Assembly Neos Reviews & Product Details

The features I cherish the most about Neos is its accessibility related details. These include the tabs, cases, customization, quick note options, file dragging and clickable icons. As a first time user of these applications; the learning process was extremely efficient, fast and commendable. I use NEOS everyday and my functions at times require simultaneously calendar, intake, file uploading, checks, and case work: all of which are smoothly coexisting with NEOS. Furthermore, with the whole firm working with NEOS; all our clients are smoothly integrated into our case files and our work is easily imputed and uploaded. Review collected by and hosted on G2.com.

I must confess that in recent times I have not at all enjoyed the new updates or editions to its software. Its newer updates have added unnecessary cluttering tabs and options. The software itself has become slower; as I mentioned in my likes- it is so important to me to have multiple tabs open to work most efficiently. Although NEOS is still powerful, I confess that it is slightly weaker than older models. I have not had the most reliable costumer support unfortunately as well. I wish there was a more direct way to access and communicate our concerns. Review collected by and hosted on G2.com.

Assembly Neos – The good thing about Assembly Neos is that its built entirely on Microsoft Azure. What I do as a Cloud Data Engineer As a cloud data engineer, my primary role is to get all the old shitty legacy law firm’s data into the cloud. This is very easy with Neos because it's a rock solid backend. Integration / API The integration and their API is also really good. We were doing a project for a large client as Mindtree and we needed to integrate Neos with Office 365, and also custom reporting tools. It went surprisingly smooth and was not too much of a pain.

And the new NeosAI features are a God-send. Before, our team had to physically tag that many documents themselves, but now the AI can automatically find data and summarize things. It has helped us cut down on at least 10-15 hours a week of data entry IT work.” Review collected by and hosted on G2.com.

Sometimes if we open many tabs in one time the UI becomes poor. And also, if you do complex data mapping for custom fields, the setup is not quick and little complicated. Customer service i'ts ok, but sometimes you have to waste time trying to convey the technical engineering perspective if you want a very specific api question. Review collected by and hosted on G2.com.

Assembly Neos is very noticeable in terms of making the work of estate and trust more visible. I use it on a daily basis to keep track of case notes, client requests, and submission of documents. It integrates with our email and files system to ensure that the messages and documents are stored appropriately. Task The platform will save time in reviewing progress and make it easier to plan future tasks as the history of every case is available. Review collected by and hosted on G2.com.

I do not like that in Assembly Neos there are certain workflows that do not seem flexible and can hardly be modified in case of any unforeseen circumstances. To add an exception or update, a few steps are at times necessary and this delays my working on pending cases. Multi tasking may prove to be cumbersome when the seasons are at their peak. These restrictions have sometimes caused an additional burden and had to be planned well to ensure that clients were not delayed. Review collected by and hosted on G2.com.

What I like most about Neos is that it keeps everything in one place and actually makes day-to-day work easier. It helps our teams stay organized, keeps cases moving, and gives us clear visibility into what’s happening across the firm. From a marketing perspective, having clean data and consistent reporting makes a huge difference in how we track performance and improve the client experience. I like the custom Dashboards. My marketing dashboards give me live insights into leads, retainers, and sources to keep me up to date and informed. Also, if you want a new field or a new way of reporingt, they are quick to add it. Review collected by and hosted on G2.com.

The biggest frustration has been the lack of response around API access. We submitted a very straightforward request for read-only API access over three weeks ago and still haven’t received any response. Because of this, we’ve had to build our own Google offline tracking workaround, which is far from ideal.

This delay is directly impacting our ability to implement proper offline conversion tracking and build a reporting dashboard that leadership is actively asking for. It puts unnecessary strain on internal reporting and, candidly, reflects poorly on me when I’m unable to deliver something that should be simple, especially when Neos promotes having an open API and working closely with client teams. Clear communication and follow-through here would go a long way. Review collected by and hosted on G2.com.

