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Was ist Neos?
Needles, eine führende Software für Fallmanagement, wurde von dem mit TrailWorks zusammen gegründeten Unternehmen, Assembly Software, entwickelt. Mit über 42.000 Nutzern, mehr als 2.600 Anwaltskanzleien und mehr als 60 Jahren kombinierter Erfahrung bieten diese Anwendungen extrem robuste Fall-Workflows, Dokumentenmanagement und Anpassung von den bekanntesten Marken der Rechtsbranche.
Wer verwendet Neos?
Der Zielmarkt sind Anwaltskanzleien. Ein Nischenmarkt des Unternehmens sind auf Körperverletzung spezialisierte Kanzleien, es bedient jedoch auch auf medizinische Kunstfehler, Familienrecht, Strafrecht, Sozialversicherung, Einwanderung, Insolvenz, Veteranen, Versicherungen und Produkthaftung spezialisierte Kanzleien.
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Neos
Bewertungen über Neos
NEOS is THE BEST!
Kommentare: Neos is a case manager's best friend. The initial change from a server based program to a cloud based program was challenging. Learning new things is good, but can also be frustrating. Once I learned how to use Neos and how it integrated with our other apps, I would never go back to any other option.
Vorteile:
Everything you can think of that is necessary for legal case management, is contained within Neos. Moreoever, Neos is committed to keeping the platform updated, so they are constantly adding and upgrading.
Nachteile:
Neos can seem pricey to begin with, but well worth the investment. It will likely pay for itself in your ability to take on and manage more cases.
Antwort von Assembly Software
vor 10 Monaten
Anna - Thank you for your 5-star, 10 out of 10 recommendation. We are so happy you are pleased with your Neos investment! Thank you for being a valued customer. - The Neos Team
Neos is a life and time saver!
Kommentare: Neos streamlines case management for paralegals by providing a centralized platform for document organization, accounting management, client communication, and document signing. With features like tags for organization, an accounting tab for financial tracking, and a texting feature for client correspondence, Neos ensures that all aspects of case management are efficiently handled within one platform. Integration with DocuSign further simplifies the process by automating document signing and saving signed documents directly to the case file. Additionally, the ability to link files and copy information between them enhances organization and efficiency, ultimately improving overall productivity and effectiveness in managing cases.
Vorteile:
Neos has been a game-changer for my day-to-day tasks as a paralegal. It's like having a personal assistant right at my fingertips, keeping all case documents neatly organized with tags for easy retrieval. The accounting feature is a lifesaver, giving me a clear snapshot of financials before settlement. I also love the texting feature - it's been a key for keeping track of client communications, all within the platform. Plus, the integration with DocuSign makes signing documents a breeze. But what really stands out for me is how effortlessly I can link companion cases and transfer information between files, keeping everything running smoothly. Overall, Neos has become an indispensable tool in my daily workflow, making case management a breeze.
Nachteile:
The lack of email notifications for client texts or signed documents. It would greatly enhance communication efficiency if the platform could alert users via email when clients send texts or sign documents, ensuring that no important messages or updates go unnoticed.
Not a good experience
Kommentare: It is buggy, not easy to use, and it takes the joy out of my job.
Vorteile:
The basic features work, but they are difficult to use.
Nachteile:
Some examples: Reports that are generated are not as good as the prior version of the software. You cannot open up two tabs on a single case at a time, so you cannot toggle back and forth between pages with the same client's case without closing and reopening the different pages.You scroll within many notes and open the note you want. Then you close the note, and it puts you back to the beginning of the notes again instead of leaving you at the point where you opened the notes, so you have to waste time getting back to the original note to scan others that were entered around the same time.Calendaring is very important in our practice. The calendar feature was not working for days, and we did not receive timely assistance with the problem from the company. We had to threaten legal action for them to finally fix it. Documents have disappeared from folders and reappear in other folders inexplicably. I was on a phone call with a client this morning. I clicked on a form to go over it with the client. The form did not open and it disappeared from the directly while I was talking to the client. I could not find the document while I was on the phone with the client to discuss what I needed to discuss with the client. I had to end the call and find the document in another directory.Documents which have not been modified inexplicably change the modification date themselves making the date of the document properties no longer consistent with its generation date.
