#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
See Why Customers Choose Assembly over Clio
“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 LaPradeAccounting, Office & Marketing Manager
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
What is included in a transition to Neos?
What is included in a transition to Clio?
What data is converted when you move from Clio to Neos?
What data is converted when you move to Clio?
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
What support does Neos offer?
What support does Clio offer?
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
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
What is included in Neos intake?
What is included in Clio intake?
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.
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