NeosAI Platinum Pays for Itself. Then It Keeps Going.

Most software costs money. NeosAI Platinum generates it. A 10-attorney firm running NeosAI sees $270K-$360K in annual savings -- the equivalent of 2-3 paralegals, without the hiring, training, or overhead. That's before you factor in the settlement value that comes from having complete case data instead of the 85% your team captures manually.

Use the Time Savings From NeosAI For Critical Case Movement

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.

Neos: The Multi-Award-Winning Legal Solution

The user-drive awards results speak for themselves: Neos is a gamechanger

G2 High Performer Mid Market Fall 2025
G2 High Performer Small Business Fall 2025
G2 Top 50 Best Software 2025
Legaltech Breakthrough Award 2025
 Capterra Shortlist 2025

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

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
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

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.

Neos Pricing

Get started with Neos

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

Leverage our experience helping over 2,300 firms harness the power of legal tech.