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Needles Neos Pricing, Features, Reviews and Alternatives

Needles Neos product overview

Price starts from

$

85

/momonth
Per User

What is Needles Neos?

Needles is the case management solution that 2,500+ top law firms trust to optimize workflow and maximize their bottom line.

Key benefits of using Needles Neos

Gain firm-wide insights into case value, costs, profitability, and performance. Create custom dashboards and automated report subscriptions.

Give your staff the tools to get the job done. Provide unmatched client service and watch your referrals grow.

Hosted on Microsoft® Azure, the cloud-computing service trusted by thousands of leading corporations, Neos offers a 99%+ uptime guarantee, comprehensive encryption, and full backup redundancy.

Work together on documents with team members in real-time. Call, email, text, and send documents for signature directly within the application.

Manage accounting, medical records, documents, and signatures with our integration partners. Track correspondences, meetings, and events with our Microsoft® Outlook integration.

Stay ahead with automated workflow processes, daily checklists, and reminders. Access templates for dozens of case types and customizable case libraries.

Capture leads effectively, and turn more of them into clients with fully native, end-to-end client intake.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Chat
Phone Support
Knowledge Base

Training options

Live Online
In Person
Documentation
Webinars
Videos

Needles Neos pricing information

Value for money

3.6

/5

49

Price starts from

$

85

/momonth
Per User

Pricing options

Free plan
Subscription
Free trial
Pricing range

Needles Neos features

Functionality

3.4

/5

49
Total Features36 3 categories

Most valued features by users

Document Management
Task Management
Case Management
Calendar Management
Activity Dashboard
Client Management
Reporting & Statistics
Email Management

Needles Neos users reviews

Overall rating

3.9

/5

49

Positive reviews

71%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.63/10
Rating distribution

5

4

3

2

1

22

13

4

8

2

Pros
Ease of use is a big advantage of this software. Integrations are very helpful with outlook and sharepoint.

HF

Haley F.

Overall we've had a great experience with our upgrade to Needles Neos. Very user friendly and a nice format.

HF

Haley F.

Everyone has been genuinely nice and understanding, the limitations of the software is where my issues really are.

MS

Michael S.

Cons
Neos is exceptionally bad at calendaring, document management and task assignment. The Needles team was unable and unwilling to sufficiently address our concerns with Neos.

ZL

Zach L.

Extremely buggy, poorly designed. A bad, infuriating experience.

ZL

Zach L.

What is very annoying is that Needles keeps billing us quarterly for "technical support" that is part of our agreement, but fails to fix our technical issues.

CH

Cathy H.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Easy to use and a great way to store information

Reviewed 3 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Needles Neo

Reviewed 7 months ago

Client management system

Pros

I like that it is user friendly, and easy to navigate.

Cons

The reporting features and case layouts should have more capabilities.

Vendor response

Yocira, we appreciate your suggestions. We will be releasing additional features for the Advance Search reporting and subscription service that will add to the list of available standard reports. You can check for product updates through our Self-Serve Portal "What's New" accessible from the Help Icon in Neos.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Review of Needles Neos

Reviewed a month ago

Overall it took three days to convert our files into Needles Neos and once up-there are a totally learning gap on how to move through the system-where files were and how to even open from online, etc. Once that learning curve was ventured, then it was easier to move through it, however, there were more steps. . the help section and webinars are great tools and they have up-ed their game on that. .

Pros

I like that you can literally cut and paste from Needles Neos anything-like address, etc which you could not do in needles 4. . I like that you can access it from virtually anywhere and not have a server to access. . I do like how you can copy from your desktop straight into Needles and Sharepoint. . I also like that you can view files directly out of Needles Neos

Cons

There are a lot more steps that have to be done and we were not taught how to access sharepoint (had no idea where our files were) and how to get a file from Sharepoint to attach to your email. . when you are in Sharepoint-Case File-you can't search like you can in Needles-have to write the whole word out, etc.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Totally Ignored by Lead Customer Service "Advocate"

Reviewed 2 years ago

Further, Needles techs initially thought the issue was our version of Outlook, and had our firm purchase new licenses for all our uses. Unfortunately, this was a pricey "solution" that did not fix the problem. What is very annoying is that Needles keeps billing us quarterly for "technical support" that is part of our agreement, but fails to fix our technical issues. Also, Needles technicians are all east-coast based. As we're in Arizona, this also presents a problem in availability of their support.

Pros

If it worked as promised, it would have been exactly what we wanted in practice management software. It has some great ideas and is supposed to interface with Outlook.

Cons

Our experience has been that the updates are not adequately tested before released to clients, and customer support is not always advised or up-to-date re the various bugs with the updates, and therefore not able to troubleshoot or fix. We have been trying to get Needles to fix the interface with Outlook that resulted from one of there updates, and causes the slowing of email, for nine months now. We have only had this software for a year. As Needles has been unable to properly diagnose and resolve this problem, they are now ignoring us.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Review

Reviewed 4 months ago

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.

Vendor response

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.

Needles Neos FAQs and common questions

Needles Neos has the following pricing plans:
Starting from: $85.00/month
Pricing model: Subscription


Needles Neos has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Needles Neos supports the following languages:
English


Yes, Needles Neos has an API available for use.


Needles Neos integrates with the following applications:
Microsoft Outlook, Microsoft Azure, Zapier, DocuSign, Microsoft OneDrive, QuickBooks Desktop Enterprise, Microsoft 365


Needles Neos offers the following support options:
FAQs/Forum, Email/Help Desk, Chat, Phone Support, Knowledge Base

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