Legal Integration
Best AI Assistant for Assembly Neos
Carly is an AI assistant that connects to Assembly Neos so you can open cases, create contacts, log tasks, capture time, and check case status — all by email or text. No opening Neos every time something moves on a case.
Try Carly →What Carly can do with Assembly Neos
Open cases and contacts on intake
Email Carly a new client's information and she creates the contact and opens the case in Assembly Neos, ready for tasks, documents, and time to be attached.
Log case updates the moment they come in
Text Carly what a client, provider, or adjuster just told you and she adds the contact or logs it against the right case in Neos — so the file reflects it before the call is even over.
Assign tasks and deadlines to your team
Tell Carly who needs to request records, follow up on a lien, or hit a demand deadline and she creates and assigns the task in Neos so nothing on a case slips.
Capture time and check case status
Have Carly log a time entry against a case, or ask her to pull the open tasks and recent activity on a file so you know exactly where it stands before you call the client back.
Why personal-injury firms are using AI to run Assembly Neos
Assembly Neos — formerly Needles — is cloud case management built for personal-injury and plaintiff firms. It tracks cases and matters, contacts, documents, tasks, and time and billing across a caseload that can run to hundreds of open files. The challenge in a high-volume PI practice is keeping every case moving: a client calls with a new medical provider, a demand deadline shifts, a lien needs following up — and the person who took that information is a case manager on the phone or a paralegal buried in files, not someone free to stop and open Neos and update the record.
An AI tool for Assembly Neos should let case managers and paralegals update a case the moment something changes, from wherever they are, without navigating to the file. When adding a task or logging a note takes one message, cases keep moving and nothing on a file gets dropped. When it means logging in and finding the case among hundreds, updates wait — and in PI, a missed deadline or a forgotten follow-up has real consequences.
How Carly works as your AI Assembly Neos assistant
Carly connects to your Assembly Neos account through its API. Once connected, you manage cases, contacts, tasks, and time over email or text — like having a case management assistant who keeps every file current across the whole caseload.
Client called with a new treating physician? Text Carly the case and the details and she adds the contact and logs it against the right case in Neos. New intake to open? Email Carly the client's information and she creates the contact and opens the case. Need a task set so a paralegal requests records by Friday? Tell Carly and she adds and assigns it. Spent time working a file? Have Carly capture the time entry. Want to know what's outstanding on a case before a client calls back? Ask, and she pulls the open tasks and recent activity.
Because Carly works from outside Neos, she can cross-reference your case data with your email and calendar — tying a task to a deadline on your schedule or surfacing a client's latest message alongside their case.
Who uses Carly with Assembly Neos
Personal-injury and plaintiff attorneys managing large caseloads where a dropped deadline or a missed lien costs the firm. Case managers who spend the day on the phone with clients, providers, and adjusters and need what they learn logged against the right case immediately. Paralegals who juggle records requests, tasks, and deadlines across hundreds of open files. If your firm runs its caseload on Assembly Neos but details get lost between the phone call and the file, Carly keeps every case current without pulling anyone off the phones.
See it in action
How to connect Assembly Neos to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Assembly Neos
Authorize the Assembly Neos integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Assembly Neos. She handles the rest.
Automate Assembly Neos in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Assembly Neos?
Carly is an AI assistant that connects to Assembly Neos and lets you open cases, create contacts, log tasks, capture time, and check case status — all by email or text. She works from outside Neos so your case managers and paralegals can update files the moment something changes, without opening the app.
Can AI update my cases in Assembly Neos?
Yes. Text or email Carly something like "add Riverside PT as a provider on the Okafor case" or "create a task for James to request records by Friday" and she makes the update in Assembly Neos within seconds. No stopping to log in and hunt for the file among hundreds.
How does Carly connect to Assembly Neos?
In your Carly dashboard at carlyassistant.com/integrations, connect Assembly Neos with your API key. Once connected, Carly can open cases, create contacts, log tasks, capture time, and pull case data from your Assembly Neos account.
Does Carly work with Assembly Neos even though it used to be Needles?
Yes. Assembly Neos is the current cloud platform from the makers of Needles, and Carly connects to your Neos account through its API regardless of the rebrand. Your cases, contacts, tasks, and time entries are all reachable.
Can Carly assign tasks and deadlines to my case managers and paralegals?
Yes. Tell Carly who should request records, follow up on a lien, or hit a demand deadline and she creates and assigns the task in Assembly Neos, so responsibilities across a heavy caseload stay clear without anyone clicking through the app.
Is Carly different from Assembly Neos's built-in automations?
Yes. Neos's workflow automations run inside the platform along the case plans and rules you configure in advance. Carly is an external assistant you email or text — she lets you open cases, log updates, and assign tasks on demand from anywhere without logging in, handling the one-off requests automations can't. She also connects Assembly Neos to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."