Key Results
- Significant time savings through automated reporting and report subscriptions
- Seamless migration from Needles Desktop to Neos
- Notable cost savings compared to competitive cloud solutions
- Enhanced client interactions with Neos texting and Activity Feed features
Karl Truman Law Office is dedicated to helping injury victims and their families — and the technology they use to power their cases needs to help them achieve this mission and deliver an unsurpassed client experience.
The multi-region firm serves clients in Kentucky and Indiana, where Karl Truman has deep connections and is very active in the community. An Army veteran himself, Truman helps veterans with disability claims and sponsors veteran recognition and assistance community events.
For twenty years, Karl Truman Law Office relied on Needles Desktop to manage cases more efficiently in the flourishing practice so their over 20 staff members could focus time on meeting client needs.
A failed foray into the cloud with a competitive solution
When Karl Truman made the decision to switch the firm from Needles Desktop to a cloud-based platform, Neos was not yet available. Moving to a competitive cloud solution seemed like a simple enough project that would yield benefits, but Truman’s experience with one of the top three cloud providers in the market was anything but positive.
“It was a tough decision after being a Needles user for so long, but I decided to try a competitive product,” says Truman. “And, quite frankly, it was a disaster. It took 12 months for them to try to convert our data and I had to dedicate two full-time employees just for the data migration.”
Truman felt the pain of the migration to the competitive product in the bottom line as well. “It was a significant amount of time and money,” says Truman.
Once the firm tried the competitive cloud solution, staff members were dissatisfied. “The learning curve was very steep,” says Truman. “The calendar was very awkward because it was not Outlook-based. There was no internal messaging system. And overall, the functionality just didn’t work well.”
Once Neos became available from Assembly, it didn’t take long for Truman to realize what he needed to do. “After the data migration, it still wasn’t right. We just had a miserable experience and then after being in the other product for a few months I just decided we can’t continue this. And I decided that we had to come back to Assembly for the Neos cloud product.”
Direction change: a seamless move from Needles to Neos
Fortunately for Truman Law Office, and their customers, the migration to Neos was smooth sailing. The total cost of ownership of the product also saved the firm money. “Neos was significantly less than the competitor product,” says Truman.
Rather than convert directly from the competitive solution to Neos, the firm made the decision to convert data from Needles Desktop to Neos. “The data migration was almost instantaneous,” says Truman. “Assembly took care of all of it, and we didn’t have to get employees involved in mapping data.”
“I can’t imagine why anyone would leave Assembly to go to another product when it’s such a smooth transition to Neos. Neos is a very strong competitor and if you’re a Needles Desktop user, it’s a natural progression.”
Key features that keep Truman Law Office customer-centric
To stay customer-focused, Truman Law Office depends on the efficiency that its case management software brings. The features that the firm loved the most with Needles Desktop were reimagined and enhanced in Neos.
The firm also uses the Activity Feed features to get a snapshot of what’s going on with a case and text messaging and e-signature to interact with clients. For client signature, Truman likes the dependability that Neos has with its DocuSign integration.
“I have found the DocuSign integration to be much smoother because I like the DocuSign product and it’s got more options and features.”
Because Neos is fully cloud-based, working from home is no different than being at the office and new features are delivered to the firm automatically. “The cloud has tremendously helped our productivity and workflow … It’s right there just as if I’m at my office computer and it’s made life easier for all of us,” says Truman.
Prompt and attentive support when needed
Making the switch from Needles Desktop to Neos, Truman was reassured with the same reliable Assembly support team to help when needs arise. “Any time we’ve needed something, the technical support has been very prompt in responding. The last time I called the phone number I got someone right away, and they resolved my issue on the spot.”
“A lot of companies claim to have the latest and greatest cloud product, but I think just looking at the longevity of the company says a lot … having gone down that path and come back, I am a firm believer in Neos and have already recommended it to many law firms.”
