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Sobre Neos

Uma solução confiável de Gestão de caso, que gerencia o seu caso da contratação à resolução, usando uma lista de verificação personalizável e recursos avançados.

Saiba mais sobre o Neos

Vantagens:

Easy to use, many features, overall solid case management program.

Desvantagens:

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.

Notas do Neos

Pontuação média

Praticidade
4,2
Atendimento ao cliente
4,3
Recursos
4,0
Relação qualidade/preço
4,1

Probabilidade de recomendação

7,6/10

O Neos tem uma classificação geral de 4,2 em 5 estrelas com base em 121 avaliações de usuários no Capterra.

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Filtrar avaliações (121)

Claribel
Claribel
Office Manager - Paralaegal, EUA
Usuário do LinkedIn Verificado
Serviços jurídicos, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Best way to manage every aspect of your files

5,0 mês passado Novo

Comentários: I couldn't imaging working without it. It makes my job a lot easier.

Vantagens:

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.

Desvantagens:

I am still trying to get used the changes that were recently made to the calendar.

Karl
attorney, EUA
Escritório de advocacia, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

If you use Needles it is the best choice.

4,0 há 2 anos

Comentários: Overall good and happy.

Vantagens:

The merge from Needles was easy and painless. It is intuitive and easy to use.

Desvantagens:

The intake pro needs to improve the reports. The reports are not as easy to run as they were in Needles.

Resposta do Assembly Software

há 2 anos

Karl - Thank you for your 10 out of 10 recommendation. We appreciate your feedback and are always looking to improve Neos. We'd love to hear how we can improve the intake reports to make them easier to run. Our Product team will be reaching out to you directly. Thank you again for being a valued customer! - The Neos Team

Maria
Case Manager, EUA
Escritório de advocacia, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

User Friendly

5,0 mês passado Novo

Vantagens:

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.

Desvantagens:

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.

Jason
Paralegal, EUA
Serviços jurídicos, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Could be Amazing, but they won't stop breaking it

2,0 há 2 anos

Comentários: Neos has created more problems than solutions for me. Although the features are impressive, they have to work correctly to be a feature. Help articles are a bit of a joke. For example, in coding templates with advance field codes in Word, Neos has examples of if->then functions in their help files. However, even with proper coding, the if -> then function won't always work. There have been some issues with documents coded with "ALL CAPS" fields as well, which is a common thing to use in legal documents. The code sometimes gets ignored entirely when "ALL CAPS" is chosen. You can submit tickets, but never really know what the status is once it's sent to "development."

Vantagens:

Customization options are the best part of Neos. It has potential.

Desvantagens:

Neos will slow down to unusable speeds, typically when trying to access the calendar view, but also randomly. The calendar is always problematic. After implementation of Neos, it kept altering our calendar, and some entries were deleted. That was terrifying for a legal firm. While generally I'd appreciate regular updates, if they are not fully tested, they should not be rolled out. Almost every update (other than small hotfixes) has caused numerous errors. Eventually, they will fix them, but the first week or so after any update results in error message after error message. Most recently, the error messages for "Failure to Load Data" or "Failure to Save Data" have become a nuisance. Be prepared to constantly refresh, reload, go to incognito mode, try again and still have the same issues. The document indexing between various views will show different documents (i.e. list view may show indexed items that no longer exist in the file). If you have a problem that is not a "system" problem as deemed by Neos, you will likely never hear back from "development" when your issue is escalated. I've had tickets open in excess of a year, and even with follow-up requests, no solutions. Often, technical support knows less about how to use the program than our end users.

Resposta do Assembly Software

há 2 anos

Jason - Thank you for your candid feedback - we have shared it with the product team. Additionally, your Customer Success Manager will be in touch to discuss your experience and help where needed. - The Neos Team

Maria
Paralegal, Costa Rica
Escritório de advocacia, 51–200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Neos is a life and time saver!

