Needles Neos is cloud-based case management software from Assembly Legal, the makers of Needles, and Trialworks. Although the company has been in the law practice management software game for quite some time. Neos is a relatively new player in the market.
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Who Needles Neos is for
Attorneys who have relied on the Needles desktop platform, may find Neos to be a comfortable switch. And, with their integrations with Trialworks, Neos promises to be a solid litigation-based program. But they aren’t quite there yet. Currently, though, they have solid CRM and intake capabilities. Firms who are looking to track marketing efforts and manage their PNCs effectively and efficiently may find Neos is the right solution.
Although Neos offers an open API, there are few native integrations beyond the standard ones with Microsoft products. Attorneys who rely on quick and straightforward integrations to run their offices may find Needles Neos lacking.
| Pros | Cons |
|---|---|
| Cloud-based | Lack of Integrations |
| Business Reports | Weak Document Assembly |
| Easy Set-up | No Google Integration |
Needles Neos Features
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Website
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www.needles.com |
|---|---|
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Starting Cost
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Custom |
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Apps
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|
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Installation
|
|
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Case/Matter Management
|
✓ |
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Client/Contact Management
|
✓ |
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Task Management
|
✓ |
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Calendar
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✓ |
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Timekeeping
|
✓ |
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Conflict Checking
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✗ |
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Email Client
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✓ |
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Text Messaging
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✗ |
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Document Management
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✓ |
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Document Assembly
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✓ |
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Secure Client Portal
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✗ |
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Basic Bookkeeping
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✓ |
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Trust Accounting
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✓ |
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Full Accounting
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✗ |
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Billing & Invoicing
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✓ |
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Online Payments
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✗ |
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Software Integrations
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|
| |
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Open API
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✓ |
Needles Neos FAQs
As a cloud-based practice management system, users can access their files from anywhere they have an internet connection and a modern web browser.
Neos does not publicize their pricing model. Potential users will need to contact sales in order to determine pricing.
As with most cloud-based law practice management software, Neos uses a Secure Socket Layer connection to protect information while it is in transit. Additionally, Neos stores the cloud information on Microsoft servers through the Azure product.
Yes. Needles Neos does integrate with Microsoft 365. It has an Outlook email add-on as well as a Calendar sync. But what sets Neos apart is its integration with SharePoint, instead of OneDrive which gives your firm access to the full functionality of Microsoft's built-in document management and collaboration features.
At the time of this review, Neos does not have any native integration with Google Workspaces products.
Although Neos does not have complex Trust Account capabilities yet, it can likely handle what most lawyers throw at it.
As of this review, Needles Neos does not have a built-in method for accepting online payments.
At the time of this review, Needles Neos does not have a direct integration with Zapier. However, with an Open API, users may not need a Zapier integration in the first place.
Neos, like most LPMS systems, has mail-merge style document assembly functionality built-in. This will handle things like filling out templates, or creating engagement letters for PNCs. However, it won't handle conditional statements, and can be difficult to automate robust documents.
Yes, as a cloud-based solution, Needles Neos is generally compatible with any machine running a modern browser.
No, as of this review, Needles Neos does not have a client portal.
Additional Details about Needles Neos
Neos is still a bit of a work in progress. But that’s good. No practice management system is complete, and no system is a silver bullet. What we like about Neos, is that they are focused on reporting and analytics for your firm. And their pedigree says they can likely deliver on that. Additionally, with an Open API, users can likely get the platform to integrate with their favorite other cloud-based programs. The analytics focus means you’ll likely be able to get the right data out of the program.
