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A Seamless Transition to Neos Cloud-Based Legal Software
When you migrate from your current software to Neos, our structured, patent-pending process ensures you:
- Preserve your critical data with accuracy
- Streamline your workflows to boost efficiency
- Empower your team with effective, role-based training
- Minimize disruption so you can continue serving clients without missing a beat
“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
Why the Neos Legal Case Management Software Migration Process Matters
Building a foundation for the future
Switching to a new case management platform isn’t just about transferring data; it's about building a foundation for how your firm will operate, grow, and serve clients for years to come. A rushed or poorly planned transition leads to frustration, lost productivity, and missed opportunities.
At Assembly, we know that a cloud migration for law firms is a major decision and a critical investment in your firm's future. That's why we treat every Neos transition with the structure, expertise, and care it deserves. Your transition is the beginning of a long-term partnership and we want it to get off on the right foot.
The Neos Transition Journey
Step-by-Step Migration Stages Built for Your Success
Every switch to Neos legal software follows the same engineered (and patent-pending!) 7-milestone process:
Step 1: Kickoff
What to Expect: Clear expectations, hands-on project plan
Step 2: Discovery
What to Expect: Deep understanding of your data, workflows, and goals
Step 3: Data Conversion
What to Expect: Secure legal data migration of your existing system’s data into Neos
Step 4: Pre-Production Environment (PPE)
What to Expect: Hands-on practice with your actual data to explore Neos workflows hands-on, confirm data accuracy, and build team confidence through real-time learning
Step 5: Training
What to Expect: Comprehensive, role-specific case management software training for your team
Step 6: Go Live
What to Expect: Confident launch with full access and support from our team
Step 7: Stabilizaton
What to Expect: Post-launch fine-tuning and ongoing assistance
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Proven Expertise
Transparent Communication
Customization Without IT Hassles
Consistent, High-Quality Experience
Long-Term Growth Enablement
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
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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.
