---
title: "Neos Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is Neos the right Law Practice 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)

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 26th, 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!

CC

Curtis C.  
Attorney- Principal  
Law Practice  
Used the software for: 6-12 months

### "Attorney- Principal"

March 12, 2025

1.0

Using Neos is at best frustrating. we started using Neos last year. Support existed during the dating phase then after contract it became all but nonexistent. My staff reports requests for support are responded to with sarcasm and humifaction. Shop around. try other systems. Add an escape provision to the contract that if you are not satisfied yo may cancel. with full refund. It was a bad choice to use Neos. (It was represented Neos was better than Trialworks, the preceding system - NOT TRUE)

Pros

Neos might be slightly than a paper file

Cons

Extremely difficult to use, Prior system Trialworks was intuitive. Neos is not intuitive in any way. Very cumbersome to use. Multiple steps required to perform almost every function. Customer support all but non existent AFTER you enter into contract - just use the "?" and listen watch video library.

Switched from

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

representation that Neos was better and because sales rep said Trialworks was going to be shutdown

Review Source

Response from Assembly Software

March 13, 2025

Curtis, we are very sorry to hear that you have not been happy with Neos. Our Support team is always there to help answer any questions you have. We will get in touch to see if there is anything we can do to improve your experience.

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!

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!

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!

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.

AV

Amy V.  
Paralegal  
Political Organization  
Used the software for: 1-2 years

### "Highly Customizable & User Friendly"

December 16, 2025

5.0

It was an easy transition for me. I see Neos being a great tool once our firm learns how to use additional features.

Pros

I really like the document management and how we can customize and organize the TYPE of document for easier searching. Our IT has had security testing done, and were told our office has the the highest scores (least threats). The software is user friendly, and highly customizable.

Cons

Our firm needs more support to know how to use unused features and learn how to customize even more so the software is more beneficial to us.

Switched from

[Legal Files](https://www.capterra.com/p/2600/Legal-Files/)

I was not here at that time, cannot say.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Amy, for your five-star review of Neos! We're thrilled you find our legal case management software user friendly and highly customizable, and that features like document management and customizable document types make searching easier. It's also great to hear your office earned top security scores. Thank you for sharing that your firm would benefit from more support to unlock unused features and customize Neos further. We'd love to help: our Neos University training and support team offer guided resources and sessions to help your team get even more value. We're happy to connect you, and we look forward to growing with your firm!

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!

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!

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!

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

Response from Assembly Software

July 29, 2026

Thank you, Jacob, for your five-star review of Neos! We're delighted you became a fan from the onset during your trial. As an attorney, your time is valuable, so it's great to hear that our legal case management software's intuitive design and deep dashboard customization boosted your efficiency and effectiveness, and that you were pleasantly surprised by how far the customization can go. Thank you for the honest note that the learning curve was a bit steeper than expected. Our Neos University training, guided resources, and support team are here to help flatten that curve. We'd love to help you get the most out of Neos!

JH

Jetta H.  
Intake Zar  
Legal Services  
Used the software for: 6-12 months

### "Intake Zar"

December 16, 2025

5.0

It has been very helpful managing our clients and their cases. I dont know where we would be or how we would manage without this system.

Pros

Everything on NEOS is great. The thing i like the most is the notes tab because you can always go back to see what was done if someone is not here.

Cons

The number of tabs you can have opened, i will not allow you to open as many as you want it makes you close tabs in order to open a new one.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Jetta, for your five-star review of Neos! We're so glad our legal case management software has been a great help managing your clients and their cases, and that the Notes tab lets your team stay informed on what's been done, even when someone is out of the office. That kind of continuity is exactly what Neos is built for. Thank you also for the feedback about the limit on how many tabs you can keep open at once. We'll share it with our product team as we look at ways to improve the experience. We're grateful you rely on Neos, and we look forward to continuing to support your work!

AF

Alexandra F.  
Senior Litigation Paralegal  
Law Practice  
Used the software for: Less than 6 months

### "Neos Review."

December 16, 2025

5.0

Overall, it is a great case management platform that is reliable, efficient, and easy to work with..

Pros

Well organized, intuitive, and easy to use, making case tracking efficient and stress free overall!.

