# Compare Neos vs Clio 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Clio and Neos based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/58931-105428/Neos-vs-Clio

---

# Clio vs Neos Features and Cost Comparison

Last updated April 15th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

ClioNeos2/4 selected

[Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,692)](https://www.capterra.com/p/105428/Clio/reviews/)

[Neos](https://www.capterra.com/p/58931/Neos/)[4.4 (200)](https://www.capterra.com/p/58931/Neos/reviews/)

[## Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,692)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.5

Functionality

4.5

Ease of Use

4.6

Customer Service

4.7

Reviews Sentiment

Based on [1,692 reviews](#user-reviews)

Positive

1,594

Neutral

50

Negative

48

[## Neos](https://www.capterra.com/p/58931/Neos/)[4.4 (200)](https://www.capterra.com/p/58931/Neos/reviews/)

Starting Price

$109.00/month

Value-for-Money

4.2

Functionality

4.2

Ease of Use

4.3

Customer Service

4.4

Reviews Sentiment

JA

KS

Based on [200 reviews](#user-reviews)

Positive

171

Neutral

9

Negative

20

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## Summary

* * *

Key features rated by users

Features selected based on 4,061 reviews from legal case management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

87%Fit

High performer

Feature ratings

Client Management

4.7

Document Management

4.3

Billing & Invoicing

4.5

Case Notes

4.5

Task Management

4.3

82%Fit

High performer

Feature ratings

Client Management

4.5

Document Management

4.3

Billing & Invoicing

4.4

Case Notes

4.5

Task Management

4.4

User satisfaction

User satisfaction

4.7

User reviews[1,692](https://www.capterra.com/p/105428/Clio/reviews/)

Ease of use

4.6

Functionality

4.5

Value for money

4.5

Customer support

4.7

User satisfaction

4.4

User reviews[200](https://www.capterra.com/p/58931/Neos/reviews/)

Ease of use

4.3

Functionality

4.2

Value for money

4.2

Customer support

4.4

Price starts from

Price starts from

$49Per User, Per Month

-   Free version
-   Free trial

Price starts from

$109Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Ranked #1 and with the most 5-star reviews on Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Proudly used by 400,000+ legal professionals

Best for

Neos is used by law firms, personal injury attorneys, insurance defense lawyers, mass tort practitioners, family law practices, public sector agencies, and in-house legal departments.

## User reviews

Pros & cons

CP

Christopher P.

Attorney

> "The way it connects to my Gmail and my Google Calendar, along with uploading all my clients into contacts make my life so much easier. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036235)

VR

Verified Reviewer

Managing partner

> "The per user cost and constant updating of services that are not included and frankly don't work well with their other services seems less of..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6873793)

KA

Keirsten A.

Client Care Coordinator

> "The Outlook integration is amazing, if a coworker is unavailable for a specific client, I can go to the communications tab and see what is..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577)

TG

Tania G.

Paralegal

> "I was not a huge fan in how the communication was displayed. When looking at email threads it was a bit hard to understand who contacted who..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7048409)

KA

Keirsten A.

Client Care Coordinator

> "I like that we have the option to send documents for e-signature, and that Clio lets us know when it has been viewed and signed."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577)

JP

Jay P.

Attorney

> "I signed up in October, migrated end of December, and in mid February cannot get an accurate report for the fees earned in January. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612)

LC

Lou C.

Managing Partner

> "Having one place to store all our client data, documents and notes regarding the work with do with them is invaluable."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7035945)

RM

Ryan M.

Attorney at Law

> "In short, the above is somewhat anecdotal, but goes to show that rather simple issues that arise (such as fixing a client number) are either..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6619003)

DY

Deborah Y.

Partner

> "I am also now learning to use it to capture my client emails and communicaitons without need to use add-on apps and for better cybersecurity."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371)

VR

Verified Reviewer

Principal Lawyer

> "Clio may be more developed in other markets, but in Australia, it’s been frustratingly underwhelming. If you’re based in Australia, I’d..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035)

JC

Josue C.

Founding Partner

> "Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc)."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152)

VI

Vanessa I.

Legal Assistant

> "I do not like how it does not alert when there are duplicate entries."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453)

Eric B.