5,0 há 3 meses

Comentários: Neos streamlines case management for paralegals by providing a centralized platform for document organization, accounting management, client communication, and document signing. With features like tags for organization, an accounting tab for financial tracking, and a texting feature for client correspondence, Neos ensures that all aspects of case management are efficiently handled within one platform. Integration with DocuSign further simplifies the process by automating document signing and saving signed documents directly to the case file. Additionally, the ability to link files and copy information between them enhances organization and efficiency, ultimately improving overall productivity and effectiveness in managing cases.

Vantagens:

Neos has been a game-changer for my day-to-day tasks as a paralegal. It's like having a personal assistant right at my fingertips, keeping all case documents neatly organized with tags for easy retrieval. The accounting feature is a lifesaver, giving me a clear snapshot of financials before settlement. I also love the texting feature - it's been a key for keeping track of client communications, all within the platform. Plus, the integration with DocuSign makes signing documents a breeze. But what really stands out for me is how effortlessly I can link companion cases and transfer information between files, keeping everything running smoothly. Overall, Neos has become an indispensable tool in my daily workflow, making case management a breeze.

Desvantagens:

The lack of email notifications for client texts or signed documents. It would greatly enhance communication efficiency if the platform could alert users via email when clients send texts or sign documents, ensuring that no important messages or updates go unnoticed.

Colin
Attorney, EUA
Escritório de advocacia, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Needles use

3,0 há 3 anos

Comentários: Average

Vantagens:

It tracks documents and allows for more data input

Desvantagens:

Too many to list so I cannot decide. Templates are time consuming are one

Resposta do Assembly Software

há 3 anos

Colin - Thank you for your candid review. We are always looking for ways to improve the platform and truly appreciate your feedback. We would love to connect with you about the product and how we can improve. Please email [email protected] with your concerns and we will be sure to address them. - The Neos Team

Marc
attorney, EUA
Escritório de advocacia, 11–50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação
Fonte: SoftwareAdvice

Not a good experience

3,0 ano passado

Comentários: It is buggy, not easy to use, and it takes the joy out of my job.

Vantagens:

The basic features work, but they are difficult to use.

Desvantagens:

Some examples: Reports that are generated are not as good as the prior version of the software. You cannot open up two tabs on a single case at a time, so you cannot toggle back and forth between pages with the same client's case without closing and reopening the different pages.You scroll within many notes and open the note you want. Then you close the note, and it puts you back to the beginning of the notes again instead of leaving you at the point where you opened the notes, so you have to waste time getting back to the original note to scan others that were entered around the same time.Calendaring is very important in our practice. The calendar feature was not working for days, and we did not receive timely assistance with the problem from the company. We had to threaten legal action for them to finally fix it. Documents have disappeared from folders and reappear in other folders inexplicably. I was on a phone call with a client this morning. I clicked on a form to go over it with the client. The form did not open and it disappeared from the directly while I was talking to the client. I could not find the document while I was on the phone with the client to discuss what I needed to discuss with the client. I had to end the call and find the document in another directory.Documents which have not been modified inexplicably change the modification date themselves making the date of the document properties no longer consistent with its generation date.

Resposta do Assembly Software

há 7 meses

Marc - Thank you for your candid feedback. Your Customer Success Manager will be in touch to discuss your experience and help where needed. - The Neos Team

Avaliador Verificado
Usuário do LinkedIn Verificado
Escritório de advocacia, 11–50 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

One Stop Shop

5,0 há 2 meses

Vantagens:

Neos is a "One Stop Shop". You literally can do anything all in one program. No more multiple programs being up at once when you are using Neos.

Desvantagens:

The option to "add document" to existing PDF's in a clients Neos folder is great but the downside to that is having to search through tons of documents that have been added by others throughout the day. It would be nice to pull from documents that have been added to the specific clients file instead of searching through days of documents that do not apply to that particular client.

Resposta do Assembly Software

há 2 meses

Thank you for being a loyal Needles, now Neos customer! We appreciate the 10/10 rating. We'll share your feedback around the "Add Document" to existing PDF functionality with the Product team. - The Neos Team

Vanessa
Paralegal, EUA
Escritório de advocacia, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Neos is Amazing

5,0 mês passado Novo

Vantagens:

I'm able to breeze through my case work for each client. Documents are at my finger tips and in one place. Billing and notes are easy to find and out into Needles.

