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a elegir el mejor software
Sobre Neos
Una solución de gestión de casos fiable que gestiona los casos desde la recepción hasta la resolución. Ofrece listas de verificación personalizables y funciones enriquecidas.
Easy to use, many features, overall solid case management program.
Ultimately, found out that I could code an if than statement in Needles should I want to use pronouns. Each bookmark in Neos will eat up a line or two of your template, which makes for errors.
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Best way to manage every aspect of your files
Comentarios: I couldn't imaging working without it. It makes my job a lot easier.
Puntos a favor:
Neos is very helpful to the attorney and staff. It helps us keep track of important dates and deadlines as well as stay up to date with the facts of the case. Thanks to many features, specifically the notes feature, we are able to efficiently communicate with our clients, providers, and counsel. I also like how smoothly it integrates with Microsoft Outlook.
Puntos en contra:
I am still trying to get used the changes that were recently made to the calendar.
The best tool for a solo practioner!
Comentarios: Excellent. Once we worked through a few bugs, everything is great!
Puntos a favor:
That I can create templates for almost all documents I use!
Puntos en contra:
I can't really think of anything at this time.
DON’T MAKE THE SAME MISTAKE WE DID
Comentarios: Terrible. Pitiful customer service and the product is terrible. Not only does it have unfixable glitches it is also not user friendly and it is difficult to navigate!
Puntos a favor:
None. Absolutely not a single one. Neos is terrible.
Puntos en contra:
DO NOT USE THIS COMPANY. Needles was great, but there is absolutely nothing good about Neos.
Respuesta de Assembly Software
el mes pasado
Hi Gina, We are sorry that you are unhappy with Neos. Our Support team is always there to assist and your Customer Success Manager will be in touch shortly to discuss solutions with you.
Litigation Assistant
Comentarios: Overall, I really like Neos because it has helped me navigate the case better.
Puntos a favor:
Easy to navigate throughout the different tabs.
Puntos en contra:
Accessing PDF's and Videos along with Saving and editing PDF's
Neos is super easy to use
Comentarios: Overall I love it and I love how everyone can collab perfectly and do their jobs in each and every case and we can all see who did what with their notes and just go from there without having to be updated on any new thing with the cases
Puntos a favor:
How easy and quickly I can get to things like messages and my checklist for each case and client and how organized all the documents are when I'm trying to look for them.
Puntos en contra:
I don't think I've found anything I dislike, everything is pretty straightforward on Neos, maybe just the automatic font and positioning I have to play around with when I'm trying to create a letter on docs I find a little tedious.
Alternativas consideradas previamente:
Change is good
Comentarios: Overall. I believe that it has made our office more productive.
Puntos a favor:
Having the information that I need at my fingertips and being able to generate documents.
Puntos en contra:
The calendar and not being able to see it in color codes.
Neos is Superior to all other case management software
Comentarios: Compared to the other case software management I've used, Neos is far superior. One of my favorite features is that you can keep multiple clients' files open and can volley between them at the top of the screen.
Puntos a favor:
Neos is extremely user friendly and is the best when it comes to categorizing and organizing client documents! As a litigation paralegal, it's imperative that I keep everything organized as I have deadlines that are always looming! Neos has a fantastic case calendar which syncs with my email and outlook Calendar making it easy to manage deadlines all in one place! Another feature I like is the ability to toggle between different client files at the top of the screen. This feature is such a time saver!
Puntos en contra:
If there's one thing I would complain about, it's that sometimes Neos takes forever to load which I'm sure is due to multiple users being on at once.
Neos Makes Me Happy
Comentarios: Neos makes managing my cases easy. I think the company made the right choice by going with Neos.
Puntos a favor:
The integration of the other products we use in the office make it easier and faster to work on cases and knowing if I need help it is a click away.
Puntos en contra:
I can't say there are any major issues with Neos I know when updates come out sometimes things need to get worked up and I know I can count on that happening in a timely manner.
You won't regret Neos.
Comentarios: Neos has helped with staying organized and being able to manage and save all information I could possibly think of while managing my cases, client info, treatment, court deadlines, the list goes on...
Puntos a favor:
Easy to navigate and pretty self-explanatory. One of the best case management programs I have ever worked with.
Puntos en contra:
I honestly do not have anything negative to say about Neos.
Great for Management
Comentarios: Overall, it is a great management system for files.
Puntos a favor:
Neos is great for it combining calendar, notes, emails, and deadlines all in one place. Looking up my client and everything going on or due all together makes things easier to manage.
Puntos en contra:
It can be difficult to figure out how to initially set things up and while you can send notes in office, they do not pop up on your screen so you may miss something urgent if you don't check your notes constantly.
