--- title: Assembly Neos Reviews meta\_title: 'Assembly Neos Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 296 reviews by the users' company size, role or industry to find out how Assembly Neos works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 296 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Legal url: https://www.g2.com/categories/legal ---

### Assembly Neos Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the **ease of use** in navigating between client documents effortlessly. [(61 mentions)](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1151231&qs=pros-and-cons#reviews)

Users value the **organized and efficient document management** system of Assembly Neos, enhancing productivity and collaboration. [(41 mentions)](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150756&qs=pros-and-cons#reviews)

Users praise the **remarkable organization and search capabilities** of Assembly Neos, enhancing their case management efficiency. [(33 mentions)](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150655&qs=pros-and-cons#reviews)

Users love the **phenomenal organization and ease of use** in Neos, enhancing efficiency and team communication. [(29 mentions)](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1151001&qs=pros-and-cons#reviews)

Users love the **time-saving efficiency** of Assembly Neos, streamlining document management and enhancing overall productivity. [(28 mentions)](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150058&qs=pros-and-cons#reviews)

Users express frustration with the **functionality issues** in Assembly Neos, including frequent crashes and unreliable plugins. [(19 mentions)](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1149740&qs=pros-and-cons#reviews)

Users desire improved **recording and mobile features** in Assembly Neos for better functionality and clarity. [(14 mentions)](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150430&qs=pros-and-cons#reviews)

Users find the **usability issues** in Assembly Neos frustrating, especially with overwhelming checklists and navigation difficulties. [(11 mentions)](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150132&qs=pros-and-cons#reviews)

Users often experience **lagging performance** with Assembly Neos, affecting efficiency and causing frustration during use. [(10 mentions)](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1151657&qs=pros-and-cons#reviews)

Users report **slow performance** in Assembly Neos, noting frequent crashes and inefficiencies that hinder productivity. [(9 mentions)](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150699&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of Assembly Neos

##### 1. Ease of Use

Users value the **ease of use** in navigating between client documents effortlessly.
[
See 61 mentions
](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1151231&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Effortless to Use with an Intuitive Layout"

What do you like about Assembly Neos?

The ease of use is pleasing, and the layout makes locating items easier

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Effortless Switching Between Clients’ Documents"

What do you like about Assembly Neos?

The ability to go between clients documents with ease.

##### 2. Organization

Users value the **organized and efficient document management** system of Assembly Neos, enhancing productivity and collaboration.
[
See 41 mentions
](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150756&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Shae M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shae M.")
SM

Shae M.

Small-Business (50 or fewer emp.)

5.0/5

"Excellent Organization and Tab Management"

What do you like about Assembly Neos?

best featured is tabs and organization for case load

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"Excellent Organization and Case Linking Features"

What do you like about Assembly Neos?

The organizationabilities as well as the linking it does between companion cases.

##### 3. Case Management

Users praise the **remarkable organization and search capabilities** of Assembly Neos, enhancing their case management efficiency.
[
See 33 mentions
](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150655&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Shae M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shae M.")
SM

Shae M.

Small-Business (50 or fewer emp.)

5.0/5

"Excellent Organization and Tab Management"

What do you like about Assembly Neos?

best featured is tabs and organization for case load

KL

Karine L.

Small-Business (50 or fewer emp.)

4.5/5

"Streamlines Estate & Trust Work with Seamless Integration"

What do you like about Assembly Neos?

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,

##### 4. Features

Users love the **phenomenal organization and ease of use** in Neos, enhancing efficiency and team communication.
[
See 29 mentions
](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1151001&qs=pros-and-cons#reviews)

See Related User Reviews

KL

Karine L.

Small-Business (50 or fewer emp.)

4.5/5

"Streamlines Estate & Trust Work with Seamless Integration"

What do you like about Assembly Neos?

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,

CX

Carolyn X.

5.0/5

"Streamlined Legal Management with Key Organizational Features"

What do you like about Assembly Neos?

