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Neos

Cloud-based legal case management tool for law firms.

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Neos - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Neos overview

Based on 200 verified user reviews

What is Neos?

Neos is a legal case management program with key features that include case notes, task management, document management, client management, and more.

Who uses Neos?

By industry, Neos reviewers are most commonly professionals in law practice (68%). The most frequent use case for Neos cited by reviewers is legal case management (82% of reviewers).

What are the most popular integrations for Neos?

The Neos integrations most frequently cited by reviewers are: Microsoft 365 (a document management product rated 4.2 out of 5 for its integration with Neos), Docusign (a digital signature product, 4.8), and Microsoft Outlook (an email management product, 4.4).

Starting price

109per user /
per month

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Pros & Cons

Law Firm Management

User Interface

Ease of Use

Email Integration

Calendar

Reporting

Neos’s user interface

Ease of use rating:

4.4

(200)

Neos pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(20)

3-4(50)

5(130)

What do users say about Neos?

Neos is a legal case management program with key features that include case notes, task management, document management, client management, and more.

Select to learn more

Who uses Neos?

Based on 200 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Law Practice

Legal Services

Political Organization

Use cases

Legal Case Management

Law Practice Management

Legal Document Management

Neos's key features

GetApp's analysis of 38 verified user reviews collected between July 2021 and September 2024 identifies Neos' most critical features and summarizes user sentiment about those features.

Case notes

3.9

Reviewers appreciate Neos's Case Notes capabilities for tracking all progress and status of cases. They find the tagging of emails and attachments, as well as the ability to set up subcategories, very valuable. Users report that the customizable text formatting and search options streamline operations. They highlight the permissions control and the ability to add images, which enhance functionality. However, some users mention difficulties in searching older notes and reading notes in line view. Of the 13 Neos users who gave detailed accounts of their use of Case Notes, 100% rated this feature as important or highly important.

Document management

3.3

Reviewers indicate Neos's Document Management is efficient, with all client documents stored in the cloud and easily accessible. They find the integration with SharePoint and DocuSign particularly helpful. Users report that the drag-and-drop functionality and powerful PDF editor save time. They also appreciate the ability to merge case information into documents. However, some users note issues with system lag, difficulty in downloading files, and the complexity of the disbursement sheet merge. Of the 14 Neos users who gave detailed accounts of their use of Document Management, 86% rated this feature as important or highly important.

See related user reviews

“Neos ability to efficiently generate documents and seamlessly maintain clients files is one of the most valuable feature of the software.”

Brenda S.

Case Managere

“I FIND THAT I HAVE TO DOWNLOAD A DOCUMENT OUTSIDE OF NEOS IN ORDER TO SEND IT VIA EMAIL EASILY.”

NICOLE F.

LEGAL ASSISTANT

“Ease of use, clarity of content, document management is simple and allows all users to see updates in real-time.”

Sarah G.

Paralegal

All Neos features

Features rating:

4.2

(200)

Access controls/permissions

4.8

(6)

Accounting

3.6

(7)

Activity dashboard

4.0

(4)

Activity tracking

(0)

AI/Machine learning

(0)

Alerts/Notifications

5.0

(1)

API

(0)

Archiving & retention

(0)

Audit trail

(0)

Billable items tracking

(0)

Billing & invoicing

4.4

(32)

Billing rate management

(0)

Budgeting/Forecasting

(0)

Calendar management

4.2

(62)

Case management

4.4

(45)

Client management

4.5

(95)

Client portal

5.0

(1)

Collaboration tools

(0)

Communication management

3.8

(8)

Compliance management

(0)

Conflict management

4.4

(16)

Contact management

3.8

(6)

Contract/License management

4.1

(9)

CRM

4.5

(4)

Customizable fields

4.7

(6)

Customizable forms

(0)

Customizable reports

3.8

(4)

Customizable templates

(0)

Data import/export

4.5

(42)

Deadline management

4.5

(42)

Document automation

3.7

(7)

Document capture

(0)

Document check-in/out

(0)

Document classification

(0)

Document generation

3.9

(21)

Document review

(0)

Document storage

3.3

(3)

Document templates

(0)

Electronic signature

(0)

Email management

4.2

(21)

Expense tracking

4.3

(13)

File sharing

2.5

(2)

For legal professionals

4.9

(9)

Forms management

4.0

(7)

Full text search

(0)

Invoice management

4.7

(6)

Legal case management

4.6

(27)

Matter management

(0)

Optical character recognition

(0)

Process/Workflow automation

(0)

Records management

(0)

Reminders

(0)

Reporting/Analytics

(0)

Reporting & statistics

4.4

(48)

Search/Filter

(0)

Secure data storage

(0)

SSL security

3.8

(4)

Task management

4.4

(108)

Task progress tracking

4.0

(8)

Third-Party integrations

(0)

