Neos Essentials

The essentials for optimizing matter management and improving efficiency

  • Standard customizable intake form
  • Robust document management
  • Automated document generation and batch document generation
  • Activity feed and checklist
  • Configurable case types, workflows, and calendaring
  • Dashboard reporting
  • Communication and eSignature integrations
Neos Premium

Supercharge your Neos experience with premium document management

  • Everything in Neos Essentials
  • Optical Character Recognition (OCR)
  • PDF editing, highlighting, redacting, and more
  • Bates stamping

Learn more about Neos Premium

Best Value
NeosAI Platinum

Fully loaded document management, embedded AI, and advanced intake features

  • Everything in Neos Premium
  • Embedded NeosAI (document generation, document summaries, and data extraction)
  • Neos Premium Texting
  • Intake Pro: Dynamic intake questionnaires, plus workflow and communication automation
  • Save $600 in monthly fees on RingCentral or Zoom Phone, cost recovery software, and Neos Docufiler

Learn more about NeosAI Platinum

Our experts will help you determine the Neos tier that will meet and exceed your firm goals

Contact our sales team at sales@assemblysoftware.com or (410) 363-1976

“Neos has helped us reach our goal of managing our cases from the cloud while becoming more efficient and collaborative.“

Handler, Henning, and Rosenberg

Practice Management

Dynamic intake questionnaire
Dynamic intake questionnaire Available for NeosAI Platinum
Customizable intake forms
Customizable intake forms Available for NeosAI Platinum
Automated checklists
Automated checklists Available for Neos Essentials
Automated checklists Available for Neos Premium
Automated checklists Available for NeosAI Platinum
Workflows & process automation
Workflows & process automation Available for NeosAI Platinum
See All Practice Management

NeosAI

AI Document Generation
AI Document Generation Available for NeosAI Platinum
AI Document Summarization
AI Document Summarization Available for NeosAI Platinum
AI Document ExtractionPull data from images and documents and automatically populate case fieldsPull data from images and documents and automatically populate case fields
AI Document Extraction Available for NeosAI Platinum
AI Dynamic Forms
AI Dynamic Forms Available for NeosAI Platinum

Document Management

Automated document creation
Automated document creation Available for NeosAI Platinum
Multi-document generation
Multi-document generation Available for Neos Essentials
Multi-document generation Available for Neos Premium
Multi-document generation Available for NeosAI Platinum
Optical Character Recognition (OCR)
Optical Character Recognition (OCR) Available for Neos Premium
Optical Character Recognition (OCR) Available for NeosAI Platinum
PDF Editing, highlighting, redacting, and more
PDF Editing, highlighting, redacting, and more Available for Neos Premium
PDF Editing, highlighting, redacting, and more Available for NeosAI Platinum
See All Document Management

Communication

Messaging
Messaging Available for Neos Essentials
Messaging Available for Neos Premium
Messaging Available for NeosAI Platinum
SMS and email automation
SMS and email automation Available for NeosAI Platinum
Communicate with clients directly from case file
Communicate with clients directly from case file Available for Neos Essentials
Communicate with clients directly from case file Available for Neos Premium
Communicate with clients directly from case file Available for NeosAI Platinum
Internal communication with in-product alerts
Internal communication with in-product alerts Available for Neos Essentials
Internal communication with in-product alerts Available for Neos Premium
Internal communication with in-product alerts Available for NeosAI Platinum
See All Communication

Intake

Intake forms
Intake forms Available for Neos Essentials
Intake forms Available for Neos Premium
Intake forms Available for NeosAI Platinum
Intake CRM
Intake CRM Available for Neos Essentials
Intake CRM Available for Neos Premium
Intake CRM Available for NeosAI Platinum
Automated lead emails & texts
Automated lead emails & texts Available for NeosAI Platinum
Lead tracking
Lead tracking Available for Neos Essentials
Lead tracking Available for Neos Premium
Lead tracking Available for NeosAI Platinum
See All Intake

Support

US-based weekday phone support (8:30AM ET to 5:30PM ET)
US-based weekday phone support (8:30AM ET to 5:30PM ET) Available for Neos Essentials
US-based weekday phone support (8:30AM ET to 5:30PM ET) Available for Neos Premium
US-based weekday phone support (8:30AM ET to 5:30PM ET) Available for NeosAI Platinum
Email support
Email support Available for Neos Essentials
Email support Available for Neos Premium
Email support Available for NeosAI Platinum
Self-serve portal (Knowledge base)
Self-serve portal (Knowledge base) Available for Neos Essentials
Self-serve portal (Knowledge base) Available for Neos Premium
Self-serve portal (Knowledge base) Available for NeosAI Platinum
On-demand training videos
On-demand training videos Available for Neos Essentials
On-demand training videos Available for Neos Premium
On-demand training videos Available for NeosAI Platinum
Features
Backup
ePayments (LawPay and Digital Disbursements)*Transaction fee applies
No activation fee*
Neos Premium Texting
Speak with your account manager
Cost Recovery - Equitrac, Copitrak, Papercut, Konica Minolta
Connector fee applies
RingCentralRequires a RingCentral subscription
Connector fee applies
MailchimpRequires a Mailchimp subscription
No integration fee
DocuFilerDocuFiler provides an automatic solution to document filing in Neos from outside sources such as scanning software, firm-to-firm document dumps, etc. Higher volume syncing (i.e., polls more than once per day) results in higher cost.
$200/$400
QuickBooks Desktop and OnlineRequires a QuickBooks subscription
No integration fee
Supplemental Transition Services
Speak with your account manager



Questions? We have answers.

Visit our Support page to talk with a member of our team.