Neos vs. Clio: Comprehensive Comparison 2026
How does Neos compare to Clio? This page will help you understand the key differences—and why so many law firms are making the switch to Neos.
Neos is built for law firms that demand more from their case management software. With embedded AI, fully customizable workflows, white-glove transitions, and industry-leading support, Neos is the most flexible alternative to Clio on the market. Over 2,300 law firms trust Neos to power their practice.
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Neos Transition
Switching from Clio to Neos is now simpler than ever. Assembly’s highly seasoned experts have transitioned a sizable number of firms from Clio to Neos, and have refined, tried-and-true data conversion and document migration processes that allow you to start practicing law with your updated data as soon as you go live.
Neos Support
We value all our customers and want them to succeed equally, regardless of subscription tier or firm size. Every Neos client gets the same access to our top-notch U.S.-based Support team, which boasts:
- Direct contact via phone or email during business hours
- 15-minute average time to engage with a Neos customer once a ticket has been submitted
- 80% of all Support calls answered in under 40 seconds
- 96% customer satisfaction score for interactions with our Support team
- 78% of tickets closed within 24 hours
Neos users have access to the Neos Learning Hub, featuring nearly 100 on-demand training videos and a comprehensive Knowledge Base with hundreds of in-depth articles covering every aspect of Neos. Plus, free live training webinars led by Assembly experts are available each month, and users can earn Neos certifications at beginner, intermediate, and advanced levels. Neos University (multiple courses based on role) is also available.
NeosAI
NeosAI is embedded in the Neos case management platform. It is not an add-on, like Clio Duo; it is available as part of the NeosAI Platinum subscription. NeosAI includes:
- Document summarization for easy comprehension of large documents
- AI Chat (effortless interface that allows you to capture summaries, extract information, create medical chronologies, and more through intuitive prompts)
- Data extraction from medical records, invoices and other content that is automatically added to Neos
- Dynamic forms that allow you to add unique information to a case on the fly without updating the case type template
- Document generation directly from Neos data
Neos Intake
Neos Intake Pro streamlines client onboarding from first contact to case opening. Dynamic questionnaires capture case-type-specific information without overwhelming prospects with unnecessary questions. Once a prospect is qualified, convert their intake directly into a new case with all details pre-populated. Automate follow-up communication through customizable workflows, send retainers and welcome messages via SMS or email, and track your marketing ROI to understand what's working. Available with NeosAI Platinum.
Neos Pricing vs Clio Pricing
Neos offers three subscription tiers with transparent, all-inclusive pricing. Neos Essentials starts at $109/user/month (paid annually), while Neos Premium and NeosAI Platinum require contact with our sales team for custom pricing based on your firm's needs.
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Frequently Asked Questions: Neos vs Clio
What is included in a transition to Neos?
- Patent pending procedure that has been refined over hundreds of successful transitions
- **White-glove experience (Transition Plus) with an entire team devoted to your success: a dedicated Project Manager, Systems Engineer, Conversion Engineer, Trainer, and Data Mapper
- Ability to explore Neos risk-free in a Sandbox with your own data before the Go-Live
- No down time: you’re on Clio until your Go-Live
- 99% on-time deployment*
* For customers who complied with PS program schedule to meet critical project milestones
**For law firms with fewer than 11 users, Transition Plus is only available for firms moving from Clio, MyCase, Cloudlex, Casepeer, and Filevine
Can I migrate my Clio data to Neos?
We offer standard and enhanced data conversion options when moving from Clio to Neos. The data types include (but are not limited to) staff, contacts (addresses, phone numbers, online accounts), communications/calendaring, cases, case notes, and more. Read the full list of the Clio data that can be converted to Neos.
How does Neos intake compare to Clio intake?
Neos:
- 24/7 Automated Data Capture – Instantly collect client information from voicemails, chat, and website forms, automatically entering it into Neos.
- Dynamic Questionnaires – Time-saving forms gather essential details without unnecessary steps.
- Automated Duplicate Checks – Prevent duplicate entries and maintain clean, organized records.
- Custom Intake Statuses – Track every lead’s progress with tailored status updates.
- Seamless Client Communication – Keep clients informed with automated updates throughout the intake process.
- DocuSign Integration – Easily send and store signed retainer agreements directly in Neos.
Clio:
Clio Grow is a separate product firms on Clio can purchase for use for intake management.
- Online intake forms
- Track lead progression with Clio stages
- Automated intake with pre-built templates
- Securely send documents for e-signature
How much does Neos cost compared to Clio?
What does Neos cost?
Neos is case management software with three different subscription tiers firms can choose from. Neos Essentials, Neos Premium, and NeosAI Platinum all offer increasingly comprehensive access to Neos features. Check out our Subscription Tier page for more information.
What does Clio cost?
Clio offers four different subscription tiers, each with different feature sets. It also offers supplemental products that are not included with Clio, such as Clio Grow (for intake), Clio Duo (AI), Clio Accounting, Clio Draft, and more. Check the Clio website for more information.
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