I like Assembly Neos for its structure and organizational methods. I enjoy the modern features such as client communication methods including text mes

##### 5. Time Saving

Users love the **time-saving efficiency** of Assembly Neos, streamlining document management and enhancing overall productivity.
[
See 28 mentions
](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150058&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Ovadia R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ovadia R.")
OR

Ovadia R.

Small-Business (50 or fewer emp.)

5.0/5

"Convenient and Efficient with Superb AI Features"

What do you like about Assembly Neos?

I love Assembly Neos for its AI features and easy accessibility, which have made my work extremely convenient and time-efficient. I appreciate being a

KL

Karine L.

Small-Business (50 or fewer emp.)

4.5/5

"Streamlines Estate & Trust Work with Seamless Integration"

What do you like about Assembly Neos?

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,

### 5 Cons or Disadvantages of Assembly Neos

##### 1. Functionality Issues

Users express frustration with the **functionality issues** in Assembly Neos, including frequent crashes and unreliable plugins.
[
See 19 mentions
](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1149740&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Effortless to Use with an Intuitive Layout"

What do you dislike about Assembly Neos?

Sometimes some of my functions will not operate correctly but customer service usually handles it quickly.

KL

Karine L.

Small-Business (50 or fewer emp.)

4.5/5

"Streamlines Estate & Trust Work with Seamless Integration"

What do you dislike about Assembly Neos?

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 circums

##### 2. Missing Features

Users desire improved **recording and mobile features** in Assembly Neos for better functionality and clarity.
[
See 14 mentions
](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150430&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"Excellent Organization and Case Linking Features"

What do you dislike about Assembly Neos?

The weird labeling we get at times or how the tagging em features is not consistent.

 ![Dulce G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dulce G.")
DG

Dulce G.

Small-Business (50 or fewer emp.)

5.0/5

"Effortless Note-Taking and Email Tagging"

What do you dislike about Assembly Neos?

That it does not give the option to delete certain things

##### 3. Usability Issues

Users find the **usability issues** in Assembly Neos frustrating, especially with overwhelming checklists and navigation difficulties.
[
See 11 mentions
](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150132&qs=pros-and-cons#reviews)

See Related User Reviews

KL

Karine L.

Small-Business (50 or fewer emp.)

4.5/5

"Streamlines Estate & Trust Work with Seamless Integration"

What do you dislike about Assembly Neos?

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 circums

HB

Heather B.

Small-Business (50 or fewer emp.)

4.0/5

"Effortless Document Management and Time-Saving AI Features"

What do you dislike about Assembly Neos?

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

##### 4. Lagging Performance

Users often experience **lagging performance** with Assembly Neos, affecting efficiency and causing frustration during use.
[
See 10 mentions
](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1151657&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"User-Friendly and Organized, But Slows Down with Heavy Workload"

What do you dislike about Assembly Neos?

Sometimes when too many cases are open it runs slower.

JA

Jhovanny A.

Small-Business (50 or fewer emp.)

5.0/5

"The fruit NEOS produces for a legal assistant"

What do you dislike about Assembly Neos?

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 cl

##### 5. Slow Performance

Users report **slow performance** in Assembly Neos, noting frequent crashes and inefficiencies that hinder productivity.
[
See 9 mentions
](https://www.g2.com/products/assembly-software-assembly-neos/reviews?filters%5Bsentiment_snippet%5D=1150699&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"User-Friendly and Organized, But Slows Down with Heavy Workload"

What do you dislike about Assembly Neos?

Sometimes when too many cases are open it runs slower.

JA

Jhovanny A.

Small-Business (50 or fewer emp.)

5.0/5

"The fruit NEOS produces for a legal assistant"

What do you dislike about Assembly Neos?

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 cl

KM

Karrigan M.

12/16/2025

"Empowers Task Management with Ease"

4.5/5

What do you like best about Assembly Neos?