Alternativas consideradas previamente:
A Very Expensive Microsoft 365 License w/ Very Little Additional Functionality
Comentarios: Implementation was not great, and I was not migrating ANY data. I still do not believe I have everything I was supposed to get. I paid $1,000.00 to do the work during my onboarding that could have been done prior to my implementation. Because Neos requires 365, during onboarding you will get to make all your Microsoft 365 and Neos connections. I assume I paid $1,000 for someone to tell me how to make the connections and 3 hours of training? Not sure. I also was not told about a bug that Neos had which prevented data from being updated and saved more than once during my implementation. I did my implementation on a Friday, and attempted to input my cases into the system on the following Saturday and could not get anything to save. I was told the following Monday about the issue, was told it was a known issue, and would be resolved in a day or so. I spent all day Saturday trying to figure out what I was doing wrong for nothing. It was ultimately fixed. But just a frustrating experience. Everyone has been genuinely nice and understanding, the limitations of the software is where my issues really are.
Puntos a favor:
Neos is customizable, which is nice. You can add whatever field you want to add to any tab. It allows you to collect and input whatever data you want and you are not nearly as constrained as you are with Trial Works in terms of customization. It has a nice display. Grouping contacts is easy. Apparently, there are a bunch of reports you can use.
Puntos en contra:
Functionality is not there. Commonsense things are missing from this platform. The system relies on and appears to be limited by Microsoft 365, which itself can be spotty. Neos is just Microsoft 365 apps all tied together, under a sleek looking display, but adds almost nothing to the 365-experience. 90% of the Neos platform is bundling all-things 365 together through a sleek looking display. The other 10% that you would expect Neos to have incorporated and built-in is missing. Templates have to be saved and then generated to be tested. You have to constantly change in and out of various tabs when creating a template to get your bookmarks. Good luck finding bookmarks for pronouns. I was told by Neos I should consider writing gender neutral. Ultimately, found out that I could code an if than statement in Needles should I want to use pronouns. Each bookmark in Neos will eat up a line or two of your template, which makes for errors. You can calendar within Neos, but you can't invite clients or "providers" or anyone outside your firm within Neos' calendaring feature, so it's an useless feature and users will need to rely Outlook. If you generate an email within Neos, by clicking an email link within a case, it is not saved unless you tag it in Neos. If you email a document from a case in Neos it does not prompt you with the various case contacts associated with your case so you must click through various tabs in your case file to get the email address(es) you need.
Respuesta de Assembly Software
hace 4 años
Michael, thank you for your candid review. We understand as a user of our desktop product, TrialWorks, your transition has involved additional modifications in converting to a web-based platform. We appreciate the opportunity to listen to the voice of our customers and share your personal experience with our Product Management team. Neos continues to evolve, adding new features monthly. We look forward to the opportunity to continue to work with you.
User Friendly
Puntos a favor:
Assembly Neos has significantly enhanced my workflow with its versatile features and robust integrations. I love the many options for accessing information, which allows me to retrieve data quickly and efficiently. The platform's capability to create a multitude of reports tailored to our firm's specific needs is a game-changer. Additionally, the seamless integration with numerous programs has streamlined various processes, making my professional life much easier. Overall, Assembly Neos is an invaluable tool for any firm looking to optimize its operations and improve productivity.
Puntos en contra:
While Assembly Neos offers a wide range of features and integrations that enhance productivity, one area that could use improvement is the calendar functionality. Currently, the calendar does not alert users to scheduling conflicts. For instance, if you double-book an appointment, there is no notification indicating an existing appointment at that time. Implementing a conflict alert feature would greatly enhance the usability of the calendar and prevent scheduling errors. This improvement would make an already powerful tool even more efficient and user-friendly.
Neos Review
Comentarios: I would say that Neos is a very create system compared to others that I have used
Puntos a favor:
It easy to navigate and learn if you are new to the system
Puntos en contra:
That we can delete mistakes when we upload something to the wrong file or multiple times
Respuesta de Assembly Software
hace 3 meses
Thank you for your 10/10 review of Neos, Terra! Thank you for being a valued customer; we appreciate your feedback!
Review of Neos
Comentarios: We have used Neos for 4 years now and would recommend.
Puntos a favor:
Online access and I can get on from anywhere. I also like the layout.
Puntos en contra:
Many bugs. Everytime there is an update, we have issues persist for about a week.
Cloud Based File Management is the BEST!
Puntos a favor:
I like the ease of Neos. It is user friendly for those that have never used the software and are new to cloud based file management. Neos makes it easy to integrate everyday used apps, such as Microsoft Office, and create templates. I also like the ability to text our clients through our system. In 2024, it saves having to use solely email!
Puntos en contra:
The only qualm that I have with Neos, that they are already working on integrating I might add, is having the text messages that we receive from clients only come as notifications and not as emails.
Great service and constantly updating platform
Puntos a favor:
I have been extremely pleased with Neos software, but even more so with their customer support and constant technological updates to the software platform. They are constantly offering video tutorials, and various updates to help improve the user experience. We use this constantly. It is the backbone of our firm's case management. Highly recommend!
Puntos en contra:
Can be glitchy sometimes. Takes several days or weeks to fix sometimes.
Respuesta de Assembly Software
el año pasado
Chris - Thank you for your 5-star, 9 out of 10 recommendation. We are so happy you are pleased with Neos and our customer support! Thank you for being a valued customer. - The Neos Team
A Neos user's review after five months...
