Assembly Neos vs CloudLex
Both score 7.3/10. Compare features and pricing below.
Both score 7.3/10. Assembly Neos competes with CASEpeer and Filevine for PI firm market share. It's a solid option if those two don't fit your workflow. Request demos from all three before deciding.
Assembly Neos 
CloudLex Rank
#18 of 39
Rank
#20 of 39
Features
17/18
Features
17/18
Starting at
Custom
Starting at
Custom
User reviews
4.1/5 (80)
User reviews
4.7/5 (80)
What they cost
| Assembly Neos | CloudLex | |
|---|---|---|
| Starting at | Contact for pricing | Contact for pricing |
| Free trial | No | No |
| Number of plans | Custom | Custom |
What the pricing really means
Both Assembly Neos and CloudLex use custom pricing, which means you need to talk to sales. In our experience, custom pricing usually means the product is targeting larger operations and the monthly cost will be higher than products with published prices. Ask specifically about total year-one cost, including setup, onboarding, and training.
Where Assembly Neos wins
- Purpose-built for plaintiff firms with medical provider tracking, lien management, and settlement disbursement sheets
- Intake module captures leads from web forms, phone calls, and referral sources with attribution tracking
- Workflow automation can move cases through stages automatically based on triggers and deadlines
- Integrates with medical record retrieval services
Where CloudLex wins
- Medical records module tracks providers, treatments, liens, and balances in one timeline view
- Demand package builder assembles settlement demands from case data automatically
- G2 rating of 4.7 shows strong satisfaction among PI firms that use it
- Built in the cloud from day one, unlike competitors that migrated from desktop
Where Assembly Neos falls short
- No public pricing — custom quotes suggest mid-market pricing
- Only useful for plaintiff-side litigation — defense firms and transactional practices need to look elsewhere
- Fewer reviews and smaller user base than CASEpeer or Filevine
- The Neos brand (formerly known as LawRuler for CRM) can be confusing
Where CloudLex falls short
- No public pricing — custom quotes only
- Only useful for personal injury and related practice areas
- No trust accounting built in
- Smaller ecosystem and fewer integrations than generalist tools like Clio
Who is each product built for?
Assembly Neos
Target: 5-100 attorneys
Assembly Neos competes with CASEpeer and Filevine for PI firm market share. It's a solid option if those two don't fit your workflow. Request demos from all three before deciding.
CloudLex
Target: 1-25 attorneys
CloudLex competes directly with CASEpeer for PI firms. The medical records module and demand builder are strong. Get demos from both CloudLex and CASEpeer and pick based on which workflow fits your firm better.
Feature comparison
| Feature | Assembly Neos | CloudLex |
|---|---|---|
| Case Management | ||
| Case / matter management | ||
| Contact management | ||
| Conflict checks | ||
| Client intake forms | ||
| Client portal | ||
| Documents & Automation | ||
| Document management | ||
| Document automation | ||
| E-signatures | ||
| Email management | ||
| Billing & Accounting | ||
| Time tracking | ||
| Billing & invoicing | ||
| Trust / IOLTA accounting | ||
| Scheduling & Deadlines | ||
| Calendar management | ||
| Task management | ||
| Court rule deadlines | ||
| Platform | ||
| Reporting / analytics | ||
| Mobile app | ||
| API access | ||
Common questions
Both score 7.3/10. Assembly Neos fits 5-100 attorneys, while CloudLex fits 1-25 attorneys. Pick based on your team size and the features you need most.
Assembly Neos uses custom pricing (contact sales). CloudLex uses custom pricing (contact sales). Watch for add-on costs — the base price often does not include all features. Pricing last verified 2026-04-11.
Assembly Neos: No free trial. CloudLex: No free trial. Always test with your actual workflow before committing to an annual plan.
Assembly Neos covers 17 of 18 features we track. CloudLex covers 17 of 18. Both are tied on feature coverage, but more features does not always mean better — pick the tool that covers what your business actually needs.
Yes, Assembly Neos has a mobile app. CloudLex does too.
Yes. The main effort is migrating your data (customer lists, job history, invoices). Plan for 1-2 weeks of overlap where you run both. Most legal practice management tools can import CSV data. Ask both vendors about migration support before you sign.
The bottom line
Pick Assembly Neos if...
Plaintiff litigation firms that need a case management system designed specifically for the plaintiff workflow — intake, medical records, settlement, disbursement.
Pick CloudLex if...
PI firms that want a cloud-native case management system with medical records tracking, demand package creation, and settlement management.