# Page 6 | Neos Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Neos ## Showing most helpful reviews Showing 126-150 of 200 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use HP Holly P. Paralegal Law Practice Used the software for: Less than 6 months ### "Love the personalization options of Neos!" May 23, 2022 5.0 I love the ease of use of Neos! Also, the amount of items we can personalize to meet our needs is priceless! We also love the documents tab---it saves so much time being able to edit documents from within Neos and have it save into the program. Pros Our office has really enjoyed 'getting to know' Neos. The multiple tutorials were exactly what we needed to familiarize ourselves with the new features prior to going live. Our entire team felt prepared to make the switch on our Live date. Everything went seamlessly and the support staff was WONDERFUL and answered all our questions timely. It was a smooth, easy transition. Cons My only complaint is how big the screen is. In order to see all the features at once I ended up purchasing a larger screen. On a typical laptop screen you can only see a couple lines of the checklist or value tab which makes it difficult to view. However, this problem was fixed by using a larger screen. Review Source Response from Assembly Software June 2, 2022 Holly - Thank you for your 5-star rating and 10 of 10 recommendation. We love having you as a customer! - The Neos Team AL Astacia L. Case Manager Assistant Legal Services Used the software for: 1-2 years ### "Review " September 16, 2022 5.0 Pleasant Pros This software is easy to use and also easy to build in to what is needed for our firm. I am amazed at how easily it has all flowed with our daily activities with our cases. It keeps each employee accountable for there work and gives our attorney the ability to relax a bit with our deadlines and statue dates. Cons The conversion was challenging but to Neos' credit, all of your representatives have been nothing but helpful in training us on how to fix any issues we may have. Review Source Response from Assembly Software September 19, 2022 Astacia - Thank you for your 5-star rating and 10 of 10 recommendation. We appreciate your feedback and will share it with the product team! Thank you for being a valued customer. - The Neos Team AS Amanda S. Attorney Law Practice Used the software for: 2+ years ### "Great Reporting, Case Management but tricky forms customization" April 5, 2019 4.0 I like being a user of Needles and managing my cases with it. But, as we add practice areas and need customized forms and functions, it does require additional support. Pros I like that Needles gives you a lot of reporting capabilities, categories, and checklists to be able to manage cases better. It is robust in its customization options and is fairly user friendly on the front end. Cons The difficulties are in setting up custom documents. The way the templates are made is cumbersome. And the checklists are tricky to set up on the back end so that they give you enough information to be useful, without being overwhelming. Review Source Response from Assembly Software August 26, 2019 Amanda, we appreciate your feedback regarding the complexity of template generation and have improved this feature in Needles 5.0. These type of suggestions have enabled our development team to improve our product and will continue to be included in future releases. The Checklist is also one of the most valuable and important features of Needles. In cases where your needs are more complex, it is often best to work with one of our Needles Trainers to help you optimize this powerful tool. Please visit our website for our most recent Needles news. JJ Jaynie J. H.R. Administrator Law Practice Used the software for: 2+ years ### "Jaynie Loving Neos" April 21, 2022 4.0 The calendar can be misleading at times. Pros Neos, PINS, Needles are all user friendly. Now with the cloud I simply love it even more! I use the calendar, documents, value, insurance, and note screens the most. Our Neo's Team is awesome everything we need at our fingers Thanks Team \[SENSITIVE CONTENT\] & \[SENSITIVE CONTENT\]for making it easy! Cons Sometimes I do not get all my messages the same day. Review Source Response from Assembly Software May 3, 2022 Jaynie - Thank you for your 4-star rating and 10 of 10 recommendation. We truly appreciate your feedback around the calendar and have shared it with the product group. Thank you for being a valued customer. - The Neos Team LO Lindsey O. Case Manager Assistant Law Practice Used the software for: 6-12 months ### "Easy and Helpful." September 19, 2022 5.0 The experience has been pleasant and when help was needed, the response was fast. Pros The navigation is what I like most. The tools have been easy to learn. Cons I have not across any yet, but will be sure to voice it when the time comes. Review Source Response from Assembly Software September 23, 2022 Lindsey - Thank you for your 5-star, 10 of 10 recommendation. We appreciate your feedback! - The Neos Team AC Alfredo C. Case Manager