Antwort von Assembly Software
vor 10 Monaten
Marc - Thank you for your candid feedback. Your Customer Success Manager will be in touch to discuss your experience and help where needed. - The Neos Team
Neos is a powerful cloud based software that allows me to manage my clients and cases efficiently.
Kommentare: The greatest problem Neos accomplished is the ability to fully use the software from anywhere. My employees and work from the office or their homes seamlessly. Features such as document management and Outlook integration has revolutionized efficiency in our law office. If we ever have an issue, the support team is very quick and helpful to resolve any issues that may come up. As an owner of the firm, I love being able to use my Dashboards to quickly measure the health of the firm.
Vorteile:
Managing every aspect of my cases efficiently from anywhere. I love being able to track my Intakes and communicate with potential new client easily. I love being able to standardize the way all cases are handled in my office. Document management is extremely powerful. Full integration with Microsoft Outlook is awesome. I love the reporting features and dashboards that allows me measure KPIs efficiently. Our transition to Neos was quick and easy with great support from the Neos team
Nachteile:
Neos always is offering new features almost monthly. I commonly interact with the suggestion portal (Ideas & Enhancements) where user experiences and wishes are actively addressed and implemented.
Antwort von Assembly Software
vor 2 Jahren
Paul - Thank you for your comprehensive review of Neos. We always appreciate your feedback and take it into consideration when adding features or enhancements to the product. We love having you and your firm as a customer! - The Neos Team
User Friendly
Vorteile:
Assembly Neos has significantly enhanced my workflow with its versatile features and robust integrations. I love the many options for accessing information, which allows me to retrieve data quickly and efficiently. The platform's capability to create a multitude of reports tailored to our firm's specific needs is a game-changer. Additionally, the seamless integration with numerous programs has streamlined various processes, making my professional life much easier. Overall, Assembly Neos is an invaluable tool for any firm looking to optimize its operations and improve productivity.
Nachteile:
While Assembly Neos offers a wide range of features and integrations that enhance productivity, one area that could use improvement is the calendar functionality. Currently, the calendar does not alert users to scheduling conflicts. For instance, if you double-book an appointment, there is no notification indicating an existing appointment at that time. Implementing a conflict alert feature would greatly enhance the usability of the calendar and prevent scheduling errors. This improvement would make an already powerful tool even more efficient and user-friendly.
In Betracht gezogene Alternativen:
A Very Expensive Microsoft 365 License w/ Very Little Additional Functionality
Kommentare: Implementation was not great, and I was not migrating ANY data. I still do not believe I have everything I was supposed to get. I paid $1,000.00 to do the work during my onboarding that could have been done prior to my implementation. Because Neos requires 365, during onboarding you will get to make all your Microsoft 365 and Neos connections. I assume I paid $1,000 for someone to tell me how to make the connections and 3 hours of training? Not sure. I also was not told about a bug that Neos had which prevented data from being updated and saved more than once during my implementation. I did my implementation on a Friday, and attempted to input my cases into the system on the following Saturday and could not get anything to save. I was told the following Monday about the issue, was told it was a known issue, and would be resolved in a day or so. I spent all day Saturday trying to figure out what I was doing wrong for nothing. It was ultimately fixed. But just a frustrating experience. Everyone has been genuinely nice and understanding, the limitations of the software is where my issues really are.
Vorteile:
Neos is customizable, which is nice. You can add whatever field you want to add to any tab. It allows you to collect and input whatever data you want and you are not nearly as constrained as you are with Trial Works in terms of customization. It has a nice display. Grouping contacts is easy. Apparently, there are a bunch of reports you can use.
Nachteile:
Functionality is not there. Commonsense things are missing from this platform. The system relies on and appears to be limited by Microsoft 365, which itself can be spotty. Neos is just Microsoft 365 apps all tied together, under a sleek looking display, but adds almost nothing to the 365-experience. 90% of the Neos platform is bundling all-things 365 together through a sleek looking display. The other 10% that you would expect Neos to have incorporated and built-in is missing. Templates have to be saved and then generated to be tested. You have to constantly change in and out of various tabs when creating a template to get your bookmarks. Good luck finding bookmarks for pronouns. I was told by Neos I should consider writing gender neutral. Ultimately, found out that I could code an if than statement in Needles should I want to use pronouns. Each bookmark in Neos will eat up a line or two of your template, which makes for errors. You can calendar within Neos, but you can't invite clients or "providers" or anyone outside your firm within Neos' calendaring feature, so it's an useless feature and users will need to rely Outlook. If you generate an email within Neos, by clicking an email link within a case, it is not saved unless you tag it in Neos. If you email a document from a case in Neos it does not prompt you with the various case contacts associated with your case so you must click through various tabs in your case file to get the email address(es) you need.
