Disclosure: this article is written and published by DROZlegal, which competes in adjacent territory. Every claim about Neos comes from two assemblysoftware.com pages read on October 20, 2026, and is attributed to them. “Not stated” means the page was silent, not that the answer is no. We did not demo the product or see a contract, and we did not read Assembly’s privacy policy, terms or pricing page. This article is general information, not legal advice, and reflects publicly available information as of October 20, 2026.
What Assembly’s own pages say
| Question | What the pages say |
|---|---|
| Positioning | “Neos is personal injury law firm software built specifically for PI firms.” Headline: “Personal injury case management software that runs the entire case.” The page claims 40+ years in case management and 1,450+ PI firms; we did not verify either figure. |
| AI (NeosAI) | “Embedded intelligence drafts demand letters, chronologies, and case summaries,” and reads incoming medical records “into coded, searchable fields, each linked back to the page it came from.” An FAQ says an attorney reviews drafts before they go out. Which model or vendor powers it is not stated. |
| Data path | “Ask questions, draft documents, and analyze records without exporting your data to another tool.” That describes the user experience; it does not say where the AI processing happens. |
| Hosting | “View case info from anywhere via the cloud platform.” Hosting provider, region and data centre: not stated. |
| Training and retention | Whether customer data trains any model, and how long it is kept: not stated on these pages. |
| Security | The only claim is “Secure, reliable software your team can trust.” No certifications, audits or encryption details are named on these pages. |
| Canada or Ontario | Not stated. Neither page mentions Canada, Ontario, Canadian currency or data residency. |
| Trust money | Not stated in the pages read. |
| Migration | “Assembly migrates your data for you.” |
| Pricing | Not listed. The page says “Plans that scale from growing practices to high-volume firms” and links to a separate pricing page we did not read. We do not repeat third-party directory prices here. |
Sources: assemblysoftware.com/personalinjury and assemblysoftware.com/lp/legal-case-management, both read October 20, 2026. Neither page shows a publication or update date.
Five questions to put to Assembly
- Can our data be hosted in Canada, and will you commit to it in the contract? The pages name no region, so get the answer in writing before any file moves.
- Which model runs NeosAI, who operates it, and where is our case text processed? “Without exporting your data to another tool” is not an answer to where.
- Is our data used for training, and how long is it retained, in which logs? Ask for both answers in the data-processing terms, not on a sales call.
- During the migration Assembly offers, who handles our files, and from which country? A migration moves every client file at once, so it deserves its own answer.
- How does it handle client trust funds for an Ontario licensee, and Ontario accident-benefits and limitation deadlines? Ontario firms report under Law Society By-Law 9; see our guide to trust accounting software for Ontario firms. Ask for a demonstration on a sample file, not a feature list.
If the answers are specific, Neos may suit a firm. If they are vague, that is the finding. For the wider field, see our personal injury practice management software guide for Ontario, the Litify read, the CASEpeer and SmartAdvocate read, and the data-residency comparison.