Neos

4.3 (168)
Write a Review!
Top-Rated Cloud-Based Legal Case Management Software

Overall rating

4.3 /5
(168)
Value for Money
4.1/5
Features
4.1/5
Ease of Use
4.3/5
Customer Support
4.4/5

83%
recommended this app
Sort by

168 Reviews for UK Users

Anna
Anna
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

NEOS is THE BEST!

Reviewed on 14/12/2023

Neos is a case manager's best friend. The initial change from a server based program to a cloud...

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.

Response from Assembly Software

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

Jacob
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Neos - Efficient and Customizable

Reviewed on 16/12/2024

I was a major fan from the onset, and once I learned how to use it, it boosted my efficiency.

I was a major fan from the onset, and once I learned how to use it, it boosted my efficiency.

Pros

Neos has an extremely intuitive design that allows for dashboard customization to enhance the efficiency and effectiveness of an organization. I was pleasantly surprised to see just how deep the customization could go.

Cons

The learning curve was a bit steeper than I expected.

Nina
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

move on to a different software - don't stress yourself and your employees

Reviewed on 08/02/2024

TERRIBLE - please don't waste your time and money - move on
misinformation - each step of the way...

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

Becc
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great for Management

Reviewed on 16/12/2024

Overall, it is a great management system for files.

Overall, it is a great management system for files.

Pros

Neos is great for it combining calendar, notes, emails, and deadlines all in one place. Looking up my client and everything going on or due all together makes things easier to manage.

Cons

It can be difficult to figure out how to initially set things up and while you can send notes in office, they do not pop up on your screen so you may miss something urgent if you don't check your notes constantly.

Madison
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Neos Review

Reviewed on 16/12/2024

It is very beneficial. There are very few cons to the program. I would love to use it in any office...

It is very beneficial. There are very few cons to the program. I would love to use it in any office setting because of how connected it keeps us.

Pros

How it makes it easy to work as a team. I love that it saves our information for the next person to see. It also saves all the information we need.

Cons

How it signs me out every 3 days and I loose everyone I had pulled up. Sometimes you have to copy your notes after every update and repost them because they refuse to save.

stella
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Why I love using Neos

Reviewed on 16/12/2024

Using Neos makes my work extremely manageable. It is easy to navigate and do the things that make...

Using Neos makes my work extremely manageable. It is easy to navigate and do the things that make me successful in my job. Neos helps me stay organized and up-to-date with my clients—I could not imagine working without it. I use Neos every single day. Customer support is always helpful in solving any issues that arise. Neos can also be integrated into other applications, such as email.

Pros

The convenience and organization it provides when dealing with hundreds of different clients.

Cons

There is nothing that I don't like about using Neos.

Franchesca
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

NEOS is the program to go

Reviewed on 19/12/2024

NEOS is amazing, i have been using NEEDLES/NEOS for years now and it makes my daily life so much...

NEOS is amazing, i have been using NEEDLES/NEOS for years now and it makes my daily life so much easier and better

Pros

What i like the most about NEOS is the checklist, i love not having the checklist to remind me everything i need to do on a daily basis

Cons

The calendar: adding a calendar from case event, does not allow you to see the clients name on the regular calendar. It makes me feel this is double the work

Daniela
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Neos in pi office

Reviewed on 18/12/2024

I had an a good experience with no issues at all.

I had an a good experience with no issues at all.

Pros

Everyone in the office has access to it. There are many features such as case notes, insurance information, document uploads, etc.

Cons

I do not like the notes part, I wish it just had a save button to make sure they are saved.

Bethsaida
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Future of tech

Reviewed on 19/12/2024

Overall Neos has been a pleasure to work with.

Overall Neos has been a pleasure to work with.

Pros

Neos makes everything you need to run your office smoothly in one place at your fingertips.

Cons

Every so often there would be a new glitch. But the remote team was quick with the recovery assistance every time.

Rosaide
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent Legal Software

Reviewed on 16/12/2024

Neos has helped me to increase my legal productivity on a daily basis at the law firm. It's so...

Neos has helped me to increase my legal productivity on a daily basis at the law firm. It's so detailed, Tabs help me organize my files in a more diverse and clean way.

Pros

Accessibility, easy Navigation, Productive, Informative, Proactive.

Cons

There is nothing I do not like about it.

Sierra
Overall rating
  • Industry: Legal Services
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

NEOS PI Use

Reviewed on 16/12/2024

Neos was easy to learn, and has been a great upgrade for our case management software!

Neos was easy to learn, and has been a great upgrade for our case management software!

Pros

Neos is easy to navigate and is user friendly!

Cons

Inability to personalize the view tab as much.

James
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

NEOS is everything we need!

Reviewed on 14/09/2022

We moved to Needles many years ago because we needed a much more robust plaintiffs personal injury...

We moved to Needles many years ago because we needed a much more robust plaintiffs personal injury case management software. NEOS does everything that Needles did and the service is excellent. We couldn’t ask for more.

Pros

NEOS is cloud-based and it does everything Needles did, and Needles was the king of personal injury case management software. What’s not to like?!

Cons

Haven’t utilized it’s intake program yet so I can’t comment on it.

Alternatives Considered

Filevine

Reasons for Switching to Neos

NEOS was much more user-friendly and did everything that our Needles program did and more. It was far easier to implement then the competitor would have been.

Response from Assembly Software

James - Thank you for your 5-star, 10 of 10 recommendation. We appreciate your feedback and love having you as a customer! - The Neos Team

Emily
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Review of Neos

Reviewed on 16/12/2024

We have used Neos for 4 years now and would recommend.

We have used Neos for 4 years now and would recommend.

Pros

Online access and I can get on from anywhere. I also like the layout.

