LawNext Legal Tech Partner Spotlight: An Interview with Assembly Neos

LawNext recently spoke with Assembly Neos CEO, Daniel Farrar for their very first partner spotlight series!



Check out the full Q&A below to learn all about how Neos is transforming the legal tech space.



LawSites: Tell us about Assembly Software, provider of Neos.

Daniel: With nearly 40 years of experience, Assembly Software has revolutionized legal tech with its innovative, award-winning products. As the proud creator of the legendary platforms Needles, Trialworks, and Neos, Assembly has consistently set the standard for excellence in legal practice management.



LawSites: What are some of the features you're most proud of that set you apart from others in the case management space?

Daniel: Neos is a cloud-based case management platform designed to enhance law firm productivity across the entire client lifecycle. With powerful configurability, Neos adapts to your firm’s specific workflows and uses built-in AI to handle repetitive tasks, helping minimize human error so you can focus on delivering outstanding client service. Our platform’s customization, automation, and streamlined workflows allow you to practice law your way, making the most of your firm’s established processes and enabling productivity gains every step of the way.



LawSites: Are there any major awards or recognition you’re proud of?

Daniel: In the G2 Fall 2024 reports, Neos was named a leader in the Legal Practice Management Momentum Grid, Small-Business and Mid-Market Legal Practice Management, and Legal Practice Management for Implementation and Usability. Neos has also earned back-to-back LegalTech Breakthrough awards, securing “Practice Management Innovation Of The Year” in 2023 and “Case Management Innovation of The Year” in 2022.



LawSites: It's hard to interview a vendor in 2024 and not ask about AI. Are you using AI in your product? And if so, how? 

Daniel: Unlike competitors, NeosAI offers law firms a streamlined, native AI experience, boosting productivity and reducing errors through document summarization, automated document generation, and AI-powered data extraction. Firms can trust NeosAI’s built-in data protection, using Neos’ robust security measures, and rely on our US-based support team for expert assistance. With NeosAI, your firm can save up to 10 hours per case, enabling your team to focus on strategic work and enhance client service.



LawSites: Can you tell us about your leadership team? What are their backgrounds?

Daniel: Our leadership team combines decades of legal expertise and technological innovation. We pride ourselves on product-led growth and actively incorporating customer feedback into our strategy to meet the needs of law firms.



LawSites: What are some of your notable integrations users should be familiar with?

Daniel: We integrate with a variety of applications that will help enhance your legal practice, including Microsoft 365, RingCentral/Zoom Phone, DocuSign, LawToolBox, InfoTrack, and so much more.



LawSites: What does your onboarding and implementation process like for users or for IT teams?

Daniel: From start to finish, we’re dedicated to supporting your firm’s successful transition to Neos. You’ll have a dedicated Project Manager to answer any questions you have every step of the way and experts helping you during each phase. Our team begins with a discovery phase, partnering closely with you to confirm Microsoft 365 licensing, review document storage, and identify any additional steps for a seamless migration. We offer a pre-production environment so you can preview settings and explore Neos risk-free before the Go-Live.



Ready to learn more about how Neos can help you maximize your firm’s potential? Schedule a call with one of our experts.