Case Study: Karl Truman Law Office achieves productivity and seamless cloud migration with Assembly Software Neos

Karl Truman Law Office Finds Productivity and Innovation with Neos

Karl Truman Law Office, a multi-region personal injury firm, faced significant challenges after a failed migration from their long-time Needles Desktop system to a competitive cloud-based case management product. The attempted switch resulted in a disastrous, year-long data migration that consumed excessive time and financial resources, leaving staff dissatisfied with the new platform's functionality and steep learning curve. Seeking a reliable solution, they turned to Assembly Software and its Neos product.

Assembly Software implemented its Neos cloud-based case management solution, which provided a seamless and instantaneous data migration from the original Needles Desktop system. The solution offered a familiar interface with enhanced features, including automated reporting, Outlook-integrated calendaring, and client communication tools like texting and e-signature via DocuSign. The results for Karl Truman Law Office were notable time savings, significant cost savings compared to the competitor, enhanced productivity for their over 20 staff members, and improved client interactions.

Karl Truman Law Office

Karl Truman

Karl Truman Law Office