Client Engagement for

Neos

Cloud-based case management software powered by customer innovation. Customization, automation, and streamlined workflows all work together to supercharge your firm’s productivity throughout the client lifecycle. Built by lawyers, for lawyers.

Neos firms can reimagine Client Experience by leveraging Case Status®.

We are the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with Neos will radically transform how easily you can engage with your clients in a more delightful way and driving business growth.

Client Engagement

We help Neos firms drive client engagement by giving a window into all the great work your team is doing on their case. Say goodbye to emails and calls asking, "what's going on with my case?"

Enhanced Communication

We compliment Neos with communication automation, mass messaging & a platform that is always in reach: on your client’s smartphone via a 5-star App.

Grow The Law Firm Business

We are radically-focused on improving client satisfaction, lowering OPEX, driving 5-star reviews, & growing new business through referrals.

How This Integration Works with Case Status

Neos A Message from Leadership

Hear from Justin Steele, VP of Product Marketing at Assembly Software.

Neos Overview Video

Get the quick overview and pains solved in about 2 minutes

Neos Sneak Peek Demo

See both platforms in action with common use cases in about 10 minutes

Neos Case Status for Google Chrome

Everything You Need, Right Inside Neos!

Ready to get started with this integration? Please use these helpful links.

Neos Integration Setup & Overview

Neos & Case Status Field Mapping

Deliver better client experience at scale

Transform satisfied clients into powerful advocates for your firm with automated review and referral requests.

Take a tour

Back to Integration Partners

Client Engagement for

Neos

We are trusted by leading law firms around the globe.

Neos firms can reimagine Client Experience by leveraging Case Status®.

Communications with

Neos

Drives Results

Client Engagement

We help Neos firms drive client engagement by giving a window into all the great work your team is doing on their case. Say goodbye to emails and calls asking, "what's going on with my case?"

Enhanced Communication

We compliment Neos with communication automation, mass messaging & a platform that is always in reach: on your client’s smartphone via a 5-star App.

Grow The Law Firm Business

We are radically-focused on improving client satisfaction, lowering OPEX, driving 5-star reviews, & growing new business through referrals.

Neos

+ Case Status in Action

Helpful Resources to Get Started

Video

A Message from Leadership

Hear from Justin Steele, VP of Product Marketing at Assembly Software.

Resource

A Message from Leadership

Hear from Justin Steele, VP of Product Marketing at Assembly Software.

Video

Overview Video

Get the quick overview and pains solved in about 2 minutes

Resource

Overview Video

Get the quick overview and pains solved in about 2 minutes

Video

Sneak Peek Demo

See both platforms in action with common use cases in about 10 minutes

Resource

Sneak Peek Demo

See both platforms in action with common use cases in about 10 minutes

Video

Law Offices of Jason E. Taylor

With Neos and Case Status, Jason E. Taylor is able to drive a referral-based practice.

Resource

Law Offices of Jason E. Taylor

With Neos and Case Status, Jason E. Taylor is able to drive a referral-based practice.

Video

Launch Webinar

The Future of Client Communications. We look at consumer trends & how you can take advantage of them.

Resource

Launch Webinar

The Future of Client Communications. We look at consumer trends & how you can take advantage of them.

Video

Google Chrome Store

Download Case Status for Google Chrome today!

Resource

Google Chrome Store

Download Case Status for Google Chrome today!

Video

Case Status for Google Chrome

Everything You Need, Right Inside Neos!

Resource

Case Status for Google Chrome

Everything You Need, Right Inside Neos!

Video

Take a Tour of the Integration

Work gets done in your Case Management Software - see how we put all the client engagement tools right into your current staff experience.

Resource

Take a Tour of the Integration

Work gets done in your Case Management Software - see how we put all the client engagement tools right into your current staff experience.

Get to Know

Neos

Assembly Neos is a cloud-based case management solution designed with the input of legal professionals. It emphasizes customization, automation, and efficiency, aiming to boost your firm's productivity from intake to settlement.

Key Features of Assembly Neos:

Customization & Automation: Tailored to meet your firm's specific needs, Neos ensures that your workflows are optimized for maximum efficiency.
Streamlined Workflows: Designed to enhance your firm's operational flow, enabling better case management and improved outcomes.
Firm Management Tools: Offers insights into marketing effectiveness, potential settlements, and staff productivity, allowing for more informed management decisions.
Enhanced Case Management: Facilitates smoother case progression, contributing to superior results.
Intake Optimization: Streamlines the client intake process, making it easier to identify and secure desired cases.

Integration Highlights:

Effortless Setup: A 1-2 hour setup process facilitated by the Case Status Customer Success team, requiring only your "Company ID" to initiate integration with Neos.
Comprehensive Case Importing: Flexible importing options including nightly sync, manual bulk sync, or individual case sync, accommodating various operational preferences.
Primary Attorney Identification: Essential for case import, ensuring that each case is aligned with a designated attorney in Case Status to maintain continuity and oversight.
Synchronization of Case Status: Allows for a dynamic connection between Case Status updates and Neos phases, ensuring that case progression is accurately reflected across both platforms.
Real-Time Messaging & Document Sync: Streamlines communication by integrating client and firm messages within the Case Status app, syncing every 2 minutes with Neos for up-to-date record keeping.

Already use Case Status but want to Learn More about Assembly Neos?

Book time today with the Neos experts.

Ready to get started with Neos integration? Please use these helpful links.

Neos Integration Setup & Overview

Neos & Case Status Field Mapping

“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.

to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.

to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T

to Saiontz and Kirk

4.9 • 40,000+ Ratings

Unlock the Full Potential of Your Firm

We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.

See The Product