Neos

Neos is a cloud-based legal case management platform developed by Assembly Software. Designed by attorneys for attorneys, Neos combines legal expertise with technological innovation to streamline workflows, enhance productivity, and improve client service. It offers a customizable and scalable solution for law firms of all sizes, integrating seamlessly with popular tools and providing AI-powered features to automate routine tasks.

Features

• Case management with customizable layouts and templates
• Integrated client communication via portal, SMS, and email
• AI-powered document summarization, generation, and data extraction
• Advanced document search, PDF editing, and Bates stamping
• Automated workflows and dynamic intake forms
• Billing and invoicing with QuickBooks integration
• ePayments and digital disbursements via LawPay
• Medical records retrieval with HIPAA-compliant partners
• Reporting and analytics with customizable dashboards
• Seamless integrations with Microsoft Office 365, DocuSign, RingCentral, and more

Capabilities

• Automate intake, document generation, and communication
• Manage all case-related data in one centralized cloud-based system
• Customize workflows and dashboards to fit firm-specific processes
• Use AI to reduce manual work and improve accuracy
• Track firm performance with Advanced Analytics
• Communicate internally and externally with built-in messaging tools
• Retrieve and manage medical records securely
• Handle billing and payments efficiently within the platform

Benefits

• Increased efficiency and reduced administrative workload
• Enhanced collaboration and client communication
• Improved data security and accessibility via Microsoft Azure
• Scalable and flexible to meet the needs of different firm sizes
• Faster case resolution and better outcomes
• Reduced IT costs and simplified software management
• Continuous updates and customer-driven feature enhancements
• Dedicated training and support for smooth onboarding