Owner

> "From billing to CRM to scheduling to task management - it handles everything with ease."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7039024)

VW

Victor W.

Office Manager

> "It does not allow you to navigate from activity to activity in the entry window without exiting the window, and then clicking on the next..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6745799)

Sarah G.

Owner

> "I do marketing emails and try to help them keep their business running smoothly and efficiently."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7132404)

JC

Josue C.

Founding Partner

> "Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152)

Cralissa H.

Senior Paralegal

> "It is user friendly and covers all our bases from invoicing to document management and even sharing items with our clients."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869445)

Lisa S.

Partner

> "Also, sometimes the launcher does not work, and I have to download the document sought to revise it."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868804)

VR

Verified Reviewer

Certified Paralegal

> "Overall, this is a great platform to keep everything in one place from contacts, documents, billing, time tracking, and invoices."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868890)

CV

Carolina V.

CFO

> "Document filing/storage area by matter is a bit clunky, as is the Clio-generated Client email - though it is conceptually a great idea it..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6560388)

BS

Brenda S.

Case Manager

> "Clio is a good overall software that is useful in maintaining a detailed and organized database, however, its limitation in functionalities..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579)

JK

Jenifer K.

Billing Administrator

> "Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590075)

HS

Hannah S.

Attorney

> "Overall, Clio has streamlined my law practice, improving efficiency, client management, and billing accuracy daily."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6887168)

AD

Ashley D.

Attorney

> "It was difficult to build out my intake form to send to clients. Once they started to fill out the form, they had to complete it."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6741679)

AS

Ashley S.

Attorney

> "I’m able to easily track intake from first contact through execution of engagement."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6805060)

LG

Laura G.

Paralegal

> "Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555130)

FEP

Frederick Ezekiel P.

Legal Secretary

> "I like the tasks feature that I find useful for planning and tracking workflow."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868274)

JP

Jay P.

Attorney

> "The responsiveness to my complaints about this, has been underwhelming."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612)

VI

Vanessa I.

Legal Assistant

> "It is great with managing data and storing information."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453)

VR

Verified Reviewer

Paralegal

> "The banking system is a little complicated."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878)

JC

Joel C.

Attorney

> "I've been user for several years, but its evolution, combined with some additional training, has made it a vastly more valuable tool."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7040057)

VR

Verified Reviewer

Account Executive

> "Have a lot of features and can be hard to keep up"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7037739)

BS

Brenda S.

Case Manager

> "Clio's functionalities are useful in the ability to maintain clients information in a organized database."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579)

JH

Jodi H.

Legal Assistant

> "There is no way to send one document that is both an invoice and a trust request so that you can show clients where their money has gone and..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6097967)

Kelcey S.

Firm Administrator

> "Our firm also loves the tasking feature and the several ways to capture time."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869389)

RZ

Ryan Z.

Owner

> "Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister..."

[See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037)

Erin P.

Attorney Owner

> "Customer support is always available to assist, and Clio offers options to test new product features. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6870008)

EL

Elizebeth L.

Owner

> "Collab with Clio for Co Counsel is not functional for document share or notating the file properly"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6610648)

TT

Tania T.

Law Clerk

> "client intake & document management system - billing tool is easily accessible and convenient for time tracking."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6654790)

VR

Verified Reviewer

Principal Lawyer

> "Key integrations promised at sign-up still don’t exist (two years later)"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035)

CP

Christopher P.

Attorney

> "It is well worth the cost and I just upgraded to a higher version for the additional features. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036235)

MJ

Maria J.

Admin Staff

> "Mixnor bug fixes: sometimes when you go back on a page, it doesn't load."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6600916)

VR

Verified Reviewer

Paralegal

> "I love the customer service if I ever have an issue they will address it right away."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878)

CO

Caroline O.

Paralegal

> "Only downsides is that it's very basic and does provide a full amount of features, despite the constant updates."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590103)

VR

Verified Reviewer

Managing partner

> "This is a good program for a solo or small office but a below average program for a large office. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6873793)

CM

Catlan M.

Owner

> "Implementation and sales team disappeared once I signed the contract, and I was left calling regular support like everyone else; really..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081638)

EL

Emily L.