I like the ease of Assembly Neos. It's user-friendly and very customizable. We love how we can generate templates we use daily and organize document types to make searching easier. I use the feature to tag emails often and calendar deadlines primarily through Assembly Neos, which integrates well with our Outlook calendar. Review collected by and hosted on G2.com.

It seems to be more geared for personal injury firms. We do not handle those types of cases, so some of the tabs are irrelevant to us. We do not use everything Neos has available - simply because we do not know how. The firm is doing more self-teaching and self-discovering rather than utilizing Neos Academy or reaching out for assistance. We have barely tapped into all the things Neos can do for us. Review collected by and hosted on G2.com.

Neos keeps all the case documents well organized and all the case information is easily accessed. I like how Neos makes it easy to upload new documents into each client file. Also the AI feature has saved me so much time on summarizing client docs. Review collected by and hosted on G2.com.

The layout could be better. I'm coming from Trialworks and the tabs in that program, and what each tab contained, were better in my opinion. I think the tabs in Neos are a bit clunky and it's hard to find certain client information - whereas in Trialworks it was right there and made sense on where to find it. Review collected by and hosted on G2.com.

The best part of Assembly Neos to me is its ability to seamlessly integrate with tools that we already use, e.g. Slack or Google Workspace. The integration of everything makes it all a moving flow so I do not waste time in moving contexts. It is also easy to use despite the variety of its features. I find myself using it every single day of the week and it has become something I rely on in order to get our team on course and our day to day running smoothly. Review collected by and hosted on G2.com.

The thing that frustrates me the most is that some of the features seem to be stiff and thus, I cannot always place them as I wish. Those constraints can be felt since I spend a lot of time in the software. It worked well to implement, and the regular updates are disruptive to our schedule at times, particularly when the update temporarily impacts the interface with our existing systems. It is not that disastrous, but it is sufficient to divert my attention and decelerate the pace on hectic days. Review collected by and hosted on G2.com.

I am a great fan of the way Assembly Neos structures day to day teamwork. I look at it regularly to see which tasks should be addressed, monitor updates and track the progress in projects. The fact that everything is available under a single roof means that one does not need additional messages or follow-ups. Its functionalities are dedicated to what is essential in team coordination and its consistent use has made teamwork less stressful and allowed all the participants to keep on track. Review collected by and hosted on G2.com.

The limitation of Assembly Neos is that certain functions to control overlapping or multistep tasks are insufficient. Adjusting assignments manually or monitoring some information not on the platform, I sometimes need to do the same, which reduces productivity. I am using it on a daily basis and hence these restrictions are frequent. Although it is better to use it in day-to-day coordination, projects involving multiple interdependent tasks may need additional effort to coordinate. Review collected by and hosted on G2.com.

I like Assembly Neos for its structure and organizational methods. I enjoy the modern features such as client communication methods including text messaging and emailing. The ability to subcategorize case files' documentation makes it easy to find what I have worked on or saved for future reference. The client communication helps me maintain consistent communication with my clients efficiently, ensuring their satisfaction. Review collected by and hosted on G2.com.

I believe perhaps the Calendar glitches that occur, on occasion. Updating the calendar and being able to access it as easily as other times. Furthermore, making sure that the calendar entries are easily accessible and viewable to others within my firm. Review collected by and hosted on G2.com.

The feature I find most attractive about Assembly Neos is the fact that I can develop and implement internal bodies of knowledge faster without having to deal with several platforms simultaneously. The presence of Slack and Google Workspace integration keeps updating it easy, and the ease of use allows me to train new members of my team without much work. The features of organizing the content and tracking the engagement are enormous and it has actually assisted our team to ensure that the information remains consistent and is available on a daily basis. Review collected by and hosted on G2.com.

The thing I do not like about Assembly Neos is that some of the customization features can be considered restricted, particularly when it comes to workflow automation. These limits at times slow down internal processes with our high frequency of use. The number of features is also not bad, but some of them seem immature, and despite attentive customer service, can sometimes create small seams, affecting the efficiency of the knowledge management process in our company. Review collected by and hosted on G2.com.