---
description: Review of Neos Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Neos | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Legal Case Management Software](/directory/4516/legal/software) > [Neos](/software/61621/needles)

# Neos

Canonical: https://www.softwareadvice.com.au/software/61621/needles

Page: 1 / 9\
Next: [Next page](https://www.softwareadvice.com.au/software/61621/needles?page=2)

> Neos is a cloud-based legal case management platform designed to assist law firms with legal administrative tasks and workflow management. It supports various legal practice areas such as personal injury, insurance defense, mass tort, family law, and public sector organizations. The software is used by firms of different sizes to manage cases and store data securely.&#10;&#10;The platform includes AI-powered workflows that automate routine tasks. It offers document management features for storing, locating, and sharing files. Customizable dashboards and reports provide insights into caseloads and overall firm operations. Built-in communication tools allow attorneys and staff to contact clients through calls, emails, and texts, with automatic tracking of interactions.&#10;&#10;Additionally, Neos also includes customizable workflows and case templates tailored to specific practice types. Client intake automation enables firms to send online forms and manage follow-ups. Data is secured using Microsoft Azure protocols to protect sensitive information.
> 
> Verdict: Rated **4.4/5** by 200 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.4/5** | 200 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support | 4.4/5 | Based on overall reviews |
| Value for Money | 4.2/5 | Based on overall reviews |
| Features | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Assembly Software
- **Location**: Owings Mills, US
- **Founded**: 1985

## Commercial Context

- **Starting Price**: USD 109.00
- **Pricing model**: Per User
- **Pricing Details**: Want to get on board with a case management platform with five-star customer support, free on-demand training 24/7, and a comprehensive certification program? &#10;&#10;Try Neos: your firm's cloud-based case management silent partner\! Boost productivity, crush manual tasks with AI, and unlock data-driven success from a single platform. &#10;&#10;- On-demand training videos &#10;- FREE Neos Certification program &#10;- Monthly FREE live training webinars &#10;- Award-winning U.S. based support &#10;- Frequent product releases
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Archiving & Retention
- Audit Trail
- Billable Items Tracking
- Billing & Invoicing
- Billing Rate Management
- Budgeting/Forecasting
- CRM
- Calendar Management
- Case Management
- Case Notes
- Client Management
- Client Portal
- Collaboration Tools

## Integrations (25 total)

- 8am LawPay
- Alert Communications
- Case Status
- Docusign
- Equitrac Express
- Hona
- InfoTrace PLUS
- InfoTrack
- Kenect
- LawToolBox
- Mailchimp
- Microsoft 365
- Microsoft Azure
- Microsoft Outlook
- Microsoft SharePoint

... and 10 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Legal Case Management Software](https://www.softwareadvice.com.au/directory/4516/legal/software)

## Related Categories

- [Legal Case Management Software](https://www.softwareadvice.com.au/directory/4516/legal/software)
- [Legal Document Management Software](https://www.softwareadvice.com.au/directory/1392/document-management/software)
- [Case Management Software](https://www.softwareadvice.com.au/directory/984/case-management/software)
- [Legal Practice Management Software](https://www.softwareadvice.com.au/directory/3006/law-practice-management/software)
- [Enterprise Legal Management Software](https://www.softwareadvice.com.au/directory/4462/enterprise-legal-management/software)

## Alternatives

1. [Clio](https://www.softwareadvice.com.au/software/449970/Clio) — 4.7/5 (1691 reviews)
2. [Filevine](https://www.softwareadvice.com.au/software/38967/filevine) — 4.4/5 (286 reviews)
3. [8am MyCase](https://www.softwareadvice.com.au/software/3719/mycase) — 4.6/5 (784 reviews)
4. [LEAP](https://www.softwareadvice.com.au/software/20175/leap) — 4.2/5 (529 reviews)
5. [PracticePanther Legal Software](https://www.softwareadvice.com.au/software/152365/practicepanther) — 4.7/5 (523 reviews)

## Reviews

### "Still going strong." — 5.0/5

> **Jonathan** | *15 April 2025* | Law Practice | Recommendation rating: 10.0/10
> 
> **Pros**: I like how it stores all our information in one place and has so many features.
> 
> **Cons**: The calendar can be a little hard to read at times depending on how many appointments are there. PDF documents seem to give us a little difficult time.
> 
> They have been very helpful from the start. Aytime there is an issue it gets resolved. The program is pretty costly, but it has a lot of features to it.

