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260 Reasons To Switch To Neos

The jury is out: people love Neos! We fully believe in our software, but part of due diligence is capturing a well-rounded view. Here you'll find hundreds of reasons to switch to Neos case management software—and if you're still not convinced, we'll set up a call with one of our customers so you can hear straight from the horse's mouth why they couldn't live without Neos.

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Anna Winfrey

Learn Why Our Customers Love Neos

Neos is User-Friendly, Configurable, and Effective

See why over 900 firms trust Neos—and so should you!

  • Ainsman Levine, LLC

    "Neos streamlines our workflow and has made it possible for our office to be fully remote when needed and efficiently hybrid otherwise. We've been able to increase our productivity by simplifying internal processes such as document filing, e-mailing profiling/saving, inputting intakes/assigning cases, etc. There are a lot of automations within Neos that replace manual processes and make our case volumes easier to manage."

    

  • Brad Bradshaw MD JD LC

    "Neos is like having my brain in software/app form. Everything we need to remember, track, be reminded of, or in any way need to work our cases efficiently is all there. I have been a paralegal for 30 years, and Neos has made my job easier and made me more efficient. I love it!"

  • Injured Workers Firm

    "Neos has been a blessing! Little to no paperwork needed now. Easy to learn and understand. No major training needed. Tabs are clear as day. A lot of important information is stored and it does not look crammed at all. Everything is organized! Employees of all ages facilitate their daily work duties with Neos and it truly has made a difference."

    

    

    

    

    

    

  • Law Office of Diane C.H. McNamara

    "Neos can do just about anything! The support is great, and there are tutorials to help you get the most out of Neos. Neos is always updating its capacity, which keeps me on the cutting edge! This is a wonderful product!!"

    Talk to a customer to hear what they think of Neos

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"Neos is amazing for so many different reasons. I love how you can customize your dashboard, reports, document type, category, and color. Everything about Neos is so extremely user-friendly."

"The flexibility of the reporting capabilities. I also like the Value Tab records and the ease of linking them to the Provider and Treatment records."

"Neos has streamlined our workflow significantly. It is user-friendly and intuitive, making it easy for our entire team to navigate and use effectively. We have seen a notable reduction in the time it takes to complete administrative tasks, allowing us to focus more on our clients. We've found the reporting features incredibly valuable for tracking our firm's performance and analyzing case trends. Customizable reports make it easy to extract the data we need for strategic decision-making."

"I absolutely love Neos because of its user-friendly interface and efficient reporting features. The daily reminders keep me updated on all my files, and the smooth transition when I first started using it was a breeze. The integration with Outlook and the flexibility for customization cater perfectly to my specific needs. Lastly, being a cloud-based platform, it minimizes IT costs and makes updates straightforward. The excellent support staff is just the cherry on top!"

"I love Neos because of all the reporting options and the ability to customize."

"I loved Needles, so though Neos is a little more complicated, I like it because it is customizable. You can filter your categories and what items you want to see; I love this as I am very detailed, and it helps me manage my cases better because I can set it to how I work!"

"Neos has greatly improved my workload and made me much more productive. Its advanced features and capabilities have streamlined many of my tasks, allowing me to work more efficiently. In addition, Neos has a nice organization and planning system that helps me prioritize and manage my tasks effectively. Its reminders and notifications ensure that I never miss a deadline or important event."

"The program is easy to utilize. I also like the fact you have training modules in the System to help us do our jobs more efficiently!"



"Easy to use and efficient."



"I love Neos because it provides a more efficient and convenient way to go between clients. The lay out of each case is very easy to read and you can find all the information you need right then and there. It provides great support when adding in documents and/or images. The training for Neos is also extremely useful to me when I have questions and if I want to learn more about Neos."

"It helps me keep track of all of my ongoing cases, with a very easy tracking system to make sure I am on the right pace and right track to open/close cases efficiently for my clients."

"Efficient!"

"Neos makes work a lot faster, well organized, and most of all, it is user friendly. It has features that are capable of addressing old habits such as the "drag and drop" for documents, "auto-fill" for location inputs, email integration (tagging), spell check on the messaging/notes system, and a whole lot more. It's like a secured digital office cabinet with everything labeled! Easy to use, and it has a fantastic layout."

"Neos has made the office run more efficiently in both gathering and categorizing data, and in keeping our information clean and organized. It has made it easier for our staff to stay on task, track progress, and find weaknesses in established processes. There has been some adapting necessary, but even with the changes we have had to make, Neos has brought many benefits to our daily tasks. And the best part: I know we have not even seen the full potential of what it can do for our firm, but we are on our way to discovering it!"

"Neos has been a game-changer for me and my office. As a paralegal who has over 10 years of experience using different management systems, Neos is at the top of the list for organization, convenience and dependability. My favorite feature is the ability to instantly save documents into respective Word folders once uploaded into Needles, negating the need for additional actions. Second, it would be the ability to save defendant and counsel information for ease of access as it pertains to communication and litigation accuracy. My third would be the ability to save medical records separate from the case documents, making it easier to view facilities, and quickly access the information you are looking for. Needles is structured in a way that, if utilized to it's fullest potential, will save you loads of time and, in turn, loads of money."