Law Practice Used the software for: 2+ years ### "Peace of Mind" December 14, 2023 5.0 Pros Neos interface is very easy to work with, a very complete software and customer service. Cons it is hard to say everything works perfectly. Review Source Response from Assembly Software January 2, 2024 Alfredo - Thank you for your 5-star, 10 out of 10 recommendation. We are so happy Neos gives you peace of mind! Thank you for being a valued customer. -The Neos Team DC Daniela C. Case Manager Law Practice Used the software for: Less than 6 months ### "Needle Neos Review" February 14, 2022 5.0 My overall experience with Neos is good. It provides good organization and is easy to maneuver. Pros The checklist, the value tab, the calender is one of the most impactful in Neos because it gives a daily reminder of what needs to be done, what things you should follow up for or is upcoming, and tells us how much each client would owe after entering the bill amount they received in the system. Neos is easy too use. The integration was kind of easy because Neos provides more organization and tabs then the old program I use to work with. Cons I do not really have one. I think the software overall and what it provides is very beneficial. Review Source AS Ashlei S. Marketing Director Law Practice Used the software for: 2+ years ### "Worth the switch!" June 28, 2022 5.0 Pros Cloud and access no matter where I am. We used Needles for years and decided to switch over to Needles Neos right before the pandemic. Without the cloud, we would not have been able to transition to work from home so easily. Cons One thing that could be updated, is the customization of reports. We often have to call in to get a report customized, and it would be nice to do it ourselves. Review Source Response from Assembly Software July 7, 2022 Thank you for your 5-star, 10 of 10 recommenation. We appreciate your feedback! - The Neos Team SS Susan S. Managing Attorney Alternative Dispute Resolution Used the software for: 2+ years ### "I would never recommend this company." September 29, 2021 1.0 I would never work with this company again. My experience has been awful. Pros We tried to upgrade from Needles to Neos and it was an overall terrible experience. Nothing took place as promised. A complete and utter waste of my firm's time. Cons Terrible training. Non-existent follow up. Constant delays and excuses. Review Source Response from Assembly Software December 14, 2021 Susan - We strive for excellence but it sounds like we missed the mark here. Our migration process has been updated to get all clients live on Neos faster. Please contact support@needles.com and we will make sure to resolve any issues. - The Neos Team VJ Victor J. Senior Paralegal Law Practice Used the software for: 2+ years ### "Needles Neo review" September 23, 2022 5.0 Pros Easy and simple to use. System is always improving with updates. Needles Neos is cloud based so you can access it from anywhere. Cons No complaints for Needles Neos. Software is always improving with the updates. Review Source Response from Assembly Software September 27, 2022 Victor - Thank you for your 5-star, 10 of 10 recommendation. We appreciate the feedback! - The Neos Team AP Amanda P. Paralegal Law Practice Used the software for: 2+ years ### "After 1 year of use" August 6, 2021 2.0 Pros Easy to use, many features, overall solid case management program. Cons Neos uses it's customers for beta testing when implementing new functions. Bugs and issues are not resolved prior to new features being put out causing other aspects of the program to fail. This is a reoccurring issue and affects the ability to use the program for it's intended purpose. Review Source Response from Assembly Software August 17, 2021 Amanda, thank you for your review. We are happy to hear that you feel that the program provides solid case management and is easy to use with many features. Please do not hesitate to contact our Customer Success Managers to talk about the issues you've experienced and allow us to provide any suggestions to our Product team. We appreciate your feedback on this and look forward to speaking with you. CM Crystal M. Settlement Administrator Law Practice Used the software for: 1-2 years ### "Neos User " November 15, 2023 4.0 Pros Aesthetically pleasing, easy to navigate and so many accessibilities. Cons Initially, transitioning was difficult. The process seemed like it could've been smoother/quicker. Review Source Response from Assembly Software January 2, 2024 Crystal - Thank you for your review and for being a valued customer! - The Neos Team NM Nikki M. Paralegal Law Practice Used the software for: 1-2 years ### "Transition from Needles to NEOS" February 9, 2022 5.0 Transition from Needles to NEOS…. We were very comfortable with Needles because we used the software from 2013-2021. So, when we first transitioned to NEOS we had hesitation and obstacles to work through. There were many challenges at the beginning, however with the training and support we received from the NEOS team they made it much easier to transition. We