Cons

The Outlook plugin doesn't work very well. Also, some things are duplicate and would be nice if you filled in one tab if it would auto

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Alexandra, for your five-star review of Neos! We're delighted that our legal case management software is well organized, intuitive, and easy to use, making case tracking efficient and stress-free for your litigation work. Thank you for the constructive feedback on the Outlook plugin and on reducing duplicate data entry with auto-fill across tabs. That kind of input helps us prioritize improvements, so we'll pass it to our product team. In the meantime, our support team can help troubleshoot the Outlook integration for you. We appreciate you choosing Neos as your reliable, efficient case management platform!

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!

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

Response from Assembly Software

July 29, 2026

Thank you, Victor, for your five-star review of Neos! We're glad our legal case management software has been a great addition to your firm and that you find it easy to navigate, especially with the Microsoft integration that makes your work as an Office Assistant even smoother. Thank you for pointing out that case documents now open in a list view rather than the folder view you were used to. That's useful feedback, and our support team can help you adjust your document display settings, while we share your note with our product team. We appreciate you choosing Neos and are here whenever you need us!

JM

Jenna M.  
Paralegal  
Law Practice  
Used the software for: 6-12 months

### "Neos- Fast and Friendly"

April 4, 2025

5.0

I really enjoy Neos and how quickly I was able to get used to it and find ways to use it most efficiently with what I do.

Pros

I like that Neos is user friendly and efficient.

Cons

Neos shows many error messages throughout the day, and tends to load very slowly at times.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Jenna, for your five-star review of Neos! We're delighted that our legal case management software is user friendly and efficient, and that you were able to get up to speed quickly and find ways to use it effectively in your paralegal work. Thank you for letting us know about the error messages and occasional slow loading you've experienced. That's not the smooth performance we want for you, so we'd like our support team to look into it and help resolve it, and we'll flag it for our engineering team as well. We appreciate you choosing Neos and enjoying it despite these hiccups!

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

Response from Assembly Software

July 29, 2026

Thank you, Lidia, for the five-star review, and we love that Neos makes you happy! We're thrilled that our legal case management software integrates with the other products you use in the office, making it faster and easier to work on cases, and that help is always just a click away. It's also great to hear you can count on our team to address post-update issues in a timely manner. Comments like "the company made the right choice by going with Neos" mean the world to us. Thank you for trusting Neos to make managing your cases easy, and we look forward to continuing to support you!

BQ

Becc Q.  
Paralegal  
Law Practice  
Used the software for: 2+ years

### "Great for Management "

December 16, 2024

5.0

Overall, it is a great management system for files.

Pros

Neos is great for it combining calendar, notes, emails, and deadlines all in one place. Looking up my client and everything going on or due all together makes things easier to manage.

Cons

It can be difficult to figure out how to initially set things up and while you can send notes in office, they do not pop up on your screen so you may miss something urgent if you don't check your notes constantly.

Review Source

Response from Assembly Software

July 29, 2026

Thank you, Becc, for your five-star review of Neos! We're delighted that our legal case management software brings your calendar, notes, emails, and deadlines together in one place, so looking up a client shows everything happening and due at a glance. That kind of centralized management is exactly what Neos aims to deliver. Thank you for the thoughtful feedback on initial setup being tricky and on in-office notes not popping up, which risks missing something urgent. Both are valuable, so we'll share them with our product team, and our support team can help with setup and notification options. We appreciate you trusting Neos for over two years!

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

Response from Assembly Software

July 29, 2026

Thank you, Ashley, for your glowing five-star review and for saying we won't regret Neos! It means so much to hear that our legal case management software is one of the best you've ever worked with, that it's easy to navigate and self-explanatory, and that you have nothing negative to say. We're especially glad Neos helps you stay organized by keeping all your case information in one place, from client details and treatment to court deadlines and beyond. Thank you for choosing Neos to manage your cases, and please reach out anytime our support team can help you get even more from the platform!

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!

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

Response from Assembly Software

July 29, 2026

Thank you, Marianne, for your thoughtful five-star review of Neos! We're thrilled that our legal case management software lets you personalize so much, from staff and default tasks to checklists, case dates, and per-person layouts, and that the customizable reports and living Dashboards you built keep you so organized. It also means a lot to hear how knowledgeable, helpful, and friendly our support crew has been, and that you enjoy our update and training emails. Thank you for the specific calendar feedback about case names not appearing automatically when scheduling from Neos. We'll pass that to our product team. We appreciate you choosing Neos!

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