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.

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.

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.

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.

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

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.

[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.

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!

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!

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!

Can be glitchy sometimes. Takes several days or weeks to fix sometimes.

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

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

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

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.

Client management system

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

The reporting features and case layouts should have more capabilities.

Neos interface is very easy to work with, a very complete software and customer service.

it is hard to say everything works perfectly.

Average

It tracks documents and allows for more data input

Too many to list so I cannot decide. Templates are time consuming are one

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.

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.

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.

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.

I 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.

The 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.

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.

It is very easy to use, and intuitive and it's easy to train new people on it.

I do not like that you cannot customize some of the information and that we have to scroll down on some pages,

Stressful.

The 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.

Not 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.

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.

Neos 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.

None 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.

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.

See 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.

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.

One 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.

poor

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

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.

The calendar keeps the attorneys and staff in track. When needed The customer support has been great along with the questions and answer tab.

It'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

The only thing I would add is a way to combine multiple clients to one case by tagging it to the Alt number

Easy and simple to use. System is always improving with updates. Needles Neos is cloud based so you can access it from anywhere.

No complaints for Needles Neos. Software is always improving with the updates.

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

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

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.

The new update changed the way we entered notes which I wished they would have kept the pervious update.

Neos' tracking system for records helps me organize where, how, and when to request all records and keep providers organized.

that I cannot hold multiple tabs open under the same case file.

It is buggy, not easy to use, and it takes the joy out of my job.

The basic features work, but they are difficult to use.

Some 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.

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.

Neos 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.