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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

Best way to manage every aspect of your files
Kommentare: I couldn't imaging working without it. It makes my job a lot easier.
Vorteile:
Neos is very helpful to the attorney and staff. It helps us keep track of important dates and deadlines as well as stay up to date with the facts of the case. Thanks to many features, specifically the notes feature, we are able to efficiently communicate with our clients, providers, and counsel. I also like how smoothly it integrates with Microsoft Outlook.
Nachteile:
I am still trying to get used the changes that were recently made to the calendar.
The best tool for a solo practioner!
Kommentare: Excellent. Once we worked through a few bugs, everything is great!
Vorteile:
That I can create templates for almost all documents I use!
Nachteile:
I can't really think of anything at this time.
DON’T MAKE THE SAME MISTAKE WE DID
Kommentare: Terrible. Pitiful customer service and the product is terrible. Not only does it have unfixable glitches it is also not user friendly and it is difficult to navigate!
Vorteile:
None. Absolutely not a single one. Neos is terrible.
Nachteile:
DO NOT USE THIS COMPANY. Needles was great, but there is absolutely nothing good about Neos.
Antwort von Assembly Software
letzten Monat
Hi Gina, We are sorry that you are unhappy with Neos. Our Support team is always there to assist and your Customer Success Manager will be in touch shortly to discuss solutions with you.
Litigation Assistant
Kommentare: Overall, I really like Neos because it has helped me navigate the case better.
Vorteile:
Easy to navigate throughout the different tabs.
Nachteile:
Accessing PDF's and Videos along with Saving and editing PDF's
Neos is super easy to use
Kommentare: Overall I love it and I love how everyone can collab perfectly and do their jobs in each and every case and we can all see who did what with their notes and just go from there without having to be updated on any new thing with the cases
Vorteile:
How easy and quickly I can get to things like messages and my checklist for each case and client and how organized all the documents are when I'm trying to look for them.
Nachteile:
I don't think I've found anything I dislike, everything is pretty straightforward on Neos, maybe just the automatic font and positioning I have to play around with when I'm trying to create a letter on docs I find a little tedious.
In Betracht gezogene Alternativen:
Change is good
Kommentare: Overall. I believe that it has made our office more productive.
Vorteile:
Having the information that I need at my fingertips and being able to generate documents.
Nachteile:
The calendar and not being able to see it in color codes.
Neos is Superior to all other case management software
Kommentare: Compared to the other case software management I've used, Neos is far superior. One of my favorite features is that you can keep multiple clients' files open and can volley between them at the top of the screen.
Vorteile:
Neos is extremely user friendly and is the best when it comes to categorizing and organizing client documents! As a litigation paralegal, it's imperative that I keep everything organized as I have deadlines that are always looming! Neos has a fantastic case calendar which syncs with my email and outlook Calendar making it easy to manage deadlines all in one place! Another feature I like is the ability to toggle between different client files at the top of the screen. This feature is such a time saver!
Nachteile:
If there's one thing I would complain about, it's that sometimes Neos takes forever to load which I'm sure is due to multiple users being on at once.
Neos Makes Me Happy
Kommentare: Neos makes managing my cases easy. I think the company made the right choice by going with Neos.
Vorteile:
The integration of the other products we use in the office make it easier and faster to work on cases and knowing if I need help it is a click away.
Nachteile:
I can't say there are any major issues with Neos I know when updates come out sometimes things need to get worked up and I know I can count on that happening in a timely manner.
You won't regret Neos.
Kommentare: Neos has helped with staying organized and being able to manage and save all information I could possibly think of while managing my cases, client info, treatment, court deadlines, the list goes on...
Vorteile:
Easy to navigate and pretty self-explanatory. One of the best case management programs I have ever worked with.
Nachteile:
I honestly do not have anything negative to say about Neos.
Great for Management
Kommentare: Overall, it is a great management system for files.
Vorteile:
Neos is great for it combining calendar, notes, emails, and deadlines all in one place. Looking up my client and everything going on or due all together makes things easier to manage.
Nachteile:
It can be difficult to figure out how to initially set things up and while you can send notes in office, they do not pop up on your screen so you may miss something urgent if you don't check your notes constantly.
In Betracht gezogene Alternativen:
NEOS is everything we need!
Kommentare: We moved to Needles many years ago because we needed a much more robust plaintiffs personal injury case management software. NEOS does everything that Needles did and the service is excellent. We couldn’t ask for more.
Vorteile:
NEOS is cloud-based and it does everything Needles did, and Needles was the king of personal injury case management software. What’s not to like?!
Nachteile:
Haven’t utilized it’s intake program yet so I can’t comment on it.
Antwort von Assembly Software
vor 2 Jahren
James - Thank you for your 5-star, 10 of 10 recommendation. We appreciate your feedback and love having you as a 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.
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.
Review of Neos
Kommentare: We have used Neos for 4 years now and would recommend.
Vorteile:
Online access and I can get on from anywhere. I also like the layout.
Nachteile:
Many bugs. Everytime there is an update, we have issues persist for about a week.
Cloud Based File Management is the BEST!