-----

### "STREAMLINED AND ORGANIZED SYSTEM THAT BOOSTS PRODUCTIVITY" — 4.0/5

> **NICOLE** | *16 December 2025* | Law Practice | Recommendation rating: 8.0/10
> 
> **Pros**: I LIKE THAT NEOS IS STREAMLINED AND ORGANIZED. THE DOCUMENT MANAGEMENT SYSTEM KEEPS FILES AND CASES ORGANIZED AND DOCUMENTS EASY TO FIND.
> 
> **Cons**: I DO NOT LIKE THAT EMAILING DOCUMENTS FROM NEOS IS DIFFICULT. I FIND THAT I HAVE TO DOWNLOAD A DOCUMENT OUTSIDE OF NEOS IN ORDER TO SEND IT VIA EMAIL EASILY.
> 
> NEOS HAS BEEN AN EASY TRANSITION FROM OUR PREVIOUS SOFTWARE. IT HAS BEEN EASY TO LEARN AND IT CONTINUALLY IMPROVES AND UPDATES.

-----

### "Attorney- Principal" — 1.0/5

> **Curtis** | *12 March 2025* | Law Practice | Recommendation rating: 0.0/10
> 
> **Pros**: Neos might be slightly than a paper file
> 
> **Cons**: Extremely difficult to use, Prior system Trialworks was intuitive. Neos is not intuitive in any way. Very cumbersome to use. Multiple steps required to perform almost every function. Customer support all but non existent AFTER you enter into contract - just use the "?" and listen watch video library.
> 
> Using Neos is at best frustrating. we started using Neos last year. Support existed during the dating phase then after contract it became all but nonexistent. My staff reports requests for support are responded to with sarcasm and humifaction. &#10;Shop around. try other systems. Add an escape provision to the contract that if you are not satisfied yo may cancel. with full refund. &#10;It was a bad choice to use Neos. (It was represented Neos was better than Trialworks, the preceding system - NOT TRUE)

-----

### "Effortless transition" — 4.0/5

> **Heather** | *16 December 2025* | Law Practice | Recommendation rating: 8.0/10
> 
> **Pros**: The organization of case documents, ease of uploading documents to it and having access to secure AI.
> 
> **Cons**: The tabs are a bit clunky and it can be difficult to find the information I'm looking for.  Having come from Trialworks, the tabs in that program made more sense and it was super easy to find the information I was looking for.
> 
> We have been pleased so far.  Having used Trialworks for over 20 years, we were a bit nervous switching, but other than a few minor issues, we haven't had any problems.

-----

### "Honest Review" — 4.0/5

> **Janell** | *18 December 2024* | Law Practice | Recommendation rating: 6.0/10
> 
> **Pros**: I like the ability to add additional information from the tabs such as attaching expert CVs in the expert tab.
> 
> **Cons**: I don't like that you aren't able to update multiple checklist items at a time, you have to go one by one. It is time consuming.
> 
> Overall, it has been a good experience. When issues are brought up, they seem to be addressed.

-----

Page: 1 / 9\
Next: [Next page](https://www.softwareadvice.com.au/software/61621/needles?page=2)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/61621/needles)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/legal/needles-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/61621/needles> |
| en-GB | <https://www.softwareadvice.co.uk/software/61621/needles> |
| en-IE | <https://www.softwareadvice.ie/software/61621/needles> |
| en-NZ | <https://www.softwareadvice.co.nz/software/61621/needles> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Software Advice helps businesses in Australia find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.com.au","url":"https://www.softwareadvice.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@type":"Organization","@id":"https://www.softwareadvice.com.au/#organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"Neos","description":"Neos is a cloud-based legal case management platform designed to assist law firms with legal administrative tasks and workflow management. It supports various legal practice areas such as personal injury, insurance defense, mass tort, family law, and public sector organizations. The software is used by firms of different sizes to manage cases and store data securely.\n\nThe platform includes AI-powered workflows that automate routine tasks. It offers document management features for storing, locating, and sharing files. Customizable dashboards and reports provide insights into caseloads and overall firm operations. Built-in communication tools allow attorneys and staff to contact clients through calls, emails, and texts, with automatic tracking of interactions.\n\nAdditionally, Neos also includes customizable workflows and case templates tailored to specific practice types. Client intake automation enables firms to send online forms and manage follow-ups. Data is secured using Microsoft Azure protocols to protect sensitive information.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/cf744ae5-21d8-4427-b3e7-7326eaf541b1.png","url":"https://www.softwareadvice.com.au/software/61621/needles","@type":"SoftwareApplication","@id":"https://www.softwareadvice.com.au/software/61621/needles#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.4,"bestRating":5,"ratingCount":200},"offers":{"price":"109","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Chrome"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Legal Case Management Software","position":2,"item":"/directory/4516/legal/software","@type":"ListItem"},{"name":"Neos","position":3,"item":"/software/61621/needles","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/software/61621/needles#breadcrumblist"}]}
</script>
