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Neos

by Assembly Software · Since 1985
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ActiveAvailable globallyCloud
Quick facts
VendorAssembly Software
Year launched1985
StatusActive
Location1550 Madruga Ave, Coral Gables, Florida 33146, US
Countries servedGlobal
Languages8
Integrations7+
Free tierN/A
Free trialYES
Contact salesYES

About Neos

Neos is a content management system from Assembly Software designed for managing digital content. It provides features such as customizable templates, version control, and user permissions so organizations can efficiently manage their web content. Neos supports an intuitive editing interface, allowing users to create and publish content without extensive technical knowledge. It also offers reliable integration capabilities with third-party applications for improved functionality. Key capabilities: customizable templates version control user permissions intuitive editing interface third-party integrations Best for: businesses and organizations that need a flexible platform for content management.

Neos by Assembly Software is a cloud-based legal case management platform designed to streamline operations for law firms of all sizes. The user interface is modern and intuitive, with a clean layout that emphasizes accessibility and efficiency. Navigation is straightforward, allowing users to quickly switch between cases, documents, tasks, and communications. The dashboard is customizable, enabling firms to tailor views based on roles or priorities, and the platform’s integration with Microsoft 365 enhances usability by embedding familiar tools directly into the workflow. Functionally, Neos offers a comprehensive suite of features that support every stage of case management. It includes native intake tools, automated workflows, real-time analytics, and seamless payment processing. One of its standout innovations is NeosAI, which integrates artificial intelligence into daily operations without disrupting existing workflows. This allows firms to extract insights, automate repetitive tasks, and improve decision-making. Document collaboration is another strong point, with tools that support instant sharing, editing, and secure storage. The platform also supports customizable templates for case setup and communication, reducing administrative overhead and improving consistency.

Pros & Cons

Pros
  • The case calendar syncs seamlessly with Outlook, making deadline tracking effortless.
  • NeosAI helps automate document summarization and intake, improving workflow speed.
  • Dashboard customization allows firms to tailor views for different roles and priorities.
  • Integration with Microsoft 365 and DocuSign streamlines communication and documentation.
  • The platform keeps all case data organized and accessible, reducing time spent searching for files.
Cons
  • Some users report bugs in billing features and limited flexibility in financial tools.
  • Changing tab names and layout customization can be confusing for administrators.
  • Initial setup may require more training for teams unfamiliar with cloud platforms.
  • Email management features are helpful but occasionally glitchy when attaching documents.
  • Pricing is considered high for smaller firms, starting at $89 per user/month

Features

Key features

Automated Intake

Streamlines client onboarding with dynamic forms

Document Generation

Creates and sends documents in bulk with templates

NeosAI

Uses AI for summarizing cases and extracting data

Timekeeping

Automatically tracks billable hours when cases are opened

Client Communication

SMS, email, and portal messaging built-in

Cloud-Based Access

Secure access from anywhere with Microsoft Azure hosting

Additional features

Case Notes & Task Management

Organizes legal tasks and updates

Calendar & Deadline Tracking

Syncs with Outlook for scheduling

Billing & Invoicing

Tracks time and generates invoices

OCR & PDF Editing

Enables document scanning and redaction

Bates Stamping

Adds legal identifiers to documents

Role-Based Permissions

Controls access across teams

Pricing

Free trial
Free version
Request a quote
Promo Offer

Annual plans

Neos Essentials
USD 99/yr
billed yearly · ≈ USD 8.25/mo

≈USD 8.25/mo when billed annually

Countries & Languages

Global
Countries served
8
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseRussianChinese

Billing currencies

🇺🇸USD

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