Get all the features you love from Needles, plus access from anywhere via a secure cloud environment and embedded AI
Case Management: Create, assign, and track tasks. Get centralized storage for all case info. Set auto-reminders and track native time.
Document Management: Manage cases from any device. Search text across documents. Collaborate on files in real time.
AI Automation: Automatically extract data from documents and fill out intake forms. Auto-generate legal documents.
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Case Management
Manage all case info in one cloud-based platform. Case overviews, client information, legal documents, calendars, billing, and more. Access all client communication, including emails, phone calls, and meeting records.
Track deadlines for filings, court appearances, and other important dates.
Edit, highlight, redact, and annotate documents directly in Neos.
Trial Preparation
Text, email, and call directly from Neos.
Organize witness statements, depositions, and evidence. Prepare for expert testimony in a fraction of the time.
Task Management
Generate Checklist task lists for every case that include deadlines and descriptions. Create child task that automatically appear when parent task is complete. Auto-assign tasks to staff members.
Document ManagementStore all client documents in one place. Auto-populate new docs with case info. Edit, highlight, redact, and annotate documents directly in the dashboard.
Merge multiple documents into one or remove unnecessary pages. Built-in Bates stamping.
NeosAI
Extract key data from scans or images and autopopulate case files. Summarize any document; generate legal documents from case info in seconds.
Invoicing & Payments
Track billable hours & expenses across clients. Auto-generate invoices with client info, services rendered, dates, payment terms, total amount due, and tax calculations. Accept online payments.
Integrates with QuickBooks and LawPay.
Reporting
Auto-generate real-time reports for case statuses, team productivity, case histories, finances, and more, then export instantly. Or create your own custom reports for any record type or data point and set up report subscriptions to be emailed out at a predetermined cadence.
Save time with customizable intake forms and templated document generation for retainer agreements, demand letters, release forms, and more.
Call, email, and text clients in-app. Get reminders for key dates & deadlines, including statutes of limitations, discovery deadlines, filing deadlines, and court dates.
Easily manage thousands of plaintiffs with one platform for all legal documents, contacts, and communications.
Onboard potential plaintiffs with custom intake forms. Transfer data to case files. Customize your case files to accommodate your firm’s needs.
Organize and tag trial documents for faster retrieval. Text, email, and call directly from Neos.
Store all trial prep data in one place, including financial records, communication transcripts, custody agreements, and more. Organize by relevance, date, and type.
Meet clients where they are with native texting and emailing.
Automatically capture details from incident reports, insurance policies, and witness statements. Auto-populate into the client case. Create and assign tasks for document collection and witness coordination.
Streamline trial prep by auto-generating discovery requests, interrogatories, trial briefs, and more.
Get a single repository for government regulations, policy documents, contracts, admin records, and more. Categorize documents by relevance, jurisdiction, and legal significance. Quickly retrieve evidence and speed up trial prep.
Assembly Needles is our legacy on-prem case management application and is not available to new customers.
Assembly Neos is our next-generation cloud-based software that combines top Needles case management features with next-gen cloud functionality, embedded AI, and task and document automation.
Cloud-based software centralizes documents and client files, streamlines case management, enables faster collaboration, and more.
Manage key legal documents, notes, and more, on any device.
Search for text within all documents stored in the cloud.
Collaborate on documents in real time. Sync changes.
Access client communications and send messages from multiple devices.
Get automated workflows for document creation, intake, and other tasks.
Assembly Neos boosts productivity in many ways. For example, with Neos, you can...
Access case files, documents, and data from anywhere, ensuring critical information is always at your fingertips.
Consolidate communication into one platform, streamlining communication between legal teams, clients, and court officials.
Automate client intakes, document generation, invoicing and more, reducing manual admin.
Search text across documents, speeding up research.
Thousands of law firms have used Needles for their case management needs. Its robust features, like automated daily checklists and fully configurable workflows, increase efficiency, productivity and profitability.
We’ve taken the best of Trialworks and Needles to create the next generation of cloud-based case management capabilities. Neos is a powerful platform that’s built for process automation, effective communication, and enhanced firm health insights.
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