All Neos Reviews

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Bettina

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

Neos Works for You so You Don't have to Work so Hard

[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.

PROS

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!

CONS

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!

Reason for choosing Neos

Neos seemed to be more geared to personal injury case management, and my colleagues used it.

Reasons for switching to Neos

The prior system was antiquated, not well-supported and clunky and not user friendly at all.

Vendor Response

Bettina - Thank you for your comprehensive review of Neos. We appreciate your feedback and will share with Pamela! Thanks again for being a valued customer! - The Neos Team

Replied September 2022

Cynthia

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

Neos

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.

PROS

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.

CONS

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.

Reason for choosing Neos

Ease of Use and Price

Vendor Response

Cynthia - Thank you for your 5-star rating and 10 of 10 recommendation. We appreciate your feedback around reporting and will share it with the product team! Thank you for being a valued customer. - The Neos Team

Replied September 2022

Jason

Legal Services, 11-50 employees

Used daily for less than 2 years

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

OVERALL RATING:

2

EASE OF USE

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

1

Reviewed September 2022

Could be Amazing, but they won't stop breaking it

Neos has created more problems than solutions for me. Although the features are impressive, they have to work correctly to be a feature. Help articles are a bit of a joke. For example, in coding templates with advance field codes in Word, Neos has examples of if->then functions in their help files. However, even with proper coding, the if -> then function won't always work. There have been some issues with documents coded with "ALL CAPS" fields as well, which is a common thing to use in legal documents. The code sometimes gets ignored entirely when "ALL CAPS" is chosen. You can submit tickets, but never really know what the status is once it's sent to "development."

PROS

Customization options are the best part of Neos. It has potential.

CONS

Neos will slow down to unusable speeds, typically when trying to access the calendar view, but also randomly. The calendar is always problematic. After implementation of Neos, it kept altering our calendar, and some entries were deleted. That was terrifying for a legal firm. While generally I'd appreciate regular updates, if they are not fully tested, they should not be rolled out. Almost every update (other than small hotfixes) has caused numerous errors. Eventually, they will fix them, but the first week or so after any update results in error message after error message. Most recently, the error messages for "Failure to Load Data" or "Failure to Save Data" have become a nuisance. Be prepared to constantly refresh, reload, go to incognito mode, try again and still have the same issues. The document indexing between various views will show different documents (i.e. list view may show indexed items that no longer exist in the file). If you have a problem that is not a "system" problem as deemed by Neos, you will likely never hear back from "development" when your issue is escalated. I've had tickets open in excess of a year, and even with follow-up requests, no solutions. Often, technical support knows less about how to use the program than our end users.

Vendor Response

Jason - Thank you for your candid feedback - we have shared it with the product team. Additionally, your Customer Success Manager will be in touch to discuss your experience and help where needed. - The Neos Team

Replied October 2022

Cathy

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

A HAPPY USER of NEOS

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

PROS

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.

CONS

The report customization is a hard for me to use.

Reason for choosing Neos

The presentation, reviews from current users and functionality of the software that fit the needs of our firm.

Vendor Response

Cathy - We truly appreciate your feedback and honest review of Neos. Thank you for your 10 of 10, 5-star rating. We love having you as a customer! - The Neos Team

Replied September 2022

Haley

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Essential for great case management! Highly recommend.

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.

PROS

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.

CONS

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.

Vendor Response

Haley - Thank you for your 5-star rating and 10 of 10 recommendation. We appreciate your feedback and will share it with the product team! Thank you for being a valued customer. - The Neos Team

Replied June 2022

Bradford

Law Practice, 51-200 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

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2022

Prospective from an intake team lead.

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.

PROS

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.

CONS

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.

Vendor Response

Bradford - Thank you for your 5-star rating and comprehensive review of Neos. We appreciate your feedback around training and have shared it with the Customer Support team. We are committed to helping you implement the program and improve your team's efficiency rating. - The Neos Team

Replied September 2022

Yocira

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2021

Needles Neo

Client management system

PROS

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

CONS

The reporting features and case layouts should have more capabilities.

