# Page 8 | Neos Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of Neos ## Showing most helpful reviews Showing 176-200 of 200 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KB Krista B. Administrative Assistant Law Practice Used the software for: 1-2 years ### "Easy to Use but Lacking in Search" May 6, 2021 4.0 Pros It's easy to use and can be logged into from anywhere. Cons The search feature is VERY lacking. In the desktop application, the search was able to filter and index more than just letters or characters. This needs to be addressed. Review Source Response from Assembly Software May 21, 2021 Kirsta, thank you for your comments and suggestions regarding Neos. We are building our program with the assistance of customers like you and your firm. Our Product Team will be adding new features to the Advanced Search soon. sO sarah O. Legal Assistant Law Practice Used the software for: Less than 6 months ### "Easily accessibe" November 15, 2023 4.0 Pros Internet access, quick, many features to use Cons There are many features but not aware of all of them to be able to implement to its full potential. Review Source Response from Assembly Software January 2, 2024 Sarah - Thank you for your 4-star, 9 out of 10 recommendation. Please feel free to contact your CSM directly to learn about all of the features Neos has to offer. - The Neos Team CL Carrie L. Attorney Law Practice Used the software for: 2+ years ### "Review of Needles" April 17, 2017 4.0 I have used Needles in the past as well as Trialworks for law practice case management. In my opinion, Needles is a little easier and user friendly, but Trialworks probably has more features, if I could really learn to use them all. Pros easy to use Cons lacks some features Review Source CD Christine D. Data Analyst Oil & Energy Used the software for: 2+ years ### "Needles Case Management Software" January 18, 2018 4.0 Pros It is customizable and interfaces with numerous other software. The ability to pull information out of Needles with the user defined report feature is great! Our office uses Needles religiously. It is the foundation of our clients' data. We also use it for HR/Staffing. Cons It needs updating! They have been working on an update for years and just have not made it happen. Review Source cC christin C. manager Used the software for: 2+ years ### "top notch customer support" March 7, 2018 5.0 great case management. Easy to keep up with several aspects of a case. Completely customizable. Pros LOTS of features. Easy to run a lot of reports, you can call customer support and get anything and everything you need made for you. Cons Can be confusing at times, a lot of features means a lot of weight to the software. Training is a must for daily use. Review Source Response from Assembly Software March 12, 2018 Thank you for your kind words, Christin! TN Titus N. Attorney Law Practice Used the software for: Less than 6 months ### "Very satisfied customer" February 21, 2022 5.0 Pros It's web based so I can easily access it anywhere. Cons The onboarding fee seemed a bit high and the sales team really couldn't explain why it was necessary. Review Source Response from Assembly Software February 22, 2022 Titus - 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 VR Verified Reviewer Legal Assistant Used the software for: 1-2 years ### "This is a clunky program" June 14, 2018 3.0 Pros I like the calendar feature on the program which enables you to see other peoples calendars easily Cons I think the functionality of this software is somewhat antiquated compared to similar products on the market. It does not like to play nice with other software and often causes conflicts Review Source CK Chelsea K. Paralegal Law Practice Used the software for: Less than 6 months ### "User Friendly Interface" February 6, 2024 4.0 Pros I like the document management, and the ease of collaborating between firms. I enjoy the Office365 integration. Cons I wish there was a better dashboard system. The checklist is easily overwhelming. Review Source lR lisa R. paralegal Used the software for: 2+ years ### "The ease of use of this software is undeniably amazing!" April 10, 2018 5.0 Pros So easy to use this software. For injury cases, simply go through the tabs and enter the information. The software handles basically everything from there. You get reminders of important items to follow up on, patient contact, and statute dates as well. Getting phone conversations, messages and such are seamless as well. No need to have a heavy paper file ever again. Cons It is a bit costly, but absolutely worth every penny. It needs to have a bit more detail as far as permissions go. Maybe more detail so as nothing important is lost by a user. Review Source Response from Assembly Software April 12, 2018 Thank you for your review, Lisa! We appreciate your feedback! LW Lorin W. Paralegal Used the software for: 1-2 years ### "Needles is a nice case management system if you aren't looking for extreme bells and whistles." February 2, 2018 4.0 Pros Keeps track of all client info and communication in a nice organized manner. Easy to navigate in and out, not too complicated interface. Cons There really aren't the latest and greatest bells & whistles yet. Not time keeping, no docketing or rules-based deadlines automated for litigation. Review Source Response from Assembly Software February 12, 2018 Thank you for your review, Lorin! HT Hayley T. Legal assistant Legal Services Used the software for: 1-2 years ### "Great system " July 16, 2019 5.0 Amazing Pros Easy to use. Friendly customer service. Cons Nothing it’s a great program all bugs are quickly resolved Review Source CM Cammi M. Paralegal Used the software for: 6-12 months ### "User friendly" October 11, 2017 5.0 Pros This software was very easy to use and navigate. I also like that the software is customizable to the user. Cons The only con I have for this software is that it takes a good amount of time to customize it to your liking. Review Source FS Frank S. CIO Used the software for: ### "Great stable program - have used since 2002 - must have for any law practice" April 7, 2015 5.0 Use Needles for all database operation in a 15 attorney firm with moderate advertising budget. The software is fully customizable