Assembly Neos vs. CaseFox Comparison


Assembly Neos Assembly Software	CaseFox	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products Orion Orion Law Management Systems offers a comprehensive legal practice management software solution tailored for midsize to large firms across all law practice areas. Established in 1985, Orion delivers a fully integrated suite of financial, practice, and firm management tools. Available on-premises and in the cloud, the software enables firms to streamline operations, enhance productivity, and maximize profitability. Orion also provides project planning, data conversion, accounting services, product support, and training. Trusted by hundreds of firms nationwide, Orion is a reliable partner that delivers measurable results and rapid return on investment to drive revenue growth. Learn more at OrionLaw.com. 18 Ratings Visit Website Tabs3 Tabs3 Software by ProfitSolv offers a reliable, easy-to-use, seamlessly integrated suite of products that help small to midsized law firms become more organized and productive. Flexible solutions include legal billing, practice management, accounting, payment processing, CRM, and website services. Tabs3 products are designed with security and advanced performance in mind and are trusted by tens of thousands of legal professionals who use them daily. Choose from Tabs3 Cloud, hosted, and on-premises server options. All include outstanding US-based support. Schedule a personal demo to explore how Tabs3 can empower your team. Learn more at Tabs3.com. 266 Ratings Visit Website Digital WarRoom DWR eDiscovery allows legal professionals to process, analyze, review, and produce documents that are relevant to litigation and other legal disclosure obligations. Our tools allow easy ingestion and analysis of client and opposing party documents using a comprehensive set of document review features including AI search, keyword search, keyword highlighting, metadata filtering, marking documents, privilege log management, redactions, and a range of analysis tools to help users best understand their document corpus. TRAINING IS ALWAYS INCLUDED. All of our features are DIY, meaning the user can perform standard eDiscovery tasks on their own without the need for a consultant to intervene. DWR Pro ($1995-5995) is a software solution that can be downloaded to your local server. Our cloud subscriptions are billed per-GB for hosting with no other hidden fees. The entry-level Single Matter subscription starts at $250/month with fees that range form $10/GB/month to $1/GB/month. 55 Ratings Visit Website Canopy Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice. 926 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 132 Ratings Visit Website Soraban Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions. 6 Ratings Visit Website LogicalDOC LogicalDOC helps organizations around the world gain complete control over document management. Focusing on business process automation and fast content retrieval, this premier document management system (DMS) allows teams to create, collaborate, and manage large volumes of documents and stores valuable company data in a centralized repository. System features include a drag-and-drop document upload, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, integrated document workflow, and so much more. Schedule a free, no obligation, one-on-one demo today. 124 Ratings Visit Website Building Logistics What is Building Logistics? Building Logistics manages incoming packages in buildings, offices, universities, and hotels. It tracks, scans, sorts, and notifies recipients, ensuring seamless delivery. How It Works: PackageX’s solution uses AI scanning technology to capture text, QR codes, and barcodes, ensuring perfect package intake. It includes data validation, automatic contact matching, customizable notifications, and chain of custody tracking. Why Choose Us? - 99% Accuracy: AI scanning captures all package data. - Zero Lost Packages: Advanced tracking and chain of custody. - 2X Efficiency: Faster delivery with automatic contact matching and advanced notifications. Key Features: - AI scanning with data validation - Customizable notifications - Detailed chain of custody - Advanced delivery rules and tracking Choose PackageX to automate and streamline your delivery workflows for efficiency, accuracy, and a better recipient experience. 186 Ratings Visit Website Process Street Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare. 1,103 Ratings Visit Website Filejet Create new formations in all 50 states, and Filejet will submit the required documents and fees on your behalf. Add existing entities you manage onto the Filejet platform individually or in bulk. We’ll notify you of upcoming due dates, and give you the ability to pay fees to states from within the platform. Managing compliance across multiple jurisdictions, submit documents and pay fees to each state from within Filejet. In addition to sending you reminders around key due dates, complete compliance tasks directly on Filejet. Add collaborators to each entity you manage, share and send key information. Simplify your workflow, file, and manage or automate all of your business entities and clients in a single platform. Never miss another deadline for filing or paying a fee in any state with our automated reminders. 37 Ratings Visit Website
About Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. Key Features & Benefits • Embedded Artificial Intelligence – Unlimited AI can generate documents, create summaries, extract and auto-populate data into Neos fields, and seamlessly analyze and compare documents, plus capture immediate answers to case questions, saving your firm up to 75 hours per week. • Collaboration & Communication – In-app calling, texting, emailing, and calendar management with full communication tracking. • Streamlined Intake – Customizable intake forms, 24/7 intake, and AI-powered data extraction directly into case fields for a	About CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Law firms, Legal Departments, Government Agencies	Audience Law firms, solo lawyers, legal enterprises, CPAs, counsels, in-house legal teams, legal departments, and other legal professionals
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $99 per user per month Free Version Free Trial	Pricing $45 Monthly & $39 Yearly Free Version Free Trial
Reviews/Ratings Overall 4.2 / 5 ease 4.5 / 5 features 4.5 / 5 design 4.4 / 5 support 4.7 / 5 Read all reviews	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.0 / 5 support 5.0 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Assembly Software Founded: 1985 United States www.assemblysoftware.com	Company Information CaseFox Founded: 2010 United States www.casefox.com
Alternatives Litify	Alternatives 8am MyCase 8am
8am CasePeer 8am	Litify
Filevine	Clio Themis Solutions
GrowPath	8am
CloudLex View All	Smokeball View All
Categories Document Management Law Practice Management Legal Legal Case Management Legal Document Management Legal Intake Personal Injury Law	Categories Box Office Conflict Checking Enterprise Legal Management (ELM) Law Practice Management Legal Billing Legal Calendar Legal Case Management Legal Document Management Legal Intake Legal Time Tracking Personal Injury Law
Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Case Management Features Billing Management Calendar Management Case Notes Client Management Communication Tracking Conflict Management Corporations Court Management Discovery Management Docket Management Document Management Expense Tracking Government Law Firms Records Management Task Management Time Tracking Trust Accounting Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Show More Features Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control	Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Case Management Features Billing Management Calendar Management Case Notes Client Management Communication Tracking Conflict Management Corporations Court Management Discovery Management Docket Management Document Management Expense Tracking Government Law Firms Records Management Task Management Time Tracking Trust Accounting Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Show More Features Conflict Checking Features Case Management Client Database Data Import / Export Full Text Search Indexing Phonetic Search Preemptive Conflicts Search Relationship Tracking Enterprise Legal Management (ELM) Features Contract Lifecycle Management Document Management eDiscovery Legal Automation Legal e-Billing Legal Spend Management Matter Management Reporting / Analytics Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking Legal Calendar Features Case Defined Timekeepers Completion Tracking Conflict Management Multi-Office Reminders Rules-Based Scheduling Staff Calendar Status Tracking Task Management
Integrations 8am LawPay Microsoft OneDrive Microsoft Outlook QuickBooks Online Alert Communications Case Status Docusign Dragon Legal Anywhere Dropbox Google Calendar Google Drive Hona Kenect LawToolBox Microsoft 365 Microsoft Azure RingCentral RingCX Tungsten Copitrak Tungsten Equitrac iManage Show More Integrations View All 21 Integrations	Integrations 8am LawPay Microsoft OneDrive Microsoft Outlook QuickBooks Online Alert Communications Case Status Docusign Dragon Legal Anywhere Dropbox Google Calendar Google Drive Hona Kenect LawToolBox Microsoft 365 Microsoft Azure RingCentral RingCX Tungsten Copitrak Tungsten Equitrac iManage Show More Integrations View All 12 Integrations
Claim Assembly Neos and update features and information Claim Assembly Neos and update features and information	Claim CaseFox and update features and information Claim CaseFox and update features and information