List of Assembly Needles Neos Customers
Assembly Software
1550 Madruga Ave,
Coral Gables, FL, 33146,
United States
Coral Gables, FL, 33146,
United States
1 410-363-1976
Professional Services
110
$23M
Since 2010, our global team of researchers has been studying Assembly Needles Neos customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Assembly Needles Neos for Case Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Assembly Needles Neos for Case Management include: Villarreal & Begum Law Firm, a United States based Professional Services organisation with 80 employees and revenues of $8.0 million, Wayne Wright, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million, Ventura Law, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million, Brad Hendricks Law, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million, The Samuels Firm, a United States based Professional Services organisation with 15 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Assembly Needles Neos, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Assembly Needles Neos customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Altizer Law | Professional Services | 10 | $1M | United States | Assembly Legal | Assembly Needles Neos | Case Management | 2025 | n/a |
In 2025 Altizer Law reported on its implementation of Assembly Needles Neos, a Case Management application the firm originally adopted in 2021. Altizer Law is a 10 person personal injury and medical malpractice firm based in Southwest Virginia, and the narrative describes system-level changes tied to firmwide case operations and client communication.
Implementation and configuration centered on Assembly Needles Neos with cloud-hosted configuration of customizable Checklists, a Value Tab for real-time case updates, integrated texting for client outreach, and built-in reporting capabilities such as Statute of Limitations and the case calendar. The Neos Checklist functionality was configured to capture workflow steps, assign tasks to specific staff, and provide an auditable record of actions, enabling process standardization across the small firm.
Operational coverage extended across legal intake, case management, case administration, client communications, and accounting functions, with the platform used by attorneys, case managers, and office staff. Rollout emphasized usability for non-technical users, and the system was leveraged to tag emails, track medical records and liens, and centralize treatment schedules, improving transparency of case status for staff and management.
Governance and workflow restructuring relied on checklist-driven process controls and recurring reporting to enforce accountability, with managers using SOL and case status reports to monitor deadlines and staff activity. Explicit outcomes reported include a stated 60 percent increase in efficiencies in case management, case flow and client communication, enhanced case tracking via the Value Tab, streamlined client texting, and improved staff accountability and case management transparency.
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Brad Hendricks Law | Professional Services | 20 | $2M | United States | Assembly Legal | Assembly Needles Neos | Case Management | 2025 | n/a |
In 2025 Brad Hendricks Law implemented Assembly Needles Neos, a Case Management application, to modernize firm-wide case workflows and enable cloud-forward access while preserving familiar structures. The implementation was led by Tristan Wingfield, Director of Digital Marketing and Web Development who oversees IT and technical operations, and paralegal Anet Rosas, reflecting a combined IT and practice-user sponsorship model that emphasized minimal disruption to day-to-day legal work.
The Assembly Needles Neos deployment emphasized configuration of document generation, template management, activity tracking, and knowledge resources. The firm configured in-product document templates and generation so that new templates can be built in-house in minutes, a 99% decrease in turnaround time compared to the prior Needles desktop experience, and enabled cloud-based document availability while preserving local server copies per the firm’s preferences.
Integrations and architecture choices were pragmatic, the Neos platform provided a cloud native delivery model with an Outlook add-in that reproduced key email and recordkeeping workflows the team relied on. The Neos implementation team from Assembly worked with the firm to allow remote accessibility for attorneys and staff while maintaining local document retention where required, preserving the Outlook integration that was central to paralegal and attorney productivity.
Operational coverage included attorneys, paralegals, and the IT function, with process changes focused on staff oversight and self-service learning. Activity Feed capabilities were configured to provide objective visibility into case activity across the firm without increasing micromanagement, and the Neos Knowledge Base and Learning Hub were adopted to reduce time pressure on senior IT staff and lower the number of routine troubleshooting requests.
Adoption outcomes reported by the firm were a smooth and fast implementation process tailored to existing workflows, rapid user proficiency within the first month, reduced administrative bottlenecks and manual oversight saving hours per week, lower physical paper usage, and faster document assembly where tasks that previously took days now take minutes. The Assembly Needles Neos Case Management rollout therefore unified case management, document automation, and user self-service while maintaining continuity of familiar workflows.
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Finney Injury Law | Professional Services | 10 | $1M | United States | Assembly Legal | Assembly Needles Neos | Case Management | 2025 | n/a |
In 2025, Finney Injury Law implemented Assembly Needles Neos as its Case Management platform to centralize case workflows for a ten person firm based in St. Louis, Missouri that manages roughly 130 to 140 active personal injury matters. Assembly Needles Neos serves as the firmwide case management system supporting medical records processing, document assembly, intake automation, and milestone tracking for attorneys and the firm’s medical records team.
The implementation emphasized Assembly Needles Neos native AI capabilities, with NeosAI used for automated medical record summaries, page level context extraction, and searchable OCR indexing. Configuration work led by Edward Flynn, the firm’s Medical Records Coordinator and unofficial Neos administrator, included building template tags, configuring AI tags, and authoring reusable document templates to enable one click AI-driven document generation and automated milestone flagging.
