Neos Essentials

The essentials for optimizing matter management and improving efficiency

Start with Essentials

$99

per user/month

(for annual payers)

  • 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

Start with Premium

$129

per user/month

(for annual payers)

  • 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

Start with NeosAI Platinum

$179

per user/month

(for annual payers)

  • Everything in Neos Premium
  • Embedded NeosAI (document generation, document summaries, and data extraction)
  • Neos Premium Texting
  • Dynamic intake forms with required questions
  • Workflows and process 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

Plan Details

Email
Neos Essentials
$99

per user/month

(for annual payers)

Neos Premium
$129

per user/month

(for annual payers)

NeosAI Platinum
$179

per user/month

(for annual payers)

Practice Management

Access from anywhere
Access from anywhere Available for Neos Essentials
Access from anywhere Available for Neos Premium
Access from anywhere Available for NeosAI Platinum
Customer relationship database
Customer relationship database Available for Neos Essentials
Customer relationship database Available for Neos Premium
Customer relationship database Available for NeosAI Platinum
Document assembly & management
Document assembly & management Available for Neos Essentials
Document assembly & management Available for Neos Premium
Document assembly & management Available for NeosAI Platinum
Reports, dashboards & analytics
Reports, dashboards & analytics Available for Neos Essentials
Reports, dashboards & analytics Available for Neos Premium
Reports, dashboards & analytics Available for NeosAI Platinum
See All Practice Management

Document Management

Multi-document generation
Multi-document generation Available for Neos Essentials
Multi-document generation Available for Neos Premium
Multi-document generation Available for NeosAI Platinum
Secure document sharing and storage
Secure document sharing and storage Available for Neos Essentials
Secure document sharing and storage Available for Neos Premium
Secure document sharing and storage 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
Phone
Phone Available for Neos Essentials
Phone Available for Neos Premium
Phone 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
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.