I really enjoy using Assembly Neos. It's such a great platform! I've found that all of the columns help me manage my cases clearly and stay on track with all of my tasks. I appreciate how smart Neos is; it allows me to take charge of my tasks and easily keep track of my daily to-do list. The setup was fairly easy, which was a nice bonus. Overall, I think it works great, and Neos feels one of a kind to me. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

i dont dislike anything about Neos Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

I use Assembly Neos to manage my cases clearly and stay on track with all my tasks. It helps me take charge of my tasks and easily keep track of my daily to-do list. Review collected by and hosted on G2.com.

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Response from Assembly Software of Assembly Neos

[Editedit](https://www.g2.com/survey_responses/assembly-neos-review-12100490/official_response/edit)

Thank you for sharing this. We’re so glad to hear Neos is helping you stay on track, especially with the columns, daily task visibility, and an easy setup experience. Helping teams take charge of their workload is exactly what we’re aiming for.

We really appreciate you taking the time to leave a review and for the kind words!

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Michelle I.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michelle I.")
MI

Michelle I.

Paralegal / Administrator

Small-Business (50 or fewer emp.)

12/4/2025

"Everything at Your Fingertips with Seamless Document Management"

5/5

What do you like best about Assembly Neos?

I appreciate how everything is right at your fingertips. You can easily scan and upload all your documents to the "file" section. The program also generates letters and emails directly, which makes the whole process much more convenient. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

There are times when Assembly Neos can be difficult to update, but on the positive side, their customer service is excellent! Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

When I'm away from the office and need to check the status of a claim, I can simply log into Neos and access the claim information. Review collected by and hosted on G2.com.

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Response from Assembly Software of Assembly Neos

[Editedit](https://www.g2.com/survey_responses/assembly-neos-review-12046510/official_response/edit)

Thanks for sharing this. We’re glad to hear Neos makes it easy to scan, upload, and access documents, and that generating letters and emails in-platform helps make your work more convenient, even when you’re away from the office.

We also appreciate you mentioning updates can sometimes be difficult, and we’re glad our customer service team has been able to help. If you run into it again, Support is always happy to dig in: https://www.assemblysoftware.com/customer-support

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

AG

Amayrani G.

Accounts Payable Specialist

Mid-Market (51-1000 emp.)

12/16/2025

"Streamlines My Workflow with Fast and Easy Check Creation"

5/5

What do you like best about Assembly Neos?

It allows for my job to go smoother through the day. It allows for me to create checks and import them in a fast easy way. Great customer support. The integration is very easy and quickly to use. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

It lags a lot, sometimes it is very slow and IDK if it affects the process. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

It is solving so we have everything we need for a case in one spot. It also allows for companion cases to be linked. Review collected by and hosted on G2.com.

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Response from Assembly Software of Assembly Neos

[Editedit](https://www.g2.com/survey_responses/assembly-neos-review-12099346/official_response/edit)

Thanks for sharing your experience. We're glad to hear Neos helps your day run smoother, especially for creating and importing checks quickly, and that integration and support have been helpful.

We also appreciate you calling out the lag/slow performance. If you contact our Support Team, they’d be happy to troubleshoot and share tips to help Neos run faster. Please go to https://www.assemblysoftware.com/customer-support for options to contact them.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Ashley M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ashley M.")
AM

Ashley M.

Litigation Support

Law Practice

Small-Business (50 or fewer emp.)

12/16/2025

"Streamlines Workflow"

4/5

What do you like best about Assembly Neos?

I like the ability to streamline workflows with Assembly Neos. It saves me time by streamlining workflows, tracking deadlines, and reducing manual work. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I'm not thrilled with the ability to link to our firm's Outlook calendar. There were a little bit of difficulties with migrating data, but other than that, it's been easy. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

Assembly Neos helps me save time by making my workflows more efficient, keeping track of deadlines, and cutting down on manual tasks. Review collected by and hosted on G2.com.

