Neos vs. Clio: Comprehensive Comparison 2026
How does Neos compare to Clio? This page will help you understand the key differences—and why so many law firms are making the switch to Neos.
Neos is built for law firms that demand more from their case management software. With embedded AI, fully customizable workflows, white-glove transitions, and industry-leading support, Neos is the most flexible alternative to Clio on the market. Over 2,300 law firms trust Neos to power their practice.
See Why Customers Choose Assembly over Clio
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Neos Transition
Switching from Clio to Neos is now simpler than ever. Assembly’s highly seasoned experts have transitioned a sizable number of firms from Clio to Neos, and have refined, tried-and-true data conversion and document migration processes that allow you to start practicing law with your updated data as soon as you go live.
Neos Support
We value all our customers and want them to succeed equally, regardless of subscription tier or firm size. Every Neos client gets the same access to our top-notch U.S.-based Support team, which boasts:
- Direct contact via phone or email during business hours
- 15-minute average time to engage with a Neos customer once a ticket has been submitted
- 80% of all Support calls answered in under 40 seconds
- 96% customer satisfaction score for interactions with our Support team
- 78% of tickets closed within 24 hours
Neos users have access to the Neos Learning Hub, featuring nearly 100 on-demand training videos and a comprehensive Knowledge Base with hundreds of in-depth articles covering every aspect of Neos. Plus, free live training webinars led by Assembly experts are available each month, and users can earn Neos certifications at beginner, intermediate, and advanced levels. Neos University (multiple courses based on role) is also available.
NeosAI
NeosAI is embedded in the Neos case management platform. It is not an add-on, like Clio Duo; it is available as part of the NeosAI Platinum subscription. NeosAI includes:
- Document summarization for easy comprehension of large documents
- AI Chat (effortless interface that allows you to capture summaries, extract information, create medical chronologies, and more through intuitive prompts)
- Data extraction from medical records, invoices and other content that is automatically added to Neos
- Dynamic forms that allow you to add unique information to a case on the fly without updating the case type template
- Document generation directly from Neos data
Neos Intake
Neos Intake Pro streamlines client onboarding from first contact to case opening. Dynamic questionnaires capture case-type-specific information without overwhelming prospects with unnecessary questions. Once a prospect is qualified, convert their intake directly into a new case with all details pre-populated. Automate follow-up communication through customizable workflows, send retainers and welcome messages via SMS or email, and track your marketing ROI to understand what's working. Available with NeosAI Platinum.
Neos Pricing vs Clio Pricing
Neos offers three subscription tiers with transparent, all-inclusive pricing. Neos Essentials starts at $109/user/month (paid annually), while Neos Premium and NeosAI Platinum require contact with our sales team for custom pricing based on your firm's needs.
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Frequently Asked Questions: Neos vs Clio
What is included in a transition to Neos?
Can I migrate my Clio data to Neos?
How does Neos intake compare to Clio intake?
How much does Neos cost compared to Clio?
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