Time & expense tracking

3.6

(5)

Time tracking

3.9

(20)

Two-Factor authentication

(0)

Version control

(0)

Workflow management

3.6

(5)

Neos alternatives

Neos

4.4

(200)

visit website

Starting from

109

/user

Per month

Free trial

Free version

Ease of Use

4.3

Features

4.2

Value for Money

4.2

Customer Support

4.4

LEAP

4.3

(537)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.2

Features

4.2

Value for Money

4.0

Customer Support

4.2

8am MyCase

4.6

(788)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.4

Value for Money

4.5

Customer Support

4.6

8am CasePeer

4.8

(215)

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Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.8

Features

4.6

Value for Money

4.7

Customer Support

4.8

Neos pricing

Value for money rating:

4.2

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Neos Essentials

109

/user

Per month

Features included:

Standard intake form
Robust document management
Automated document generation and batch document generation
Configurable case types, workflows, and calendaring
Dashboard reporting
Robust integrations (communication, eSignature, marketing, accounting, etc.)

Neos Premium

139

/user

Per month

Features included:

Optical Character Recognition (OCR)
PDF editing, highlighting, redacting, and more
Bates stamping
Robust integrations (communication, eSignature, marketing, accounting, etc.)

NeosAI Platinum

189

/user

Per month

Features included:

Embedded NeosAI (document generation, document summaries, data extraction)
Neos Premium Texting
Dynamic intake forms with required questions
Workflows and process automation
Robust integrations (communication, eSignature, marketing, accounting, etc.)

User opinions about Neos price and value

Value for money rating:

4.2

(200)

To see what individual users think of Neos's price and value, check out the review snippets below.

“It brings structure, organization, and consistency to case management, which helps teams work more efficiently and deliver a better client experience.”

Joseph C.

Markreting Director

“I use Assembly Neos for legal case management, helping me resolve organization issues and enhance client communication.”

Coral E.

Paralegal

Neos integrations (19)

Integrations rated by users

We looked at 200 user reviews to identify which products are mentioned as Neos integrations and how users feel about them.

Microsoft 365

Integration rating: 4.4 (20)

Microsoft Outlook

Integration rating: 4.6 (18)

Docusign

Integration rating: 4.9 (12)

Microsoft SharePoint

Integration rating: 4.7 (8)

OneDrive

Integration rating: 4.6 (8)

QuickBooks Enterprise

Integration rating: 4.3 (3)

“QuickBooks has a much better accounting package that Service Fusion does not come close to. Stick with what you are good at and don't try to be everything. If you do, you will continue to dilute your efforts at providing a good product.”

Andy B.

Operations Manager

Neos customer support

What do users say about Neos customer support?

Customer support rating:

4.4

We analyzed verified user reviews to identify positive and negative aspects of Neos customer support.

A significant portion of users praise Neos customer support for being responsive, knowledgeable, and consistently helpful.

Frequently reported by users, support staff are friendly, patient, and resolve issues quickly when contacted.

A limited number of users report that technical support sometimes lacks expertise or fails to fully resolve issues.

Support options

Faqs/forum

Email/help desk

Phone support

Knowledge base

Training options

Live online

In person

Documentation

Webinars

Videos

To see what individual users say about Neos's customer support, check out the review snippets below.

“Everything went seamlessly and the support staff was WONDERFUL and answered all our questions timely. ”

Holly P.

Paralegal

“One benefit that also sticks out to me is the customer support tab and how helpful and easy it is to manage through!”

Leilani C.

Receptionist

“customer service is poor.”

Joel A.

Owner

Neos FAQs

Q. What is Neos used for?

Neos is a cloud-based case management platform designed for legal professionals seeking to optimize their workflow efficiency. Built on Microsoft Azure infrastructure, the software provides secure data storage while automating administrative tasks that traditionally consume valuable time. The platform features comprehensive case management capabilities including customized dashboards, automated reports, and seamless document transition from intake to case files, allowing legal teams to maintain a complete view of their caseload and firm performance. The system offers extensive communication tools that enable users to call, email, and text clients directly within the application while tracking all interactions, including court-admissible email metadata. Document management functionality allows users to store, locate, and share files efficiently, with Microsoft Office integration supporting document generation from pre-saved templates. Neos accommodates various practice areas including personal injury, insurance defense, mass tort, family law, and public sector legal work, with tailored solutions for firms of all sizes from small practices to large law organizations. Artificial intelligence capabilities within Neos automate workflows across the firm, with the NeosAI feature providing dynamic workflow management and automated processes to enhance productivity. The platform integrates with third-party applications including Microsoft Office 365 and Zapier to extend functionality and streamline operations across multiple systems. It provides dedicated training and support resources including a customer support team, knowledge base, online certification courses, and in-person training from product experts. The platform allows legal firms to reduce administrative workload, enhance organization capabilities, and improve team collaboration.

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