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Assembly Neos

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(296)4.5/5

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. Key Features & Benefits • Embedded Artificial Intelligence – Unlimited AI can generate documents, create summaries, extract and auto-populate data into Neos fields, and seamlessly analyze and compare documents, plus capture immediate answers to case questions, saving your firm up to 75 hours per week. • Collaboration & Communication – In-app calling, texting, emailing, and calendar management with full communication tracking. • Streamlined Intake – Customizable intake forms, 24/7 intake, and AI-powered data extraction directly into case fields for a seamless transitions into a case. • Secure Anywhere Access – Role-based permissions, encryption, and Microsoft Azure-backed AI with no third-party retention. • Document Management – AI-enabled generation, templates, bulk sending, and full-text and OCR-enabled search across case files. • Real-Time Insights – Custom dashboards, automated reporting, and performance audits to reduce per-case cost. • Rich Integrations – Works with RingCentral/Zoom Phone, QuickBooks®, Office 365®, DocuSign®, LawToolBox, and more. • Training & Support – 95%+ customer satisfaction, fast ticket resolution, and on-demand training resources. 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 https://www.assemblysoftware.com/neos

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