Neos

RATING:

4.2

(115)

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
Slide 1 of 4

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 115 Reviews

User Profile

Anna

Verified reviewer

Law Practice, 11-50 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 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.

PROS

Everything 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.

CONS

Neos 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

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 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.

PROS

Managing 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

CONS

Neos 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

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

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

Nina

Law Practice, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
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 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

PROS

cant find one Pro - numerous steps required to complete simple tasks

CONS

the 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