---
title: "Neos Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is Neos the right Legal Case Management solution for you? Explore 204 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/58931/neos/reviews/"
page_type: "reviews"
language: "en"
---

Neos

4.3 (204)

[View alternatives](https://www.capterra.com/p/58931/neos/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated August 20th, 2026

# Reviews of Neos

Ease of use

4.3

Customer Service

4.4

## Pros and Cons in Reviews

KC

Kim C

Office ManagerLaw Practice, 11 - 50 employeesUsed the software for: 6-12 months.

“The ability to create tailored processes, automate repetitive tasks, generate documents efficiently, and track case progress in a centralized system has significantly improved our firm's productivity.“

June 16, 2026

RS

Rose S

Office Administrator ParalegalLegal Services, 11 - 50 employeesUsed the software for: More than 2 years.

“I.e. when tagging an email, there is no ability to go directly to the file...“

May 26, 2026

RS

Rose S

Office Administrator ParalegalLegal Services, 11 - 50 employeesUsed the software for: More than 2 years.

“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! “

May 26, 2026

HS

Hannah S

Litigation Medical and Billing SpecialistLaw Practice, 11 - 50 employeesUsed the software for: 1-2 years.

“The reason I don't like that is because Neos does not take up enough of the screen when it's on a browser. “

June 2, 2026

KC

Kim C

Office ManagerLaw Practice, 11 - 50 employeesUsed the software for: 6-12 months.

“One of the standout features is the ability to customize workflows and processes to fit the unique needs of our firm.“

June 16, 2026

QY

Queenie Y

ParalegalLaw Practice, 51 - 200 employeesUsed the software for: 6-12 months.

“The thing I like least about NEOS is when I click messages I don't see my messages. When I text on NEOS, I would expect it to be in messages, but when I open it up it is not there.“

December 16, 2025

KC

Kim C

Office ManagerLaw Practice, 11 - 50 employeesUsed the software for: 6-12 months.

“For firms seeking a comprehensive case management solution that increases efficiency, promotes collaboration, and supports long-term growth, Neos Assembly is an outstanding choice.“

June 16, 2026

HS

Hannah S

Litigation Medical and Billing SpecialistLaw Practice, 11 - 50 employeesUsed the software for: 1-2 years.

“Also, I don't like that the system needs to be on a browser to function properly. “

June 2, 2026

## Showing most helpful reviews

Showing 1-25 of 204 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Anna W.  
Paralegal  
Law Practice  
Used the software for: 1-2 years

### "NEOS is THE BEST!"

December 14, 2023

5.0

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.

Pros

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.

Cons

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.

Review Source

Response from Assembly Software

January 2, 2024

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

MR

Monica R.  
Legal Assistant  
Law Practice  
Used the software for: 1-2 years

### "Neos, the best product in the market. "

April 4, 2025

5.0

It has been a great experience; it is very efficient and easy to work with.

Pros

That helps me to do my work in a very efficient way and effortless. It is great.

Cons

That sometimes when I need to add a case contact, I have to add it, then sign out and then sign in again so I can see it on the list.

Switched from

[TrialWorks](https://www.capterra.com/p/2599/TrialWorks/)

TrialWorks had way too many issues with our company to the point that customer service told us that we either switch to Neos or they had to get another server in order to serve our company.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Monica, for your five-star review and for calling Neos the best product on the market! We're thrilled that our legal case management software helps you do your work efficiently and effortlessly, and that your overall experience has been great and easy. Thank you for flagging the issue where a newly added case contact only appears in the list after signing out and back in. That's a helpful, specific detail, and we'll share it with our product team to investigate. Our support team is also happy to help in the meantime. We truly appreciate you choosing Neos and your kind words!

GC

Gina C.  
Business Manager  
Legal Services  
Used the software for: 6-12 months

### "DON’T MAKE THE SAME MISTAKE WE DID"

January 3, 2025

1.0

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!

Pros

None. Absolutely not a single one. Neos is terrible.

Cons

DO NOT USE THIS COMPANY. Needles was great, but there is absolutely nothing good about Neos.

Review Source

Response from Assembly Software

January 6, 2025

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.