Desvantagens:

I have not come across anything I do not like.

Drea
Legal Assistant, EUA
Serviços jurídicos, 51–200 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Case management made easy

5,0 há 2 meses

Comentários: Great! It occasionally crashes and has difficulty syncing with SharePoint but that is easily resolved with a patch.

Vantagens:

Easy to keep track files and the progress of cases.

Desvantagens:

Editing takes a while to sync (Ex. Renaming files)

Nina
Case manager-settlement processor, EUA
Escritório de advocacia, 11–50 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

move on to a different software - don't stress yourself and your employees

1,0 há 5 meses

Comentários: TERRIBLE - please don't waste your time and money - move on
misinformation - each step of the way we were led to believe that some of our other programs would work as they did with needles - NOT

Vantagens:

cant find one Pro - numerous steps required to complete simple tasks

Desvantagens:

the Customer service is beyond terrible - they are useless - the "ZOOMS" we not the least bit informative - covered everything except what was needed when coming from needles to NEOS-we had saved reports and documents in NEEDLES - they can not be transferred to NEOS - either we recode all the documents that are needed or Assembly will recode and upload - for a few hundred a document - unacceptable - we already had the documents in YOUR other program - truly terrible

Cathy
Office Manager, EUA
Escritório de advocacia, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação
Fonte: SoftwareAdvice

Totally Ignored by Lead Customer Service "Advocate"

3,0 há 4 anos

Comentários: Further, Needles techs initially thought the issue was our version of Outlook, and had our firm purchase new licenses for all our uses. Unfortunately, this was a pricey "solution" that did not fix the problem. What is very annoying is that Needles keeps billing us quarterly for "technical support" that is part of our agreement, but fails to fix our technical issues. Also, Needles technicians are all east-coast based. As we're in Arizona, this also presents a problem in availability of their support.

Vantagens:

If it worked as promised, it would have been exactly what we wanted in practice management software. It has some great ideas and is supposed to interface with Outlook.

Desvantagens:

Our experience has been that the updates are not adequately tested before released to clients, and customer support is not always advised or up-to-date re the various bugs with the updates, and therefore not able to troubleshoot or fix. We have been trying to get Needles to fix the interface with Outlook that resulted from one of there updates, and causes the slowing of email, for nine months now. We have only had this software for a year. As Needles has been unable to properly diagnose and resolve this problem, they are now ignoring us.

Zach
Paralegal, EUA
Escritório de advocacia, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Extremely buggy, poorly designed. A bad, infuriating experience

2,0 há 3 anos

Comentários: Using Needles Neos provides disappointment and frustration at every turn. It is currently in beta quality, and the workflows are unintuitive and time consuming. We provided three pages of bug reports including broken functionality, missing features, inconsistent design, and suggestions for improvement. Neos is exceptionally bad at calendaring, document management and task assignment. The Needles team was unable and unwilling to sufficiently address our concerns with Neos.

Vantagens:

A browser-based solution is a step in the right direction.

Desvantagens:

Needles Neos is a major regression from Needles 4.x., which our firm has used for over 20 years. We were misled by Needles staff as to the overall quality of Needles Neos and the ease of migration. It is extremely buggy, unintuitive, and not suitable for daily practice management. Overall, a very unpleasant experience. Unable to recommend. We have chosen to terminate our 20 year relationship and look elsewhere.

Resposta do Assembly Software

há 3 anos

Zach - Thank you for being a valued customer for over 20 years. We are always looking for ways to improve the platform and truly appreciate your feedback. We would like to schedule time with your team and our training department to review your workflows and make any adjustments needed in our highly configurable system. - The Neos Team

Alexander
President, EUA
Serviços jurídicos, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Costs have risen and the product has not improved

2,0 há 5 anos

Vantagens:

Easy to use interface, ability to modify

Desvantagens:

No progress in regard to upgrading the system. It has remained essentially unchanged for 15 years. Despite this, costs have increased, supplemental charges for things that were standard, and quarterly support payments yet I am still uncertain as to what is covered in "support" as any issue we have, we are directed to contact our IT company or are given an additional charge for assistance.

