Neos

RATING:

4.2

(120)

About Neos

Neos is a powerful legal case-management platform that improves efficiency, productivity, and process optimization. Thanks to native features and robust integrations like LawPay, DocuSign, and Microsoft 365, you can win more cases with less work. You’ll enjoy extensive customization options, real-time dashboards, automated reports, world-class support and much more. Neos brings together customer-favorite features from two of the legal profession’s pioneering case management brands, Needles and Trialworks, to create the next generation of cloud-based case management capabilities. Join more than 3,200 top law firms that trust Assembly Software’s solutions to optimize workflow and maximize their bottom line.

Awards and Recognition

FrontRunner 2023
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Neos Pricing

Want to get on board with a case management platform with five-star customer support, free on-demand training 24/7, and a comprehensive certification program? Try Neos: your firm's cloud-based case management silent partner! Boost productivity, crush manual tasks with AI, and unlock data-driven success from a single platform. - On-demand training videos - FREE Neos Certification program - Monthly FREE live training webinars - Award-winning U.S. based support - Frequent product releases

Starting price: 

$99.00 per month

Free trial: 

Available

Free version: 

Not Available

Gain real-time visibility into your firm's performance with dashboards & subscriptions
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Neos Reviews

Overall Rating

4.2

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4

Functionality

4

Most Helpful Reviews for Neos

1 - 5 of 119 Reviews

User Profile

Frank

Verified reviewer

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

Keep cases moving forward

PROS

The checklist and document creation features are set up to handle a practice such as ours where we get a lot of potential client calls. Document creation is smooth once it is set up. The intakes work well and the dynamic fields in the intakes keep improving. The ability to SMS from Neos is a real plus, but I was not satisfied with having to subscribe to Ring Central to fully use SMS.

CONS

Neos is best used for non-litigated case files. It does not have a case calendaring system for any jurisdiction's rules. It schedules items on the weekends when we are closed and I must go back to check for any items set for the weekend to move them to a work day.

Vendor Response

Frank, Thank you for your 5-star, 10 of 10 review. We love having you as a customer! - The Neos Team

Replied March 2023

James

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

NEOS is everything we need!

We moved to Needles many years ago because we needed a much more robust plaintiffs personal injury case management software. NEOS does everything that Needles did and the service is excellent. We couldn’t ask for more.

PROS

NEOS is cloud-based and it does everything Needles did, and Needles was the king of personal injury case management software. What’s not to like?!

CONS

Haven’t utilized it’s intake program yet so I can’t comment on it.

Reason for choosing Neos

NEOS was much more user-friendly and did everything that our Needles program did and more. It was far easier to implement then the competitor would have been.

Vendor Response

James - Thank you for your 5-star, 10 of 10 recommendation. We appreciate your feedback and love having you as a customer! - The Neos Team

Replied September 2022

Marc

Law Practice, 11-50 employees

Used daily for less than 12 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed March 2023

Not a good experience

It is buggy, not easy to use, and it takes the joy out of my job.

PROS

The basic features work, but they are difficult to use.

CONS

Some examples: Reports that are generated are not as good as the prior version of the software. You cannot open up two tabs on a single case at a time, so you cannot toggle back and forth between pages with the same client's case without closing and reopening the different pages.You scroll within many notes and open the note you want. Then you close the note, and it puts you back to the beginning of the notes again instead of leaving you at the point where you opened the notes, so you have to waste time getting back to the original note to scan others that were entered around the same time.Calendaring is very important in our practice. The calendar feature was not working for days, and we did not receive timely assistance with the problem from the company. We had to threaten legal action for them to finally fix it. Documents have disappeared from folders and reappear in other folders inexplicably. I was on a phone call with a client this morning. I clicked on a form to go over it with the client. The form did not open and it disappeared from the directly while I was talking to the client. I could not find the document while I was on the phone with the client to discuss what I needed to discuss with the client. I had to end the call and find the document in another directory.Documents which have not been modified inexplicably change the modification date themselves making the date of the document properties no longer consistent with its generation date.

Vendor Response

Marc - Thank you for your candid feedback. Your Customer Success Manager will be in touch to discuss your experience and help where needed. - The Neos Team

Replied January 2024

Chris

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed December 2023

Great service and constantly updating platform

PROS

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!

CONS

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

Reasons for switching to Neos

Better service for personal injury lawyers

Vendor Response

Chris - Thank you for your 5-star, 9 out of 10 recommendation. We are so happy you are pleased with Neos and our customer support! Thank you for being a valued customer. - The Neos Team

Replied January 2024

Jessica

Law Practice, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed February 2024

Wonderful app

PROS

Everything! Every area of neos is helpful for our every day activities such as updating clients, ordering bill and records, making sure bills are up to date, etc.

CONS

Neo is almost always freezing or being slow to load at certain points of the day. This can delay our work progress.

Vendor Response

Jessica - Thank you for your 9 out of 10 recommendation. We are so happy you are pleased with your upgrade from Needles to Neos. - The Neos Team

Replied March 2024