Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
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design
support

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Description

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. - Analytics & Reporting - Dashboards - Cloud Mobility - Contact Management - Content Management - Document Management - Calendar Integration - Document Management - Calendar Integration - Automated Workflows - Time & Billing - Generative AI

Description

If your existing software is failing to efficiently handle your data, financial dealings, and client interactions, we should discuss potential improvements! Your business relies heavily on data management, so enhancing this aspect is crucial. With LeadTrac™, you can benefit from tailored field sets that facilitate data organization and simplify processes such as intake, enrollment, and sales. Additionally, make use of robust and adaptable workflows specific to each department to ensure that staff, tasks, and client relationships remain organized and effective. This could significantly enhance your operational efficiency and overall business performance.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am LawPay Yes 
Alert Communications Yes 
Case Status Yes 
Docusign Yes 
Dragon Legal Anywhere Yes 
Hona Yes 
Kenect Yes 
LawToolBox Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
NetDocuments Yes 
QuickBooks Online Yes 
Quilia Yes 
RingCentral RingCX Yes 
Tungsten Copitrak Yes 
Tungsten Equitrac Yes 
Zapier Yes 

Integrations

8am LawPay No 
Alert Communications No 
Case Status No 
Docusign No 
Dragon Legal Anywhere No 
Hona No 
Kenect No 
LawToolBox No 
Mailchimp No 
Microsoft 365 No 
Microsoft Azure No 
Microsoft OneDrive No 
Microsoft Outlook No 
NetDocuments No 
QuickBooks Online No 
Quilia No 
RingCentral RingCX No 
Tungsten Copitrak No 
Tungsten Equitrac No 
Zapier No 

Pricing Details

$99 per user per month
Neos is an AI-powered, industry-leading practice and case management software with straightforward pricing and flexible options
Free Trial Yes 
Free Version Yes 

Pricing Details

$39.95 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Assembly Software

Founded

1985

Country

United States

Website

www.assemblysoftware.com

Vendor Details

Company Name

National Data Systems

Founded

2006

Country

United States

Website

www.ndssite.com/solutions

Product Features

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature Yes 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management Yes 
Full Text Search Yes 
Offline Access No 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal No 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Legal Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Yes 
Contract Management No 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Law Practice Management

Billing & Invoicing No 
CRM Yes 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management No 
Email Management No 
Legal Case Management Yes 
Task Management No 
Time Tracking No 
Trust Accounting No 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Alternatives

Alternatives