All Neos Reviews
1-25 of 115 Reviews
Sort by
Anna
Verified reviewer
Law Practice, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
NEOS is THE BEST!
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.
PROSEverything 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.
CONSNeos 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.
Reasons for switching to Neos
It was just a change from one Assembly product to another. We like the fact that Neos is cloud based.
Vendor Response
Anna - Thank you for your 5-star, 10 out of 10 recommendation. We are so happy you are pleased with your Neos investment! Thank you for being a valued customer. - The Neos Team
Replied January 2024
Paul
Law Practice, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Neos is a powerful cloud based software that allows me to manage my clients and cases efficiently.
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.
PROSManaging 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
CONSNeos 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.
Reason for choosing Neos
I chose Neos as it provided the best productivity for the most performed tasks of the employees in my office. Some softwares may have had a nice bell or whistle. I looked at the most performed tasks and evaluated which software offered the most ease of use for my staff. I did not want to burden my staff with extra tasks on the things they do everyday/all day. Neos saves times for the tasks of my staff.
Vendor Response
Paul - Thank you for your comprehensive review of Neos. We always appreciate your feedback and take it into consideration when adding features or enhancements to the product. We love having you and your firm as a customer! - The Neos Team
Replied September 2022
Bettina
Law Practice, 2-10 employees
Used daily for less than 2 years
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.
PROSNeos 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!
CONSThe 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
Chris
Legal Services, 2-10 employees
Used daily for more than 2 years
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
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!
CONSCan 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
Nina
Law Practice, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed February 2024
move on to a different software - don't stress yourself and your employees
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
PROScant find one Pro - numerous steps required to complete simple tasks
CONSthe 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
Reason for choosing Neos
lack of good information about the actual product and its performance - compatibility with other software
Reasons for switching to Neos
cloud based - we switched from needles
Cynthia
Law Practice, 11-50 employees
Used daily for more than 2 years
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.
PROSThe 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.
CONSWe 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
Cathy
Law Practice, 2-10 employees
Used daily for less than 2 years
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.
PROSThe 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.
CONSThe 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
Yocira
Law Practice, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2021
Needles Neo
Client management system
PROSI like that it is user friendly, and easy to navigate.
CONSThe 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
Alfredo
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Peace of Mind
Neos interface is very easy to work with, a very complete software and customer service.
CONSit is hard to say everything works perfectly.
Vendor Response
Alfredo - Thank you for your 5-star, 10 out of 10 recommendation. We are so happy Neos gives you peace of mind! Thank you for being a valued customer. -The Neos Team
Replied January 2024
Colin
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed December 2021
Needles use
Average
PROSIt tracks documents and allows for more data input
CONSToo many to list so I cannot decide. Templates are time consuming are one
Reasons for switching to Neos
Wanted something more specialized with cloud based storage
Vendor Response
Colin - Thank you for your candid review. We are always looking for ways to improve the platform and truly appreciate your feedback. We would love to connect with you about the product and how we can improve. Please email support@needles.com with your concerns and we will be sure to address them. - The Neos Team
Replied December 2021
Matt
Legal Services, 51-200 employees
Used daily for more than 2 years
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.
PROSReporting 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.
CONSThe 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
Tasha
Law Practice, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
FUNCTIONALITY
3
Reviewed October 2021
New User
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.
PROSI 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.
CONSThe 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.
Reasons for switching to Neos
New job
Vendor Response
Tasha - Thank you for your feedback regarding Neos. Switching case management platforms can come with a learning curve but we strive for simplicity. Hopefully, you are becoming more familiar with the software, but we would be happy to spend time with you to train you on best practices in the system. Please let us know how we can help. - The Neos Team
Replied December 2021
Ivonne
Legal Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed November 2022
Simple Product
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.
PROSIt is very easy to use, and intuitive and it's easy to train new people on it.
CONSI do not like that you cannot customize some of the information and that we have to scroll down on some pages,
Reason for choosing Neos
Cost -
Vendor Response
Ivonne - Thank you for your candid review. We appreciate the feedback and will contact you to resolve any outstanding items from your transition. Best, The Neos Team
Replied January 2023
Richard
Law Practice, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
1
FUNCTIONALITY
2
Reviewed August 2021
Disappointed
Stressful.
PROSThe 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.
CONSNot 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.
Vendor Response
Richard, thank you for your time in reviewing our software. We appreciate the time it takes to invest in the new product. We're sorry to hear that your implementation did not go well and hope you've had an opportunity to speak to our Customer Success Managers. Our latest release included options for Microsoft Word to open on your desktop by default, and we would be happy to walk your firm through that setting change. Whether working from home or the office, the support team had help you work through any issues you are having. Don't hesitate to contact our Customer Success department for assistance for your firm.
Replied August 2021
Matthew
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2022
I love Neos
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.
PROSNeos 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.
CONSNone 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.
Reasons for switching to Neos
New firm
Vendor Response
Matthew - 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
Charles
Law Practice, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2017
Excellent software - Excellent support
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.
PROSSee 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.
Vendor Response
Charles, thank you so much for your kind words! We are very happy that you love our product, and that your firm is continuing to learn and use Needles.
Replied February 2017
Ashlei
Law Practice, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
Worth the switch!
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.
CONSOne 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.
Reasons for switching to Neos
Wanted to be on the cloud.
Vendor Response
Thank you for your 5-star, 10 of 10 recommenation. We appreciate your feedback! - The Neos Team
Replied July 2022
Joseph
Legal Services, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed July 2022
beware
poor
PROScloud based access. the review requires me to put more words in to post so i added this useless sentence.
CONSslow 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
Lourdes
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2022
From A To Z storage and knowledge
The calendar keeps the attorneys and staff in track. When needed The customer support has been great along with the questions and answer tab.
PROSIt'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
CONSThe only thing I would add is a way to combine multiple clients to one case by tagging it to the Alt number
Vendor Response
Lourdes - 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 July 2022
Victor
Law Practice, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Needles Neo review
Easy and simple to use. System is always improving with updates. Needles Neos is cloud based so you can access it from anywhere.
CONSNo complaints for Needles Neos. Software is always improving with the updates.
Vendor Response
Victor - Thank you for your 5-star, 10 of 10 recommendation. We appreciate the feedback! - The Neos Team
Replied September 2022
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2019
Easy to use and a great way to store information
Easy to use with different tabs devoted to different aspects of each case. Great organization of documents and information.
CONSNo real drawbacks to this software. It's functional and dependable.
Vendor Response
Thank you for your 5-star review. We appreciate you sharing your rating with us and the community. - The Neos Team
Replied December 2021
Tony
Law Practice, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Legal Case Management
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.
CONSThe new update changed the way we entered notes which I wished they would have kept the pervious update.
Vendor Response
Tony - Thank you for your 10 of 10, 5-star rating. We're happy you like the modern UI of Neos! We appreciate your feedback. - The Neos Team
Replied October 2022
Chandler B.
Verified reviewer
Legal Services, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Another step forward towards the future
Neos' tracking system for records helps me organize where, how, and when to request all records and keep providers organized.
CONSthat I cannot hold multiple tabs open under the same case file.
Vendor Response
Chandler - Thank you for your 5-star review! We appreciate you being a valued customer. - The Neos Team
Replied January 2024
Marc
Law Practice, 11-50 employees
Used daily for less than 12 months
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.
PROSThe basic features work, but they are difficult to use.
CONSSome 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
Frank
Verified reviewer
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Keep cases moving forward
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.
CONSNeos 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