Resposta do Assembly Software

há 5 anos

Alexander, we appreciate you taking time to review Needles. Needles 5.0 was released over a year ago and has been updated 6+ times with new features and improvements during the past 18 months. Needles Software Support is available to all customers with a current maintenance program and includes technical and "how-to" assistance for you or your IT Vendor. We would be happy to assist you with any questions or concerns you may have.

Nikki
Paralegal, EUA
Escritório de advocacia, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Transition from Needles to NEOS

5,0 há 2 anos

Comentários: Transition from Needles to NEOS…. We were very comfortable with Needles because we used the software from 2013-2021. So, when we first transitioned to NEOS we had hesitation and obstacles to work through. There were many challenges at the beginning, however with the training and support we received from the NEOS team they made it much easier to transition. We were very reluctant and wanted to go back to Needles but never gave up. NEOS staff/support were there for every question I had, every problem I needed solved, etc. They were always so kind, and patient throughout the entire process and to this day! Now, at almost 1 year later I cannot even remember what Needles was like. NEOS offers so much more than Needles and we are so pleased we stuck with it! Nikki Mayse, Paralegal
Shawn Taylor, PLLC

Vantagens:

I couldn't imagine NOT having NEOS now!

Desvantagens:

Just the transition which change is always hard with anything.

Resposta do Assembly Software

há 2 anos

Nikki - Thank you for your 5-star rating and 10 of 10 recommendation. We truly appreciate your feedback. Thank you for being a valued customer. - The Neos Team

Amanda
Paralegal, EUA
Escritório de advocacia, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação
Fonte: SoftwareAdvice

After 1 year of use

2,0 há 3 anos

Vantagens:

Easy to use, many features, overall solid case management program.

Desvantagens:

Neos uses it's customers for beta testing when implementing new functions. Bugs and issues are not resolved prior to new features being put out causing other aspects of the program to fail. This is a reoccurring issue and affects the ability to use the program for it's intended purpose.

Resposta do Assembly Software

há 3 anos

Amanda, thank you for your review. We are happy to hear that you feel that the program provides solid case management and is easy to use with many features. Please do not hesitate to contact our Customer Success Managers to talk about the issues you've experienced and allow us to provide any suggestions to our Product team. We appreciate your feedback on this and look forward to speaking with you.

Astacia
Case Manager Assistant, EUA
Serviços jurídicos, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Review

5,0 há 2 anos

Comentários: Pleasant

Vantagens:

This software is easy to use and also easy to build in to what is needed for our firm. I am amazed at how easily it has all flowed with our daily activities with our cases. It keeps each employee accountable for there work and gives our attorney the ability to relax a bit with our deadlines and statue dates.

Desvantagens:

The conversion was challenging but to Neos' credit, all of your representatives have been nothing but helpful in training us on how to fix any issues we may have.

Resposta do Assembly Software

há 2 anos

Astacia - Thank you for your 5-star rating and 10 of 10 recommendation. We appreciate your feedback and will share it with the product team! Thank you for being a valued customer. - The Neos Team

Jaynie
H.R. Administrator, EUA
Escritório de advocacia, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Jaynie Loving Neos

4,0 há 2 anos

Comentários: The calendar can be misleading at times.

Vantagens:

Neos, PINS, Needles are all user friendly. Now with the cloud I simply love it even more! I use the calendar, documents, value, insurance, and note screens the most. Our Neo's Team is awesome everything we need at our fingers Thanks Team [SENSITIVE CONTENT] & [SENSITIVE CONTENT]for making it easy!

Desvantagens:

Sometimes I do not get all my messages the same day.