Operational integrations and coverage focused on intake automation and record consolidation, including a Zapier integration to reduce manual data entry during client intake and dashboards that separate internally managed record requests from outsourced vendor requests. The platform’s OCR search and data visualization capabilities were used to surface hidden evidence and correlate incident facts with injuries and damages, supporting case evaluation and negotiation workflows.
Governance and workflow changes were lightweight and practitioner driven, with Edward owning template and AI tag governance, weekly dashboard reviews in staff meetings, and attorneys using checklists and custom tasks to enforce consistent processes. The firm has phased in newer upload features gradually while relying on automated calendar reminders and task flagging in Assembly Needles Neos to reduce the risk of missing critical milestones.
Explicit outcomes reported from the deployment include saving hours on medical record review through AI summaries and search, automating document generation with template tags, preventing missed deadlines by flagging milestones and timelines, securing policy limits by uncovering evidence via OCR search, consolidating record tracking into dashboards for internal and outsourced requests, and streamlining intake through the Zapier integration which reduced manual entry.
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The Samuels Firm | Professional Services | 15 | $1M | United States | Assembly Legal | Assembly Needles Neos | Case Management | 2025 | n/a |
In 2025, The Samuels Firm deployed Assembly Needles Neos for Case Management. The Samuels Firm is a professional services law practice outside Atlanta that scaled from two attorneys to seven and moved from a mix of paper files and an internal server to a unified case management platform to support collaborative work, expanded calendaring, and scalable billing workflows.
Assembly Needles Neos was configured to standardize core functional modules, including timekeeping, billing automation with customizable invoice templates, case types and checklists for workflow orchestration, document management, and role-based case access. The implementation leveraged Neos’ template and value item capabilities so billing templates populate automatically, reducing manual invoice composition and supporting multi-page client invoice formats required by the firm.
Integrations were instrumented to centralize communications and document flow, with Microsoft 365 Outlook tagging into the system for email capture and calendaring, and additional integrations to RingCentral and DocuSign to support telephony and electronic signature workflows. The platform’s reporting module was put to use for high-volume state projects, enabling custom reports that surface every parcel or matter with billable activity, and NeosAI was adopted experimentally to generate case summaries for quicker attorney intake and prep across practice pods.
Governance was implemented collaboratively, with firm leadership and attorneys co-developing checklists, case tasks, and billing templates to align workflows across DOT land acquisition, local government counsel, mediation, and indigent criminal defense. As an operational outcome of the Assembly Needles Neos deployment, the firm reports saved hundreds of hours through automated billing, increased invoicing capacity and accuracy across practice areas, transformed reporting for large-scale state projects, and elimination of missed invoices through effortless reporting.
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Ventura Law | Professional Services | 20 | $2M | United States | Assembly Legal | Assembly Needles Neos | Case Management | 2025 | n/a |
In 2025 Ventura Law implemented Assembly Needles Neos as its Case Management application. Ventura Law is a 20 person professional services firm with five locations across Connecticut and New York, focused on personal injury and complex litigation, and the rollout was led by Firm Administrator Cathy Rafael who drove data cleanup and operational readiness.
The implementation centered on configuring Assembly Needles Neos for firm-wide reporting and case lifecycle management, including custom dashboards that surface disbursements, case status, productivity, and pending actions. The firm executed a multi-year data cleanup, merged provider records, and streamlined fields prior to go live, and Cathy built comprehensive reports to enable timely follow up, balance workloads across teams, and enforce a 30 to 45 day file touch cadence.
Neos was deployed as a cloud-first platform to enable remote work and serve as the central hub for operations. Integrations were explicitly instrumented via Zapier to automate lead ingestion from the website, CallRail, and Google Ads, achieving about 95 percent automatic lead entry, and DocuSign is used to streamline document workflows while the firm plans further consolidation of RingCentral communications into Neos.
Governance and operational changes were formalized under the firm administrator role, with reporting and routing rules to monitor time from retainer receipt to settlement disbursement and to reassign cases when workloads skew. Outcomes reported by Ventura Law include significantly reduced case lifecycle times, achievement of 100 percent of revenue goals, enhanced data reporting and operational processes, cloud-enabled remote access, and reduced manual oversight through automated lead entry.
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Professional Services | 80 | $8M | United States | Assembly Legal | Assembly Needles Neos | Case Management | 2013 | n/a |
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Professional Services | 20 | $2M | United States | Assembly Legal | Assembly Needles Neos | Case Management | 2014 | n/a |
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Buyer Intent: Companies Evaluating Assembly Needles Neos
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Assembly Needles Neos Coverage
Assembly Needles Neos is a Case Management solution from Assembly Legal.
Companies worldwide use Assembly Needles Neos, from small firms to large enterprises across 21+ industries.
Organizations such as Villarreal & Begum Law Firm, Wayne Wright, Ventura Law, Brad Hendricks Law and The Samuels Firm are recorded users of
Assembly Needles Neos for Case Management.
Companies using Assembly Needles Neos are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using Assembly Needles Neos are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Assembly Needles Neos across Americas, EMEA, and APAC.
Companies using Assembly Needles Neos range from small businesses with 0-100 employees - 100%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Assembly Needles Neos include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Assembly Needles Neos customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Case Management.