for the many case types we handle. (PI, Auto, WC, Mass Tort, Medical Malpractice, Aviation, Products, Appeals just to name a few). Additionally it is our HR and equipment management software, providing the flexibility to have everyone in the firm know and use one database product on a daily basis - and this was no extra cost! A few strengths of the program include, a case calendar with syncing to Outlook, custom/basis reporting, custom screens, word processing and PDF document merging, checklist by case type, Quickbooks software integration, marketing reports, very stable platform with database backup, low computer requirements and support that does not use voice mail. With the changes I have seen in 30 years in the legal community, one lesson I have seen repeatedly - you need flexible case management software to survive! That is what Needles brings to me. I highly recommend the software to any law practice. Review Source JW John W. Owner Legal Services Used the software for: 6-12 months ### "LOVE NEEDLES!" March 16, 2017 5.0 I have used Needles, and absolutely love it. By far the easiest and most robust solution I've tried. Pros Robust and Easy to Use Cons Can't think of too many other than configuring to your liking takes a little bit of time. The training is great, but as a solo practitioner, finding time isn't always easy. Review Source TT Tiffani T. Legal assistant Legal Services Used the software for: Less than 6 months ### "Great Software " December 12, 2019 5.0 Needles is a great base for all of our information. Pros Very easy to use. Self explanatory when you are new to using the software. Easy to understand and to input information. Cons Honestly I have not come across any cons. I recently started at my job and it is much easier than the program I was using before. Review Source Response from Assembly Software May 31, 2021 Thank you so much for taking the time to leave us a 5-star rating - it's much appreciated! JT John T. Accountant Law Practice Used the software for: 2+ years ### "Mercedes of Case Managment Software - IMHO" November 7, 2016 5.0 Have used it for almost six years in a small law practice consisting of two to three attorneys. Very comprehensive Pros Very comprehensive Cons A bit pricey for a small firm.. Review Source JK Jason K. Operations Manager Used the software for: ### "Needles Works" April 13, 2016 5.0 My firm uses Needles to manage over 10,000 cases in 5 different practice areas. We find the program easy to use, stable, and extremely flexible. The reports Needles offers help us run our business and track work throughout our office. The checklist keeps the staff on point and document merging streamlines cases shortening time on desk. Needles support staff has been one of the best groups I have worked with, quick to reply with assistance and courteous. I could not imagine running a firm without Needles firm management. Review Source RE Rachael E. Needles Administrator Law Practice Used the software for: 6-12 months ### "Needles Review" December 21, 2016 5.0 My experience has been great so far. The support staff at Needles and the information you can get from the website is wonderful. I seem to learn something new about Needles almost everyday. Pros organization, contacts, case docs, merge documents, user defined reports, intake sheets and value tab. Cons companion tab and not be able to see multiple addresses for one contact. Review Source Response from Assembly Software December 22, 2016 Thank you for the kind words, Rachael. We hope you continue to learn with Needles! MG Michael G. Legal Services Used the software for: 2+ years ### "Antiquated UI & UX" August 9, 2016 2.0 I used Needles for over 7 years, and found it to be a very antiquated case management system with a poor user interface and user experience. Review Source SC Stacie C. Used the software for: ### "HD Needles Review" December 9, 2016 4.0 I have been using Needles for approximately 9 months and am in charge of the training and maintaining of Needles. Some of the staff find Needles not very user friendly at first, but once trained properly have no problem. Before Needles, all of client/case related info was separated between the partners and frankly all over the place. I love that Needles is like a filing cabinet will all information centrally located. Client/Case information can be located quickly and easily and I love the functionality of the reports. I also like the fact that it can be customized to fit your firms needs. I strongly recommend Needles for handling your case management. Review Source Response from Assembly Software December 9, 2016 Thank you so much for your kind words, Stacie! DO Danielle O. Executive Assistant Used the software for: ### "Great Product" April 19, 2016 5.0 Needles is a fantastic office/case management software. The staff and support are great. They go above and beyond to make sure you are completely trained and comfortable with the product. Review Source BB Brenda B. Director of Operations Used the software for: ### "Client for more that 20 years" April 18, 2016 5.0 The best thing about Needles is that it is completely customizable. Whatever you would like to see from your case management system can be created, if it does not already exist. Our firm has used this software for 20 plus years and this program helps us to manage a large number of files quickly and efficiently. Needles is a crucial element in keeping our firm running in tip-top condition! Review Source BC B C. Partner Used the software for: ### "Great platform" April 19, 2016 5.0 Such a stable and great platform for case management. Our entire team works very efficiently within Needles. Review Source ME Megan E. Used the software for: ### "Great Product!!" April 14, 2016 4.0 Our law firm uses this product and it's great! We have looked into switching to other case management software but we always come back to Needles. Review Source BV Becky V. Office administrator Used the software for: ### "We have been using Needles for over 20 years. The power of this program is unbelievable. Easy to us" April 13, 2016 4.0 The customer support is top notch and training support wonderful. They have a client website full of useful info. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.