Assembly Software

What Assembly Software does

Assembly Software redefines how plaintiff law firms operate by combining AI-powered case management, workflow automation, and over 40 years of expertise. Its flagship platform, Neos, is a G2 Leader in Legal Case Management, with NeosAI winning the 2025 LegalTech Breakthrough Award for Generative AI Solution of the Year. Built on the legacy of pioneering plaintiff case management brands Needles and Trialworks, Assembly is trusted by thousands of firms daily. Neos is purpose-built for personal injury firms, offering a single system for intake, documents, deadlines, and settlement, with intelligence embedded directly into every case file. It aims to help firms handle more cases and achieve better outcomes for their clients.

Products

• NeosA cloud-based case management software specifically designed for personal injury law firms, covering the entire case lifecycle from intake to settlement. It integrates AI for tasks like document drafting and data extraction, workflow automation, and comprehensive reporting.
• NeosAIEmbedded intelligence within the Neos platform that automates tasks such as summarizing records, drafting documents, extracting data, generating medical chronologies, and creating demand letters directly from case files.
• Demands PlusA coming soon feature for NeosAI Platinum firms that generates settlement-ready demand letters and medical chronologies built from records already in the case file, citing passages to source PDFs.
• PINS (Personal Injury Negligence System)The first case management system designed for personal injury law firms, founded in 1985, which later evolved into Needles.
• NeedlesAn industry-standard case management system for personal injury, evolved from PINS, and later became part of Assembly Software.
• TrialworksA case management system built by a trial attorney to streamline massive discovery projects, later joined with Needles to form Assembly Software.

Key capabilities

• AI-powered case management
• Workflow automation
• Document management
• Intake forms and workflows
• Standard and custom reporting
• Email and calendar sync
• OCR and PDF editing
• Bates stamping and redaction
• Custom dashboards
• Advanced workflows
• NeosAI embedded intelligence
• Intake automation
• Neos Texting (two-way client texting)
• Case cost recovery
• Advanced analytics and insights
• Dedicated CSM and white-glove implementation
• ePayments integration (LawPay)
• Digital Disbursements (ACH, Zelle, Venmo, eDebit)
• RingCentral integration (dialer and call tracking)
• Medical Records Retrieval integration
• Customizable intake forms
• Dynamic intake questionnaire
• Automated checklists
• Access from anywhere
• Customer relationship database
• Document assembly & management
• Expense tracking
• Invoice generation, editing & approvals
• AI Document Generation
• AI Document Summarization
• AI Document Extraction
• AI Dynamic Layouts
• AI Chat
• Multi-document generation
• Secure document sharing and storage
• Automated document creation
• Internal communication with in-product alerts
• SMS and email automation
• Lead tracking
• Automated lead emails & texts
• Lead ROI and revenue tracking dashboards
• Dynamic Intake Forms with Required Questions
• US-based weekday phone support
• Email support
• Self-serve portal (Knowledge base)
• On-demand training videos
• Lien tracking
• Treatment tracking
• Settlement disbursement calculations
• Statute-of-limitations and deadline alerts

Use cases

• Personal injury case management from intake to settlement
• Automating data entry and administrative tasks
• Drafting demand letters and retainers
• Summarizing medical records and creating chronologies
• Tracking caseload, case value, and settlement progress
• Managing tasks, deadlines, and workflows for legal teams
• Generating custom reports and dashboards for firm performance
• Streamlining communication with clients and internal teams
• Processing payments and disbursements
• Managing documents and records securely
• Onboarding new clients and managing leads
• Ensuring compliance with deadlines and statutes of limitations
• Improving operational efficiency and firm growth

AI approach

Assembly Software's NeosAI integrates AI directly into its legal case management platform for personal injury firms. It automates tasks like summarizing medical records, drafting demand letters and other documents (retainers, chronologies), extracting data from images and documents to populate case fields, and providing AI chat. The AI works from live case data within the Neos platform, eliminating the need for exporting or re-entering information into separate tools. The company emphasizes that its AI is purpose-built and embedded within the case file, with full case context, rather than being an off-the-shelf or standalone AI solution.

Tech named: NeosAI, Generative AI

Industries served

• Legal Technology
• Personal Injury Law Firms

What it says sets it apart

• Purpose-built for personal injury law firms, not adapted from generalist tools
• AI embedded directly into the case file with full case context, eliminating the need for data re-entry into separate AI tools
• Comprehensive platform covering the entire case lifecycle from intake to settlement in one system
• Legacy of over 40 years in personal injury case management (PINS, Needles, Trialworks)
• High customer satisfaction (98%) and dedicated 24/7 US-based in-house support
• Enterprise-grade security with SOC 2 Type II certification and Microsoft Azure infrastructure
• White-glove migration and implementation services
• Automated workflows and checklists to prevent cases from stalling and ensure compliance
• Real-time visibility into case status, financials, and firm performance for managing partners
• Customizable workflows, reports, and permissions for legal administrators
• Streamlined training and onboarding for quick staff productivity