Antwort von Assembly Software
vor 4 Jahren
Michael, thank you for your candid review. We understand as a user of our desktop product, TrialWorks, your transition has involved additional modifications in converting to a web-based platform. We appreciate the opportunity to listen to the voice of our customers and share your personal experience with our Product Management team. Neos continues to evolve, adding new features monthly. We look forward to the opportunity to continue to work with you.
Needles use
Kommentare: Average
Vorteile:
It tracks documents and allows for more data input
Nachteile:
Too many to list so I cannot decide. Templates are time consuming are one
Antwort von Assembly Software
vor 3 Jahren
Colin - Thank you for your candid review. We are always looking for ways to improve the platform and truly appreciate your feedback. We would love to connect with you about the product and how we can improve. Please email support@needles.com with your concerns and we will be sure to address them. - The Neos Team
Neos Works for You so You Don't have to Work so Hard
Kommentare: [SENSITIVE CONTENT] has been tremendous to work with and will continue to help us get to the point when we fully use Neos. The initial training was not spectacular. But when she came on board, [SENSITIVE CONTENT] stepped up and that has gotten us closer to the optimized point of fully using Neos.
Vorteile:
Neos has been a true blessing to my law firm. First, it is intuitive. You can get started using Neos without too much training and then more training when you get more involved in all that Neos can provide. The Neos Staff, [SENSITIVE CONTENT]!, has just been awesome to deal with and has been right by our side during the harder implementation of Neos. It does take time to fully use all of the powers of Neos and we are still in that process. So we look forward to the time when Neos is fully powered up and working for our clients and for us!
Nachteile:
The integration and migration from our last software management system was difficult. But I do not think that is at the fault of Neos or the other company. We were using an antiquated system and the migration simply was not clean. And we are still working through that. But the point here is that Neos has helped us along the way with the challenging migration. And we appreciate it!
Antwort von Assembly Software
vor 2 Jahren
Bettina - Thank you for your comprehensive review of Neos. We appreciate your feedback and will share with Pamela! Thanks again for being a valued customer! - The Neos Team
Wonderful app
Vorteile:
Everything! Every area of neos is helpful for our every day activities such as updating clients, ordering bill and records, making sure bills are up to date, etc.
Nachteile:
Neo is almost always freezing or being slow to load at certain points of the day. This can delay our work progress.
Antwort von Assembly Software
vor 8 Monaten
Jessica - Thank you for your 9 out of 10 recommendation. We are so happy you are pleased with your upgrade from Needles to Neos. - The Neos Team
Neos User
Vorteile:
Aesthetically pleasing, easy to navigate and so many accessibilities.
Nachteile:
Initially, transitioning was difficult. The process seemed like it could've been smoother/quicker.
Antwort von Assembly Software
vor 10 Monaten
Crystal - Thank you for your review and for being a valued customer! - The Neos Team
move on to a different software - don't stress yourself and your employees
Kommentare:
TERRIBLE - please don't waste your time and money - move on
misinformation - each step of the way we were led to believe that some of our other programs would work as they did with needles - NOT
Vorteile:
cant find one Pro - numerous steps required to complete simple tasks
Nachteile:
the Customer service is beyond terrible - they are useless - the "ZOOMS" we not the least bit informative - covered everything except what was needed when coming from needles to NEOS-we had saved reports and documents in NEEDLES - they can not be transferred to NEOS - either we recode all the documents that are needed or Assembly will recode and upload - for a few hundred a document - unacceptable - we already had the documents in YOUR other program - truly terrible
Totally Ignored by Lead Customer Service "Advocate"
Kommentare: Further, Needles techs initially thought the issue was our version of Outlook, and had our firm purchase new licenses for all our uses. Unfortunately, this was a pricey "solution" that did not fix the problem. What is very annoying is that Needles keeps billing us quarterly for "technical support" that is part of our agreement, but fails to fix our technical issues. Also, Needles technicians are all east-coast based. As we're in Arizona, this also presents a problem in availability of their support.
