 
			Assembly Neos
				
							
							4.6
						
						12
					
                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                
            
            Ask anything of Assembly Neos with Workflos AI Assistant
https://assemblysoftware.com/ 
                
			             
                            
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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
			
	 
                        









 
			 
			
		