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About Neos

Neos Review: Law Practice Management Software

Needles Neos Logo

Lawyerist Rating for Neos

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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.

4.3/5

Overview
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What is Neos?

Neos, powered by Assembly Software, is cloud-based case management software from the makers of Needles, and Trialworks. Although the company has been in the law practice management software game for quite some time, this offering is a relatively new player in the market.

Starting Cost: Custom

Pros
  • Cloud-based
  • Business Reports
  • Easy Set-up
Cons
  • Weak Document Assembly
  • No Google Integration
  • Weak Accounting
Overview
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Neos Review: Law Practice Management Software Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

Overview
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Neos Review: Law Practice Management Software Video

Compare with Other Law Practice Management Software Products Download the Field Guide

Product Details

Apps
  • Web
Installation
  • Cloud
Software Integrations
  • LawPay
  • Microsoft Office 365
  • Microsoft Outlook
  • QuickBooks Online
  • Zapier
  • DocuSign
  • MailChimp
  • Microsoft Office 365 Calendar
  • QuickBooks
  • RingCentral
  • Lexitas
  • CasePulse
  • Copitrak
  • Equitrac
  • Papercut
  • Konica Minolta
  • Sharepoint
  • Neos Texting

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.

Yes
No

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.

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.

Open API

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Pros
  • Cloud-based
  • Business Reports
  • Easy Set-up
Cons
  • Weak Document Assembly
  • No Google Integration
  • Weak Accounting

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Cons
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Frequently Asked Questions

Where can I use 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 Neos?

Neos offers three pricing tiers: Essentials, Premium, and AI Platinum. Their pricing page contains a table of features. To get actually pricing, you must contact Neos

Is Neos secure?

As with most cloud-based law practice management software, this platform uses a secure socket layer (SSL) connection to protect information in transit. Additionally, Neos stores the cloud information on Microsoft servers through the Azure product.

Does Neos integrate with Microsoft 365?

Yes. Neos software integrates with Microsoft 365. It has an Outlook email add-on and calendar sync. But what sets it 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. There’s also a Word add-in that helps you create, tag, and save document templates to OneDrive.

Does Neos integrate with Google Workspace?

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

Can Neos handle my Trust Accounting?

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

Can I accept online payments with Neos?

Neos lacks a built-in method for accepting online payments. However, its integtration with LawPay will allow users to handle online payments in the system.

Does Neos integrate with Zapier?

Yes. The platform does integrate with Zapier. Additionally, with its Open API, savvy users can integrate Neos software with many other products.

Can I automate documents with 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 Neos compatible with both PC and Mac?

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

Additional Details about Neos

What we like about Neos, is that they are focused on reporting and analytics for law firms. 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 law firms will likely be able to get the right data out of the program.

This focus on data collection and extraction is reflected in their choice of AI tools they’ve built out:

  • AI Medical Record Extraction: This feature uses AI to extract critical data from medical records and store it dynamically in custom forms. It’s tailored for firms handling medical-related cases, allowing for rapid data analysis and integration.
  • Dynamic Forms: Integrated with AI capabilities, dynamic forms enable firms to organize extracted data into structured formats for easy access and reporting. This is particularly useful for managing complex data like medical or financial records.
  • Predictive Insights and Automation: While detailed specifics on predictive capabilities are still developing, Neos AI aims to reduce manual input by automating repetitive tasks, such as categorizing documents or populating case data.
  • Enhanced Workflows: AI tools support customized workflows, enabling the system to auto-populate case fields, suggest next steps, or generate client-ready documents based on existing data.
  • Integration with Voice Tools: Neos AI connects with tools like Zoom Phone to analyze call data, automatically matching calls to cases and logging relevant interactions.
  • Search and Document Insights: AI improves document search functionality by making it easier to retrieve information and providing summaries or highlights based on user queries.

Who Neos is for

Attorneys who have relied on the Needles case management desktop software, may find Neos to be a comfortable switch. And, with their integrations with Trialworks, they appear to be a solid litigation-based program. Additionally, their open API and ever-increasing integration list means the platform could potentially fit into most legal tech stacks.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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