Assembly Neos Integration with Emergent | Build Legal Case Management Apps by Prompt

Assembly Neos + Emergent

The Assembly Neos and Emergent integration enables users to build and deploy custom legal case management applications and law firm workflow systems by prompt, combining Emergent's full-stack vibe coding capabilities with Neos's comprehensive cloud-based platform designed for personal injury and litigation practices. This allows law firms to create powerful client intake dashboards, automated document processing tools, and integrated practice management systems without boilerplate code or complex setup.

With Emergent, you can:

• Access and manage cases, clients, documents, and deadlines programmatically via API integrations

• Create custom dashboards with real-time case status tracking and litigation analytics

• Build automated workflows for client intake, document generation, and deadline management

• Leverage AI-powered document analysis and case summarization capabilities

• Combine Neos with tools like QuickBooks, DocuSign, Outlook, Slack, and Google Sheets in one workflow

• Deploy instantly with secure API key vaults, versioning, monitoring, and analytics

About Neos

Neos (formerly Needles) by Assembly Software is a cloud-based legal case management platform trusted by personal injury and litigation law firms to manage the complete case lifecycle from client intake through settlement and closing. Built on Microsoft Azure with enterprise-grade security, Neos provides comprehensive tools for case organization, document management, client communication, deadline tracking, and AI-powered legal assistance, all designed specifically for the unique needs of plaintiff law firms.

The Neos platform enables law firms to:

• Manage cases with customizable workflows, checklists, task assignments, and conflict checking

• Organize documents with advanced search, OCR, templates, version control, and secure storage

• Communicate with clients through portal access, SMS, email integration, and automated updates

• Track deadlines with LawToolBox integration and eLaw automatic court appearance syncing

• Generate documents automatically with templates, merge fields, and bulk creation capabilities

• Integrate AI capabilities through NeosAI for case summaries, document analysis, and drafting

• Process financial transactions with trust accounting, billing, and QuickBooks synchronization

• Automate workflows with trigger-based actions for status changes, document routing, and communications

• Sync calendars with Microsoft Outlook and Office 365 for seamless scheduling

• Access detailed analytics with custom dashboards and automated reporting

Why Integrate Neos with Emergent?

Building Neos integrations traditionally requires navigating multiple API connections, managing authentication across legal tools, handling complex case data structures, creating custom dashboards for law firm metrics, and building user interfaces for legal workflows. Each application can quickly become a complex development project that diverts resources from practicing law and serving clients.

Emergent removes that complexity:

• Build by prompt: Describe the legal case management app or law firm workflow you need and the Neos features you want. Emergent automatically scaffolds the UI, orchestration, data models, and integrations.

• Legal-aware workflows: Emergent understands law firm data structures including case types, client relationships, document organization, deadline tracking, and billing requirements without manual schema mapping.

• Secure by design: Features include encrypted key vaults, environment isolation, role-based access, and audit-friendly logs, making it suitable for law firms managing confidential client information and privileged communications.

• Real-time case management: Automatic data syncs, document processing, error recovery, and workflow orchestration are built in for reliability at scale.

• Orchestrate multiple tools: Combine Neos with QuickBooks for accounting, DocuSign for signatures, Outlook for scheduling, and Slack for team communications to build complete law firm management ecosystems.

How Emergent Works with Neos in Real Time?

STEP 1: Describe your app

Example: "Build a client intake automation system that captures leads, creates Neos cases automatically, generates intake documents via DocuSign, syncs billing to QuickBooks, sends case status updates to clients, and alerts attorneys via Slack for high-value cases."

STEP 2: Declare integrations

Say "Neos + DocuSign + QuickBooks + Email Platform + Slack." Emergent sets up providers, authentication flows, and recommended connection methods for seamless data access.

STEP 3: Secure credentials

Provide your Neos API credentials through the secure interface. Keys are stored in an encrypted vault with environment isolation for development, staging, and production.

STEP 4: Configure legal data mappings

Emergent guides you to map case types, client fields, document structures, deadline calendars, and billing information based on your specific law firm workflow needs.

STEP 5: Real-time and scheduled workflows

Configure event triggers for new cases, set up scheduled deadline reminders, or define on-demand actions such as bulk document generation and case status updates.

STEP 6: Test and preview

Run test cases, validate data mappings, check automation flows, view logs, and ensure accuracy across all integrated systems.

STEP 7: Deploy

Deploy your app with one click, complete with versioning, monitoring, error alerts, and usage analytics. Roll back or iterate on prompts easily.

STEP 8: Expand

Add new practice areas, integrate additional legal tools, or modify case workflows without reconfiguring Neos settings.

Popular Neos + Emergent Integration Use Cases

1. Build a Client Intake Automation System Using Emergent with Neos + DocuSign Integration

Create streamlined client onboarding workflows that capture intake forms, create Neos cases automatically with populated client data, generate retainer agreements via DocuSign for electronic signatures, and trigger welcome email sequences with portal access instructions.

How it's built with Emergent?

• Write your prompt: Describe the app you want to build (e.g., "Capture web intake forms, create Neos cases automatically, send DocuSign retainer agreements, and email client portal credentials").