Comentarios: I like the regular emails from Neos with updates, training opportunities, and communication from them. It was a very difficult transition from TrialWorks at first, but I think we all appreciate all the advantages Neos has.
Puntos a favor:
I love the ability to personalize Neos: the staff and default tasks, the checklists, the case dates, even the layout views for each person. However, the absolute best feature for me are the customizable reports and "living" Dashboards. I created several of those and am constantly referring to them to keep organized. I can't not mention the support crew. They are all so knowledgeable, helpful, and friendly.
Puntos en contra:
The Neos calendar. When scheduling a calendar item from Neos, the case name does not show up on the calendar; you have to manually type in the case name in the subject line.
Neos review from a law firm
Comentarios: Overall, NEOS is great and makes life just a bit easier for our law firm.
Puntos a favor:
Our company is loving the new AI Feature on NEOS
Puntos en contra:
When trying to save something, if the required fields aren't filled out it wont save. Instead of saying why it wont save you must figure it out
Happy Assistant!
Comentarios: Overall, I have been very pleased with our move to Neos. I felt it was easy to transition over to, did not take long to become comfortable navigating around it and I still learn new features every week.
Puntos a favor:
The transition to Neos has been great. The case calendar is my go-to tab. I like the ease of being able to access all the information that I need on one platform as opposed to going back and forth between programs to get the information that I need on a case.
Puntos en contra:
Transferring documents out of Neos. Its an extra step of having to download files before attaching to email or uploading them as opposed to being able to just drag them over.
Great Experience
Comentarios: Overall Neos has made my job easier. The features have made it easier to communicate with clients. I enjoy being able to drop documents right into all of my clients' files.
Puntos a favor:
The changes to Neos have made me job easier.
Puntos en contra:
You have to relearn Neos because certain features can be removed or replace.
NEOS Easy Flow
Comentarios: I enjoy the easy flow of tabs; the way they are placed also the simple questions it reminds me of all the information I need to ask.
Puntos a favor:
The easy flow from one section to another, I like that he does not feel overwhelming it does not have a lot of information on one page. Also easy to edit information.
Puntos en contra:
When I get an error message it will not let me save until I fix the issue but it will not tell me what the issue that I need to fix is so I can save it.
Legal Assistant
Comentarios: My experience overall was not a great one we were having issues and to many steps to follow.
Puntos a favor:
the ability to send text messages to clients and saved them in the file
Puntos en contra:
not able to edit calendar, and documents not uploading correctly.
Respuesta de Assembly Software
hace 2 meses
Hi Maria, we are glad you are enjoying the text messaging function in Neos, but are sorry to hear about your difficulty editing the calendar and with document uploading. Your Customer Success Manager will be in contact with you to help resolve your concerns. Take care!
Easily accessibe
Puntos a favor:
Internet access, quick, many features to use
Puntos en contra:
There are many features but not aware of all of them to be able to implement to its full potential.
Respuesta de Assembly Software
el año pasado
Sarah - Thank you for your 4-star, 9 out of 10 recommendation. Please feel free to contact your CSM directly to learn about all of the features Neos has to offer. - The Neos Team
Needles Neos - The Best Case Management Software
Comentarios: With Needles Neos being cloud based, and the world still experiencing the Pandemic, I appreciate the fact that I can access ALL my case documents from anywhere in the world. This feature has made working from home seamless.
Puntos a favor:
The feature I like most is the Checklist which keeps me on track with my cases.
Puntos en contra:
I think the thing I like least is that I have to ask the administrator to add things and that I am not able to do it myself.
Respuesta de Assembly Software
hace 3 años
Stacey - Thank you for your 5-star rating and 10 of 10 recommendation. We love having you as a customer! - The Neos Team
Neos is a powerful cloud based software that allows me to manage my clients and cases efficiently.
Comentarios: The greatest problem Neos accomplished is the ability to fully use the software from anywhere. My employees and work from the office or their homes seamlessly. Features such as document management and Outlook integration has revolutionized efficiency in our law office. If we ever have an issue, the support team is very quick and helpful to resolve any issues that may come up. As an owner of the firm, I love being able to use my Dashboards to quickly measure the health of the firm.
Puntos a favor:
Managing every aspect of my cases efficiently from anywhere. I love being able to track my Intakes and communicate with potential new client easily. I love being able to standardize the way all cases are handled in my office. Document management is extremely powerful. Full integration with Microsoft Outlook is awesome. I love the reporting features and dashboards that allows me measure KPIs efficiently. Our transition to Neos was quick and easy with great support from the Neos team
Puntos en contra:
Neos always is offering new features almost monthly. I commonly interact with the suggestion portal (Ideas & Enhancements) where user experiences and wishes are actively addressed and implemented.
Respuesta de Assembly Software
hace 2 años
Paul - Thank you for your comprehensive review of Neos. We always appreciate your feedback and take it into consideration when adding features or enhancements to the product. We love having you and your firm as a customer! - The Neos Team