Neos Erfahrungen

Neos has an extremely intuitive design that allows for dashboard customization to enhance the efficiency and effectiveness of an organization. I was pleasantly surprised to see just how deep the customization could go.

The learning curve was a bit steeper than I expected.

Neos is great for it combining calendar, notes, emails, and deadlines all in one place. Looking up my client and everything going on or due all together makes things easier to manage.

It can be difficult to figure out how to initially set things up and while you can send notes in office, they do not pop up on your screen so you may miss something urgent if you don't check your notes constantly.

How it makes it easy to work as a team. I love that it saves our information for the next person to see. It also saves all the information we need.

How it signs me out every 3 days and I loose everyone I had pulled up. Sometimes you have to copy your notes after every update and repost them because they refuse to save.

What i like the most about NEOS is the checklist, i love not having the checklist to remind me everything i need to do on a daily basis

The calendar: adding a calendar from case event, does not allow you to see the clients name on the regular calendar. It makes me feel this is double the work

Everyone in the office has access to it. There are many features such as case notes, insurance information, document uploads, etc.

I do not like the notes part, I wish it just had a save button to make sure they are saved.

Neos makes everything you need to run your office smoothly in one place at your fingertips.

Every so often there would be a new glitch. But the remote team was quick with the recovery assistance every time.

Accessibility, easy Navigation, Productive, Informative, Proactive.

There is nothing I do not like about it.

I like the ease of Neos. It is user friendly for those that have never used the software and are new to cloud based file management. Neos makes it easy to integrate everyday used apps, such as Microsoft Office, and create templates. I also like the ability to text our clients through our system. In 2024, it saves having to use solely email!

The only qualm that I have with Neos, that they are already working on integrating I might add, is having the text messages that we receive from clients only come as notifications and not as emails.

I love that I can create letters and documents within the app

I need the ability to add to certain fields for multiple defendants and service

I like how easy it is to find a client and upload to their case. I also like how easy it is to create documents in Neos to send to clients. Communicating via text is also very easy and well integrated.

It's not really a Neos problem, but I think our wifi is having trouble keeping up. This makes Neos glitch a lot in the afternoons.

Our company is loving the new AI Feature on NEOS

When trying to save something, if the required fields aren't filled out it wont save. Instead of saying why it wont save you must figure it out

It is very easy to use and you can do a lot with the website.

Sometimes we have issues with it not working correctly which can be frustrating.

the ability to send text messages to clients and saved them in the file

not able to edit calendar, and documents not uploading correctly.

I like how you can work on multiple cases at the same time.

I do not like how you have to type out the full email of the person you are sending a note to.

Neos interface is very easy to work with, a very complete software and customer service.

it is hard to say everything works perfectly.

Easy to keep track files and the progress of cases.

Editing takes a while to sync (Ex. Renaming files)

I like the document management, and the ease of collaborating between firms. I enjoy the Office365 integration.

I wish there was a better dashboard system. The checklist is easily overwhelming.

What I like most are the party, case, and checklist tabs. They are very handy in keeping all of the case information in one place and easy to find.

The Notes tab is not very user friendly at all. It is difficult to find notes and the note number isn't visible in list view and it's hard to search for specific content.

The functionality of adapting the software to the users legal needs is awesome. We now can easily rely on the case management of the cases where we could not with Perfect Practice. The software also allow us to customize the software to our style of case management. SUPPORT IS AWESOME. We could not have made it without [SENSITIVE CONTENT]! She has been the best.

The report customization is a hard for me to use.