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.

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.

My overall experience with Needles Neos has been simply wonderful. We have all the tools necessary to track and maintain all cases, and it's a great feeling to not wonder about what's going on in a case because you can find the answer immediately in the program.

I like that there always are new features being added in addition to the old, great features the program already contains. I like the daily reminders on each case keeping us current and up to date on all our files. I like the simplicity of the calendar and the integration with Outlook. I like the time that I am saved by document generation. I like to be able to directly text clients from the platform. I like the ease of entry of parties, cases, etc. I like the various reports that can be created with the click of a button.

When you create a new calendar item, it automatically sets the time to 12:00 a.m. if you do not change the time, you will ultimately miss that calendared item.

Overall i have been very impressed. I am excited to explore more of the unknown features the program has to offer to improve my teams efficiency rating.

The program is very powerful. It feels like a sand box that i can shape into what i need the program to be. We are excited to integrate our training material into the software. Although the required actions by our staff need to be more precise than a less powerful program, the ability to complete the tasks required by our team as well as the integration with time saving resources like Zapier has been invaluable.

Training this software has been difficult., I have no experience in case management with this software, but on the intake side it has been a struggle. We are interested in integrating some of our internal training material into the software to make case evaluations smoother, but have yet to roll out the program.