Increased efficiency
Accomplish more in less time. Find out how.
Find out
Transitions to the cloud that set you up for success
At Assembly, customers are at the center of everything we do. That’s why we support you throughout every step of your transition with a team of experts.
- White glove service
- Access to our Support team from day one
- Additional extended services available
- Safe and secure
“We had to get it installed and working within a week, and the Neos people couldn't have been better. We were able to start working immediately and feel like we learn a new feature every day. We are moving on to more sophisticated templates and other features, and they are all so flexible and useful.”
Libby Hoppes Brokes & Mulvey
Elizabeth Mulvey, Partner
Transitions to Neos
We are there for you every step of the way
A customized transition to the cloud
We work with your firm directly to determine the most comprehensive—yet expedient—path to Neos. You’ll go through our proprietary four-stage process supported by experienced Assembly project managers, trainers, and engineers throughout.
Step 1
Kickoff
Our experts will assess, analyze the requirements, and establish a migration strategy
Step 2
Discovery
Our Professional Services Team considers every aspect of your current operation and plans accordingly, converting your data carefully and securely
Step 3
Conversion
You’ll go through our best-in-class database and document conversion program to transition to the cloud, with your guide ready to assist if you run into any problems
Step 4
User Acceptance Testing and Neos Training
You’ll be given access to a Pre-Production practice environment that mirrors your real account, allowing you to explore the platform, confirm all data has been successfully transferred, and participate in hands-on training
Step 5
Go-Live
Before you officially go live with Neos, we ensure you and your team are well-trained and comfortable with the platform so you’re equipped for success
Product enhancements
Customization Services
Take advantage of our Customization Services to make your Neos environment fit your firm like a glove.
Post-conversion data management
Custom Checklist items
User permissions
Custom fields
Customized reports
Settlement memos
Template creation
Classroom style or Premium 1:1 training
See All
Secure data transition and storage
Neos is hosted on Microsoft’s Azure environment, which uses AI-powered security monitoring and seals all data behind internal firewalls. Cloud providers are proven secure, and Azure supports more than 95% of the top 500 companies.