RS

Rose S.  
Office Administrator Paralegal  
Legal Services  
Used the software for: 2+ years

### "Why are you NOT using NEOS?!"

May 26, 2026

5.0

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!)

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...

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Rose, for such an enthusiastic five-star review of Neos! We love that your office is "Nuts for NEOS" and that our legal case management software has become the heart of your practice. It's wonderful to hear that Neos keeps your files, calendaring, and documents right at your fingertips, integrates smoothly with Outlook and other programs, and saves your team so much time. We're also glad you value our responsive customer support, Neos University training resources, and the added security of two-factor authentication. Thank you for being a loyal Neos user for more than two years and for recommending Neos to every law firm!

AZ

Amanda Z.  
Legal Assistant  
Law Practice  
Used the software for: 2+ years

### "Nothing but love for Neos!"

December 20, 2024

5.0

I have been using Neos daily for over 3 years. I use it throughout the entire workday to help manage and organize legal cases.

Pros

NEOS has optimized my job's efficiency. Neos's ease of use and customable features allow my workday to run smoothly and without a hitch!

Cons

I can't think of any complaints. My workday is 100% smooth because of this software.

Switched from

[Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/)

We needed an updated legal software management system.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Amanda, for the wonderful five-star review and for all the love for Neos! It's fantastic to hear that after more than three years of daily use, our legal case management software has optimized your efficiency and keeps your workday running 100% smoothly. Ease of use and customizable features that help you manage and organize legal cases all day are exactly what we aim to deliver for legal assistants like you. Loyal, enthusiastic users like you truly make our day. Thank you for trusting Neos every day, and please reach out anytime we can help you get even more from it!

TS

TED S.  
CFO  
Law Practice  
Used the software for: 2+ years

### "NEOS reporting ease"

December 27, 2024

5.0

This has streamlined our disbursement of cases and enabled us to provide clear and concise settlement memos to our clients.

Pros

The flexibility of the reporting. The software makes it easy to track case expenses, also.

Cons

Some of the hard coded options are frustrating

Switched from

[Claris FileMaker](https://www.capterra.com/p/162784/FileMaker/)

Software was not supported any longer when we changed.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Ted, for your five-star review of Neos! As a CFO, your perspective on reporting means a lot, so we're thrilled that our legal case management software's flexible reporting and easy case-expense tracking work so well for you. It's especially rewarding to hear Neos has streamlined case disbursements and helped your firm deliver clear, concise settlement memos to clients. Thank you for the honest feedback about some of the hard-coded options feeling frustrating. Greater configurability is important, so we'll share your input with our product team. We appreciate you trusting Neos for more than two years!

JZ

Janell Z.  
Senior Litigation Paralegal  
Law Practice  
Used the software for: 1-2 years

### "Honest Review"

December 18, 2024

4.0

Overall, it has been a good experience. When issues are brought up, they seem to be addressed.

Pros

I like the ability to add additional information from the tabs such as attaching expert CVs in the expert tab.

Cons

I don't like that you aren't able to update multiple checklist items at a time, you have to go one by one. It is time consuming.

Switched from

[Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/)

We had used Needles for years and it was becoming very outdated. Since switching over to NEOS I have been able to include a lot more information on my cases.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Janell, for your honest five-star review of Neos! We're glad our legal case management software gives you flexibility to enrich your files, like attaching expert CVs right in the expert tab, and that when you raise issues, they get addressed. That responsiveness is important to us. Thank you for the great suggestion about being able to update multiple checklist items at once instead of one by one. A bulk-update option would clearly save your litigation team time, so we'll share it with our product team. We appreciate you choosing Neos and taking the time to give thoughtful feedback!

BS

Brenda S.  
Case Managere  
Legal Services  
Used the software for: 2+ years

### "Neos - Enhancing Productivity and Organization"

December 16, 2024

5.0

My overall experience with Neos is excellent. The software offers several user friendly features,delivers reliable performance, and provides outstanding customer service. Its ability to maintain organized files significantly enhances productivity in our field.

Pros

Neos ability to efficiently generate documents and seamlessly maintain clients files is one of the most valuable feature of the software. The simplicity of generating documents enhances productivity and improves client service.