Vorteile:
I like the ease of Neos. It is user friendly for those that have never used the software and are new to cloud based file management. Neos makes it easy to integrate everyday used apps, such as Microsoft Office, and create templates. I also like the ability to text our clients through our system. In 2024, it saves having to use solely email!
Nachteile:
The only qualm that I have with Neos, that they are already working on integrating I might add, is having the text messages that we receive from clients only come as notifications and not as emails.
Great service and constantly updating platform
Vorteile:
I have been extremely pleased with Neos software, but even more so with their customer support and constant technological updates to the software platform. They are constantly offering video tutorials, and various updates to help improve the user experience. We use this constantly. It is the backbone of our firm's case management. Highly recommend!
Nachteile:
Can be glitchy sometimes. Takes several days or weeks to fix sometimes.
Antwort von Assembly Software
letztes Jahr
Chris - Thank you for your 5-star, 9 out of 10 recommendation. We are so happy you are pleased with Neos and our customer support! Thank you for being a valued customer. - The Neos Team
A Neos user's review after five months...
Kommentare: I like the regular emails from Neos with updates, training opportunities, and communication from them. It was a very difficult transition from TrialWorks at first, but I think we all appreciate all the advantages Neos has.
Vorteile:
I love the ability to personalize Neos: the staff and default tasks, the checklists, the case dates, even the layout views for each person. However, the absolute best feature for me are the customizable reports and "living" Dashboards. I created several of those and am constantly referring to them to keep organized. I can't not mention the support crew. They are all so knowledgeable, helpful, and friendly.
Nachteile:
The Neos calendar. When scheduling a calendar item from Neos, the case name does not show up on the calendar; you have to manually type in the case name in the subject line.
Neos review from a law firm
Kommentare: Overall, NEOS is great and makes life just a bit easier for our law firm.
Vorteile:
Our company is loving the new AI Feature on NEOS
Nachteile:
When trying to save something, if the required fields aren't filled out it wont save. Instead of saying why it wont save you must figure it out
Happy Assistant!
Kommentare: Overall, I have been very pleased with our move to Neos. I felt it was easy to transition over to, did not take long to become comfortable navigating around it and I still learn new features every week.
Vorteile:
The transition to Neos has been great. The case calendar is my go-to tab. I like the ease of being able to access all the information that I need on one platform as opposed to going back and forth between programs to get the information that I need on a case.
Nachteile:
Transferring documents out of Neos. Its an extra step of having to download files before attaching to email or uploading them as opposed to being able to just drag them over.
Great Experience
Kommentare: Overall Neos has made my job easier. The features have made it easier to communicate with clients. I enjoy being able to drop documents right into all of my clients' files.
Vorteile:
The changes to Neos have made me job easier.
Nachteile:
You have to relearn Neos because certain features can be removed or replace.
NEOS Easy Flow
Kommentare: I enjoy the easy flow of tabs; the way they are placed also the simple questions it reminds me of all the information I need to ask.
Vorteile:
The easy flow from one section to another, I like that he does not feel overwhelming it does not have a lot of information on one page. Also easy to edit information.
Nachteile:
When I get an error message it will not let me save until I fix the issue but it will not tell me what the issue that I need to fix is so I can save it.
Case management made easy
Kommentare: Great! It occasionally crashes and has difficulty syncing with SharePoint but that is easily resolved with a patch.
Vorteile:
Easy to keep track files and the progress of cases.
Nachteile:
Editing takes a while to sync (Ex. Renaming files)
User Friendly Interface
Vorteile:
I like the document management, and the ease of collaborating between firms. I enjoy the Office365 integration.
Nachteile:
I wish there was a better dashboard system. The checklist is easily overwhelming.

In Betracht gezogene Alternativen:
Keep cases moving forward
Vorteile:
The checklist and document creation features are set up to handle a practice such as ours where we get a lot of potential client calls. Document creation is smooth once it is set up. The intakes work well and the dynamic fields in the intakes keep improving. The ability to SMS from Neos is a real plus, but I was not satisfied with having to subscribe to Ring Central to fully use SMS.
Nachteile:
Neos is best used for non-litigated case files. It does not have a case calendaring system for any jurisdiction's rules. It schedules items on the weekends when we are closed and I must go back to check for any items set for the weekend to move them to a work day.
Antwort von Assembly Software
vor 2 Jahren
Frank, Thank you for your 5-star, 10 of 10 review. We love having you as a customer! - The Neos Team
Neos Review
Kommentare: The checklist is the best way to do business. Our checklists are very specific and tasks are coded by job title so nothing ever falls through the cracks. The feedback from across the board on our team has been positive.
Vorteile:
Neos is very easy to use and has a quick learning curve. The system is very intuitive. Our team loves the checklist system because nothing falls through the cracks that way. The Value Tab is great for managing the financial side of the case and the notes system makes it easy to organize data and review files. The outlook integrations are seamless and make posting emails to files very easy.
Nachteile:
We moved from a server based document system to a cloud based system. That comes with challenges that are not unique to Neos. Neos has done a great job in that regard but it has been an adjustment for our team.
Antwort von Assembly Software
vor 3 Jahren
Brian - 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