Average Ratings 6 Ratings
Average Ratings 0 Ratings
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
Assembly Trialworks is a law practice management software that is powered by Assembly Software. It includes features like calendar management and case notes, client management and communication tracking. Software pricing starts at $1500.00/one-time/user.
The Trialworks software suite can be used as a SaaS, Windows, Android and iPhone software.
Trialworks offers training via webinars, documentation, online and in-person sessions. Trialworks provides support during business hours and online.
Aderant Expert Sierra and BHL Insight are some of the competitors to Trialworks. Litify is another example.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Docusign
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
8am LawPay
Yes
Dragon Legal Anywhere
Yes
Kenect
Yes
LawToolBox
Yes
Lead Docket
No
Mailchimp
Yes
Microsoft 365
Yes
Integrations
Docusign
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
8am LawPay
No
Dragon Legal Anywhere
No
Kenect
No
LawToolBox
No
Lead Docket
Yes
Mailchimp
No
Microsoft 365
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
$1500 one-time payment
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Assembly Software
Founded
1985
Country
United States
Website
www.assemblysoftware.com
Vendor Details
Company Name
Assembly Trialworks
Founded
1998
Country
United States
Website
assemblysoftware.com/trialworks
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
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
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
No
Discovery Management
Yes
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
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
No
Full Text Search
Yes
Version Control
Yes