Legal Tech, Automation & Efficiency, Cloud
Check out over 260+ reasons why firms of all shapes and sizes love Assembly Neos cloud-based legal case management
CloudSeptember 30, 2022
The top-rated and most exciting Neos features released in Q3 2022
The Neos product team was busy all summer cranking out exciting new features that will help your firm become more productive. In case you missed them, here are some of the highlights:
New standard fields for document types
You can now customize each document type with additional fields; we’ve added new standard fields for standard document types.
Custom dashboards you can share
You can now add up to 25 custom dashboards to your Neos Today home screen and share them with other Neos users!
Case-specific document tags
Easily tag documents with any case-specific information without affecting other cases. This ensures the broader list of tags remains optimal across all cases yet provides the flexibility to add as many tags as you need to organize your documents. You can even filter and sort using case-specific tags.
LawPay integration
Accept payments online, share links to a LawPay portal with clients for invoices and trust requests, and more with Neos’ LawPay integration.
Client Master Rates
Set a billing rate that will override any tasks or staff-specific rate for billable time using the new tab (Billing Rates) under the Contact (previously Provider) screen.
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Needles to Neos, Cloud, Integration, Hybrid & Remote Work, Legal Tech
At McCoy & Hiestand, PLC, Neos has not only improved their operational efficiency but has also significantly enhanced their daily work experience. The platform’s seamless integration and flexibility have empowered the team to manage their caseloads with greater ease, allowing them to focus more on delivering top-notch client service.
Cloud, Legal Tech
Explore why law firms are making the switch to Neos case management for increased efficiency, better security, and improved collaboration.