Enterprise-grade security, zero infrastructure to manage 

Cloud-based legal technology, SOC 2 Type II certified, and Azure-backed, with no servers for your team to maintain.

40+ Years

in case management

1,450+

personal injury firms

15,000+

attorneys and staff

Enterprise-grade infrastructure, documented 

SOC 2 Type II certified

Assembly maintains SOC 2 Type II certification with quarterly penetration testing.

Hosted on Microsoft Azure

Each firm's data is isolated in its own Azure environment, with a 99.9% uptime guarantee.

AI with Zero Data Retention

Your data is never used to train models, never shared, and never held beyond the specific AI transaction.

Your workflow with Neos

More control, less maintenance

Migrate without the disruption

Move your data onto Neos with a guided migration process, so case files, contacts, and history transfer intact and the firm keeps working.

Control access and permissions

Set role-based and individual permissions across the firm, so the right people see the right cases and sensitive data stays locked down.

Connect your stack

Integrate Neos with the tools the firm already runs through a documented API and built-in connections, so data flows without manual workarounds.

Secure and maintain with confidence

Rely on cloud hosting, automatic updates, and enterprise-grade security, so the system stays current and protected without adding to your workload.

Why IT leaders choose Neos case management software

Security you can stand behind

Cloud hosting, role-based permissions, and SOC 2 Type II controls keep firm and client data protected, so you can answer the tough questions with confidence.

Less to maintain

Automatic updates and a managed cloud platform mean no servers to patch and no version sprawl, so your team spends less time keeping the system running.

Built to connect

A documented API and built-in integrations let Neos fit the stack you already run, so data moves between systems without manual workarounds.

Testimonials

Neos is the most user-friendly case management platform. It integrates with so many other tools while constantly releasing new features and enhancements.

Edward Flynn
Medical Records Coordinator
Finney Injury Law

Every new computer needed $3,000 of setup: server connection, software reinstall, data transfer. Now, I can instantly log in to Neos.

Seth Green
Partner
Green Injury Law

Our previous system couldn't connect data points across cases. Custom dashboards and reporting now track 4,000+ active litigation cases across the firm.

Eva Herman Marcin
Director of Operational Strategy and Process Development
Herman Law

You're going to have everything you need at your fingertips with Neos.

Jennifer Samuels
Firm Manager
The Samuels Firm
2x
faster medical record review
$3,000
saved per device setup
4,000+
cases
3.5x
growth

Frequently Asked Questions

Neos is SOC 2 Type II certified and runs on Microsoft Azure. Assembly patches the underlying infrastructure, so your team is not managing OS, server, or VM updates, and each firm's data is isolated in its own environment in Azure.

Neos integrates natively with Microsoft 365, Outlook, SharePoint, and OneDrive, as well as several other tools in legal tech.

Assembly's implementation team owns the data migration, so your IT staff is not running the project. Most migrations complete in roughly 60 to 90 days with a named implementation lead through go-live and US-based support afterward.

NeosAI works inside the case file Neos already manages, so no client or medical records are exported to a separate AI vendor. It uses Microsoft Azure AI services under a zero-data-retention commitment: input data is deleted immediately after a response is generated, and no data is stored outside Neos. Assembly's DPA/BAA documents this commitment.

Automatically. Assembly ships on a roughly two-month cadence and every firm on Neos gets each release, with no servers for your team to upgrade.