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Neos Essentials

The essentials for optimizing matter management and improving efficiency

Start with Essentials

$89

per user/month

(for annual payers)

  • Standard intake form
  • Robust document management
  • Automated document generation and batch document generation
  • Activity feed and checklist
  • Configurable case types, workflows, and calendaring
  • Dashboard reporting
  • Communication and eSignature integrations
Neos Premium

Supercharge your Neos experience with premium document management

Start with Premium

$109

per user/month

(for annual payers)

  • Everything in Neos Essentials
  • Optical Character Recognition (OCR)
  • PDF editing, highlighting, redacting, and more
  • Bates stamping
Best Value
Neos Pro

Experience fully loaded document management, automations, and advanced intake features

Start with Pro

$139

per user/month

(for annual payers)

  • Everything in Neos Premium
  • Dynamic and customizable intake forms
  • Workflows and process automation
  • Lead ROI and revenue tracking dashboards
  • Track marketing campaigns and leads

Need help deciding?

Contact our sales team at sales@assemblysoftware.com or (410) 363-1976

“Neos has helped us reach our goal of managing our cases from the cloud while becoming more efficient and collaborative.“

Handler, Henning, and Rosenberg

Plan Details

Email
Neos Essentials
$89

per user/month

(for annual payers)

Neos Premium
$109

per user/month

(for annual payers)

Neos Pro
$139

per user/month

(for annual payers)

Practice Management

Access from anywhere
Access from anywhere Available for Neos Essentials
Access from anywhere Available for Neos Premium
Access from anywhere Available for Neos Pro
Customer relationship database
Customer relationship database Available for Neos Essentials
Customer relationship database Available for Neos Premium
Customer relationship database Available for Neos Pro
Document assembly & management
Document assembly & management Available for Neos Essentials
Document assembly & management Available for Neos Premium
Document assembly & management Available for Neos Pro
Reports, dashboards & analytics
Reports, dashboards & analytics Available for Neos Essentials
Reports, dashboards & analytics Available for Neos Premium
Reports, dashboards & analytics Available for Neos Pro
See All Practice Management

Document Management

Multi-document generation
Multi-document generation Available for Neos Essentials
Multi-document generation Available for Neos Premium
Multi-document generation Available for Neos Pro
Secure document sharing and storage
Secure document sharing and storage Available for Neos Essentials
Secure document sharing and storage Available for Neos Premium
Secure document sharing and storage Available for Neos Pro
Optical Character Recognition (OCR)
Optical Character Recognition (OCR) Available for Neos Premium
Optical Character Recognition (OCR) Available for Neos Pro
PDF Editing, highlighting, redacting, and more
PDF Editing, highlighting, redacting, and more Available for Neos Premium
PDF Editing, highlighting, redacting, and more Available for Neos Pro
See All Document Management

Communication

Messaging
Messaging Available for Neos Essentials
Messaging Available for Neos Premium
Messaging Available for Neos Pro
Phone
Phone Available for Neos Essentials
Phone Available for Neos Premium
Phone Available for Neos Pro
SMS and email automation
SMS and email automation Available for Neos Pro
Communicate with clients directly from case file
Communicate with clients directly from case file Available for Neos Essentials
Communicate with clients directly from case file Available for Neos Premium
Communicate with clients directly from case file Available for Neos Pro
See All Communication

Intake

Intake forms
Intake forms Available for Neos Essentials
Intake forms Available for Neos Premium
Intake forms Available for Neos Pro
Intake CRM
Intake CRM Available for Neos Essentials
Intake CRM Available for Neos Premium
Intake CRM Available for Neos Pro
Automated lead emails & texts
Automated lead emails & texts Available for Neos Pro
Lead tracking
Lead tracking Available for Neos Essentials
Lead tracking Available for Neos Premium
Lead tracking Available for Neos Pro
See All Intake

Support

US-based weekday phone support (8:30AM ET to 5:30PM ET)
US-based weekday phone support (8:30AM ET to 5:30PM ET) Available for Neos Essentials
US-based weekday phone support (8:30AM ET to 5:30PM ET) Available for Neos Premium
US-based weekday phone support (8:30AM ET to 5:30PM ET) Available for Neos Pro
Email support
Email support Available for Neos Essentials
Email support Available for Neos Premium
Email support Available for Neos Pro
Self-serve portal (Knowledge base)
Self-serve portal (Knowledge base) Available for Neos Essentials
Self-serve portal (Knowledge base) Available for Neos Premium
Self-serve portal (Knowledge base) Available for Neos Pro
On-demand training videos
On-demand training videos Available for Neos Essentials
On-demand training videos Available for Neos Premium
On-demand training videos Available for Neos Pro
Plan Enhancements
Features
Backup
ePayments (LawPay and Digital Disbursements)*Transaction fee applies
No activation fee*
Neos Advanced SMS Messaging
Speak with your account manager
Cost Recovery - Equitrac, Copitrak, Papercut, Konica Minolta
Connector fee applies
RingCentralRequires a RingCentral subscription
Connector fee applies
MailchimpRequires a Mailchimp subscription
No integration fee
DocuFilerDocuFiler provides an automatic solution to document filing in Neos from outside sources such as scanning software, firm-to-firm document dumps, etc. Higher volume syncing (i.e., polls more than once per day) results in higher cost.
$200/$400
QuickBooks Desktop and OnlineRequires a QuickBooks subscription
No integration fee
Supplemental Transition Services
Speak with your account manager



Questions? We have answers.

Visit our Support page to talk with a member of our team.