ASSEMBLY vs. CLIO

#1 Legal Management Platform: See Why Assembly Beats Clio

  • Dynamic Client Intake: Forms adjust based on client answers, asking for relevant additional details. Clio requires an add-on.

  • AI Automations: Auto-draft legal docs pre-filled with client info. Extract data from PDFs & images. Clio does neither.

  • Practice Specific Workflows: Workflows are designed for each practice area. Clio has only a single generic workflow.

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Neos: The Multi-Award-Winning Legal Solution

Neos: The Multi-Award-Winning Legal Solution

See Why Customers Choose Assembly over Clio

Feature
assembly neos
clio
Cloud-Based Storage
Store all docs in a secure, cloud-based repository
Store docs in Clio Drive
Shared Firm Calendars
Get a single calendar for all staff. Microsoft 365 integration
Google and Microsoft 365 integrations
AI Doc Summaries
Generate legal doc summaries in 1-click with AI
AI-powered document summarization
AI Data Extraction
Extracts data from documents, PDFs, and images
Only extracts data from documents
AI Doc Drafting
Generates full drafts of legal docs
Only generates doc summaries
Custom Workflows
Custom workflows based on case types, milestones, etc.
Only provides generic templates for workflows
Dynamic Intake Forms
Intake forms generate unique questions tailored to prospect answers
Requires add-on with limited features
Dedicated Mobile App
Browser version only
Includes mobile app for iOS and Android
White-Glove Transition
Dedicated success team, data migration done for you, no downtime
Firms must calibrate & export their data. Third-party specialists recommended.
  • “Using Assembly is like upgrading from the 1800s to the modern era. It’s increased case management efficiency, case flow, and client communication by at least 60%.

    Cathy LaPrade
    Accounting, Office & Marketing Manager
    Altizer
  • “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.”

    Elizabeth M.
    Law Firm Partner
  • Neos's customer support team has been exceptional. They are responsive and knowledgeable, helping us quickly resolve any issues or answer questions.”

    Ashley R.
    Paralegal
  • “I love Neos because it helps me stay organized from the beginning of the case to finish. When I get a new intake, I am able to fill in all of the parties and upon receipt of the signed contract, I am able to make it a case. I love that I can then add in all of the important case information including injuries, medical treatment providers, insurance companies and more!”

    Kristin P.
    Paralegal

Integrations

Integrations

Your Legal Case Management Platform, Your Way

Neos stands out as the most customizable case management software available, offering unmatched flexibility to fit your firm’s unique workflows. Unlike other platforms, including Clio, Neos allows you to tailor virtually everything in the platform, including case types, checklists, intake processes, layouts, automations, and more—ensuring the software adapts to your needs, not the other way around. This means you can seamlessly integrate Neos into your practice without disrupting established workflows, making the transition smoother and more efficient.

Neos Transition Versus Clio 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.



“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.”

-Elizabeth M, Law Firm Partner

Neos Support vs Clio Support

“Neos's customer support team has been exceptional. They are responsive and knowledgeable, helping us quickly resolve any issues or answer questions.”

-Ashley R., Paralegal

Neos Artificial Intelligence vs Clio Artificial Intelligence

Does Neos offer AI?

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



Does Clio offer AI?

Clio Duo is a separate product firms can purchase to use alongside Clio. Clio Duo offers:

  • Document summarization
  • Task creation and prioritization
  • AI-generated responses for client communications
  • Matter insights
  • Bill generation
NeosAI Menu

Neos Intake vs Clio Intake

“I love Neos because it helps me stay organized from the beginning of the case to finish. When I get a new intake, I am able to fill in all of the parties and upon receipt of the signed contract, I am able to make it a case. I love that I can then add in all of the important case information including injuries, medical treatment providers, insurance companies and more! The fact that I can stay so organized in one place is very helpful so that I don't miss a beat! I love Neos!!”

-Kristin P, Paralegal

Neos Pricing vs Clio Pricing

What does Neos cost?

Neos is case management software with three different subscription tiers firms can choose from. Neos Essentials, Neos Premium, and NeosAI Platinum all offer increasingly comprehensive access to Neos features. Check out our Subscription Tier page for more information.



What does Clio cost?

Clio offers four different subscription tiers, each with different feature sets. It also offers supplemental products that are not included with Clio, such as Clio Grow (for intake), Clio Duo (AI), Clio Accounting, Clio Draft, and more. Check the Clio website for more information.

Neos Pricing

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See how firms are revolutionalizing the way they practice and their economics

Native AI Workflows

Native AI Workflows

Embedded AI in your firm. Create first drafts and summaries in seconds.

New Firm Economics

New Firm Economics

Transform firm economics with massive time and cost savings.

40 Years of Innovation

40 Years of Innovation

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