

Neos has been a true blessing to my law firm. First, it is intuitive. You can get started using Neos without too much training and then more training when you get more involved in all that Neos can provide. The Neos Staff, [SENSITIVE CONTENT]!, has just been awesome to deal with and has been right by our side during the harder implementation of Neos. It does take time to fully use all of the powers of Neos and we are still in that process. So we look forward to the time when Neos is fully powered up and working for our clients and for us!

The integration and migration from our last software management system was difficult. But I do not think that is at the fault of Neos or the other company. We were using an antiquated system and the migration simply was not clean. And we are still working through that. But the point here is that Neos has helped us along the way with the challenging migration. And we appreciate it!

I have been extremely pleased with Neos software, but even more so with their customer support and constant technological updates to the software platform. They are constantly offering video tutorials, and various updates to help improve the user experience. We use this constantly. It is the backbone of our firm's case management. Highly recommend!

Can be glitchy sometimes. Takes several days or weeks to fix sometimes.