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A Seamless Transition to Neos Cloud-Based Legal Software

When you migrate from your current software to Neos, our structured, patent-pending process ensures you:

  • Preserve your critical data with accuracy
  • Streamline your workflows to boost efficiency
  • Empower your team with effective, role-based training
  • Minimize disruption so you can continue serving clients without missing a beat
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“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

Why the Neos Legal Case Management Software Migration Process Matters

Building a foundation for the future



Switching to a new case management platform isn’t just about transferring data; it's about building a foundation for how your firm will operate, grow, and serve clients for years to come. A rushed or poorly planned transition leads to frustration, lost productivity, and missed opportunities.

At Assembly, we know that a cloud migration for law firms is a major decision and a critical investment in your firm's future. That's why we treat every Neos transition with the structure, expertise, and care it deserves. Your transition is the beginning of a long-term partnership and we want it to get off on the right foot.

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The Neos Transition Journey

Step-by-Step Migration Stages Built for Your Success

Every switch to Neos legal software follows the same engineered (and patent-pending!) 7-milestone process:

  • Step 1: Kickoff

    What to Expect: Clear expectations, hands-on project plan

  • Step 2: Discovery

    What to Expect: Deep understanding of your data, workflows, and goals

  • Step 3: Data Conversion

    What to Expect: Secure legal data migration of your existing system’s data into Neos

  • Step 4: Pre-Production Environment (PPE)

    What to Expect: Hands-on practice with your actual data to explore Neos workflows hands-on, confirm data accuracy, and build team confidence through real-time learning

  • Step 5: Training

    What to Expect: Comprehensive, role-specific case management software training for your team

  • Step 6: Go Live

    What to Expect: Confident launch with full access and support from our team

  • Step 7: Stabilizaton

    What to Expect: Post-launch fine-tuning and ongoing assistance

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We bring years of experience migrating law firms from legacy systems like Trialworks and Needles and dozens of other platforms.

You'll always know what’s happening, what’s next, and who to contact.

Neos empowers you to make changes yourself without costly consultants or delays.

We never cut corners, no matter the firm size.

Our transition builds the foundation for smarter operations, higher productivity, and easier scaling as you grow.



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

A: Most firms complete their transition in 12 weeks, depending on their current setup and data complexity. Some smaller firms can go live in under two weeks.

A: No. Our team carefully maps and transfers your data, documents, and templates as part of the discovery and conversion process. We also provide a test environment to confirm accuracy before going live.

A: Yes. We've successfully migrated law firms from nearly every major legal software platform. Our team handles heavy technical lifting, so your team can focus on client work.

A: Every firm gets high-touch onboarding, a dedicated project manager , and access to training resources. We’re with you at every step, from kickoff to go-live.



A: Take advantage of all the resources Assembly offers! Your dedicated project manager, trainers, and Assembly Customer Support are all here to help facilitate your transition to the Neos cloud-based platform. You’ll also get access to free monthly training webinars (Neos Academy), over 100 on-demand training videos, and a full Knowledge Base accessible directly from Neos.

A: Neos combines cloud scalability with deep customization, secure Azure hosting, and fast, flexible workflows designed for busy law firms.

A: Yes. We offer hands-on user training, access to a pre-production sandbox, and optional additional training post-migration (premium 1:1 sessions) so your team feels confident on day one.

A: Yes, Neos serves customers ranging from solo practitioners to enterprise law firms.



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.

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Training that sets your firm up for success

We want to set your firm up for success! That means ensuring you and your staff feel comfortable with Neos and get the training you need, whether going in-depth on a particular feature or wide and broad.

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