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Work Faster. Win More. Your practice will never be the same.

Automate the request and receipt of medical records, eliminating time-consuming data entry and enabling you to prepare more demands faster.

Please provide a form ID, base URL and tracking code
Please provide a form ID, base URL and tracking code

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.

Customer Satisfaction Comes First with Assembly

We are thrilled to share exciting stats about Neos and Assembly. Read about how we put customers first.