Vorteile:
If it worked as promised, it would have been exactly what we wanted in practice management software. It has some great ideas and is supposed to interface with Outlook.
Nachteile:
Our experience has been that the updates are not adequately tested before released to clients, and customer support is not always advised or up-to-date re the various bugs with the updates, and therefore not able to troubleshoot or fix. We have been trying to get Needles to fix the interface with Outlook that resulted from one of there updates, and causes the slowing of email, for nine months now. We have only had this software for a year. As Needles has been unable to properly diagnose and resolve this problem, they are now ignoring us.
Costs have risen and the product has not improved
Vorteile:
Easy to use interface, ability to modify
Nachteile:
No progress in regard to upgrading the system. It has remained essentially unchanged for 15 years. Despite this, costs have increased, supplemental charges for things that were standard, and quarterly support payments yet I am still uncertain as to what is covered in "support" as any issue we have, we are directed to contact our IT company or are given an additional charge for assistance.
Antwort von Assembly Software
vor 5 Jahren
Alexander, we appreciate you taking time to review Needles. Needles 5.0 was released over a year ago and has been updated 6+ times with new features and improvements during the past 18 months. Needles Software Support is available to all customers with a current maintenance program and includes technical and "how-to" assistance for you or your IT Vendor. We would be happy to assist you with any questions or concerns you may have.
Transition from Needles to NEOS
Kommentare:
Transition from Needles to NEOS….
We were very comfortable with Needles because we used the software from 2013-2021. So, when we first transitioned to NEOS we had hesitation and obstacles to work through. There were many challenges at the beginning, however with the training and support we received from the NEOS team they made it much easier to transition. We were very reluctant and wanted to go back to Needles but never gave up. NEOS staff/support were there for every question I had, every problem I needed solved, etc. They were always so kind, and patient throughout the entire process and to this day! Now, at almost 1 year later I cannot even remember what Needles was like. NEOS offers so much more than Needles and we are so pleased we stuck with it!
Nikki Mayse, Paralegal
Shawn Taylor, PLLC
Vorteile:
I couldn't imagine NOT having NEOS now!
Nachteile:
Just the transition which change is always hard with anything.
Antwort von Assembly Software
vor 3 Jahren
Nikki - Thank you for your 5-star rating and 10 of 10 recommendation. We truly appreciate your feedback. Thank you for being a valued customer. - The Neos Team
After 1 year of use
Vorteile:
Easy to use, many features, overall solid case management program.
Nachteile:
Neos uses it's customers for beta testing when implementing new functions. Bugs and issues are not resolved prior to new features being put out causing other aspects of the program to fail. This is a reoccurring issue and affects the ability to use the program for it's intended purpose.
Antwort von Assembly Software
vor 3 Jahren
Amanda, thank you for your review. We are happy to hear that you feel that the program provides solid case management and is easy to use with many features. Please do not hesitate to contact our Customer Success Managers to talk about the issues you've experienced and allow us to provide any suggestions to our Product team. We appreciate your feedback on this and look forward to speaking with you.
Can't beat Needles Neos!
Kommentare: Solves everything from communicating with employees, to case management to statute of limitations management. I
Vorteile:
Just about EVERYTHING. I have been a customer of Needles since way back when when they were called "Pins and Needles." Neos takes the platform to an entirely new and better level that cannot be beat for case management software.
Nachteile:
I think the calendar can be improved. I have done some troubleshooting with Needles support, and we made a lot of progress, but I still think the calendar function could be better.
Antwort von Assembly Software
vor 3 Jahren
Thank you so much for this 5-star review. We really appreciate you being a customer and helping to share the word about us. We're here for you anytime.
Jaynie Loving Neos
Kommentare: The calendar can be misleading at times.
Vorteile:
Neos, PINS, Needles are all user friendly. Now with the cloud I simply love it even more! I use the calendar, documents, value, insurance, and note screens the most. Our Neo's Team is awesome everything we need at our fingers Thanks Team [SENSITIVE CONTENT] & [SENSITIVE CONTENT]for making it easy!
Nachteile:
Sometimes I do not get all my messages the same day.
Antwort von Assembly Software
vor 3 Jahren
Jaynie - Thank you for your 4-star rating and 10 of 10 recommendation. We truly appreciate your feedback around the calendar and have shared it with the product group. Thank you for being a valued customer. - The Neos Team
I would never recommend this company.