Reasons for switching to Neos

Other system was not what we needed.

Vendor Response

Yocira, we appreciate your suggestions. We will be releasing additional features for the Advance Search reporting and subscription service that will add to the list of available standard reports. You can check for product updates through our Self-Serve Portal "What's New" accessible from the Help Icon in Neos.

Replied May 2021

Brian

Law Practice, 51-200 employees

Used daily for less than 12 months

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 March 2022

Neos Review

The checklist is the best way to do business. Our checklists are very specific and tasks are coded by job title so nothing ever falls through the cracks. The feedback from across the board on our team has been positive.

PROS

Neos is very easy to use and has a quick learning curve. The system is very intuitive. Our team loves the checklist system because nothing falls through the cracks that way. The Value Tab is great for managing the financial side of the case and the notes system makes it easy to organize data and review files. The outlook integrations are seamless and make posting emails to files very easy.

CONS

We moved from a server based document system to a cloud based system. That comes with challenges that are not unique to Neos. Neos has done a great job in that regard but it has been an adjustment for our team.

Reason for choosing Neos

Ease of use and familiarity with prior versions of Neos. Neos was also at a better price point.

Reasons for switching to Neos

Litify didn't have what we needed overall. We had Needles prior to that and returned for the cloud product Neos.

Vendor Response

Brian - Thank you for your 5-star rating and 10 of 10 recommendation. We truly appreciate your feedback. Thank you for being a valued customer. - The Neos Team

Replied March 2022

Nicole

Legal Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Great software for keeping track of your legal cases

PROS

I really like how it seamlessly blends to Outlook, Word, PDF. I like the ease of use and being able to create multiple documents at once. I really like the value tab and the many ways you can use that. With one click, I can find out how much we will need to settle for based on the outstanding bills and costs. Overall, it's a really great program.

CONS

I wish the checklist was easier to use and that you were able to link the checklist items to documents. For instance, once a medical record is requested, you could have a check list item automatically populate to follow up for those records in 30 or 40 days.

Vendor Response

Nicole - Thank you for your 5-star rating and 10 of 10 recommendation. We appreciate your feedback and will share it with the product team! Thank you for being a valued customer. - The Neos Team

Replied June 2022

Frank

Verified reviewer

Legal Services, 11-50 employees

Used daily for less than 2 years

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

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed August 2021

Beware! Stay away from this product. It is terrible. Worst decision I ever made was getting Neos!

Absolutely horrific!

PROS

The ideas behind the product are good. But they are just ideas and goals. The product does not work.

CONS

Neos should not be released. Its constantly freezes up. Data is lost. They promise to bring over data from Needles or another system but they can not. It runs extremely slow. We have all brand new computers and pay for the highest speed internet possible and the system is so slow its ridiculous and unusable.

Reason for choosing Neos

I trusted the sales team. I should not have as they promised one thing but delivered another.

Reasons for switching to Neos

I was promised this was better and it was the future. But its not ready. It does not work!

Vendor Response

Frank - Thank you for the feedback on Neos. Data integrity for our customers is our top priority. Please contact support@needles.com so we can fully investigate the root cause of any issues. -The Neos Team

Replied December 2021

Matt

Legal Services, 51-200 employees

Used daily for more than 2 years

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

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed August 2019

Would you recommend downgrading?

I've wanted to get rid of Needles since I first started using it. We run a multi-office law firm and the system works like hot steamy trash over VPN. First off there was severe downtime because of database errors and then the overall intake system is lacking in every field all the way from duplicate management to marketing options.

PROS

Reporting is fairly intuitive. Not much more to say about things that work with the system because it's antiquated and requires severe customization that act purely as bandaids because they further cripple you from upgrading in the future.

CONS

The user interface, general slowness, lack of remote support, lacking SQL functionality, horrible intake solutions, atrocious speed and overall lack of help from customer support.