• Declare integrations: Choose Neos + DocuSign Integration.

• Share credentials securely: Connect Neos API credentials and DocuSign account.

• Configure legal data mappings: Map intake fields to case types, client information, document templates, and communication workflows.

• Set triggers and schedules: Configure real-time case creation on form submission and automated document generation.

• Test and preview: Validate data flow, case creation accuracy, document generation, and email delivery.

• Deploy: One-click deploy with monitoring and intake conversion tracking.

• Expand: Add SMS notifications, conflict checking, or AI case evaluation anytime.

Outcome: Faster client onboarding with reduced administrative overhead, consistent intake processes, and immediate case setup without manual data entry or document preparation delays.

2. Build a Financial Management Hub Using Emergent with Neos + QuickBooks Integration

Automate accounting workflows that sync Neos billing, trust transactions, and case expenses to QuickBooks for accurate financial reporting, client billing, trust accounting compliance, and streamlined bookkeeping for law firm operations.

How it's built with Emergent?

• Write your prompt: "Sync Neos billing entries and trust transactions to QuickBooks daily, generate client invoices, track case expenses, and produce monthly financial reports."

• Declare integrations: Select Neos + QuickBooks Integration.

• Share credentials securely: Authorize QuickBooks and Neos API access.

• Configure legal data mappings: Map billing entries, trust account transactions, expense categories, client accounts, and chart of accounts.

• Set triggers and schedules: Enable daily transaction syncs and monthly financial report generation.

• Test and preview: Simulate billing scenarios and validate QuickBooks transaction accuracy.

• Deploy: Go live instantly with error handling and reconciliation alerts.

• Expand: Add trust account monitoring or multi-entity financial consolidation.

Outcome: Accurate legal accounting with automated QuickBooks synchronization, trust accounting compliance, and streamlined month-end closing without manual transaction entry or reconciliation errors.

3. Build a Deadline Management System Using Emergent with Neos + Outlook Integration

Create comprehensive deadline tracking workflows that sync Neos case deadlines with Outlook calendars, send automated reminders to attorneys and staff, escalate critical deadlines, and integrate court appearance updates from eLaw for complete calendar visibility.

How it's built with Emergent?

• Write your prompt: "Sync Neos deadlines to Outlook calendars, send email reminders 7 and 3 days before due dates, alert for conflicts, and update from eLaw court filings."

• Declare integrations: Pick Neos + Outlook + eLaw Integration.

• Share credentials securely: Connect Outlook, Neos, and eLaw credentials.

• Configure legal data mappings: Map deadline types, attorney assignments, calendar preferences, reminder schedules, and conflict detection rules.

• Set triggers and schedules: Configure automatic calendar syncs and scheduled reminder distributions.

• Test and preview: Verify calendar accuracy, reminder delivery, and conflict detection.

• Deploy: Activate deadline management with escalation workflows.

• Expand: Add SMS reminders or automated deadline extension requests.

Outcome: Zero missed deadlines with automated calendar management, proactive reminders, and court filing integration without manual calendar updates or missed statute of limitations issues.

4. Build a Document Processing System Using Emergent with Neos + AI Integration

Leverage AI-powered workflows that analyze incoming documents, extract key information automatically, generate case summaries using NeosAI, populate Neos case fields, and route documents to appropriate case files for efficient document management.

How it's built with Emergent?

• Write your prompt: "Process uploaded documents with AI extraction, generate executive case summaries, populate Neos case fields automatically, and organize in appropriate folders."

• Declare integrations: Choose Neos + AI Service Integration.

• Share credentials securely: Connect AI service APIs and Neos credentials.

• Configure legal data mappings: Define extraction patterns, case field mappings, summary generation rules, and filing workflows.

• Set triggers and schedules: Configure automatic processing on document upload and scheduled batch analysis.

• Test and preview: Validate extraction accuracy, summary quality, and field population.

• Deploy: One-click deploy with AI processing monitoring.

• Expand: Add medical record analysis or deposition summarization capabilities.

Outcome: Dramatically reduced document review time with AI-powered extraction and summarization, accurate case data population, and organized document management without manual review overhead.

5. Build a Client Communication Portal Using Emergent with Neos + SMS/Email Integration

Create comprehensive client engagement systems that send automated case status updates via SMS and email, provide secure portal access for document review, enable two-way messaging with attorneys, and track client satisfaction for improved service delivery.

How it's built with Emergent?

• Write your prompt: "Send automated Neos case status updates via SMS and email, provide portal links for secure document access, enable client messaging, and track satisfaction scores."

• Declare integrations: Choose Neos + SMS + Email Platform Integration.

• Share credentials securely: Connect SMS service, email platform, and Neos credentials.

• Configure legal data mappings: Map case statuses, client preferences, message templates, portal access, and satisfaction triggers.

• Set triggers and schedules: Configure status-based communications and scheduled satisfaction surveys.

• Test and preview: Validate message delivery, portal access, and satisfaction tracking.

• Deploy: Activate client communication automation with engagement analytics.

• Expand: Add chatbot integration or multilingual support.

Outcome: Improved client satisfaction with proactive communication, reduced status inquiry calls, and enhanced transparency without manual client update management or portal administration.