Cloud, Automation & EfficiencySeptember 19, 2022

Long-time Needles Customer Handler, Henning, and Rosenberg LLC Finds Immense Value in Switching to Neos

Key Results

  • Seamless document management
  • Smooth transition from Needles to Neos
  • 70% increase in closing case files

For over 100 years, Handler, Henning, and Rosenberg, LLC has served the central Pennsylvania area, specializing in personal injury law and mass torts. Today, the firm has grown to over 40 lawyers. Despite their impressive growth, they still consider themselves a true family business and see their firm as “their family helping yours.”

Handler, Henning, and Rosenberg have been Needles (and before that, PINS) customers for over 30 years! Recently, the partners realized the importance of moving the firm to cloud-based case management software, which allowed for remote access, better security, and the ability to collaborate from anywhere.

Neos was the obvious choice because they knew that Assembly’s legal software was industry-leading, customer service was top-notch, and the custom training provided ensured seamless data migration.

Before Neos

Previously, the firm relied on Needles for its case management. While they found immense value in Needles, the server-based solution wasn’t ideal—the need to access records, case files, and client information and collaborate from anywhere had become an obvious barrier to growth. Since each staff member at the firm might interact with hundreds of case files from the office and at home, the firm lost many hours of productivity because a hybrid work model was not supported.

Handler, Henning, and Rosenberg also shouldered substantial additional expenses associated with supporting servers onsite, such as the cost of the servers themselves, extra office space to house them, and increased utility costs. The additional costs of on-premises servers and lack of remote access convinced them that transitioning to a cloud-based platform was the best next step for the firm.

With Neos

The benefits for the firm’s attorneys and clients in terms of speed, productivity, efficiency, consistency, collaboration, and outcomes became clear immediately upon transitioning to Neos.

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

While productivity and efficiency matter for any firm, these values are especially critical in Handler, Henning, and Rosenberg’s case, as many of their cases rely on expedient settlements for success. That means accessing case information quickly from anywhere is essential for ensuring favorable outcomes.

Moving seamlessly between cases and files was also crucial to saving the team time, frustration, and energy. The firm has extensively used document management, automated workflows, and advanced search. They have also embraced the application integrations, taking advantage of CasePulse and SharePoint in particular.

What We Love About Neos

“Neos offered highly personalized training on how to ensure a smooth transition of our data from Needles to Neos and using the software.”

The firm has also enjoyed the ongoing communication around monthly software enhancements and updates. Each release communication includes an in-depth description that explains why the updates might matter to the user and how to use them. Becky and the firm enjoy the ongoing enhancements and can readily adopt them thanks to the wealth of continuing education.


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