Cons

Generating reports in Neos can be quite complicated. Simplifying this process would enhance the performance of the software.

Switched from

[Clio](https://www.capterra.com/p/105428/Clio/)

We required a software that would be more efficient and user friendly.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Brenda, for your excellent five-star review of Neos! We're delighted that our legal case management software enhances your productivity and organization, and that efficient document generation and seamless client file maintenance are among the most valuable features for your work. It's also great to hear you value the reliable performance and outstanding customer service. Thank you for the honest feedback that generating reports can be complicated. Simplifying the reporting process is exactly the kind of improvement we want to make, so we'll share your input with our product team, and our support team can help you build reports in the meantime. We appreciate you!

JA

Jhovanny A.  
Receptionist- New Client Liason  
Law Practice  
Used the software for: 1-2 years

### "The fruit of Neos "

December 16, 2025

5.0

My overall experience has been genuinely pleasant and fruitful. I am very happy with NEOS and am proud of its integration in our firm.

Pros

What I like the most about NEOS is by far its ease for access. The accessibility of the application is unpresented. Its intake, tabs, documents, financial and and even calendar options all contribute to creating daily functions as efficient as possible. Furthermore, as a first time user of these applications; I was able to quickly learn and master due to the ease of function and quality of life.

Cons

What I most dislike is its recent lag and slower loading times. This may be due to the recent large updates. These lags don't make it inaccessible but is a noticeable difference from older models.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Jhovanny, for your five-star review of Neos! We're thrilled that our legal case management software is so easy to access and that its intake, tabs, documents, financial, and calendar tools make your daily work as a New Client Liaison efficient, especially as a first-time user who was able to learn and master it quickly. Thank you for flagging the recent lag and slower loading times. You're right that our latest updates added a lot, and performance matters. Our team is continually optimizing Neos, and our support team can check your setup for quick improvements. We're proud to be part of your firm, and thank you for choosing Neos!

JC

Joseph C.  
Markreting Director  
Law Practice  
Used the software for: 2+ years

### "Great Operational Tool"

December 16, 2025

5.0

Overall, Neos has been a solid platform for running the operational side of the firm. It brings structure, organization, and consistency to case management, which helps teams work more efficiently and deliver a better client experience. That said, while the core system is strong, delays around integrations and communication have been frustrating and have limited our ability to fully leverage the platform from a reporting and growth standpoint. With better responsiveness, Neos could be significantly more impactful.

Pros

Neos does a good job of keeping everything centralized and organized, which makes day-to-day operations smoother across the firm. It helps our teams stay aligned, keeps cases moving, and provides consistent data we can rely on. From my side, having one system that supports case flow, reporting, and visibility across departments is a big plus.

Cons

The biggest downside has been around integrations and responsiveness. Despite submitting a simple request for read-only API access, we haven’t received any response for weeks. This has limited our ability to implement offline conversion tracking and build reporting dashboards leadership is actively asking for. When Neos positions itself as having an open API and being collaborative with client teams, the lack of follow-up here has been frustrating and disruptive.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Joseph, for your five-star review of Neos! We're glad our legal case management software keeps your firm's operations centralized and organized, keeps cases moving, and gives you reliable data and cross-department visibility for case flow and reporting. We also want to sincerely address your feedback on API access. It's not the experience we want, and you're right to expect timely follow-up on your read-only API request so you can build the offline conversion tracking and leadership dashboards you need. We're escalating this so our integrations team follows up with you directly. Thank you for your partnership and for helping us do better.

SJ

Stormi J.  
Senior Paralegal  
Legal Services  
Used the software for: 6-12 months

### "Thank you Neos and Capterra"

December 23, 2024

5.0

It did not take long to get used to. I like that you can log in anywhere.

Pros

Easy to navigate. Makes looking up clients simple.

Cons

Sometimes internet is slow which can be annoying.

