Assembly Neos Reviews & Product Details

The new AI feature is interesting and useful. You have features like AI case summaries. Breaks down the case for you fast and lets you see what the case is about without having to scroll through every screen and you get the case totals on the case screen instead of having to go to the value screen. Review collected by and hosted on G2.com.

Updates have taken away the ease of how we run reports but we learn and adapt. Review collected by and hosted on G2.com.

Neos now has integrated Ai features that allows our team to save time and ensure that our services are at the highest level possible. Review collected by and hosted on G2.com.

Right now, improvements are coming out so fast we have to implement additional training to make sure that we are using Neos to its highest capabilities. A good problem to have. Review collected by and hosted on G2.com.

Neos has really improved its notes section. We used to have issues with notes not saving, and since they've added the feature to allow us to save changes before moving on to something else, it has really helped. The advanced search has also really helped find specific things we need or are looking for from cases. This really helped with second-guessing things. It still really helps us as a team keep up with every client's case and to ensure we know what was last worked on and with who. Having things organized is the best way to keep things functional. I also like that the "recently searched" list has grown much longer. This really helps if I need to pull up someone I had opened earlier in the day. Review collected by and hosted on G2.com.

I still do not like the logging you out automatically. I understand it is likely for security purposes, however if logging out could at least keep the tabs you had open in Neos opened that would be great. I also mostly love the note section however when I hit enter to make a space for a new paragraph, or notation it just does a single space. I am unsure if this is user error or if its with the system. Sometimes it does do the correct spacing, but the majority of the time it the space is right under the last words of the last sentence without the proper spacing resulting in a double space when enter is clicked again. Review collected by and hosted on G2.com.

Neos has finally started linking different types of contacts. For example, previously provider contacts would not be linked to case contacts. Some providers have specific details and they were not easily found out until we could look at what was done in a previous case. Review collected by and hosted on G2.com.

I would like better document organization. We keep going from serve to cloud and back to server. Can we have both with NEOS? Review collected by and hosted on G2.com.

As a paralegal, I use Neos to manage cases, documents and deadlines efficiently. The platform is user-friendly and helps me keep all case information organized in one place, making it easier to track tasks and communicate with team members. Its document management and workflow featured save time and improve productivity. Overall, Neos is a reliable case management system that supports a more streamlines and organized legal practice with all its integrations and AI assistance. Anytime I have had a question Neos support quickly responds and answers my questions. Review collected by and hosted on G2.com.

The only downside I see is that sometimes the program will freeeze or kick you out. Review collected by and hosted on G2.com.

I use Assembly Neos daily for legal document and workflow management. The platform keeps files, tasks, and communications organized in one place, which improves efficiency in daily operations in my department. I especially like the customization features and the ability to manage multiple workflows within the same system. I also love the support portal! The customization features help our team tailor workflows and document management processes to fit our department's needs. The support portal has been very helpful whenever questions come up, since responses and resources are usually clear and easy to follow. The integration with Microsoft OneDrive and Outlook helps keep documents, communications, and case-related information organized and accessible. I found it very easy and quick to learn the platform, and it really supports our department's workflow and organization effectively. The initial setup and onboarding process felt manageable overall. While there was a learning curve with some advanced features like templates, the platform became easier to navigate with daily use and support resources. Performance has been reliable overall during daily use, and the system helps keep workflows running efficiently throughout the workday. The platform feels worth the investment because it helps improve efficiency and keeps important processes organized in one place. The AI-assisted summary features have also been helpful for quickly reviewing case information when handling multiple cases and workflows. I would definitely recommend Assembly Neos, 10/10 all the way. I love it! Review collected by and hosted on G2.com.

Some features can take time to learn at first, especially when working with templates or more advanced customization options. Occasionally, certain workflows also require multiple steps that could be streamlined to make navigation more intuitive for newer users. Review collected by and hosted on G2.com.

I use Assembly Neos for my daily work in the legal industry, and I love the case summary feature and the Neos AI. It's easy to navigate through the cases and find the information I need. The case summary helps me to navigate through all documents and steps that have been done in the case. The initial setup was pretty easy, and for the moment, I haven’t encountered anything that needs to be improved with Assembly Neos. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

The more you use the platform the easier it becomes and their constant updates make it more user friendly. Review collected by and hosted on G2.com.

Updates can now be installed even if account stayed active so I dont think anything else is needed. Review collected by and hosted on G2.com.

I find Assembly Neos incredibly useful for retrieving case information very quickly, saving me from having to sift through documents manually. I love being able to read notes from other team members without needing to chase them down for information. I really enjoy the ability to track providers, dates of treatment, and providers on liens. The Docs tab with its templates is great for generating documents. I particularly like using the Value Tab to track costs, payments, and other financial data, and I appreciate being able to attach documents directly to my notes for easy access. The checklist feature helps me stay organized, and creating my own to-dos is very efficient. I also appreciate the customizable dashboard, which lets me see my activities and cases without extra steps, and the seamless integration with my Outlook calendar to ensure I don't miss anything. Review collected by and hosted on G2.com.

The Neos AI cannot analyze really big files, like a 3,000-page record, making it hard to get summaries for large documents. I also wish there were more boxes in the Value Tab or Records Tab for each provider, like 'treating' & 'not treating', and a way to run reports on that. It'd be nice to run a report on pending checklist tasks and their due dates too, but I haven't found how to do that. Also, I prefer if Neos was available as a desktop application instead of just on the browser. Using it on the browser shrinks the screen with the tabs, making it hard to see all the information. Lastly, using Neos as a new user was complicated and took a while to get the hang of. Review collected by and hosted on G2.com.

All the information is neatly organized and easy to find at a glance. The per-user customization options are also really great! Review collected by and hosted on G2.com.

It would be better if the detailed information in certain case tabs were filled out automatically when dropping emails or documents into the system. With the current layout, users often have to backtrack and add that information after the fact, which interrupts the workflow. Review collected by and hosted on G2.com.