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Response from Assembly Software of Assembly Neos

[Editedit](https://www.g2.com/survey_responses/assembly-neos-review-12100145/official_response/edit)

Thanks for sharing your experience. We're glad to hear Neos is saving you time by streamlining workflows, tracking deadlines, and reducing manual work. That kind of day-to-day efficiency is exactly what we’re aiming for.

We also appreciate you calling out the Outlook calendar linking and the migration challenges. If you contact our Support Team, they’d be happy to help troubleshoot and share best practices for smoother syncing and transitions. Please go to https://www.assemblysoftware.com/customer-support for options to contact them.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

TG

Tammie G.

Medical Billing Coordinator

Small-Business (50 or fewer emp.)

12/18/2025

"Keeps Me Organized and Boosts Efficiency"

5/5

What do you like best about Assembly Neos?

I appreciate how Assembly Neos helps me stay organized, which in turn enables me to complete tasks more quickly and efficiently. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

The main issue I have with Assembly Neos is the difficulty in managing notes and emails. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

Assembly Neos has made it much easier for me to organize our previously scattered case data by providing centralized case management. The customizable dashboards, templates, and checklists allow me to tailor the system to our needs. One of the main benefits is that all our information is now stored in a single location, so I no longer have to search through emails or spreadsheets. This has led to greater accuracy and fewer missed deadlines. Review collected by and hosted on G2.com.

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Response from Assembly Software of Assembly Neos

[Editedit](https://www.g2.com/survey_responses/assembly-neos-review-12113294/official_response/edit)

Thanks for sharing your experience; glad to hear Neos is helping you stay organized and efficient! Having everything in one place and reducing missed deadlines is exactly what we’re aiming for.

We also appreciate you calling out the challenges with notes and email management. Your Customer Success Manager would be happy to help discuss your concerns and give you some best practice tips!

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services")
UL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

3/16/2026

"Easy to Use Daily Client Tracking with Helpful Support and Tutorials"

5/5

What do you like best about Assembly Neos?

Neos is very easy to use. We use this system every day to keep track of our clients. If we ever have an issue with our system customer support is always available and the video tutorials are very helpful and informative. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

Honestly the only thing I can say I dislike is Outlook and Neos are really compatible at 100%. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

Right now, we aren't having any issues. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Queenie Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Queenie Y.")
QY

Queenie Y.

12/16/2025

"Effortless Document Management with Remote Communication"

4/5

What do you like best about Assembly Neos?

I like that I'm able to use the text feature in Assembly Neos to communicate with clients, which means I don't need to physically be in the office. Another thing that works especially well is maintaining client files and being able to integrate other apps into it, like HONA or texting. The initial setup was super easy. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I wish that when I text clients, I am able to see what number I am texting on, and if they received it or not. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

Assembly Neos keeps all client files in one spot, preventing document loss. I like texting clients remotely and integrating apps like HONA. Review collected by and hosted on G2.com.

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Response from Assembly Software of Assembly Neos

[Editedit](https://www.g2.com/survey_responses/assembly-neos-review-12100763/official_response/edit)

Thank you for sharing your feedback! We’re glad to hear Neos is helping you stay connected with clients through texting and keep everything organized in one place, especially with integrations like Hona, and that setup was easy.

We also appreciate the note about seeing which number you’re texting from and delivery confirmation. That’s helpful product feedback, please feel free to submit it through our Ideas Portal (click the question mark in the top-right corner of Neos) so our team can review it for future improvements.

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

CA

Christopher A.

Digital Governance Strategist

Construction

Small-Business (50 or fewer emp.)

9/10/2025

"No more audit dread as Assembly Neos turned our preparation into confidence"

4/5

What do you like best about Assembly Neos?