Switched from

[Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/)

Needles quit making updates since it was outdated.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Stormi, for your five-star review of Neos! We're so glad our legal case management software is easy to navigate and makes looking up clients simple, and that you got up to speed quickly. It's also great that the cloud-based design lets you log in from anywhere. We understand a slow internet connection can occasionally make things feel sluggish. If you ever notice performance issues within Neos itself, our support team is happy to help optimize your setup. Thank you for choosing Neos to support your work as a Senior Paralegal, and we appreciate the kind words!

bE

brittany E.  
Negotiator  
Law Practice  
Used the software for: 2+ years

### "great for case management"

December 16, 2024

5.0

Pros

it helps with cases management and allows us to collaborate within the firm

Cons

it goes down a lot and the dashboard is not helpful/user friendly

Switched from

[Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/)

needles did not provide anymore supports since neos was developed

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Brittany, for your five-star review of Neos! We're glad our legal case management software supports your case management and makes it easy to collaborate across your firm. Thank you for the candid feedback about downtime and about the dashboard not feeling helpful or user friendly. Reliability and an intuitive dashboard are important to us, so we'll share your comments with our engineering and product teams. Our support team can also help you customize your dashboard so it surfaces the information most useful to your work as a Negotiator. We appreciate you trusting Neos for more than two years and want to make your experience even better!

RJ

Rhonda J.  
Attorney and Owner  
Law Practice  
Used the software for: 1-2 years

### "The best tool for a solo practioner!"

December 16, 2024

5.0

Excellent. Once we worked through a few bugs, everything is great!

Pros

That I can create templates for almost all documents I use!

Cons

I can't really think of anything at this time.

Switched from

[Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/)

I wanted something cloud based that I could use anywhere.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Rhonda, for your five-star review and for calling Neos the best tool for a solo practitioner! As an attorney and firm owner, your time is precious, so we're thrilled that our legal case management software lets you create templates for almost all of your documents and streamline your work. We're also glad that once you worked through a few early bugs, your experience has been excellent. That's exactly what we want for solo practices. Thank you for trusting Neos to power your firm, and please reach out anytime our support team can help you get even more value from the platform!

IS

Inezmarie S.  
Attorney  
Law Practice  
Used the software for: Less than 6 months

### "Transitioning from Needles to Neos"

December 17, 2024

5.0

It has been a great transition from Needles to Neos. Although there are some minor things I miss, this is a much better product, and will help our firm manage our cases more successfully.

Pros

I like that it syncs with my Outlook calendar and that I can access it from everywhere. It's also very intuitive to use.

Cons

I don't like that it doesn't make any sounds to tell you that you have a new message. I don't like the little notification bell at the top.

Switched from

[Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/)

In order to have a product we can access from anywhere

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Inezmarie, for your five-star review of Neos! We're delighted your transition from Needles to Neos has been a great one and that our legal case management software will help your firm manage cases more successfully. It's wonderful to hear you find Neos intuitive, that it syncs with your Outlook calendar, and that you can access it from anywhere. Thank you for the specific feedback about message notifications, including wanting an audible alert for new messages and a more noticeable option than the small notification bell. We'll share this with our product team. We appreciate you choosing Neos to support your practice!

LC

Leilani C.  
Receptionist  
Legal Services  
Used the software for: Less than 6 months

### "Receptionist"

December 16, 2025

5.0

I LOVE Neos! I'm usually the person that they go to when I have to open a case and this has made my life so much easier!

Pros

I like that Neos is super user-friendly! It's clean and very organized. I can easily find whatever I need like documents, reports, or all the clients we have. It's definitely worth the money and I also like how everything is safe when it comes to security. One benefit that also sticks out to me is the customer support tab and how helpful and easy it is to manage through!

Cons

Honestly, I don't think that there is anything that I like "the least" about Neos. As I said before, Neos is organized and easy to use. I feel like working through Neos and all the tabs are very self explanatory.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Leilani, for your glowing five-star review of Neos! We're so happy to hear you LOVE using our legal case management software and that it has made opening cases and your day-to-day work as a receptionist so much easier. It's wonderful that you find Neos user-friendly, clean, and organized, with documents, reports, and client information easy to locate, plus strong security and a helpful customer support tab. Comments like yours mean a lot to our team. Thank you for being such a Neos fan, and please reach out anytime we can help you get even more from the platform!

SM

Shae M.  
Case Manager Assistant  
Legal Services  
Used the software for: Less than 6 months

### "Legal Management"

December 17, 2025

5.0

Pros

The case management organization and ability to connect with peers. It allows our firm to descriptively connect, edit and update case files.