Cons

Many bugs. Everytime there is an update, we have issues persist for about a week.

Terra
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Neos Review

Reviewed on 06/11/2024

I would say that Neos is a very create system compared to others that I have used

I would say that Neos is a very create system compared to others that I have used

Pros

It easy to navigate and learn if you are new to the system

Cons

That we can delete mistakes when we upload something to the wrong file or multiple times

Response from Assembly Software

Thank you for your 10/10 review of Neos, Terra! Thank you for being a valued customer; we appreciate your feedback!

Erika
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Erika - Litigation Paralegal

Reviewed on 16/12/2024

I like neos. It fairly easy to navigate

I like neos. It fairly easy to navigate

Pros

I love that I can create letters and documents within the app

Cons

I need the ability to add to certain fields for multiple defendants and service

Marianne
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A Neos user's review after five months...

Reviewed on 16/12/2024

I like the regular emails from Neos with updates, training opportunities, and communication from...

I like the regular emails from Neos with updates, training opportunities, and communication from them. It was a very difficult transition from TrialWorks at first, but I think we all appreciate all the advantages Neos has.

Pros

I love the ability to personalize Neos: the staff and default tasks, the checklists, the case dates, even the layout views for each person. However, the absolute best feature for me are the customizable reports and "living" Dashboards. I created several of those and am constantly referring to them to keep organized. I can't not mention the support crew. They are all so knowledgeable, helpful, and friendly.

Cons

The Neos calendar. When scheduling a calendar item from Neos, the case name does not show up on the calendar; you have to manually type in the case name in the subject line.

Brittany
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Neos review from a law firm

Reviewed on 16/12/2024

Overall, NEOS is great and makes life just a bit easier for our law firm.

Overall, NEOS is great and makes life just a bit easier for our law firm.

Pros

Our company is loving the new AI Feature on NEOS

Cons

When trying to save something, if the required fields aren't filled out it wont save. Instead of saying why it wont save you must figure it out

Jessica
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Wonderful app

Reviewed on 06/02/2024

Pros

Everything! Every area of neos is helpful for our every day activities such as updating clients, ordering bill and records, making sure bills are up to date, etc.

Cons

Neo is almost always freezing or being slow to load at certain points of the day. This can delay our work progress.

Response from Assembly Software

Jessica - Thank you for your 9 out of 10 recommendation. We are so happy you are pleased with your upgrade from Needles to Neos. - The Neos Team

Stacy
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Happy Assistant!

Reviewed on 17/12/2024

Overall, I have been very pleased with our move to Neos. I felt it was easy to transition over to,...

Overall, I have been very pleased with our move to Neos. I felt it was easy to transition over to, did not take long to become comfortable navigating around it and I still learn new features every week.

Pros

The transition to Neos has been great. The case calendar is my go-to tab. I like the ease of being able to access all the information that I need on one platform as opposed to going back and forth between programs to get the information that I need on a case.

Cons

Transferring documents out of Neos. Its an extra step of having to download files before attaching to email or uploading them as opposed to being able to just drag them over.

Grace
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Neo's Review

Reviewed on 16/12/2024

Pros

I like how you can work on multiple cases at the same time.

Cons

I do not like how you have to type out the full email of the person you are sending a note to.

Crystal
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Neos User

Reviewed on 15/11/2023

Pros

Aesthetically pleasing, easy to navigate and so many accessibilities.

Cons

Initially, transitioning was difficult. The process seemed like it could've been smoother/quicker.

Response from Assembly Software

Crystal - Thank you for your review and for being a valued customer! - The Neos Team

Nancy
Overall rating
  • Industry: Legal Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

You will love it!

Reviewed on 14/12/2023

Neos is a great platform that made a smooth transition from using physical files to digital

Neos is a great platform that made a smooth transition from using physical files to digital

Pros

Neos allows our company to follow along each case in the most organized way

Cons

The text messaging system does not work

Response from Assembly Software

Nancy - Thank you for your 5-star, 9 out of 10 recommendation. We are so happy you love Neos. Thank you for being a valued customer. - The Neos Team

Marc
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Not a good experience

Reviewed on 22/03/2023

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

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

Pros

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

Cons

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.

Response from Assembly Software

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

Brian
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Neos Review

Reviewed on 01/03/2022

The checklist is the best way to do business. Our checklists are very specific and tasks are coded...

The checklist is the best way to do business. Our checklists are very specific and tasks are coded by job title so nothing ever falls through the cracks. The feedback from across the board on our team has been positive.

Pros

Neos is very easy to use and has a quick learning curve. The system is very intuitive. Our team loves the checklist system because nothing falls through the cracks that way. The Value Tab is great for managing the financial side of the case and the notes system makes it easy to organize data and review files. The outlook integrations are seamless and make posting emails to files very easy.

Cons

We moved from a server based document system to a cloud based system. That comes with challenges that are not unique to Neos. Neos has done a great job in that regard but it has been an adjustment for our team.

Response from Assembly Software

Brian - 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

Frank
Overall rating
  • Industry: Legal Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Beware! Stay away from this product. It is terrible. Worst decision I ever made was getting...

Reviewed on 31/08/2021

Absolutely horrific!

Absolutely horrific!

Pros

The ideas behind the product are good. But they are just ideas and goals. The product does not work.

Cons

Neos should not be released. Its constantly freezes up. Data is lost. They promise to bring over data from Needles or another system but they can not. It runs extremely slow. We have all brand new computers and pay for the highest speed internet possible and the system is so slow its ridiculous and unusable.

Response from Assembly Software

Frank - Thank you for the feedback on Neos. Data integrity for our customers is our top priority. Please contact [email protected] so we can fully investigate the root cause of any issues. -The Neos Team