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
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“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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Not a Clio, Needles, or Trialworks customer?

Join the waitlist for Neos Quick Start for non-Trialworks, Needles, and Clio customers.

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.

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Step 1


Our experts will assess, analyze the requirements, and establish a migration strategy

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Step 2


Our Professional Services Team considers every aspect of your current operation and plans accordingly, converting your data carefully and securely

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Step 3


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

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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

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Step 5


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.

Training that sets your firm up for success

We want to set your firm up for success! That means ensuring you and your staff feel comfortable with Neos and get the training you need, whether going in-depth on a particular feature or wide and broad.

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