# Page 3 | Neos Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Neos the right Legal Document Management solution for you? Explore 200 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/58931/Neos/reviews --- Neos 4.4 (200) 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 March 13th, 2026 # Page 3 - Reviews of Neos ## Showing most helpful reviews Showing 51-75 of 200 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LD Lidia D. Case Manager Legal Services Used the software for: 1-2 years ### "Neos Makes Me Happy" December 16, 2024 5.0 Neos makes managing my cases easy. I think the company made the right choice by going with Neos. Pros 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. Cons 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. Review Source VM Victor M. Office Assistant Legal Services Used the software for: 6-12 months ### "Noes is a great addition to the firm." April 4, 2025 4.0 Again, it is easy to navigate, and in conjugation with Microsoft makes it easier. Pros How easy it is to navigate through out the site. Cons I just experience that when I get to a case document it goes to the list, not to folders as before. Review Source AR Ashley R. Legal Assistant Legal Services Used the software for: 6-12 months ### "You won't regret Neos. " December 16, 2024 5.0 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... Pros Easy to navigate and pretty self-explanatory. One of the best case management programs I have ever worked with. Cons I honestly do not have anything negative to say about Neos. Switched from [Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/) Made the switch when I switched companies. Review Source Chandler B. G. Paralegal Law Practice Used the software for: 1-2 years ### "Everything to manage a case in one place." December 16, 2024 5.0 It has saved me plenty of times with our expenses. A true life savor. Pros I like how everything is in one place. I can create fields for different deadlines, contact types, and keep track of all expenses in my cases. Cons I have not found a feature that will allow me to add templates to generate documents from NEOS directly with case information. Review Source MO Madison O. Paralegal Legal Services Used the software for: 2+ years ### "Neos Review " December 16, 2024 4.0 It is very beneficial. There are very few cons to the program. I would love to use it in any office setting because of how connected it keeps us. Pros How it makes it easy to work as a team. I love that it saves our information for the next person to see. It also saves all the information we need. Cons How it signs me out every 3 days and I loose everyone I had pulled up. Sometimes you have to copy your notes after every update and repost them because they refuse to save. Review Source 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 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 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 BM Bethsaida M. Administrative Assitant Law Practice Used the software for: 2+ years ### "Future of tech" December 19, 2024 5.0 Overall Neos has been a pleasure to work with. Pros Neos makes everything you need to run your office smoothly in one place at your fingertips. Cons Every so often there would be a new glitch. But the remote team was quick with the recovery assistance every time. Review Source RT Rosaide T. Paralegal Case manager Law Practice Used the software for: 1-2 years ### "Excellent Legal Software" December 16, 2024 5.0 Neos has helped me to increase my legal productivity on a daily basis at the law firm. It's so detailed, Tabs help me organize my files in a more diverse and clean way. Pros Accessibility, easy Navigation, Productive, Informative, Proactive. Cons There is nothing I do not like about it. Review Source 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 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 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 MF Morgan F. Paralegal Law Practice Used the software for: 6-12 months ### "Cloud Based File Management is the BEST!" December 16, 2024 5.0 Pros 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! Cons 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. Review Source 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. DS Danielle S. Litigation Assistant Law Practice Used the software for: 6-12 months ### "Litigation Assistant" December 16, 2024 5.0 Overall, I really like Neos because it has helped me navigate the case better. Pros Easy to navigate throughout the different tabs. Cons Accessing PDF's and Videos along with Saving and editing PDF's Switched from [Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/) The system would not merge with Outlook emails Review Source 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 TR Terra R. Paralegal Law Practice Used the software for: 1-2 years ### "Neos Review" November 6, 2024 5.0 I would say that Neos is a very create system compared to others that I have used Pros It easy to navigate and learn if you are new to the system Cons That we can delete mistakes when we upload something to the wrong file or multiple times Review Source Response from Assembly Software November 19, 2024 Thank you for your 10/10 review of Neos, Terra! Thank you for being a valued customer; we appreciate your feedback! MC Marianne C. Paralegal Case Manager Supervisor Law Practice Used the software for: Less than 6 months ### "A Neos user's review after five months..." December 16, 2024 5.0 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. Pros 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. Cons 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. Review Source JB Jacob B. Attorney Law Practice Used the software for: I used a free trial ### "Neos - Efficient and Customizable" December 16, 2024 5.0 I was a major fan from the onset, and once I learned how to use it, it boosted my efficiency. Pros Neos has an extremely intuitive design that allows for dashboard customization to enhance the efficiency and effectiveness of an organization. I was pleasantly surprised to see just how deep the customization could go. Cons The learning curve was a bit steeper than I expected. Switched from [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Reporting software was needed for our managing partner. Review Source BR Brittany R. Intake Manager Legal Services Used the software for: 1-2 years ### "Neos review from a law firm" December 16, 2024 5.0 Overall, NEOS is great and makes life just a bit easier for our law firm. Pros Our company is loving the new AI Feature on NEOS Cons 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 Review Source MM Marcela M. Mail Clerk Legal Services Used the software for: Less than 6 months ### "A happy user of Neos review :)" April 4, 2025 5.0 Im so comfortable using Neos, I considered its a friendly tool and you can be multitasking using diferrent options Pros its a friendly system that simplifies your job Cons I wish that you can open more tabs at the same time Review Source PS Peyton S. Legal Assistant Law Practice Used the software for: 1-2 years ### "Review of Neos" December 16, 2024 5.0 Pros It is very easy to use and you can do a lot with the website. Cons Sometimes we have issues with it not working correctly which can be frustrating. Review Source SM Stacy M. Legal Assistant Law Practice Used the software for: Less than 6 months ### "Happy Assistant!" December 17, 2024 5.0 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. Pros 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. Cons 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. Review Source YH Yvette H. Case Manager Legal Services Used the software for: Less than 6 months ### "Great Case Mangement Product" December 16, 2024 5.0 It has been easy to learn and use. Training was a breeze and the resources were a big help. Pros Simplicity and the structure of the files makes it easy to keep up with each task Cons NONE - I really enjoy the entire structure of the program Switched from [Filevine](https://www.capterra.com/p/140815/Filevine/) New job opportunity that used this product. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.