Neos, developed by Assembly Software, is a cloud-based legal case and practice management platform that incorporates capabilities from the legacy Needles and TrialWorks systems. The platform integrates AI-assisted tools across case management, document handling, intake, and reporting to support law firm operational workflows.

Neos includes optical character recognition (OCR) to enable full-text search across PDFs and image-based documents. AI-assisted functionality supports document generation, data extraction, and summarization across materials such as contracts, receipts, and questionnaires, as well as natural language querying to surface case-related information. The platform is designed to automate routine, structured tasks—such as data entry, document preparation, and communications—while maintaining configurable workflows for firm-specific processes.

Features and Functions

Embedded Artificial Intelligence
AI-assisted tools support document generation, summarization, data extraction, field population, document comparison, and natural language queries across case data.

Collaboration and Communication
In-application calling, texting, email, and calendar management with communication history tracked at the case level.

Client Intake and Lead Processing
Customisable intake forms, 24/7 intake workflows, and AI-assisted extraction of intake data into case records.

Document Management
AI-enabled document generation, templates, bulk document distribution, and full-text and OCR-based search across case files.

Reporting and Dashboards
Configurable dashboards, automated reports, and performance tracking to support operational oversight.

Security and Access Controls
Role-based permissions, encryption, and cloud infrastructure hosted on Microsoft Azure, with controls designed to support data security and compliance.

Integrations
Integrates with third-party tools including RingCentral, Zoom Phone, QuickBooks, Microsoft 365, DocuSign, and LawToolBox.

Training and Support
On-demand training resources and customer support services.

Recognition

Neos has received multiple LegalTech Breakthrough Awards, including:

• Case Management Innovation of the Year (2022)

• Practice Management Innovation of the Year (2023)

• Overall Practice Management Solution Provider of the Year (2024)

• Generative AI Solution of the Year (2025)