"It keeps me organized. My client's information is easily accessible, I am able to see the work or tasks my team members have billed for."

"Neos is organized and makes our workflows much easier."



"Neos is so organized and I know exactly where everything is. It is much more modern and easier to navigate."



"The organization of medical records and case expenses. The integration with Outlook is seamless, which allows correspondence to be tracked and saved. I recommend this to anyone that needs an online case management software."

"Very organized, user friendly and easy to use."



"I love how easy it is to find a case name with the many active and close cases that we have. Neos makes it effortless to find which case is currently in litigation with a bold red icon. It saves me time in searching for what I am looking for with the many tasks of our busy firm. "

"Neos has been a user friendly system since I've started at Loncar. I had no issues & quickly learned how to navigate & use Neos to benefit me in my work space (medical records). Neos makes tracking/following up with each clients case very simple & keeps everything organized!....I love Neos because of the ease of moving around and having everything you need at your fingertips."



"I love Neos because I can keep better track of my records requests. My attorney doesn't even have to ask me about the status of any of the records because it's all there and easy to read/see. I also enjoy Neos because I can send messages to the attorneys without having to pick up the phone and call them."

"I love Neos because the design is sleek and easy to use. I am able to complete my tasks in a timely manner as Neos works as it should. It has the needed buttons and works great with our law firm."

"Organized and efficient. I love that all that I use can sync to Neos - Outlook, RingCentral, etc. Easy to find all relevant docs for a case."



"I love Neos because it lets me work productively and exceed my production. Neos lets me manage all my cases in a way that works best for me as a paralegal and for my clients. I can keep track of all the important aspects on a case and allows me to work my case up to get the client the best outcome...I love Neos because it autosaves any work, which is super helpful in this fast paced environment. It's efficient and self-explanatory!"

"I love how the program allows for my job and the duties in entails to be all in one program! I love that I have the capabilities in which to keep all notes in one place and they are accessible anywhere. I also love that there is the options to attach documents on the Info Req. and they are all right there at anytime for anyone to preview. Also love how flowing the program is when going from the different tabs. I think the program is excellent and I am so proud that my firm has chosen this program as it makes productivity so much better on my behalf for my firm."

"Fluid case management and convenient when on the go."



"Neos has helped to both modernize and streamline our firm's handling of cases. Because of this, it has made life easier for our paralegals, attorneys, and staff. Most importantly, the improved efficiency of Neos has allowed us to get our clients paid for their injuries faster so that they can begin to recover financially from their accident. Being able to get clients paid quickly once their case has settled makes for happier clients. Neos also helps even out the cash flow of the law firm because you can reliably expect to disburse settlement proceeds faster. Summed up in one sentence, Neos allows you to have your entire firm at your fingertips whenever and wherever you are working!"

"I love Neos because it makes it easy to stay organized and on track for our cases and any up-and-coming deadlines!"

"Neos helps me streamline my practice through templates for all of my documents, tagging emails to cases along with attachments, and texting clients directly from the case file."

"Neos truly makes life so much easier. The software makes maintaining cases, intakes, messages, documents, etc. so much easier, causing us to take on more work. I enjoy that I know exactly what I am doing daily thanks to the checklist."

"As daunting as the Neos was - it has become much more user friendly and the main thing I love is being able to figure things out on my own because of how helpful the searches, and "how to's" are - I don't like having to rely on "help requests" and wait for someone to get back to me - I love all the Neos features but love being able to teach myself how to use everything even more."



"For over 25 years, Neos and its' predecessors have been a reliable asset to our practice. Neos makes it effortless for us to conduct business in this virtual world."



"Neos keeps all of our information in one place that I can access from anywhere when working remotely. I particularly like the automatic calendaring of tasks and deadlines which I used to do manually."

"Paralegals appreciate software organizing systems for several compelling reasons. Firstly, these systems streamline the often complex and document-heavy nature of legal work. They enable paralegals to efficiently categorize, search, and retrieve documents, eliminating the time-consuming task of sifting through piles of paperwork. Additionally, software systems enhance collaboration within legal teams by facilitating the sharing of documents and information in a secure and organized manner, ensuring that everyone involved in a case has access to the most up-to-date information. Moreover, these systems can help paralegals meet critical deadlines and manage their workload effectively by providing task management and reminder features. Ultimately, software organizing systems empower paralegals to work more efficiently and accurately, freeing up their time to focus on higher-value tasks that require their legal expertise and attention to detail. To date, Neos is the most complete I've seen."

"Having emails/calls/notes all in the same place makes it so much easier to keep up with the volume of details that come in and find them again later. "

"With Neos, I am able to customize my own user-defined fields to report for how much I think the case is going to get and what my cash flow is going to be in the next six months based upon these projections.”



