Transitions to the cloud that set you up for success

At Assembly, customers are at the center of everything we do. That’s why we support you throughout every step of your transition with a team of experts.

  • White glove service
  • Access to our Support team from day one
  • Additional extended services available
  • Safe and secure
Image of co-workers walking

“We had to get it installed and working within a week, and the Neos people couldn't have been better. We were able to start working immediately and feel like we learn a new feature every day. We are moving on to more sophisticated templates and other features, and they are all so flexible and useful.”

Libby Hoppes Brokes & Mulvey

Elizabeth Mulvey, Partner

Transitions to Neos

We are there for you every step of the way

A customized transition to the cloud

We work with your firm directly to determine the most comprehensive—yet expedient—path to Neos. You’ll go through our proprietary four-stage process supported by experienced Assembly project managers, trainers, and engineers throughout.

Group of business people

Step 1


Our experts will assess, analyze the requirements, and establish a migration strategy

Image of employees in an office

Step 2


Our Professional Services Team considers every aspect of your current operation and plans accordingly, converting your data carefully and securely

Image of employees in a board room

Step 3


You’ll go through our best-in-class database and document conversion program to transition to the cloud, with your guide ready to assist if you run into any problems

Image of employees looking at an ipad

Step 4

User Acceptance Testing and Neos Training

You’ll be given access to a Pre-Production practice environment that mirrors your real account, allowing you to explore the platform, confirm all data has been successfully transferred, and participate in hands-on training

Image of man smiling with coffee and iphone by a motorcycle

Step 5


Before you officially go live with Neos, we ensure you and your team are well-trained and comfortable with the platform so you’re equipped for success

Product enhancements

Customization Services

Take advantage of our Customization Services to make your Neos environment fit your firm like a glove.

  • Post-conversion data management


  • Custom Checklist items


  • User permissions


  • Custom fields


  • Customized reports


  • Settlement memos


  • Template creation


  • Classroom style or Premium 1:1 training


See All

Secure data transition and storage

Neos is hosted on Microsoft’s Azure environment, which uses AI-powered security monitoring and seals all data behind internal firewalls. Cloud providers are proven secure, and Azure supports more than 95% of the top 500 companies.

Training that sets your firm up for success

We want to set your firm up for success! That means ensuring you and your staff feel comfortable with Neos and get the training you need, whether going in-depth on a particular feature or wide and broad.

Woman on the tablet