Neos Reviews & Pricing

by Assembly Software | 1985, Coral Gables, FL

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Overview Pricing Benefits Reviews Features

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What is Neos?

Industry Specialties: Serves all but the following specialties: Immigration and Naturalization Law, International Law, Jury Consulting Services, Paralegal Services, Trial Consulting Services

Neos is a cloud-based case management solution that helps organize case details, streamline client journeys, track billable hours and simplify document management. It offers embedded AI automation to reduce manual tasks and extensive customizations for dashboard reports, intake questionnaires and more.

The built-in messenger helps streamline team communication and offers tagging tools to ensure important updates reach relevant parties. Clients get unique portals to submit case details, store documents and interact with attorneys. The system automatically tracks time spent on a matter and generates accurate invoices.

Managers can use native analytics to compare historical data and get insights to boost staff performance and efficiency. Automatically generate timely reports using customizable templates and custom rules. It also offers integration with popular third-party solutions like Zapier, YoCierge, CasePulse and DocuSign.

Pros	Cons
Cloud-based, accessible Intuitive user experience Robust case management Enhanced productivity and efficiency Efficient customer service	Occasional technical issues Complicated migration and onboarding

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User Sentiment

Based on 179 reviews:

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Neos Pricing

Based on our most recent analysis, Neos pricing starts at $99 (Per User, Monthly).

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Starting From: $99
Pricing Model: Per User, Monthly
Free Trial: No

Neos Benefits and Insights

Why use Neos?

Key differentiators & advantages of Neos

Stay Organized: Store case files, notes and communication in one secure location using centralized document storage and organization tools. Quickly access specific information with customizable workspaces, tags and custom fields.
Enhance Productivity: Access spreadsheets, documents and other files from a centralized dashboard with Microsoft Office 365 integration. Ensure a cohesive team environment by creating employee accounts, defining roles and setting access permissions.
Configure To Meet Needs: Create customizable intake forms, dashboards and case layouts. Integrate with third-party solutions like DocuSign, QuickBooks, Lexitas and LawPay for eSigning, payment processing, accounting, medical record retrieval, payment processing and other features.
Simplify Recurring Tasks: Automate repetitive tasks like time tracking, billing and email communication. Standardize processes and generate legal documents quickly using customizable templates.
Streamline Workflows: Create customized processes for different case types or team functions with visual workflow builders.
Improve Collaboration: Keep everyone informed and on the same page using in-app messaging, task assignments and real-time case updates.
Optimize Intake Processes: Streamline client intakes through dynamic online forms, duplicate checks and automated client information capture.

Industry Expertise

Serves all legal specialties except immigration and naturalization law, international law, jury consulting services, paralegal services and trial consulting services.

Neos Reviews

Average customer reviews & user sentiment summary for Neos:

179 reviews

87%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Neos reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Ease of Use: The platform offers an intuitive interface, particularly for document management and case organization.
Cloud-Based Accessibility: Users appreciate Neos’s accessibility from anywhere with an internet connection.
Case Management: It provides all the necessary features for organizing and managing case details.
Efficiency and Productivity: Users report increased efficiency in managing cases, tracking intakes and standardizing workflows.
Customer Service: The Neos team provides prompt and helpful customer support.

Cons

Technical Issues: Users reported occasional technical issues, such as system slowdowns, glitches and bugs.
Migration & Onboarding: Some users experienced difficulties when migrating from their previous software to Neos, particularly with data transfer and integration.

Researcher's Summary:

Neos is a comprehensive online solution that enables legal professionals to streamline operations and enhance client service delivery. With features like optical character recognition, automated time tracking, client portals and customizable workflows, it helps centralize and simplify every task from intake to billing.

The embedded NeosAI can summarize documents, generate docs based on existing case data, and extract information from documents and insert it into relevant fields. This saves time on manual admin tasks and standardizes document output. While users praise its ease of use and efficient case management capabilities, some have faced occasional technical issues and challenges during migration and onboarding.

Nevertheless, Neos has a record of providing prompt customer support and improving its user interface and experience over time.

The platform’s pricing is more expensive than its competitors like Smokeball and Clio, both of which offer starter plans at $39 monthly. This makes Neos slightly out of the range for budding practitioners.

However, it’s a robust platform for established lawyers and large firms looking to manage large volumes of cases, documents and clients. All of its plans include customizable case types, process automation and smart document processing that help elevate productivity and client satisfaction levels.

