Assembly Neos
4.6
12

Not Claimed

Neos, powered by Assembly Software, is the next-generation cloud-based case management software that boasts the top features of two of the legal profession’s pioneering case management brands, Needles and Trialworks. Neos is a powerful platform built for process automation, effective case and document management, and improved productivity. Thanks to real-time dashboards, native intake, automated reports, world-class support, dozens of robust integrations, and much more, you'll have everything you need to run your firm efficiently at your fingertips. Work together on documents with team members in real-time. Generate several documents for multiple cases with a few clicks. Customize your workflows, case structure, intake questionnaires, and even the reports you run to keep an eye on firm productivity. With Neos, you'll be able to: - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Create reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm without manual oversight - Use OCR technology to search for any file, even PDFs and images with text Neos has evolved and will continue to disrupt and transform the legal sector to meet the changing needs of modern law firms. Learn more at assemblysoftware.com
Developer
Assembly Software
HQ Location
Coral Gables, FL
Year Founded
1985
Number of Employees
122

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Assembly Neos Plan

Neos $ 85 1 Users Per Month
Automated daily checklists Rich templates and case libraries Scheduling and communication features Customizable dashboards Fully configurable workflows Time tracking Outlook calendar sync Document management with real-time collaboration Audit logs Real-time subscription-based reporting & analytics Easy-to-use custom report writer Advanced unlimited search Expense tracking Robust PDF Template Wizard Simplified document coding E-signature Application Programming Interface (API) for powerful integration Bulk importing via CSV files Self-service training portal Automated data backup and redundancy 99.9%+ Uptime and world-class security through Microsoft® Azure
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