Inability to customize internal risk taxonomies in this way is a drawback to the Assembly Neos solution that I really value. We are also able to tailor the categories and scoring unique to our operational risks across unit business lines. It is the most accurate and tailored picture of our risk landscape around the world. The attachment of direct evidence to CWs is also a rather useful feature where we find our control documentation to be both comprehensive, and simple to audit. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

The initial configuration of the organizational structure and the user permissions was actually a time investment. It had to be planned with much care to save on reworking in future. Though it is strong, the variety of possibilities to customize reporting seemed to be too much to take at first. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

The biggest issue we had was the lack of a coherent strategy with regard to risk management of our international subsidiaries. Every region was tracking risk in its own manner usually in the form of a spreadsheet and therefore no enterprise level picture could be obtained. Assembly Neos has offered a central, consistent platform by which all of our sites can enter and track their risks and controls. This has totally changed our capacity to identify the cross organization exposures and deploy our audit resources and much more efficiently. Review collected by and hosted on G2.com.

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Response from Assembly Software of Assembly Neos

[Editedit](https://www.g2.com/survey_responses/assembly-neos-review-11665275/official_response/edit)

Thank you for sharing such thoughtful feedback. We’re glad Neos is helping you tailor categories and scoring to your operational risks and attach evidence in a way that supports more confident, audit-ready documentation.

We also appreciate the note on the upfront time investment for org structure and permissions, plus the initial learning curve with reporting customization. Your Customer Success Manager would be happy to share best practices and onboarding guidance to help make configuration and reporting feel more manageable.

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Jetta H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jetta H.")
JH

Jetta H.

Intake

Small-Business (50 or fewer emp.)

12/16/2025

"All-in-One Solution for PI Firms"

4/5

What do you like best about Assembly Neos?

I like how it has everything a PI firm need to keep up cases. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

At times, the app restarts unexpectedly, and I also find that the number of tabs I can open is rather limited. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

The notes tab is extremely useful, as it allows us to refer back to previous discussions whenever someone is absent. This feature ensures we never miss important information. Review collected by and hosted on G2.com.

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Response from Assembly Software of Assembly Neos

[Editedit](https://www.g2.com/survey_responses/assembly-neos-review-12099241/official_response/edit)

Thanks for sharing this. We’re glad to hear Neos supports what your PI firm needs to keep cases moving, and that the notes tab helps your team stay aligned even when someone is out.

We also appreciate you flagging the unexpected restarts and tab limits. If you contact our Support Team, they’d be happy to help troubleshoot the restarts and share tips to keep things running smoothly. Please go to https://www.assemblysoftware.com/customer-support for options to contact them.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

BM

Boris M.

Founder

Small-Business (50 or fewer emp.)

8/5/2025

"We highly recommend NEOS!"

5/5

What do you like best about Assembly Neos?

Neos has completely transformed the way our New York Workers’ Compensation and Employment Law firm operates by streamlining case management, improving collaboration, and enhancing the client experience. Their willingness to push the boundaries of AI in legal tech sets them apart, and it's clear they're building for the future of law. By embracing a platform like Neos, we’ve positioned ourselves to deliver faster, smarter, and more responsive service to our clients. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

One feature I would like to see implemented is the ability to use our main company phone number as our texting number. Right now, we have to use an additional texting phone number, which tends to cause some confusion for our clients. Review collected by and hosted on G2.com.

What problems is Assembly Neos solving and how is that benefiting you?

NEOS helps us deliver ongoing, top-tier customer service to our clients. Review collected by and hosted on G2.com.

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Response from Assembly Software of Assembly Neos

[Editedit](https://www.g2.com/survey_responses/assembly-neos-review-11494674/official_response/edit)

Thank you for sharing such thoughtful feedback. We’re glad Neos is helping your firm streamline case management, improve collaboration, and enhance the client experience. We also appreciate the recognition around pushing the boundaries of AI in legal tech.

We also appreciate the request to use your main company phone number for texting to reduce client confusion. That’s valuable feedback. Please feel free to submit it through our Ideas Portal (click the question mark in the top-right corner of Neos) so our team can review it for future improvements.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

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