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Neos Logo

Case management purpose-built for plaintiff firms.

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Neos - 2026 Pricing, Features, Reviews & Alternatives

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

Last updated: September 2026

Neos overview

Based on 204 verified user reviews

What is Neos?

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

Who uses Neos?

By industry, Neos reviewers are most commonly professionals in law practice (67%). 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

Alternatives

with better value for money


Pros & Cons

Email Integration

Integrations

Pricing

Reporting

Tab Management

Calendar

Neos’s user interface

Ease of use rating:

Neos reviews

Overall rating

4.3

/5

204

Positive reviews

75

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.75/10
Rating distribution

5

4

3

2

1

133

41

9

10

11

Pros
“It has great features like AI, case summary, document generation, email integration, and you can post notes and/or emails to the case so nothing gets lost and everyone can access the information. ”
HS

Hannah S.

Litigation Medical and Billing Specialist

“From case management and document organization to workflow automation and team collaboration, Neos has streamlined countless aspects of our daily operations.”
KC

Kim C.

Office Manager

“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!”
RS

Rose S.

Office Administrator Paralegal

Cons
“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.”
JC

Joseph C.

Markreting Director

“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.”
JH

Jetta H.

Intake Zar

“As with all cloud-based software, there can be glitches when there is a high number of users online at one time, and updates can be pushed forward before they are really ready.”
BK

Brianna K.

Legal Assistant

Who uses Neos?

Based on 204 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

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

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.”
BS

Brenda S.

Case Managere

“There are many features such as case notes, insurance information, document uploads, etc.”
DM

Daniela M.

Paralegal

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

NICOLE F.

LEGAL ASSISTANT

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

Sarah G.

Paralegal


All Neos features

Features rating:

Access controls/permissions
Accounting
Activity dashboard
Activity tracking
Adaptive learning
AI/Machine learning
Alerts/Notifications
API
Archiving & retention
Audit trail
Automated text generation
Autonomous task execution
Billable items tracking
Billing & invoicing
Billing rate management
Budgeting/Forecasting
Calendar management
Case management
Client management
Client portal
Collaboration tools
Communication management
Compliance management
Conflict management
Contact management
Contract drafting
Contract/License management
CRM
Cross-system integration
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Data import/export
Data protection
Deadline management
Document automation
Document capture
Document check-in/out
Document classification
Document generation
Document review
Document storage
Document templates
Electronic signature
Email management
Expense tracking
File sharing
For legal professionals
Forms management
Full text search
Invoice management
Knowledge management
Legal analytics and insight
Legal case management
Legal compliance
Litigation support
Matter management
Natural language interface
Natural language processing
Optical character recognition
Records management
Reminders
Reporting/Analytics
Reporting & statistics
Review automation
Search/Filter
Secure data storage
SSL security
Task management
Task progress tracking
Text summarization
Third-Party integrations
Time & expense tracking
Time tracking
Two-Factor authentication
Version control
Workflow automation
Workflow management

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Neos pricing

Value for money rating:

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:

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

“It has great features like AI, case summary, document generation, email integration, and you can post notes and/or emails to the case so nothing gets lost and everyone can access the information. ”
HS

Hannah S.

Litigation Medical and Billing Specialist

“From case management and document organization to workflow automation and team collaboration, Neos has streamlined countless aspects of our daily operations.”
KC

Kim C.

Office Manager

Neos integrations (18)

Integrations rated by users

We looked at 204 user reviews to identify which products are mentioned as Neos integrations and how users feel about them.

Integration rating: 4.7 (21)

Integration rating: 4.4 (21)

Docusign logo
Docusign

Integration rating: 4.9 (13)

Integration rating: 4.7 (9)

Integration rating: 4.6 (8)

Integration rating: 4.3 (3)

Neos customer support

What do users say about Neos customer support?

Customer support rating:

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

Widely noted by reviewers, Neos customer support is friendly, knowledgeable, and consistently helpful with user questions and issues.

A significant portion of users highlight fast response times and easy access to support through multiple channels, including self-service.

A small group of reviewers report unresolved technical issues and occasional lack of expertise from support staff.

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.

“Customer Support is always available and very helpful, even the NEOS University is great! ”

RS

Rose S.

Office Administrator Paralegal

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

HP

Holly P.

Paralegal

“customer service is poor.”

JA

Joel A.

Owner

Neos FAQs

Q. Who are the typical users of Neos?

Neos has the following typical customers:
Small Business

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Q. What is Neos used for?

Assembly Software is changing how plaintiff firms run their practice, combining embedded intelligence, workflow automation, and 40+ years of expertise to help firms handle more cases and drive better results for their clients. Its flagship platform, Neos, has been consistently recognized as a G2 Leader in Legal Case Management, and its built-in AI, NeosAI, won the 2025 LegalTech Breakthrough Award for LegalTech Generative AI Solution of the Year. Built on the legacy of pioneering personal injury case management brands Needles and Trialworks, Assembly is trusted by thousands of firms every day.


Q. What level of support does Neos offer?

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

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