Case Management

Neos

Updated 2026-02-10
What it is

Neos (by Assembly) is a cloud-based practice management platform used by 2,500+ law firms. Covers case management, document handling, task management, and billing. Positioned as a modern alternative to legacy PM systems.

Capabilities

Spans 4 product areas: Case Management, Workflow Automation, Personal , Injury.

Workflow Coverage

Based on published feature listings, this tool maps to 4 workflow areas:

  • Client & Matter Lifecycle — Client Intake
  • Document Drafting & Automation — Templates
  • Document Review & Management — Document Management
  • Firm Operations & Growth

Workflow mappings derived from published feature lists. Not independently verified.

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.

Integrations

Platforms Neos integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

  • Emergent

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

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Alternatives

Other Case Management vendors in the directory. "Compare" pages are editorial and coming as we build them.