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Recommended
Frank N.
Law Practice, 1-10 employees
Used daily for 1-2 years
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The checklist and document creation features are set up to handle a practice such as ours where we get a lot of potential client calls. Document creation is smooth once it is set up. The intakes work well and the dynamic fields in the intakes keep improving. The ability to SMS from Neos is a real plus, but I was not satisfied with having to subscribe to Ring Central to fully use SMS.
Neos is best used for non-litigated case files. It does not have a case calendaring system for any jurisdiction's rules. It schedules items on the weekends when we are closed and I must go back to check for any items set for the weekend to move them to a work day.
Frank, Thank you for your 5-star, 10 of 10 review. We love having you as a customer! - The Neos Team
Jason M.
Legal Services, 11-50 employees
Used daily for 1-2 years
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Neos has created more problems than solutions for me. Although the features are impressive, they have to work correctly to be a feature. Help articles are a bit of a joke. For example, in coding templates with advance field codes in Word, Neos has examples of if->then functions in their help files. However, even with proper coding, the if -> then function won't always work. There have been some issues with documents coded with "ALL CAPS" fields as well, which is a common thing to use in legal documents. The code sometimes gets ignored entirely when "ALL CAPS" is chosen. You can submit tickets, but never really know what the status is once it's sent to "development."
Customization options are the best part of Neos. It has potential.
Neos will slow down to unusable speeds, typically when trying to access the calendar view, but also randomly. The calendar is always problematic. After implementation of Neos, it kept altering our calendar, and some entries were deleted. That was terrifying for a legal firm. While generally I'd appreciate regular updates, if they are not fully tested, they should not be rolled out. Almost every...
Jason - Thank you for your candid feedback - we have shared it with the product team. Additionally, your Customer Success Manager will be in touch to discuss your experience and help where needed. - The Neos Team