were very reluctant and wanted to go back to Needles but never gave up. NEOS staff/support were there for every question I had, every problem I needed solved, etc. They were always so kind, and patient throughout the entire process and to this day! Now, at almost 1 year later I cannot even remember what Needles was like. NEOS offers so much more than Needles and we are so pleased we stuck with it! Nikki Mayse, Paralegal Shawn Taylor, PLLC Pros I couldn't imagine NOT having NEOS now! Cons Just the transition which change is always hard with anything. Review Source Response from Assembly Software February 14, 2022 Nikki - 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 AM Averie M. Attorney Law Practice Used the software for: 1-2 years ### "Easy for the user " September 27, 2022 4.0 Overall, we are utilizing it well to run legal practice. Pros NEOS is more user-friendly than before and is clean, easy to navigate. Cons Frequent updates tend to throw things into a tizzy. Review Source Response from Assembly Software October 10, 2022 Averie - Thank you for your candid feedback and 4-star review of Neos. We appreciate it! -The Neos Team JC Jessica C. Case Manager Law Practice Used the software for: 1-2 years ### "Easy to Use and Good Quality" September 27, 2022 4.0 It's a simple and easy system to use. Easy to stay organized on client's cases. Have no major issues with it and enjoy using it on a regular basis. Pros Overall, good software and easy to use. Customer service is always very friendly and helpful. They take care of issues quickly. Cons There are occasional bugs that come around with the updates. Can lag or be slow to load from time to time (not internet related lagging). Review Source Response from Assembly Software October 10, 2022 Jessica - Thank you for your feedback on Neos. We appreciate your 4-star rating. -The Neos Team AA Arthur A. Case Manager Legal Services Used the software for: 6-12 months ### "New Needles Neos User" December 3, 2021 4.0 Love it and would not want to go back to the Old Needles program. There are updates periodically showing that they are improving this software and are listening to our needs. Pros Being familiar with the old Needles helped to ease into the transition of Neos. The transition was pretty easy due to the experienced Neos employees that assisted us with transition. Cons I wish there were different colors for the type of case PreLit vs Lit and closed files. There are some minor changes I would make in the "add in" and the knowledge to create more merge field documents for the lay person. Review Source Response from Assembly Software December 9, 2021 Arthur - Thank you for your 10 out of 10 rating. We are glad to hear your transition was smooth and you love using Neos. We will share your suggestion around color coding with the product team. Thanks again for your feedback and for being a valued customer! - The Neos Team AS Alexander S. President Legal Services Used the software for: 2+ years ### "Costs have risen and the product has not improved" June 21, 2019 2.0 Pros Easy to use interface, ability to modify Cons No progress in regard to upgrading the system. It has remained essentially unchanged for 15 years. Despite this, costs have increased, supplemental charges for things that were standard, and quarterly support payments yet I am still uncertain as to what is covered in "support" as any issue we have, we are directed to contact our IT company or are given an additional charge for assistance. Review Source Response from Assembly Software August 26, 2019 Alexander, we appreciate you taking time to review Needles. Needles 5.0 was released over a year ago and has been updated 6+ times with new features and improvements during the past 18 months. Needles Software Support is available to all customers with a current maintenance program and includes technical and "how-to" assistance for you or your IT Vendor. We would be happy to assist you with any questions or concerns you may have. AV Awilda V. Case Manager Law Practice Used the software for: 6-12 months ### "Review" August 17, 2021 4.0 It has been a learning curve but overall experience has been great Pros This software is user friendly and it contains so many great features that makes our daily tasks much more feasible Cons The ability to make minor modifications should be more feasible to the customer to customize the fields on the software. Review Source Response from Assembly Software September 13, 2021 Awilda, Thank you for your thoughts on Neos. We offer training to all firms who would like to add additional customizations to meet your firm's practice type needs. Adding custom fields is one of the best features of Neos. Please have your Neos Admin contact our Training Department and set up a date for training. JH Joseph H. attorney Legal Services Used the software for: 1-2 years ### "beware" July 28, 2022 2.0 poor Pros cloud based access. the review requires me to put more words in to post so i added this useless sentence. Cons slow and frankly very difficult to use. The most basic