Cons

Search engine could be more productive in case information. For an example to be able to search by clients description that is enlisted on the incident information.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Shae, for your five-star review of Neos! We're thrilled that our legal case management software helps your firm stay organized and lets your team connect, edit, and update case files collaboratively with peers. Thank you also for the thoughtful suggestion about search, including the ability to search by a client's description within incident information. Feedback like yours directly shapes how we improve Neos, so we'll pass it along to our product team. In the meantime, our support team is happy to share tips for getting the most out of Neos's search tools. We appreciate you choosing Neos for your legal services work!

LT

Leslie T.  
Client specialist  
Law Practice  
Used the software for: 6-12 months

### "A great and organized way for work"

April 8, 2025

5.0

It has been a truly great experience. It allows me to stay on top of my work and keep track of what others are doing as well.

Pros

It was very organized and neat. Allowed me to stay on top of my work.

Cons

I don't think I have any dislikes. It truly has been the best thing for helping me keep up with my work.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Leslie, for your five-star review of Neos! We're so happy to hear our legal case management software has been the best thing for helping you stay on top of your work as a Client Specialist. Keeping everything organized and neat, while also letting you track what your teammates are doing, is exactly what Neos is designed to do. It's wonderful that your experience has been truly great with no dislikes. Thank you for choosing Neos to keep your work organized, and please reach out anytime we can help you get even more from the platform!

CK

Callie K.  
Paralegal  
Legal Services  
Used the software for: 1-2 years

### "Solid platform with lots of features"

April 4, 2025

4.0

Very quick responses from customer service but not always able to get the problems solved.

Pros

Ability to email and text clients directly from the case. Ability to create and fill documents with client info.

Cons

After each update, there seems to be multiple glitches or changes that require changing some processes.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Callie, for your five-star review of Neos! We're glad our legal case management software gives you handy features like emailing and texting clients directly from the case and creating and auto-filling documents with client information. It's also good to hear our customer service responds quickly. Thank you for the honest feedback about glitches and process changes after updates, and about issues that aren't always fully resolved. Update stability and thorough problem-solving matter to us, and we'll share your comments with our engineering and support leadership so we can do better. We appreciate you choosing Neos!

CL

Caroline L.  
Case Manager  
Law Practice  
Used the software for: Less than 6 months

### "Great Daily Tool with Templates Tweaks Needed"

April 15, 2025

4.0

It's been super useful for my day to day work. I use the Advanced Search a lot to keep track of our cases. The integration with Outlook helps too.

Pros

I love the Layout Manager! It really gives me the power to have everything that is important to me available and standardized.

Cons

I wanted to love the Templates but depending on the document, it's more work than creating one without it. I'm specially talking about the fillable fields in PDF which just results in a formatting mess!

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Caroline, for your five-star review of Neos! We're delighted our legal case management software is such a useful daily tool for you as a Case Manager. It's great that you love the Layout Manager for keeping everything important standardized and at hand, and that Advanced Search and the Outlook integration help you track cases efficiently. Thank you for the specific, helpful feedback on Templates, especially the formatting issues with fillable PDF fields. That's exactly the kind of detail our product team needs, so we'll pass it along. Our support team can also share tips to make document templates smoother. We appreciate you choosing Neos!

KD

Kelly D.  
Litigation Paralegal  
Law Practice  
Used the software for: Less than 6 months

### "Neos is Superior to all other case management software "

December 16, 2024

5.0

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.

Pros

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!

Cons

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.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Kelly, for the incredible five-star review and for calling Neos superior to other case management software! We're thrilled that our legal case management software is so user friendly and excels at categorizing and organizing client documents, which is essential when deadlines are always looming. It's great that the case calendar synced with your email and Outlook helps you manage deadlines in one place, and that toggling between client files at the top of the screen saves you real time. Thank you for the honest note about occasional slow loading during peak usage. Performance matters to us, and we'll share it with our engineering team. We appreciate you choosing Neos!

