
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.
Thank you for sharing such thoughtful feedback. We’re glad to hear Neos has been user-friendly and customizable for your team, especially with templates, document organization, email tagging, and the Outlook calendar integration.
We also hear you on wanting more guidance and training so you can tap into more of what Neos offers (and that some tabs may feel less relevant outside PI). Your Customer Success Manager would be happy to help you identify the most useful features for your practice area and share best practices to make adoption easier.