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The top 10 guide to finding the right case management solution

The best case management solution is the one that best suits your practice. Many checklists out there tell you what you should look for in a system for your firm, but they tend to be one-size-fits-all. Use this free guide to understand the top 10 things you should look for when evaluating systems.

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35K+

users at 2,300+ leading law firms

35+

years of legal intelligence

10.8M+

cases managed in Neos

Thousands of law firms turn to Assembly to work smarter

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Carter Mario Law Firm logo
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Meet Assembly Neos

Never miss a detail

All of your case info is at your fingertips, whenever you need it. In addition to document management, create dashboards to gain a 360-degree view of your firm’s caseload.

The right cases, less work

Neos helps your firm operate at its best, allowing you to take on more of the right cases while improving your bottom line.

Run on your best practices

Neos answers to the unique demands of your firm. Start with templates for a diverse range of case types and configure them precisely to your law firm’s workflow.

Stay organized all the time

Neos offers customized dashboards and automated reports for a 360-degree view of your caseload and firm health.

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Seamless case workflow

Gain complete control over tasks, calendaring, communications, and processes with powerful workflow capabilities. Improve case productivity, reduce risks, and maximize overall production.

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Capture promising leads & convert them into clients

  • Automatically process incoming leads from call-ins or web sources, and send notifications to clients.
  • Generate and send a retainer, referral letter, or rejection letter with the click of a button.
  • Update the status of an intake to give you real-time visibility into your pipeline, and track all stages of the client lifecycle.

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Why choose Assembly Neos?

  • Automated case workflow

    Keep track of day-to-day tasks​ with dynamic processes.

  • Document management

    Quickly and easily generate and manage documents​.

  • Reports and dashboards

    Track your firm's critical statistics​ in real time.

  • Collaborate and communicate

    Call, email, text, and schedule all directly within the application.

  • Secure cloud network

    Keep data safe with the protection of Microsoft® Azure.

  • End-to-end client lifecycle management

    From first case to case resolution, manage intakes and cases within one seamless solution.

See how Assembly can fuel your firm

Streamline your firm's processes and reach more clients with a web-based case management solution.

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