Vendor Response

Matt, thank you for reviewing our prior version of Needles. We released Needles 5.0 over a year ago and now have several thousand users on that version. Needles 5.0 includes an updated user interface with a more modern look and has several new features, including SMS texting, management dashboards, and an updated Outlook Calendar Sync. Our current version is also on SQL and provides numerous usability enhancements including improved filtering capability, the ability to open multiple cases, and a tabular layout. We hope that you will contact us for a review of the newest 5.0 release.

Replied August 2019

Alexander

Legal Services, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

2

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed June 2019

Costs have risen and the product has not improved

PROS

Easy to use interface, ability to modify

CONS

No progress in regard to upgrading the system. It has remained essentially unchanged for 15 years. Despite this, costs have increased, supplemental charges for things that were standard, and quarterly support payments yet I am still uncertain as to what is covered in "support" as any issue we have, we are directed to contact our IT company or are given an additional charge for assistance.

Vendor Response

Alexander, we appreciate you taking time to review Needles. Needles 5.0 was released over a year ago and has been updated 6+ times with new features and improvements during the past 18 months. Needles Software Support is available to all customers with a current maintenance program and includes technical and "how-to" assistance for you or your IT Vendor. We would be happy to assist you with any questions or concerns you may have.

Replied August 2019

Amanda

Law Practice, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

2

EASE OF USE

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed August 2021

After 1 year of use

PROS

Easy to use, many features, overall solid case management program.

CONS

Neos uses it's customers for beta testing when implementing new functions. Bugs and issues are not resolved prior to new features being put out causing other aspects of the program to fail. This is a reoccurring issue and affects the ability to use the program for it's intended purpose.

Vendor Response

Amanda, thank you for your review. We are happy to hear that you feel that the program provides solid case management and is easy to use with many features. Please do not hesitate to contact our Customer Success Managers to talk about the issues you've experienced and allow us to provide any suggestions to our Product team. We appreciate your feedback on this and look forward to speaking with you.

Replied August 2021

Jeffrey

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

Can't beat Needles Neos!

Solves everything from communicating with employees, to case management to statute of limitations management. I

PROS

Just about EVERYTHING. I have been a customer of Needles since way back when when they were called "Pins and Needles." Neos takes the platform to an entirely new and better level that cannot be beat for case management software.

CONS

I think the calendar can be improved. I have done some troubleshooting with Needles support, and we made a lot of progress, but I still think the calendar function could be better.

Vendor Response

Thank you so much for this 5-star review. We really appreciate you being a customer and helping to share the word about us. We're here for you anytime.

Replied May 2021

Angela

Law Practice, 11-50 employees

Used daily for less than 2 years

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

OVERALL RATING:

2

EASE OF USE

3

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

1

Reviewed July 2021

Neos Review

Its was positive for the more part. I was very exited about the change. Unfortunately, I feel it takes a lot of time out of the work day when the system is not working properly.

PROS

It was easy to navigate before all the upgrades

CONS

Every time an upgrade is done to the Neos, other features stop working properly.

Reasons for switching to Neos

Company made a from Needles 4.2.8 to Needles Neos.

Vendor Response

Angela, thank you for taking the time to review our software. We know the commitment to change to a new software platform takes time and effort, and we appreciate your comments. Our latest feature enhancements modified the location of some fields giving users more flexibility in layouts. Don't hesitate to get in touch with us for additional support at any time. Our support department can assist you with any assistance you need.

Replied August 2021

Joseph

Legal Services, 51-200 employees

Used daily for less than 2 years

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

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed July 2022

beware

poor

PROS

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

CONS

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.

Vendor Response

Joseph - Thank you for surfacing your concerns with our Customer Support team. We are actively working with the firm to resolve any outstanding issues. We value you as a customer and are dedicated to your success with Neos!

Replied August 2022

Santosh

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

Needles Review

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

PROS

- 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.

CONS

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

Reason for choosing Neos

- It is more affordable and ability to customize this as per business needs.

Lourdes

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT