--- description: Review of Neos Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Neos | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Legal Case Management Software](/directory/4516/legal/software) > [Neos](/software/61621/needles) # Neos Canonical: https://www.softwareadvice.co.uk/software/61621/needles Page: 1 / 9\ Next: [Next page](https://www.softwareadvice.co.uk/software/61621/needles?page=2) > Neos is a cloud-based legal case management platform designed to assist law firms with legal administrative tasks and workflow management. It supports various legal practice areas such as personal injury, insurance defense, mass tort, family law, and public sector organizations. The software is used by firms of different sizes to manage cases and store data securely. The platform includes AI-powered workflows that automate routine tasks. It offers document management features for storing, locating, and sharing files. Customizable dashboards and reports provide insights into caseloads and overall firm operations. Built-in communication tools allow attorneys and staff to contact clients through calls, emails, and texts, with automatic tracking of interactions. Additionally, Neos also includes customizable workflows and case templates tailored to specific practice types. Client intake automation enables firms to send online forms and manage follow-ups. Data is secured using Microsoft Azure protocols to protect sensitive information. > > Verdict: Rated **4.4/5** by 202 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 202 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Assembly Software - **Location**: Owings Mills, US - **Founded**: 1985 ## Commercial Context - **Starting Price**: US$109.00 - **Pricing model**: Per User - **Pricing Details**: Want to get on board with a case management platform with five-star customer support, free on-demand training 24/7, and a comprehensive certification program? Try Neos: your firm's cloud-based case management silent partner\! Boost productivity, crush manual tasks with AI, and unlock data-driven success from a single platform. - On-demand training videos - FREE Neos Certification program - Monthly FREE live training webinars - Award-winning U.S. based support - Frequent product releases - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - AI/Machine Learning - API - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - Adaptive Learning - Alerts/Notifications - Archiving & Retention - Audit Trail - Automated Text Generation - Autonomous Task Execution - Billable Items Tracking - Billing & Invoicing - Billing Rate Management - Budgeting/Forecasting - CRM - Calendar Management - Case Management - Case Notes ## Integrations (25 total) - 8am LawPay - Alert Communications - Case Status - Docusign - Equitrac Express - Hona - InfoTrace PLUS - InfoTrack - Kenect - LawToolBox - Mailchimp - Microsoft 365 - Microsoft Azure - Microsoft Outlook - Microsoft SharePoint ... and 10 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Legal Case Management Software](https://www.softwareadvice.co.uk/directory/4516/legal/software) ## Related Categories - [Legal Case Management Software](https://www.softwareadvice.co.uk/directory/4516/legal/software) - [Legal Document Management Software](https://www.softwareadvice.co.uk/directory/1392/document-management/software) - [Case Management Software](https://www.softwareadvice.co.uk/directory/984/case-management/software) - [Law Practice Management Software](https://www.softwareadvice.co.uk/directory/3006/law-practice-management/software) - [Enterprise Legal Management Software](https://www.softwareadvice.co.uk/directory/4462/enterprise-legal-management/software) ## Alternatives 1. [Clio](https://www.softwareadvice.co.uk/software/449970/Clio) — 4.7/5 (1737 reviews) 2. [Filevine](https://www.softwareadvice.co.uk/software/38967/filevine) — 4.4/5 (286 reviews) 3. [8am MyCase](https://www.softwareadvice.co.uk/software/3719/mycase) — 4.6/5 (791 reviews) 4. [LEAP](https://www.softwareadvice.co.uk/software/20175/leap) — 4.3/5 (542 reviews) 5. [PracticePanther Legal Software](https://www.softwareadvice.co.uk/software/152365/practicepanther) — 4.7/5 (528 reviews) ## Reviews ### "Still going strong." — 5.0/5 > **Jonathan** | *15 April 2025* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: I like how it stores all our information in one place and has so many features. > > **Cons**: The calendar can be a little hard to read at times depending on how many appointments are there. PDF documents seem to give us a little difficult time. > > They have been very helpful from the start. Aytime there is an issue it gets resolved. The program is pretty costly, but it has a lot of features to it. ----- ### "Makes legal work easier\!" — 5.0/5 > **Hannah** | *2 June 2026* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: It is very user friendly and helps me keep track of my activity on each case I work on. Sometimes tasks, emails or notes can get lost in the sauce, but with Neos, I can retrieve information quickly. It has great features like AI, case summary, document generation, email integration, and you can post notes and/or emails to the case so nothing gets lost and everyone can access the information. Anytime I don't know how to do something, I can just contact customer support and they're ready to assist immediately. This is a cloud based system, so I can be on the go and still have access to all our cases which is really great if you're traveling. I would say that's actually safer than remoting into my desktop. Overall, I would say that we get a lot out of Neos for the cost which is great, because some other software systems we were considering cost an arm and a leg. It's been a great experience\! > > **Cons**: Running reports is very confusing to do. I often find myself just forming reports outside of the system just because it is so difficult to use. Also, I don't like that the system needs to be on a browser to function properly. The reason I don't like that is because Neos does not take up enough of the screen when it's on a browser. I was able to use like an application, which made it easier to look at and I got more out of Neos because it actually fit the screen, but I was told that when I have it like this, the system doesn't function properly. It would be cool if we could have it as a fully functioning application that can be installed not only the desktop but on the phone as well. That would be great for any of us team members, but especially the attorneys, that are on the go...even if it were to be in a limited capacity. The access by phone application would be really useful. > > Overall, I really like Neos. Coming from Needles, it was really easy to get the hang of Neos after a few months and I like that keeps getting software updates to make it a better experience. Great value for money. ----- ### "Attorney- Principal" — 1.0/5 > **Curtis** | *12 March 2025* | Law Practice | Recommendation rating: 0.0/10 > > **Pros**: Neos might be slightly than a paper file > > **Cons**: Extremely difficult to use, Prior system Trialworks was intuitive. Neos is not intuitive in any way. Very cumbersome to use. Multiple steps required to perform almost every function. Customer support all but non existent AFTER you enter into contract - just use the "?" and listen watch video library. > > Using Neos is at best frustrating. we started using Neos last year. Support existed during the dating phase then after contract it became all but nonexistent. My staff reports requests for support are responded to with sarcasm and humifaction. Shop around. try other systems. Add an escape provision to the contract that if you are not satisfied yo may cancel. with full refund. It was a bad choice to use Neos. (It was represented Neos was better than Trialworks, the preceding system - NOT TRUE) ----- ### "Why are you NOT using NEOS?\!" — 5.0/5 > **Rose** | *26 May 2026* | Legal Services | Recommendation rating: 10.0/10 > > **Pros**: We are "Nuts for NEOS" in our office. It is the heart of our practice. NEOS enables us to have our files at our fingertips, calendaring is easy and the ability to interact with other programs makes life very easy. If you are working in a law firm, NEOS is a must\! Customer Support is always available and very helpful, even the NEOS University is great\! Don't have to worry about the security of our files - 2 factor authentication to log in is a plus. I am not in charge of the cost for our case management systems, but NEOS is work every penny\! You definitely get the value for the money spent for the amount of time saved to have your files at your fingertips as well as documents and the calendar interaction with Outlook\! > > **Cons**: Needs some improvements when it switched over from Needles. Some actions were easier in Needles that are no longer available. I.e. when tagging an email, there is no ability to go directly to the file... > > Excellent. I have been a user sine PINS\! I don't know how I would be able to manage the number of files and tasks in a day without NEOS. It is also a very user-friendly case management system. Easy to teach new employees (and attorneys\!) ----- ### "STREAMLINED AND ORGANIZED SYSTEM THAT BOOSTS PRODUCTIVITY" — 4.0/5 > **NICOLE** | *16 December 2025* | Law Practice | Recommendation rating: 8.0/10 > > **Pros**: I LIKE THAT NEOS IS STREAMLINED AND ORGANIZED. THE DOCUMENT MANAGEMENT SYSTEM KEEPS FILES AND CASES ORGANIZED AND DOCUMENTS EASY TO FIND. > > **Cons**: I DO NOT LIKE THAT EMAILING DOCUMENTS FROM NEOS IS DIFFICULT. I FIND THAT I HAVE TO DOWNLOAD A DOCUMENT OUTSIDE OF NEOS IN ORDER TO SEND IT VIA EMAIL EASILY. > > NEOS HAS BEEN AN EASY TRANSITION FROM OUR PREVIOUS SOFTWARE. IT HAS BEEN EASY TO LEARN AND IT CONTINUALLY IMPROVES AND UPDATES. ----- Page: 1 / 9\ Next: [Next page](https://www.softwareadvice.co.uk/software/61621/needles?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/61621/needles) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data