Amy V.
AV
Amy V.
"Highly Customizable, Yet Needs Broader Appeal"
4.5/5
What do you like best about Assembly Neos?

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.

What do you dislike about Assembly Neos?

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.

Response from Assembly Software of Assembly Neos

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.

HB
Heather B.
Legal Assistant, Office Manager
Small-Business (50 or fewer emp.)
"Effortless Document Management and Time-Saving AI Features"
4/5
What do you like best about Assembly Neos?

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.

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 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.

Response from Assembly Software of Assembly Neos

Thanks for sharing this. We’re glad to hear Neos is keeping your case documents organized, making uploads easy, and helping save time with AI document summaries. Those are exactly the outcomes we want!

We also appreciate the perspective on tab layout, especially coming from Trialworks. If you’re open to it, your Customer Success Manager would be happy to share navigation tips and best practices to make finding information easier as you get settled into Neos.

BS
Boris S.
Customer success coordinator
Higher Education
Small-Business (50 or fewer emp.)
"Reliable platform for organized collaboration"
4.5/5
What do you like best about Assembly Neos?

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.

What do you dislike about Assembly Neos?

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.

Response from Assembly Software of Assembly Neos

Thank you for sharing such thoughtful feedback. We’re glad to hear Neos integrates smoothly with tools you already use and helps reduce context switching so your team can stay coordinated and on track.

We also appreciate you calling out the workflow constraints and the disruption updates can sometimes cause, especially on hectic days. Feedback like this helps us improve, and your Customer Success Manager can also help share tips to reduce friction around changes and day-to-day setup.

JK
Jakub K.
Retail team facilitator
Retail
Small-Business (50 or fewer emp.)
"Tracking progress and responsibilities solution"
4/5
What do you like best about Assembly Neos?

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.

What do you dislike about Assembly Neos?

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.

Response from Assembly Software of Assembly Neos

Thank you for sharing such thoughtful feedback. We’re glad Neos is helping structure teamwork, reduce follow-ups, and keep everyone aligned on tasks and progress. Making coordination less stressful is exactly the outcome we want.

We also hear your concerns about managing overlapping or multi-step tasks and the need for more control without manual workarounds. If you’re open to sharing more about your ideal workflow, please submit it through our Ideas Portal (click the question mark in the top-right corner of Neos). Your Customer Success Manager can also help with best practices for complex task coordination.

CX
Carolyn X.
"Streamlined Legal Management with Key Organizational Features"
5/5
What do you like best 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 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.

What do you dislike about Assembly Neos?

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.

Response from Assembly Software of Assembly Neos

Thanks for sharing this. It’s great to hear Neos is helping you stay organized and that its client messaging, email, and document subcategories are making it easier to manage your work and stay connected with clients. Keeping communication smooth and cases easy to find is exactly

our goal!

We also appreciate you flagging the calendar hiccups. If you contact our Support Team they'd be happy to help. Please go to https://www.assemblysoftware.com/customer-support for options to contact them.

AW
Adam W.
Benefits program coordinator
Outsourcing/Offshoring
Small-Business (50 or fewer emp.)
"Centralized knowledge for teams"
3.5/5
What do you like best about Assembly Neos?

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.

What do you dislike about Assembly Neos?

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.

Response from Assembly Software of Assembly Neos

Thanks for sharing this. We’re glad to hear Neos is helping centralize knowledge for your team and speed up onboarding with different integrations to keep updates flowing in real time.

We also appreciate your feedback on workflow automation limits and a few areas feeling less mature at times. Input like this helps us improve, and your Customer Success Manager would be happy to discuss your use case and share best practices for minimizing friction.

Alexandra F.
AF
Alexandra F.
"Efficient Case Management, Needs Plugin Improvement"
4/5
What do you like best about Assembly Neos?

I work at a law firm, and Assembly Neos is our case management system. I really like that its format is easy to find what you're looking for, which makes my job more efficient since I don't have to waste time looking around for what I need. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I don't like the plug-in for Outlook. It's awful because it barely works and constantly logs me out. It also auto-selects the category 'provider' even though we don't use that. We use 'case name.' I would prefer if the case had its own email address that I could just cc on emails, and it would automatically save to notes. Review collected by and hosted on G2.com.

Response from Assembly Software of Assembly Neos

Thanks for sharing your experience. We’re glad to hear Neos helps you find what you need quickly and work more efficiently by keeping client information and documents in one place.

We also appreciate the detailed feedback on the Outlook plug-in. If you contact our Support Team, they’d be happy to help troubleshoot what you’re seeing. And for product enhancement requests like a case email address you can CC for automatic saving, feel free to submit that through our Ideas Portal (click the question mark in the top-right corner of Neos).

Ovadia R.
OR
Ovadia R.
Legal Assistant
Small-Business (50 or fewer emp.)
"Convenient and Efficient with Superb AI Features"
5/5
What do you like best 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 able to link my email with Neos and having the AI summarize my calls, making it much easier to stay on top of tasks. The initial setup was very easy and straightforward, and this has made my experience with the software great. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I would sometimes struggle to access my account. I sometimes run into bug issues where the website is down. Review collected by and hosted on G2.com.

Response from Assembly Software of Assembly Neos

Thanks for sharing this. We're glad to hear Neos is helping you work more conveniently and efficiently, especially with email linking and AI call summaries to keep tasks moving.

We also appreciate you flagging the access issues and occasional downtime. If you contact our Support Team, they'd be happy o help troubleshoot and share tips. Please go to https://www.assemblysoftware.com/customer-support for options to contact them.

Rosie T.
RT
Rosie T.
Paralegal
Small-Business (50 or fewer emp.)
"Streamlines Legal Management with Ease"
5/5
What do you like best about Assembly Neos?

I really like the organization of all the legal service tabs and file management services in Assembly Neos. It helps with streamlining workflows and has improved my productivity significantly. I appreciate how it handles client communication and tracks cases with customizable checklists. I'm very satisfied with how Assembly Neos works for our legal file management needs. Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

I am satisfied with the product. Review collected by and hosted on G2.com.

Response from Assembly Software of Assembly Neos

Thank you for taking the time to leave a review! We’re glad to hear Neos is supporting your productivity with organized tabs, file management, streamlined workflows, client communication, and customizable checklists.

We really appreciate your support and are glad Neos is working well for your team.

Ximena M.
XM
Ximena M.
Paralegal
Small-Business (50 or fewer emp.)
"Neos Keeps Us Organized and Efficient"
5/5
What do you like best about Assembly Neos?

Neos has been very helpful for our firm , helps us keep organized and generates reports when needed of any specific thing we need to narrow down .

costumer support is amazing especially if they cant get a hold of you at the moment they reach out many ways to connect with you and help with your issues Review collected by and hosted on G2.com.

What do you dislike about Assembly Neos?

Only thing i dislike that theres no Dark Version( Mode ) Review collected by and hosted on G2.com.

Response from Assembly Software of Assembly Neos

Thank you for sharing this! We’re glad to hear Neos is helping your firm stay organized and generate reports when you need them, and we really appreciate the shoutout for customer support.

We also appreciate the feedback on a Dark Mode option. If you’d like to add your vote and details, feel free to submit it through our Ideas Portal (click the question mark in the top-right corner of Neos). Our team reviews suggestions regularly.