It makes it so easy to switch between cases with multiple tabs. The system keeps things organized so that I can get to what I am looking for quickly. Review collected by and hosted on G2.com.

Unable to upload documents to multiple cases at one time. Review collected by and hosted on G2.com.

I like using a document management system because it brings structure and efficiency to how I handle files. Instead of digging through endless folders or chasing down the latest version of a document, everything is organized, searchable, and accessible in one place. It saves time, reduces clutter, and minimizes the risk of losing important information. I also appreciate the version control and permission settings, which make collaboration smoother and more secure. Overall, it helps me stay focused and productive, especially when managing a large volume of documents or working with a team. Review collected by and hosted on G2.com.

Navigating through multiple clicks just to find or upload a file can be frustrating, especially if the system isn’t intuitive. Review collected by and hosted on G2.com.

I love everything about Neos! It is so user friendly and it is vital in my job. I love that all my work can be done quickly and efficiently in one place. I also really like how I don't have to log out to see updates other user's make, the system updates in real time. Every time I have had to call customer service they have been so helpful and polite. Its a great system overall! Review collected by and hosted on G2.com.

Literally the only issue I have ever had with Neos is the fact that I can't make a mini directory that allows me to choose multiple options, so I have had to put several mini directories on profiles that may need more than one answer to the question. Other than that, there have been no down sides to Neos! Review collected by and hosted on G2.com.

As a mid-sized law firm, we were in need of a solution that could streamline our operations, and Neos Law Firm Software has exceeded our expectations. Based on my experience this software is incredibly user-friendly, making it easy for our team to adopt and integrate into our daily workflow (time-efficient).The case management features is a great feature it allow our firm to keep track of all our cases in one place. One of my favorite features is the document automation has saved us countless hours, and the customizable templates are a lifesaver for our standard procedures. Billing and time tracking are straightforward, helping us manage our finances without hassle. What truly sets Neos apart is their excellent customer support, I would give it a 10/10. Whenever we’ve had questions or needed guidance, their team has been quick to respond and very knowledgeable as well as patient. Overall, Neos has significantly improved our efficiency and communication within the firm. I highly recommend it to any legal practice looking to modernize and better support their business operations it will save you time. Review collected by and hosted on G2.com.

I think the case management features are somewhat lacking in depth we often find ourselves needing additional functionality that isn’t available. Document automation has been hit or miss sometimes it works well, but other times we encounter glitches that delay our processes, but Neos customer support always makes sure to help. Other than that I think Neos is a great software. Review collected by and hosted on G2.com.

I like how modern and responsive Assembly Neos is, and I appreciate that it continues to evolve and improve based on needs. I also appreciate how well it organizes case information and deadlines. Review collected by and hosted on G2.com.

There can be a slight learning curve with some of the more complex features. Some of the more advanced workflow automation takes a little time to learn. Providing additional guided tutorials could make onboarding smoother. Review collected by and hosted on G2.com.

Our firm moved over from a system called Trial Works, a downloaded software. Conducting our work on a cloud-based system that has the capabilities of storing our large case files has been very helpful to the everyday productivity in our firm. Workers are now easily able to conduct work remotely when needed. Additionally, anything sent to our office electronically can easily be uploaded into each file, as Neos has a very easy “drag and drop” save feature. Our firm is constantly dealing with large pdf files and/or case files that accumulate a lot of documentation. We have had no problems with Neos’ ability to store all of the data we upload. Finding a system that was compatible with Outlook was very important for our firm. Neos has a very convenient tag feature, which allows you to easily bring your colleagues into specific files. It is very easy to access and find information on each case file, as Neos has a convenient search bar to easily look through your notes, and very helpful (customizable) tab names for uploaded documents. Review collected by and hosted on G2.com.

While Neos allows you to connect your account to your Office 365/Outlook account, the email addresses of your firm are not saved into the system. So, for example, if you would like to send a note or a document directly to a colleague's Outlook, you need to manually type in their email. While Neos does have the great tagging feature that you can make in the notes on the case files (that automatically sends a notification to your colleague's inbox), our firm does run into times when we prefer to send documents or notes directly as an email, not a tagged message. If that situation arises, we must manually type out each individual's email address, which does become cumbersome at times. I believe Neos was likely structured that way to push users to conduct all work/correspondence within the system, which we try to do, but there will definitely be times when we would like correspondence on a file or a document to be in an email thread on Outlook, rather than in the "notes" on Neos. Review collected by and hosted on G2.com.

The ability to go between clients documents with ease. Review collected by and hosted on G2.com.

I think all of the documents should be able to be searched by words in the body of the document instead of just key words or words used to identify the document. Review collected by and hosted on G2.com.

Neos one stop Plat form allow you to review and request with in the app Review collected by and hosted on G2.com.

Nothing at all everything On the platform works for my company Review collected by and hosted on G2.com.

it makes it easier to input notes and tag emails, it not complicated to understand or to use Review collected by and hosted on G2.com.

That it does not give the option to delete certain things Review collected by and hosted on G2.com.

best featured is tabs and organization for case load Review collected by and hosted on G2.com.

search engine could have more detailed information on cases Review collected by and hosted on G2.com.