Paralegal

> "It has really saved me a lot of time when it comes to communicating with my clients and providing them copies of their records."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6745689)

AM

Alex M.

Attorney and Practitioner at law

> "Sometimes it freezes up if I’ve forgotten to stop a timer on my phone."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555066)

Daniel G. V.

Attorney

> "For a reasonable price, Clio includes a number of useful features in one package: DocuSign capacity, billing, trust accounting, document..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6141279)

VR

Verified Reviewer

Principal Lawyer

> "Poor accountability from support and product teams"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035)

JB

Jessica B.

Operations Manager

> "Clio is a fantastic information-gathering tool and is close to being a one-stop-shop for everything we need pertaining to our clients."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590365)

RZ

Ryan Z.

Owner

> "Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete..."

[See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037)

PG

Peggy G.

Legal Assistant

> "I like that it offers an academy so you can learn how to properly work the software. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6810033)

MC

Maria C.

Attorney

> "These software programs do not fully communicate."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6838038)

Verónica M.

Attorney

> "The platform's user-friendly design simplifies navigating through different modules, whether I'm tracking billable hours, organizing case..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4832891)

MR

Markell R.

Lawyer

> "We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081577)

VR

Verified Reviewer

Principal Lawyer

> "Good for basic matter management and time recording"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035)

EH

Erika H.

Paralegal

> "Sometimes the way the bills are displayed can be confusing for clients."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6605465)

Juan B.

CEO

> "The ability to track time and handle billing intuitively has greatly simplified my daily routine, freeing me from many tedious administrative..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6134103)

BH

Brad H.

Partner

> "Some of the services are not as intuitive as some staff would like, especially older staff."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590992)

VR

Verified Reviewer

Account Executive

> "The support received is excellent with many avenues for learning."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7037739)

William K.

Manager

> "Well of course the cost."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7115028)

CL

Christopher L.

Owner

> "Aside from that minor, negative Con above, I Love Clio, as does my staff and colleagues. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036895)

KAD

Keri-Ann D.

Paralegal

> "Clio tends to have latency issues."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6341821)

AD

Ashley D.

Attorney

> "It was great for keeping track of tasks and where clients were in the pipeline."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6741679)

KH

Karen H.

attorney

> "Reports and tracking are not always helpful."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6324293)

NO

N O.

Partner

> "Support is always available and help you with the different products to enhance your legal representation of clients."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6556269)

JW

Jessica W.

Lead Paralegal

> "Not enough custom fields."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6608213)

Michael B.

Attorney

> "I especially like that Manage and grow share data very well."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6874110)

AI

Alexander I.

Managing Attorney

> "The customer support is not 24/7 and not being able to send reminders as text messages rather than by email or in app"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6141167)

DH

DeAnna H.

Attorney

> "Clio offered me guidance when I first set up my firm, and they continue to offer support and innovation as my practice becomes larger. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6676141)

CT

Chin T.

Finance Exec

> "Somehow, it doesn't look very professional, we couldn't use a high-res logo and there are limits in the extent to which we can change the..."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4778154)

LC

Lou C.

Managing Partner

> "The customer service attention is outstanding. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7035945)

WC

William C.

CFO

> "Minor complaints about user access/authorizations. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555217)

DY

Deborah Y.

Partner

> "Great for solo practitioners and larger firms alike!"

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371)

SP

Stephanie P.

Director of Operations

> "Automation with the custom fields is lacking and we have to use secondary programming that still does not meet our needs. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6170046)

DY

Deborah Y.

Partner

> "This user friendly system continues to amaze me as it has added more and more desirable features. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371)

MF

Matt F.

Managing Partner

> "The price -- it's really expensive, and it just keeps going up."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6620629)

CB

Christine B.

Chief of Staff, Lead Paralegal

> "Setting reminders is also great to help you take on task and meet your deadlines."

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555060)

MA

Myles A.

Managing Member

> "Tech support" was a total waste of time. "

[See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6861390)

[View Reviews](https://www.capterra.com/p/105428/Clio/reviews/)

JA

Jhovanny A.

Receptionist- New Client Liason

> "Its intake, tabs, documents, financial and and even calendar options all contribute to creating daily functions as..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063791)

QY

Queenie Y.