functions that I use all day are ridiculously hard to use. posting emails to the system is a nightmare. oftentimes i find out later that emails did not post to a file. When I attempted to resolve the issue I was told there was no way to. Names of parties in the system will mysteriously change. Review Source Response from Assembly Software August 17, 2022 Joseph - Thank you for surfacing your concerns with our Customer Support team. We are actively working with the firm to resolve any outstanding issues. We value you as a customer and are dedicated to your success with Neos! KH Kevin H. IT Director Legal Services Used the software for: 2+ years ### "I've administrated Needles for 10 years now" April 10, 2019 5.0 Pros I love it's flexibility, and the sheer amount of customization that is available within the program and through external connections via ODBC and now API. Nearly anything will be possible if they follow through on their promises for extensive expansion of their API in version 5.0. I also like that it is a locally installed database, and isn't reliant on the cloud. That opens up lots of options when matching up data to other databases you have in-house. The bang for your buck with Needles is pretty exceptional. Cons It's still not as feature rich as some of the newer cloud-based alternatives, and the UI prior to version 5 is extremely dated. If you are considering moving to Needles, though, there is no reason not to go straight to version 5. Review Source FP Fernando P. Legal Assistant Marketing and Advertising Used the software for: 6-12 months ### "Love it " March 17, 2022 4.0 love it great app Pros easiest way of generating Letters Great tool Cons The time tracking i found a lil annoying Review Source Response from Assembly Software March 23, 2022 Fernando - Glad to hear you love Neos. We truly appreciate your feedback. Thank you for being a valued customer. - The Neos Team EC Enid C. Record Request Specialist Legal Services Used the software for: 1-2 years ### "Simple Review" March 17, 2022 5.0 It is way better than the previous version Pros I can go through the tabs easily. It is easy to use and select what I need. Cons Calendar - just as explained before - it is confusing Review Source Response from Assembly Software March 23, 2022 Enid - Thank you for your 5-star rating and 10 of 10 recommendation. We truly appreciate your feedback around the calendar and have shared it with the product group. Thank you for being a valued customer. - The Neos Team VR Verified Reviewer Accounting Supervisor Law Practice Used the software for: 2+ years ### "Easy to use and a great way to store information" February 12, 2019 5.0 Pros Easy to use with different tabs devoted to different aspects of each case. Great organization of documents and information. Cons No real drawbacks to this software. It's functional and dependable. Review Source Response from Assembly Software December 9, 2021 Thank you for your 5-star review. We appreciate you sharing your rating with us and the community. - The Neos Team JK Jim K. Managing partner Law Practice Used the software for: 2+ years ### "Neels user" March 18, 2022 5.0 Great Pros Ease-of-use, and the front end CRM, Zappier Cons They need some automation features, but it feels like it’s coming Review Source Response from Assembly Software March 23, 2022 Jim - 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 SB Stevan B. case manger supervisor Law Practice Used the software for: Less than 6 months ### "well designed software" May 6, 2021 5.0 we believe that this was a good choice for the firm and it very practical due to the fact that its a web base software we can log in everywhere as long as you have internet connection. Pros very easy to use and set up, i was part of the implementation team since the beginning , it was a relative easy transition from the old needles to needles neos. Needles tech support took care of everything and was in constant communication with myself during the process. The whole firm also had a easy time figuring out all the tabs and how everything works. Needles provided us with training prior to going live which also helped us have a better idea on how everything works. The document/letter set up is super simple in comparison to the older version we were using. Cons I noticed that there are always new updates being done which its not a con. but with updates there are bugs and at times the system freezes. i would like to be able to name the documents when dragging and dropping it directly from the desktop to the file itself, currently neos does not give this option. system slows down every so often. Review Source Response from Assembly Software May 21, 2021 Stevan, thank you for your comments. We appreciate your detailed account of the implementation and onboarding of our product. We know that a well-made plan will always work best and are happy that it went well for your firm. We will certainly add your suggestion to rename a file when uploading the documents to Neos. Talk to a Capterra advisor for free and get results within 15 minutes.