Kommentare: I would never work with this company again. My experience has been awful.
Vorteile:
We tried to upgrade from Needles to Neos and it was an overall terrible experience. Nothing took place as promised. A complete and utter waste of my firm's time.
Nachteile:
Terrible training. Non-existent follow up. Constant delays and excuses.
Antwort von Assembly Software
vor 3 Jahren
Susan - We strive for excellence but it sounds like we missed the mark here. Our migration process has been updated to get all clients live on Neos faster. Please contact support@needles.com and we will make sure to resolve any issues. - The Neos Team
Worth the switch!
Vorteile:
Cloud and access no matter where I am. We used Needles for years and decided to switch over to Needles Neos right before the pandemic. Without the cloud, we would not have been able to transition to work from home so easily.
Nachteile:
One thing that could be updated, is the customization of reports. We often have to call in to get a report customized, and it would be nice to do it ourselves.
Antwort von Assembly Software
vor 2 Jahren
Thank you for your 5-star, 10 of 10 recommenation. We appreciate your feedback! - The Neos Team
New Needles Neos User
Kommentare: Love it and would not want to go back to the Old Needles program. There are updates periodically showing that they are improving this software and are listening to our needs.
Vorteile:
Being familiar with the old Needles helped to ease into the transition of Neos. The transition was pretty easy due to the experienced Neos employees that assisted us with transition.
Nachteile:
I wish there were different colors for the type of case PreLit vs Lit and closed files. There are some minor changes I would make in the "add in" and the knowledge to create more merge field documents for the lay person.
Antwort von Assembly Software
vor 3 Jahren
Arthur - Thank you for your 10 out of 10 rating. We are glad to hear your transition was smooth and you love using Neos. We will share your suggestion around color coding with the product team. Thanks again for your feedback and for being a valued customer! - The Neos Team
Love the personalization options of Neos!
Kommentare: I love the ease of use of Neos! Also, the amount of items we can personalize to meet our needs is priceless! We also love the documents tab---it saves so much time being able to edit documents from within Neos and have it save into the program.
Vorteile:
Our office has really enjoyed 'getting to know' Neos. The multiple tutorials were exactly what we needed to familiarize ourselves with the new features prior to going live. Our entire team felt prepared to make the switch on our Live date. Everything went seamlessly and the support staff was WONDERFUL and answered all our questions timely. It was a smooth, easy transition.
Nachteile:
My only complaint is how big the screen is. In order to see all the features at once I ended up purchasing a larger screen. On a typical laptop screen you can only see a couple lines of the checklist or value tab which makes it difficult to view. However, this problem was fixed by using a larger screen.
Antwort von Assembly Software
vor 2 Jahren
Holly - Thank you for your 5-star rating and 10 of 10 recommendation. We love having you as a customer! - The Neos Team
Neos is a great office software
Kommentare: The transition to Neos has been good. The software can do so many things, I learn daily.
Vorteile:
Value feature, dealing w/ numbers and case expenses and doctor amounts is very sufficient and simple.
Nachteile:
The calculator in value, have not had much use for it.
Antwort von Assembly Software
vor 2 Jahren
Michelle - Thank you for your 4-star rating and honest feedback on Neos. We appreciate it! -The Neos Team
top notch customer support
Kommentare: great case management. Easy to keep up with several aspects of a case. Completely customizable.
Vorteile:
LOTS of features. Easy to run a lot of reports, you can call customer support and get anything and everything you need made for you.
Nachteile:
Can be confusing at times, a lot of features means a lot of weight to the software. Training is a must for daily use.
Antwort von Assembly Software
vor 7 Jahren
Thank you for your kind words, Christin!
Neos is Amazing
Vorteile:
I'm able to breeze through my case work for each client. Documents are at my finger tips and in one place. Billing and notes are easy to find and out into Needles.
Nachteile:
I have not come across anything I do not like.
Easy to Use but Lacking in Search
Vorteile:
It's easy to use and can be logged into from anywhere.
Nachteile:
The search feature is VERY lacking. In the desktop application, the search was able to filter and index more than just letters or characters. This needs to be addressed.
Antwort von Assembly Software
vor 3 Jahren
Kirsta, thank you for your comments and suggestions regarding Neos. We are building our program with the assistance of customers like you and your firm. Our Product Team will be adding new features to the Advanced Search soon.