FR

Franchesca R.  
Case manager  
Law Practice  
Used the software for: 2+ years

### "NEOS is the program to go "

December 19, 2024

5.0

NEOS is amazing, i have been using NEEDLES/NEOS for years now and it makes my daily life so much easier and better

Pros

What i like the most about NEOS is the checklist, i love not having the checklist to remind me everything i need to do on a daily basis

Cons

The calendar: adding a calendar from case event, does not allow you to see the clients name on the regular calendar. It makes me feel this is double the work

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Franchesca, for your five-star review and for calling Neos "the program to go"! It means a lot that after years with Needles and Neos, our legal case management software makes your daily life as a Case Manager easier and better. We're so glad the checklists help you stay on top of everything you need to do each day. Thank you for the detailed feedback on the calendar, especially that a case event added to the calendar doesn't show the client's name on the regular calendar, which creates extra work. That's valuable input we'll pass to our product team, and our support team can suggest a workaround in the meantime. We appreciate you, Franchesca!

DM

Daniela M.  
Paralegal  
Legal Services  
Used the software for: 1-2 years

### "Neos in pi office"

December 18, 2024

4.0

I had an a good experience with no issues at all.

Pros

Everyone in the office has access to it. There are many features such as case notes, insurance information, document uploads, etc.

Cons

I do not like the notes part, I wish it just had a save button to make sure they are saved.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Daniela, for your five-star review of Neos! We're glad our legal case management software works so well for your personal injury office, giving everyone shared access to features like case notes, insurance information, and document uploads. It's wonderful that your experience has been a good one with no issues. Thank you for the thoughtful suggestion about adding a clear save button to the notes section for extra peace of mind that everything is saved. That's exactly the kind of detail we love to hear, so we'll share it with our product team. We appreciate you choosing Neos to support your paralegal work!

ED

Emily D.  
Paralegal EDPNA  
Law Practice  
Used the software for: 2+ years

### "Review of Neos"

December 16, 2024

4.0

We have used Neos for 4 years now and would recommend.

Pros

Online access and I can get on from anywhere. I also like the layout.

Cons

Many bugs. Everytime there is an update, we have issues persist for about a week.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Emily, for your five-star review and for recommending Neos after four years! We're glad our cloud-based legal case management software lets you log in from anywhere and that you like the layout. Thank you for the candid feedback about bugs, especially issues that persist for about a week following each update. That's not the experience we want, and update stability is a real priority for us. We'll share your input with our engineering team, and please lean on our support team whenever a post-update issue comes up so we can help resolve it faster. We truly appreciate your loyalty to Neos!

EL

Erika L.  
Litigation Paralegal  
Law Practice  
Used the software for: 2+ years

### "Erika - Litigation Paralegal"

December 16, 2024

4.0

I like neos. It fairly easy to navigate

Pros

I love that I can create letters and documents within the app

Cons

I need the ability to add to certain fields for multiple defendants and service

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Erika, for your five-star review of Neos! We're delighted that our legal case management software makes it easy to navigate and that you love being able to create letters and documents right within the app. That's a big time-saver for litigation paralegals. Thank you for the helpful suggestion about adding more flexible fields to handle multiple defendants and service. Complex litigation matters need that kind of flexibility, so we'll share your input with our product team. In the meantime, our support team can suggest ways to manage multiple parties in Neos. We truly appreciate you trusting Neos for more than two years!

KS

Katelyn S.  
Paralegal  
Law Practice  
Used the software for: 6-12 months

### "Makes my day to day easier! "

December 16, 2024

5.0

Very positive. I have used multiple different systems across a few different law firms. I find Neos to be the easiest and user friendly to date.

Pros

The multi-purpose capabilities of Neos has been game changing. I really enjoy how Neos works hand and hand with outlook.

Cons

Occassionally there are hiccups after updates, but they are usually quickly resolved.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Katelyn, for your five-star review of Neos! We're thrilled our legal case management software makes your day-to-day work easier, and that its multi-purpose capabilities have been game changing while working hand in hand with Outlook. It means a lot to hear that, across the different systems you've used at multiple firms, you find Neos the easiest and most user friendly to date. Thank you for the honest note about occasional hiccups after updates. We're glad they're usually resolved quickly, and we'll keep working to make updates even smoother. We appreciate you choosing Neos to support your paralegal work!

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