Resposta do Assembly Software

há 2 anos

Jaynie - Thank you for your 4-star rating and 10 of 10 recommendation. We truly appreciate your feedback around the calendar and have shared it with the product group. Thank you for being a valued customer. - The Neos Team

Katherine
Senior Litigation Paralegal, EUA
Escritório de advocacia, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Needles Review

5,0 há 2 anos

Comentários: It works for what I need it for.

Vantagens:

Document Templates are helpful to speed up the process of filing legal documents.

Desvantagens:

The timer and the Notifications icons are so close together that I am always turning the Timer on when I don't want to. Also, when someone sends me a message, I get a duplicate of it in my notifications. That just doubles my work.

Resposta do Assembly Software

há 2 anos

Katherine - Thank you for your 5-star rating. We truly appreciate your feedback and have shared your comments with the product team. Thank you for being a valued customer. - The Neos Team

Saul
Legal Assistant, EUA
Escritório de advocacia, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Neos is highly efficient!

5,0 há 2 anos

Comentários: I've been working with needles since 2009. My overall experience with Needles Neos is great!

Vantagens:

I really like the document generating capabilities.

Desvantagens:

I am still getting used to the + sign to send a message from a case. I tend to select the wrong option when doing this, and I end up not having my client linked to the message. I won't realize it until after I am done typing my message.

Resposta do Assembly Software

há 2 anos

Saul - Thank you for being a customer since 2009! We love hearing your feedback and will share it with our product team. Again, thank you for being a valued customer for over a decade!

Santosh
Database Administrator, EUA
Serviços jurídicos, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Needles Review

5,0 há 5 anos

Comentários: - Overall it is a great experience with Needles and setting up easily and quickly

Vantagens:

- Needles is one of the best database CRM applications for attorneys available in the market. - It is easy to customize and use. - This can be more setup in-house using SQL easily.

Desvantagens:

- More customization ability to the customers - Pricing can be made affordable - Make Needles application on cloud easily

Lourdes
Receptionist, EUA
Escritório de advocacia, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

From A To Z storage and knowledge

5,0 há 2 anos

Comentários: The calendar keeps the attorneys and staff in track. When needed The customer support has been great along with the questions and answer tab.

Vantagens:

It's easy to use. Everything is categorizes. I can look up clients by telephone number. I also like the download feature and forwarding or adding to an email

Desvantagens:

The only thing I would add is a way to combine multiple clients to one case by tagging it to the Alt number

Resposta do Assembly Software

há 2 anos

Lourdes - Thank you for your 5-star rating and 10 of 10 recommendation. We appreciate your feedback and will share it with the product team! Thank you for being a valued customer. - The Neos Team

Michelle
Legal assistant, EUA
Escritório de advocacia, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Neos is a great office software

4,0 há 2 anos

Comentários: The transition to Neos has been good. The software can do so many things, I learn daily.

Vantagens:

Value feature, dealing w/ numbers and case expenses and doctor amounts is very sufficient and simple.

Desvantagens:

The calculator in value, have not had much use for it.

Resposta do Assembly Software

há 2 anos

Michelle - Thank you for your 4-star rating and honest feedback on Neos. We appreciate it! -The Neos Team

christin
manager, EUA
Usou o software para: Mais de dois anos
Fonte da avaliação

top notch customer support

5,0 há 6 anos

Comentários: great case management. Easy to keep up with several aspects of a case. Completely customizable.

Vantagens:

LOTS of features. Easy to run a lot of reports, you can call customer support and get anything and everything you need made for you.

Desvantagens:

Can be confusing at times, a lot of features means a lot of weight to the software. Training is a must for daily use.

Resposta do Assembly Software

há 6 anos

Thank you for your kind words, Christin!

Avaliador Verificado
Usuário do LinkedIn Verificado
Escritório de advocacia, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Easy to use and a great way to store information

5,0 há 5 anos

Vantagens:

Easy to use with different tabs devoted to different aspects of each case. Great organization of documents and information.

Desvantagens:

No real drawbacks to this software. It's functional and dependable.

Resposta do Assembly Software

há 3 anos

Thank you for your 5-star review. We appreciate you sharing your rating with us and the community. - The Neos Team