Neos

Neos, by Assembly Software (assemblysoftware.com), is a cloud-based case management platform designed primarily for law firms. It offers AI-powered features, including NeosAI, which provides AI chat for instant answers from case documents and data, automates document generation, and helps reduce manual tasks in legal workflows. The AI product is targeted at legal professionals and law firms, aiming to improve productivity and accelerate case review and management.

Assembly Software offers Neos, a cloud-based legal case management software with the following features and functions: - AI-powered automation for document creation, case and document summarization, and data extraction - AI chat for instant answers from case documents and data - Automated client intake, task assignment, reminders, and billing (including bulk invoice generation) - Seamless integrations with O365, DocuSign, LawToolBox, InfoTrack, Zapier, QuickBooks, and more - Customizable workflows, fields, intake and case layouts, and legal checklists - Real-time reporting and analytics for firm performance, staff productivity, and revenue forecasting - Automated tracking of billable/non-billable hours - End-to-end customer support, including onboarding, training, and a dedicated customer success manager - Implementation support for data migration and team training - In-house, U.S.-based support team with fast response times - Compliance with SOC 2 Type 2 and AICPA SOC standards Neos is designed to streamline legal workflows, reduce administrative burden, and improve productivity for law firms of all sizes.

Assembly Software (Neos) specifically supports the following practice areas: - Personal Injury - Mass Tort - Family Law - Insurance Defense - Government Key features and functions include: - Automated customizable intake forms - Robust document management with OCR search - Digital payment options (LawPay integration) - Marketing analytics and reporting - Mass communication tools and multi-document generation - Customizable case layouts and dashboards - SMS texting, client portals, and Microsoft Calendar integration - Automatic timekeeping and invoice generation - Microsoft Office 365 and RingCentral integration for communication and calendaring - Custom reporting, document generation, and flexible template creation - Integrations with DocuSign, QuickBooks, Lexitas, Mailchimp, and more - API access for custom integrations - Cloud hosting on Microsoft Azure with high security and uptime guarantees - Automated workflow tools to increase efficiency and reduce administrative tasks These features are tailored to optimize legal practice management for the supported practice areas.

Assembly Software is SOC 2 Type II compliant, as confirmed by multiple sources including their own announcements and third-party news releases. There is no evidence from the available sources that Assembly Software is ISO 27001, GDPR, HIPAA, or CCPA compliant. The primary compliance certification publicly confirmed is SOC 2 Type II.