Paralegal

> "The thing I like least about NEOS is when I click messages I don't see my messages. When I text on NEOS, I would..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063895)

KS

Kayla S.

Lawyer

> "I like how it covers everything from document management and collection, contacts, time entries and more to create..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7070690)

AM

Ashley M.

Litigation Support

> "That there’s no way to link our Neos calendar to our firm’s Outlook calendar."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063823)

BK

Brianna K.

Legal Assistant

> "I love how so many essential legal office management functions are integrated within the Neos app itself so that I..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063660)

HB

Heather B.

Legal Assistant, Office Manager

> "The tabs are a bit clunky and it can be difficult to find the information I'm looking for. "

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063717)

BK

Brianna K.

Legal Assistant

> "It's cloud-based so users can work from anywhere and stay on the same page as updates occur in real time."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063660)

Chandler B. G.

Paralegal

> "I have not found a feature that will allow me to add templates to generate documents from NEOS directly with case..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626165)

AV

Amy V.

Paralegal

> "I really like the document management and how we can customize and organize the TYPE of document for easier..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063683)

HO

Hazel O.

Accounting

> "I don't think I've found anything I dislike, everything is pretty straightforward on Neos, maybe just the..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626225)

KS

Kayla S.

Lawyer

> "I also love that I can directly tag emails into the platform so my emails can integrate easily."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7070690)

BC

Bernardo C.

Owner

> "There are too many extra steps to save documents and unable to use Adobe Acrobat to edit PDFs."

[See full review](https://www.capterra.com/p/58931/Neos/#SoftwareAdvice___6496945)

MC

Marianne C.

Paralegal Case Manager Supervisor

> "I love the ability to personalize Neos: the staff and default tasks, the checklists, the case dates, even the..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626335)

JZ

Janell Z.

Senior Litigation Paralegal

> "I don't like that you aren't able to update multiple checklist items at a time, you have to go one by one."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6629174)

KD

Kelly D.

Litigation Paralegal

> "One of my favorite features is that you can keep multiple clients' files open and can volley between them at the..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626759)

MO

Madison O.

Paralegal

> "Sometimes you have to copy your notes after every update and repost them because they refuse to save."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626185)

CE

Coral E.

Paralegal

> "The integrations with QuickBooks and Case Status really put everything at my fingertips."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063868)

JM

Jenna M.

Paralegal

> "Neos shows many error messages throughout the day, and tends to load very slowly at times."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6767079)

EL

Ella L.

Marketing Assistant

> "I also appreciate how well it organizes case information and deadlines."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063883)

CC

Curtis C.

Attorney- Principal

> "Add an escape provision to the contract that if you are not satisfied yo may cancel."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6734680)

MR

Maria R.

Case Manager

> "The platform's capability to create a multitude of reports tailored to our firm's specific needs is a game-changer."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6341386)

BR

Brittany R.

Intake Manager

> "When trying to save something, if the required fields aren't filled out it wont save."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626169)

LD

Lidia D.

Case Manager

> "The integration of the other products we use in the office make it easier and faster to work on cases and knowing..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626726)

DM

Daniela M.

Paralegal

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

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6629341)

QY

Queenie Y.

Paralegal

> "I also like having all the clients files in one place."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063895)

GC

Gina C.

Business Manager

> "Not only does it have unfixable glitches it is also not user friendly and it is difficult to navigate!"

[See full review](https://www.capterra.com/p/58931/Neos/#SoftwareAdvice___6644871)

BQ

Becc Q.

Paralegal

> "Neos is great for it combining calendar, notes, emails, and deadlines all in one place."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626190)

BC

Bernardo C.

Owner

> "I can’t save directly to Neos without save it to my computer first."

[See full review](https://www.capterra.com/p/58931/Neos/#SoftwareAdvice___6496945)

KD

Kelly D.

Litigation Paralegal

> "Another feature I like is the ability to toggle between different client files at the top of the screen."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626759)

NG

Nina G.

Case manager-settlement processor

> "the Customer service is beyond terrible - they are useless - the "ZOOMS" we not the least bit informative -..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6160724)

AV

Amy V.