Key Features

Client Intake: Design questionnaires and use custom fields to record client information quickly. The system automatically categorizes matters based on user-defined case types.
Case Management: Easily organize files according to business needs. Create multiple case types and define automation to adjust processes based on case type. Get a centralized view of ongoing cases and their progress. Seamlessly interact with clients via a portal, SMS or Outlook email.
E-Payment: Connect the platform with LawPay to receive payments without leaving the interface.
Billing and Invoicing: Automatically track time spent on each case and generate accurate invoices to maximize billable hours. Connect the platform with QuickBooks to manage company accounts and maintain client ledgers.
NeosAI: Let the embedded AI auto-generate relevant documents without mistakes. Auto-process images, identify relevant fields and auto-fill information. Also, summarize documents of any size for easy information comprehension.
Document Management: Access a customizable template library to generate documents in bulk and insert Bates stamps seamlessly.
Superlative Search: Add tags and custom fields to documents and quickly locate relevant information using the universal search tool.
Reporting and Analytics: Build custom dashboards and automate report generation to track business-specific metrics. Analyze historical data to visualize the performances and efficiencies of groups and individuals.
Communication: The built-in messenger can send personalized messages as well as team notices. Clients get unique portals to submit documents and interact with attorneys. The tagging feature helps draw the attention of concerned parties to relevant events and updates.
Medical Records: Connect with Lexitas, ChartSquad and YoCierge to store and retrieve HIPAA-compliant medical records without leaving Neos, and seamlessly store them in case files.

Approach to Common Challenges

Managing Document Overload: Centralized storage, organization tools, customizable workspaces and robust search functionalities help simplify document management. It enables legal professionals to navigate through extensive document repositories efficiently.
Ensuring Compliance and Security: Ensure data security and regulatory compliance in legal operations. Gain customizable access permissions, secure document storage and integration with third-party solutions like Lexitas for HIPAA-compliant medical records management.
Streamlining Client Intake Processes: Facilitate client intake through dynamic online forms, automated client information capture and duplicate checks. This streamlines the intake process and ensures accurate and efficient data collection from clients.
Enhancing Team Collaboration and Communication: Foster seamless collaboration among team members and facilitate effective client communication. Gain transparency and accountability with in-app messaging, task assignments, real-time case updates and client portals.

Cost of Ownership

Frequently asked questions regarding Neos pricing include:

Q: What are the different pricing tiers, and what features do they include?

A: Neos has three pricing tiers as follows:

Neos Essential: Charges $99 monthly per user when billed annually. Offers client intake, document handling, customizable case types and workflows, reporting, communication, and eSignature integration.
Neos Premium: Charges $129 monthly per user when billed annually. Includes everything from Neos Essential along with optical character recognition, Bates stamps and PDF editing.
Neos Pro: Charges $149 monthly per user when billed annually. Includes everything from Neos Premium and provides dynamic intake processes, workflow automation, revenue tracking and marketing campaigns.

Q: What factors influence the cost of Neos?

A: Neos’s pricing is primarily based on the number of users and features. The pricing tiers vary based on included features, ranging from client intake and document handling to advanced tools like workflow automation and revenue tracking.

Q: Are there any hidden fees associated with Neos?

A: Here are some additional costs to consider:

Implementation and Training: Neos offers training credits to access their programs. Users must pay to buy credits after exhausting the ones provided upon signing up.
Integrations: Connecting Assembly Neos with other software, like email or accounting software, may require additional fees or third-party integrations, adding to the overall cost.
Data Migration: Migrating existing data from the current system to Assembly Neos might involve additional costs depending on data complexity and volume.

Limitations

At the time of this review, these are the limitations according to user feedback:

Lacks case calendaring tools.
Complicated data migration process.

Training Resources

Paid online training programs include:

Administrative: Learn how to streamline workflows and automate administrative tasks. The duration is two hours, and it charges a one-time $600 fee.
General User: Gain proficiency in navigating the platform’s interface and using each feature. Costs $600 for a two-hour training program.
Neos Pro Advanced: Acquire skills to design custom questionnaires and optimize client intake processes. Charges $300 for a one-hour session.
Document Coding Advanced: Develop expertise in generating documents using customizable templates and AI-powered automation. Costs $300 for an hour-long program.
QuickBooks Advanced: Training on how to integrate the platform with QuickBooks, transfer billing and invoice data, and maintain accurate accounting books. Charges $300 for a one-hour training session.
Custom Programs: Users can choose the topic of their choice. Charges $300 for a one-hour training program.

Suite Support

Email: [email protected].

Phone: (410) 999-8220, Monday – Friday, 8:30 AM – 5:30 PM EST.

Training: In addition to the training programs listed above, Neos offers a comprehensive on-demand learning center with how-to videos, a Neos certification program, and consistent product updates.

FAQ

Frequently asked questions regarding Neos include:

Q: Is it easy to use Neos?

A: According to user reviews, Neos has an intuitive interface. However, some users experienced a learning curve due to the extensive range of features available. You can access their training programs to get the most out of the system.

Q: Does Neos have a mobile app?

A: Neos doesn’t have a dedicated mobile app. However, it’s a cloud-based and mobile-optimized platform accessible from any mobile browser.

Q: Does Neos connect with other legal solutions I use?

A: Yes, Neos can integrate with various third-party legal solutions such as Zapier, QuickBooks, Lexitas and LawPay. It helps create a well-rounded tech stack for businesses.