McKay dives into five common misunderstandings about intake software he has seen with smaller law firms and provides questions to ask when test-driving intake products.

5 Misunderstandings About Client Intake Software
Assembly TeamMar 16, 2022
Share

News
News
Jul 9, 2026
Assembly Neos Holds G2 Leader Status in Legal Case Management Across 2026
Assembly Neos earned 30 G2 badges in the first half of 2026, including a G2 Best Software Top 100 spot and continued G2 Leader status in Legal Case Management.

News
News
Apr 30, 2026
Assembly Software Launches Smart Document Filing with NeosAI
Assembly Software launches Smart Document Filing with NeosAI, replacing manual classification with embedded intelligence that auto-files documents into Neos.

News
News
Apr 27, 2026
Assembly Software Names Michael Popa as Chief Customer Officer
Assembly Software names Michael Popa as Chief Customer Officer to lead onboarding, success, and support as Neos and NeosAI accelerate growth for PI firms.