Paralegal

> "I see Neos being a great tool once our firm learns how to use additional features."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063683)

SB

Sarah B.

Marketing Director

> "automations are not good, they need more options and variability"

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6767081)

MF

Morgan F.

Paralegal

> "Neos makes it easy to integrate everyday used apps, such as Microsoft Office, and create templates."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626166)

PS

Peyton S.

Legal Assistant

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

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626164)

FR

Franchesca R.

Case manager

> "What i like the most about NEOS is the checklist, i love not having the checklist to remind me everything i need..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6631215)

CK

Callie K.

Paralegal

> "Very quick responses from customer service but not always able to get the problems solved."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6767224)

IS

Inezmarie S.

Attorney

> "I like that it syncs with my Outlook calendar and that I can access it from everywhere. "

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6627700)

SJ

Stormi J.

Senior Paralegal

> "Sometimes internet is slow which can be annoying."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6635222)

JB

Jessica B.

Case Management Supervisor

> "Every area of neos is helpful for our every day activities such as updating clients, ordering bill and records,..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6158416)

BE

Brittany E.

Negotiator

> "it goes down a lot and the dashboard is not helpful/user friendly"

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626174)

AL

Arianna L.

Legal Assistant

> "The thing I like most about Neos is the detailed tabs that come along with working throughout Neos."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626368)

JB

Jacob B.

Attorney

> "The learning curve was a bit steeper than I expected."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626229)

JH

Jetta H.

Intake Zar

> "It has been very helpful managing our clients and their cases."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063668)

ED

Emily D.

Paralegal EDPNA

> "Many bugs."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626159)

MR

Maria R.

Case Manager

> "Additionally, the seamless integration with numerous programs has streamlined various processes, making my..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6341386)

ML

Marc L.

attorney

> "Documents which have not been modified inexplicably change the modification date themselves making the date of the..."

[See full review](https://www.capterra.com/p/58931/Neos/#SoftwareAdvice___4681104)

AM

Ashley M.

Litigation Support

> "Easy to use and friendly and efficient training after migrating from our previous case management software."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063823)

JA

Joel A.

Owner

> "Neos does not properly integrate with Outlook. "

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6254886)

JA

Jhovanny A.

Receptionist- New Client Liason

> "I am very happy with NEOS and am proud of its integration in our firm."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063791)

NT

Nancy T.

Paralegal

> "The text messaging system does not work"

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6085121)

MV

Maria V.

Paralegal

> "Integration with DocuSign further simplifies the process by automating document signing and saving signed..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6253345)

CS

Chris S.

Attorney

> "Can be glitchy sometimes."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6093193)

MR

Maria R.

Case Manager

> "Overall, Assembly Neos is an invaluable tool for any firm looking to optimize its operations and improve..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6341386)

IP

Ivonne P.

Operations Manager

> "I do not like that you cannot customize some of the information and that we have to scroll down on some pages,"

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___4236356)

CE

Coral E.

Paralegal

> "I love its ease of use and customization features."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063868)

CK

Chelsea K.

Paralegal

> "I wish there was a better dashboard system."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6158326)

AA

AnaMaria A.

Litigation Paralegal

> "I just began using it and it feels user friendly and able to save and review and categorize all documents."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626243)

CM

Crystal M.

Settlement Administrator

> "Initially, transitioning was difficult."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6026883)

AF

Alexandra F.

Senior Litigation Paralegal

> "Overall, it is a great case management platform that is reliable, efficient, and easy to work with.."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063742)

IP

Ivonne P.

Operations Manager

> "its ok, the converting process was not great, and we switched from Needles desktop 5, so i was very disappointed..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___4236356)

MH

Maria H.

Senior Paralegal

> "Having the information that I need at my fingertips and being able to generate documents."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6651914)

ML

Marc L.

attorney

> "Some examples: Reports that are generated are not as good as the prior version of the software. "

[See full review](https://www.capterra.com/p/58931/Neos/#SoftwareAdvice___4681104)

MM

Meggan M.

Litigation Paralegal

> "I really appreciate how it merges documents so well and works amazingly with the integrations."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6767121)

JM

Jason M.

Paralegal

> "I've had tickets open in excess of a year, and even with follow-up requests, no solutions. "

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___3865069)

MC

Marianne C.

