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/
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?
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