Needles Neos Software

4.24 / 5 (33)

Our advisors have recommended this product 8 times in the last 30 days

About Needles Neos

Needles is the case management solution that 2,000+ of top law firms trust to optimize workflow and maximize bottom line. Combining our legal know-how with next-gen innovation, our web-based solution, Needles Neos puts even more tools in your hands: real-time dashboards, automated reports, world-class support and much more. Work together on documents with team members in real time. Access templates for dozens of case types and customizable case libraries and efficiently resolve more cases.


Read More

Supported Operating System(s):

Web browser (OS agnostic), Windows 10

34 Reviews of Needles Neos

Average User Ratings

Overall

4.24 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

4.5

Functionality

3.5

Ratings Snapshot

5 stars

(19)

19

4 stars

(7)

7

3 stars

(3)

3

2 stars

(4)

4

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 34 results

February 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

February 2019

Easy to use and a great way to store information

Pros

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

Cons

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

April 2019

Amanda from The Spencer Law Firm, PLLC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

April 2019

Great Reporting, Case Management but tricky forms customization

I like being a user of Needles and managing my cases with it. But, as we add practice areas and need customized forms and functions, it does require additional support.

Pros

I like that Needles gives you a lot of reporting capabilities, categories, and checklists to be able to manage cases better. It is robust in its customization options and is fairly user friendly on the front end.

Cons

The difficulties are in setting up custom documents. The way the templates are made is cumbersome. And the checklists are tricky to set up on the back end so that they give you enough information to be useful, without being overwhelming.

Response from Needles Case Management

Replied August 2019

Amanda, we appreciate your feedback regarding the complexity of template generation and have improved this feature in Needles 5.0. These type of suggestions have enabled our development team to improve our product and will continue to be included in future releases. The Checklist is also one of the most valuable and important features of Needles. In cases where your needs are more complex, it is often best to work with one of our Needles Trainers to help you optimize this powerful tool. Please visit our website for our most recent Needles news.

April 2021

Rebecca from Coplan + Crane

Company Size: 11-50 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Functionality

2.0

April 2021

Older Product

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

Pros

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.

Cons

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

March 2021

Michael from Stackhouse Law

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

2.0

Functionality

1.0

March 2021

A Very Expensive Microsoft 365 License w/ Very Little Additional Functionality

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.

Pros

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.

Cons

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.

Reasons for Choosing Needles Neos

I opened a law firm. The firm I came from used Trial Works, which is a clunkier, more expensive, but as I have come to find, a way better case management platform than Neos. I was an Admin at my previous firm and KNOW Trial Works. However, in making my decision of software, I was being cheap and was sold on, “Neos is the best of Needles and Trial Works put into a single platform.” It is EMPHATICALLY not. I was told that if Neos makes template creation so much easier than Trial Works, it does not. I went with Neos and should have either paid the money for Trial Works or looked elsewhere. Ultimately, if Trial Works is a 5-star case management system, Neos is a 2-star system.

April 2019

Kevin from Hughes & Coleman, PLLC

Company Size: 51-200 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2019

I've administrated Needles for 10 years now

Pros

I love it's flexibility, and the sheer amount of customization that is available within the program and through external connections via ODBC and now API. Nearly anything will be possible if they follow through on their promises for extensive expansion of their API in version 5.0. I also like that it is a locally installed database, and isn't reliant on the cloud. That opens up lots of options when matching up data to other databases you have in-house. The bang for your buck with Needles is pretty exceptional.

Cons

It's still not as feature rich as some of the newer cloud-based alternatives, and the UI prior to version 5 is extremely dated. If you are considering moving to Needles, though, there is no reason not to go straight to version 5.