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.

TERRIBLE - please don't waste your time and money - move on misinformation - each step of the way we were led to believe that some of our other programs would work as they did with needles - NOT

cant find one Pro - numerous steps required to complete simple tasks

the Customer service is beyond terrible - they are useless - the "ZOOMS" we not the least bit informative - covered everything except what was needed when coming from needles to NEOS-we had saved reports and documents in NEEDLES - they can not be transferred to NEOS - either we recode all the documents that are needed or Assembly will recode and upload - for a few hundred a document - unacceptable - we already had the documents in YOUR other program - truly terrible

My overall experience has been great. Our support person is very helpful and always willing to help. Most of the time when you put in a service ticket someone gets back to you immediately.

The ability to transfer from our server based NEEDLES to NEOS with little to no problems. NEOS is very user friendly. As with all software, there will always be likes and dislikes but overall in my opinion NEOS was the best for our firm.

We were excited that we could set up our own reports. However, we still have problems doing this so if I had to choose what I least like it would be reporting and to get additional training with the reports you have to pay.

100% awesome. I can go on and on about the software the support and love of the use of the software.

The functionality of adapting the software to the users legal needs is awesome. We now can easily rely on the case management of the cases where we could not with Perfect Practice. The software also allow us to customize the software to our style of case management. SUPPORT IS AWESOME. We could not have made it without [SENSITIVE CONTENT]! She has been the best.

The report customization is a hard for me to use.

Client management system

I like that it is user friendly, and easy to navigate.

The reporting features and case layouts should have more capabilities.

Neos interface is very easy to work with, a very complete software and customer service.

it is hard to say everything works perfectly.

Average

It tracks documents and allows for more data input

Too many to list so I cannot decide. Templates are time consuming are one

This is my first time using this software and have only been using this for 1 month and am finding my way around it and learning everything that it does. I'm sure the more I use it, the more the ease of learning my way around it will be. There are just a few kinks that need to be straightened out.

I like that this software has tabs and places for you to put several different key points/information about the cases so that anyone looking at the case will be able to tell what the case is about and find pertinent information that they may need. It opens up the documents by clicking on them, which is also helpful. Being able to separate your cases by case type, staff, etc. is also a helpful feature.

The layout or structure of the software is a bit overwhelming. I previously used Time Matters Management and found that the layout of that software was much easier to navigate and see previews and notes in cases versus having to click on each individual case in this software to see what it is you need to see. It's just a few features that I think need to be updated. For example, the value tab would be much more sufficient if it could actually add up the total of the bills instead of having us add them each and every time (if there's a way to turn this feature on, please contact me). At times, it can lag really slowly switching from one case/tab to another.

its ok, the converting process was not great, and we switched from Needles desktop 5, so i was very disappointed in that part. The templates still do not work.

It is very easy to use, and intuitive and it's easy to train new people on it.

I do not like that you cannot customize some of the information and that we have to scroll down on some pages,

Stressful.

The integration did not go well. Some things are better, but the biggest issue that clouds all the improvements is the slowness, the crawl speed of the computer.

Not only is there a speed issue, but changing or adding words to a document can be difficult; like when I typed in my First Name: the caps were reversed and I have to type my First Name in twice: a waste of time.

I recently started my firm. As a cloud-based platform, Neos allowed me to minimize my startup costs for IT. Updates are a breeze. I look forward to seeing the updates when they come in very straightforward and concise explanations of the changes. No more shutting down server for updates. What a great change.

Neos is a significant step up from its predecessor, Needles. I am a prior needles user and everything that I wanted needles to do, Neos has accomplished. From the ease of integrating Outlook emails and calendar items, document management, contacting clients, searching for information, organizing information notes, etc., Neos is everything I would want it to be. Also, cloud-based is the way to go. Updates are seamless. Set up is ease. No more server expense.

None that I can think of. And if there are any issues, I am optimistic that Neos has already thought of them and an update will be coming.

I cannot imagine running a personal injury practice without Needles. Needles keeps my staff on track and provides us a method to confirm the staff is on track. The support is excellent. The program can be customized to better fit my practice. As we grow and learn Needles grows with us. It allows us to better serve our clients because which keeps our clients happy and leads to more clients. The support is excellent. The set up process allows you to learn about your firm and how you firm can operate more effectively.

See my review. The support and ability to customize is second to none. We have tried a lot of software to help our practice run more efficiently and effectively.

Cloud and access no matter where I am. We used Needles for years and decided to switch over to Needles Neos right before the pandemic. Without the cloud, we would not have been able to transition to work from home so easily.

One thing that could be updated, is the customization of reports. We often have to call in to get a report customized, and it would be nice to do it ourselves.

poor

cloud based access. the review requires me to put more words in to post so i added this useless sentence.

slow and frankly very difficult to use. The most basic functions that I use all day are ridiculously hard to use. posting emails to the system is a nightmare. oftentimes i find out later that emails did not post to a file. When I attempted to resolve the issue I was told there was no way to. Names of parties in the system will mysteriously change.

- Overall it is a great experience with Needles and setting up easily and quickly

- Needles is one of the best database CRM applications for attorneys available in the market. - It is easy to customize and use. - This can be more setup in-house using SQL easily.

- More customization ability to the customers - Pricing can be made affordable - Make Needles application on cloud easily

The calendar keeps the attorneys and staff in track. When needed The customer support has been great along with the questions and answer tab.

It's easy to use. Everything is categorizes. I can look up clients by telephone number. I also like the download feature and forwarding or adding to an email

The only thing I would add is a way to combine multiple clients to one case by tagging it to the Alt number

It was a moderate experience. I really did like the calendar and found it easy to jump into from other types of scheduling software.

Needles was my introduction to case management software so at the time I assumed it was "good enough." The calendar feature was the best feature.

We may have had an older iteration, so features seemed clunky and not intuitive. And the design seemed old fashioned.

Easy and simple to use. System is always improving with updates. Needles Neos is cloud based so you can access it from anywhere.

No complaints for Needles Neos. Software is always improving with the updates.

Easy to use with different tabs devoted to different aspects of each case. Great organization of documents and information.

No real drawbacks to this software. It's functional and dependable.

The software is quick and easy to use. It looks modern unlike other law firms where the software still looks like it runs on a 90s server.

The new update changed the way we entered notes which I wished they would have kept the pervious update.

Neos' tracking system for records helps me organize where, how, and when to request all records and keep providers organized.

that I cannot hold multiple tabs open under the same case file.