Paralegal Case Manager Supervisor

> "I like the regular emails from Neos with updates, training opportunities, and communication from them. "

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626335)

EM

Elizabeth M.

partner

> "They made me write 40 characters)"

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___4458860)

SB

Stella B.

Intake Manager

> "Neos helps me stay organized and up-to-date with my clients—I could not imagine working without it."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626218)

JM

Jason M.

Paralegal

> "The calendar is always problematic."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___3865069)

BM

Bethsaida M.

Administrative Assitant

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

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6631509)

SB

Stevan B.

case manger supervisor

> "I noticed that there are always new updates being done which its not a con. but with updates there are bugs and at..."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___2834893)

LC

Leilani C.

Receptionist

> "It's clean and very organized."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___7063825)

ML

Marc L.

attorney

> "It is buggy, not easy to use, and it takes the joy out of my job. "

[See full review](https://www.capterra.com/p/58931/Neos/#SoftwareAdvice___4681104)

CL

Caroline L.

Case Manager

> "It really gives me the power to have everything that is important to me available and standardized."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6778416)

AP

Amanda P.

Paralegal

> "Bugs and issues are not resolved prior to new features being put out causing other aspects of the program to fail."

[See full review](https://www.capterra.com/p/58931/Neos/#SoftwareAdvice___2997693)

SB

Stella B.

Intake Manager

> "The convenience and organization it provides when dealing with hundreds of different clients."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626218)

AP

Amanda P.

Paralegal

> "This is a reoccurring issue and affects the ability to use the program for it's intended purpose."

[See full review](https://www.capterra.com/p/58931/Neos/#SoftwareAdvice___2997693)

RJ

Rhonda J.

Attorney and Owner

> "That I can create templates for almost all documents I use!"

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6626738)

FO

Frank O.

owner

> "They promise to bring over data from Needles or another system but they can not. "

[See full review](https://www.capterra.com/p/58931/Neos/#GetApp___3053923)

VP

Vanessa P.

Paralegal

> "I'm able to breeze through my case work for each client."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___6341642)

ZL

Zach L.

Paralegal

> "It is extremely buggy, unintuitive, and not suitable for daily practice management."

[See full review](https://www.capterra.com/p/58931/Neos/#Capterra___3026482)

[View Reviews](https://www.capterra.com/p/58931/Neos/reviews/)

## User interface

4.65 (1,692)

4.36 (200)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

2-Way Messaging

207

Important

Access Controls/Permissions

150

Important

Activity Dashboard

120

Important

Clio

Top features

30/33

-   2-Way Messaging
-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Billable & Non-Billable Hours
-   Billing & Invoicing
-   Calendar Management
-   Case Notes
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Conflict Management
-   Contract/License Management
-   Customizable Templates
-   Data Import/Export
-   Deadline Management
-   Docket Management
-   Document Management
-   Electronic Signature
-   Full Text Search
-   Generative AI
-   Mobile App
-   Online Payments
-   Reminders
-   Reporting & Statistics
-   SSL Security
-   Task Management
-   Third-Party Integrations
-   Trust Accounting
-   Workflow Management

[See all features](https://www.capterra.com/p/105428/Clio/#features)

Neos

25/33

-   2-Way Messaging
-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Billable & Non-Billable Hours
-   Billing & Invoicing
-   Calendar Management
-   Case Notes
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Conflict Management
-   Contract/License Management
-   Customizable Templates
-   Data Import/Export
-   Deadline Management
-   Docket Management
-   Document Management
-   Electronic Signature
-   Full Text Search
-   Generative AI
-   Mobile App
-   Online Payments
-   Reminders
-   Reporting & Statistics
-   SSL Security
-   Task Management
-   Third-Party Integrations
-   Trust Accounting
-   Workflow Management

[See all features](https://www.capterra.com/p/58931/Neos/#features)

### Recognition

No recognitions have been awarded to Clio

No recognitions have been awarded to Neos

### Deployment & support

Clio

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Neos

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Clio

-   By Clio
-   Located in Canada
-   Founded in 2007

Neos

-   By Assembly Software
-   Located in United States
-   Founded in 1985

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