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Transitions to the cloud that fit your firm’s requirements
At Assembly, customers are at the center of everything we do. That’s why we offer two transition options to meet your needs and budget: Neos Quick Start and Transition Plus.
- Choose from streamlined or white glove service
- Access to our Support team from day one
- Additional extended services available
- Safe and secure
“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
The right choice for smaller, budget-conscious firms
Neos Quick Start ($499)
With Neos Quick Start, you’ll be live in Neos in just 45 days! This is perfect for boutique law firms or smaller practices that are eager to get Neos up and running in short order. Available now for current Trialworks, Needles, and Clio users and firms without a current case management system.
All other firms can sign up for the waiting list below to be notified when made generally available.
Guided data migration for Trialworks, Needles, and Clio customers
Onboarding with a dedicated project manager
On-demand training videos and support tools (free Neos Academy and Neos knowledgebase)
Access to Customer Support from day one
Standard reports and template library (upon request)
Microsoft O365 is required to take advantage of this option
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Is there any data conversion performed during Quick Start?
Can I purchase additional live training to complement the on-demand videos?
Will I be able to migrate any of my documents from my current case management platform?
Do I have access to Support during the 45-day process?
Am I able to purchase extended services (product enhancements)?
Neos Transition Plus (variable pricing)
Ideal for larger firms with substantial data
A customized transition to the cloud
With Neos Transition Plus, we work with your firm directly to determine the most comprehensive—yet expedient—path to Neos. You’ll go through our proprietary four-stage process supported by experienced Assembly project managers, trainers, and engineers throughout.
Step 1
Kickoff
Our experts will assess, analyze the requirements, and establish a migration strategy
Step 2
Discovery
Our Professional Services Team considers every aspect of your current operation and plans accordingly, converting your data carefully and securely
Step 3
Conversion
You’ll go through our best-in-class database and document conversion program to transition to the cloud, with your guide ready to assist if you run into any problems
Step 4
User Acceptance Testing and Neos Training
You’ll be given access to a Pre-Production practice environment that mirrors your real account, allowing you to explore the platform, confirm all data has been successfully transferred, and participate in hands-on training
Step 5
Go-Live
Before you officially go live with Neos, we ensure you and your team are well-trained and comfortable with the platform so you’re equipped for success
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 (only available with Transition Plus)
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.
