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Needles Neos

Needles Neos Rating:
4.3/5

Features

  • Customer Experience & Support - 8/10
    8/10
  • Pricing & Value - 8/10
    8/10
  • Security - 9/10
    9/10
  • Innovation & Future-Proofing - 9/10
    9/10
8.5/10
Details

Rating Breakdown

Our Rating: 4.3/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

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.

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-basedLack of Integrations
Business ReportsWeak Document Assembly
Easy Set-upNo Google Integration

Needles Neos Features

Website
www.needles.com
Starting Cost
Custom
Apps
  • Web
Installation
  • Cloud
Core Features
For law practice management software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Case/Matter Management
Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.
Client/Contact Management
Managing clients and other contacts is a core feature of law practice management software.
Task Management
Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.
Calendar
As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.
Timekeeping
Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.
Additional Features
Conflict Checking
An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.
Email Client
Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.))
Text Messaging
Can you send and receive text messages and associate them with your matters?
Document Management
Basic document management allows you to add documents and associate them with your cases/matters.
Document Assembly
Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.
Secure Client Portal
Basic Bookkeeping
This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.
Trust Accounting
This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.
Full Accounting
Some software includes full double-entry accounting features, making additional accounting software unnecessary.
Billing & Invoicing
Does the software allow you to send bills or invoices?
Online Payments
Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.
Software Integrations
  • DocuSign
  • Lexitas
  • Microsoft Office 365
  • Microsoft Office 365 Calendar
  • Microsoft Outlook
  • QuickBooks
Open API

Needles Neos FAQs

Where can I use Needles Neos?

As a cloud-based practice management system, users can access their files from anywhere they have an internet connection and a modern web browser.

What is the price of Needles Neos?

Neos does not publicize their pricing model. Potential users will need to contact sales in order to determine pricing.

Is Needles Neos secure?

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.

Does Needles Neos integrate with Microsoft 365?

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.

Does Needles Neos integrate with Google Workspace?

At the time of this review, Neos does not have any native integration with Google Workspaces products.

Can Needles Neos handle my Trust Accounting?

Although Neos does not have complex Trust Account capabilities yet, it can likely handle what most lawyers throw at it.

Can I accept online payments with Needles Neos?

As of this review, Needles Neos does not have a built-in method for accepting online payments.

Does Needles Neos integrate with Zapier?

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.

Can I automate documents with Needles Neos?

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.

Is Needles Neos compatible with both PC and Mac?

Yes, as a cloud-based solution, Needles Neos is generally compatible with any machine running a modern browser.

Does Needles Neos have a client portal?

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.

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