NeosProfile Image

Neos

Last Updated: November 30th, 2023

Overview
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Neos Overview

Description

Assembly provides legal practice management solutions trusted by 2,500+ top law firms to optimize workflows and maximize the bottom line. Combining legal know-how with next-gen innovation, our cloud-based solution Neos puts more tools in your hands: a live activity feed, real-time dashboards, automated reports, native intake, world-class support, and more. Save time and improve efficiency by leveraging rich document management features such as document merging and file collaboration. Access templates for dozens of case types and customizable case libraries. Additionally, use Intake Pro to automatically process incoming leads from call-ins or web sources and send notifications to clients; generate and send a retainer, referral, or rejection letter with the click of a button; generate reports that track marketing campaigns and provide insight into ROI and pipeline activities; even keep leads warm with automated emails and SMS messages.

Product Snapshot

Parent Company
Assembly Software
Year Founded
2019

Features

Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)

Case Management
Calendaring
Docketing
Document Automation
Document Management
Client Intake
Forms Library
Billing
Workflow Automation
Conditional Workflows
Reminders and Notifications
Templates
Show more

Learning Resources

Videos

Neos Sales Demo

Screenshots

Access full case details-at-a-glance with Activity Feed
Access full case details-at-a-glance with Activity Feed
Gain real-time visibility into firm and case performance with dashboard and subscriptions
Gain real-time visibility into firm and case performance with dashboard and subscriptions
Leverage rich document assembly and document management capabilities
Leverage rich document assembly and document management capabilities

Product Snapshot

Parent Company
Assembly Software
Year Founded
2019

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