"The ability to link related documents and edit along with co-workers, in real time."

"My favorite feature of Neos is being able to keep tabs open and quickly switch between cases. I work on Mass Tort cases and I am often having to completely redirect my attention and being able to keep a tab open and open a new case really helps me to get back into what I was working on."

"The accessibility!!!"

"I love that it tracks the progress of the work on our cases. We can text clients through Neos, save emails and pictures directly to the files on Neos and run any kind of report we are looking for. Neos is amazing and It makes my work life easier."

"I love Neos because it is so user-friendly, even for the most non-tech-savvy person! It's simplicity is great, but at the same time fulfills the needs of our law firm. The detailedness of the case input system really helps us keep track of our cases and keep all information in one place. It also seamlessly links to our Outlook calendars and OneDrive, making case organization extremely efficient. Neos is a great program to keep all of our files in a safe and secure place. "

"Since switching from Needles 4 over 3 years ago, Neos has helped our business run smoother than ever before!"

Using the much more aesthetically pleasing Neos versus the old Needles software has been a game-changer for our firm and has transformed the way we handle our cases. Here's why:

1. Efficiency: Neos has streamlined our workflow significantly. It is user-friendly and intuitive, making it easy for our entire team to navigate and use effectively. We have seen a notable reduction in the time it takes to complete administrative tasks, allowing us to focus more on our clients.

2. Organization: One of the standout features of Neos is its meticulous organizational capabilities. We can easily store, index, and access all case-related documents, notes, emails, and deadlines in one centralized location. This has not only reduced the chances of important information being lost but has also made it simpler to retrieve critical data when needed.

3. Communication: The software offers excellent internal and external communication tools, enabling seamless and secure collaboration within our team and with other firms and our clients. This ability has improved client engagement and transparency.

4. Reporting: We've found the reporting features incredibly valuable for tracking our firm's performance and analyzing case trends. Customizable reports make it easy to extract the data we need for strategic decision-making.

5. Customer support: Neos's customer support team has been exceptional. They are responsive and knowledgeable, helping us quickly resolve any issues or answer questions. Neos is consistently evolving and improving upon itself, which is always exciting.

I would highly recommend Neos to any law firm looking to enhance its case management capabilities.

"Huge upgrade from Needles. Our firm loves the efficiency and the user-friendly capabilities we are now able to do with Neos."





"Neos has made my job easier and more streamlined, as it allows for various means of record and message keeping. Neos is very user-friendly and makes my job as a personal injury paralegal much more efficient. I particularly like being able to tag emails directly into the client file. This saves time and extra steps."

"I love the access you have to texting the clients in case they are unreachable. It is very helpful to have templates ready to generate so quickly. I love it all!"



"We have had Needles products for 25 years. Neos is user-friendly, and has a lot of convenient options, like bolding font in an intake note. We also enjoy the templates and the ease of creating new templates as the firm changes."

"Neos listens. When they listen, firms are served with their needs being met while they are ever-evolving as they become the leading CRM software in the industry."

"Neos addresses all of the items on my "wish list" from Needles. It is hard to narrow down what is most helpful. The integration of emails, the ability to text seamlessly, the reports and document management are a few of the functions I find most useful. The fact that it is cloud-based and easily upgraded is also a great benefit."

"Assembly Neos allows my law firm to be extremely efficient, which allows our firm to provide excellent legal services to our clients."



"The ease of being able to compile all my cases in one place. Running reports and the organization that it entails assists in my day going easier. I am able to focus more one on one with clients as opposed to shifting through their files unorganized."

"It is so helpful and keeps everything in order and so easy to manage."

"I love that we are able to keep all our legal files, notes, documents and expenses in order and also integrated with Quickbooks. Having Neos and Quickbooks in sync is optimal."

"In today's fast-paced world, efficient case management is crucial for organizations across various sectors. Neos Case Management Program has emerged as a transformative solution, significantly enhancing workflow and productivity. Neos has streamlined Case Management and enhanced collaboration, features like automation and task reminders, and a user-friendly interface. Its user-friendly interface, automation features, and data analytics capabilities make it a game-changer in the field of case management. By optimizing processes and fostering collaboration, Neos empowers teams to work smarter and achieve better results."

"I love the interface where I can find all my required information just a click away. It is easier to keep track of witnesses, providers, and the various adjusters we have to work with."



"Organized and ease of use."



"User-friendly and time-saver to all



"It is user-friendly and has resources on how to address any issue that arises."

Learn why more than 2,300 top tier firms trust Assembly

"Not sure if you should switch from Needles to Neos? I would recommend you absolutely give it a try."assembly-arrow

Black, Lyle & Habberfield, LLP

"Neos helps our team save so much time! Between generating documents (from pre-saved templates) to seamless Outlook email and calendar integrations, we are more productive than ever."assembly-arrow

James Morris Law

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

Handler, Henning, and Rosenberg LLC