Neos API
Access Neos case management data via reliable API. Supergood creates and maintains production-ready APIs for Neos without traditional integration costs or engineering resources.
What is Neos?
Neos is a cloud-based legal case management platform created by Assembly Software. Trusted by over 2,600 law firms with 40,000+ active users, Neos provides comprehensive tools for case management, document automation, client communications, and workflow optimization. Powered by Microsoft Azure and enhanced with AI capabilities through NeosAI, the platform serves plaintiff-focused law firms and legal departments with enterprise-grade security and customizable workflows.
The Neos Integration Challenge
While Neos offers extensive features and integration capabilities, accessing operational data programmatically for advanced workflows presents significant obstacles:
- No public API availability: Neos doesn't provide comprehensive public APIs for external access to case and document data
- Complex authentication layers: Enterprise security including two-factor authentication and Azure-based access controls blocks traditional automation
- Web-only architecture: Without mobile apps, all functionality exists solely in web interfaces, limiting programmatic access options
- Customizable data complexity: Highly configurable case types, workflows, and custom fields require sophisticated data handling
How Supergood Creates Neos APIs
Supergood reverse-engineers Neos' web interface at the network level to create a production-ready REST API.
Our platform authenticates through Neos' standard login flow including 2FA handling, maintains active sessions with automatic token refresh, and continuously monitors the integration to adapt when Neos updates its web platform. This provides programmatic access to the same comprehensive data that Neos' web interface uses, including features not available through standard integration methods.
Getting Started
1. Schedule Integration Assessment
Book a 30-minute call to review your Neos data requirements and authentication configuration.
2. Supergood Generates and Validates Your API
We'll create a production-ready version of your Neos API leveraging web interface capabilities for comprehensive data access.
3. Deploy with Monitoring
Launch to production with built-in monitoring and automatic adaptation to Neos platform changes.
API Endpoints
Authentication
/authenticateLogin with username and password. Supergood handles all 2FA requirements including Azure-based authentication. Returns an auth token valid for the session duration.
Authentication
/reauthenticateRefresh authentication token before expiry to maintain continuous access without re-authentication.
Search Operations
/advanced_search_casesExecute complex search queries across all cases with customizable filters, date ranges, and field selections.
Search Operations
/advanced_search_documentsSearch documents across cases using advanced criteria including document types, dates, and metadata fields.
Document Management
/fetch_all_documentsRetrieves comprehensive list of all documents across accessible cases with metadata and folder structures.
Document Management
/fetch_doc_typesFetches all configured document types and templates available in your Neos instance.
Document Management
/fetch_signed_documentsRetrieves all electronically signed documents with signature details, timestamps, and signer information.
Case Management
/fetch_casesRetrieves complete list of all cases including status, client information, case phases, and associated staff.
Case Management
/fetch_single_matterFetches detailed information for a specific matter including all related documents, tasks, communications, and history.
Case Management
/fetch_case_phasesRetrieves all configured case phases and workflow stages for different case types.
Case Management
/fetch_case_typesFetches all available case types with their associated workflows, checklists, and configurations.
Staff Management
/fetch_staff_listRetrieves complete list of all staff members with roles, permissions, and contact information.
Staff Management
/fetch_staff_assignments_by_caseFetches staff assignments for specific cases including roles, responsibilities, and time allocations.
Use Cases
Case Management Automation
Extract case lists, phase tracking, and staff assignments automatically. Monitor case progress across different practice areas, track document status, and generate custom reports without manual dashboard access or limited integration constraints.
Document Processing Workflows
Sync legal documents between Neos and your document management systems. Automatically fetch signed documents, track document types, and maintain complete audit trails across platforms with full metadata and version history preservation.
Advanced Search and Analytics
Leverage Neos' advanced search capabilities programmatically to query cases and documents based on complex criteria. Extract insights from case data, identify trends, and create custom analytics dashboards across your entire practice.
Staff and Resource Management
Automate the extraction of staff assignments, case types, and workload distribution data. Monitor resource allocation, track attorney productivity, and optimize case assignments based on real-time availability and expertise.
Technical Specifications
Authentication
Username/Password with comprehensive 2FA support and Azure-based authentication. Supports both managed service accounts and customer credentials.
Response Format
JSON
Rate Limits
Optimized for high-throughput operations while respecting Neos' platform limits
Session Management
Automatic token refresh with continuous session maintenance
Data Freshness
Real-time access to cases, documents, and workflow data as they're updated in Neos
Security
Maintains Neos' enterprise security standards including SOC 2 Type II certification and Microsoft Azure protection
Webhook Support
Asynchronous request processing available with callback URL support
Latency
Sub-second response times for case and document queries
Throughput
Production-tested for high-volume data operations and bulk synchronization
Reliability
Built-in retry logic and error handling for enterprise-grade stability
Compliance
Respects Neos' security certifications and legal industry requirements
Frequently asked questions
Supergood continuously monitors the Neos integration and automatically adapts when Assembly Software updates the web interface. You'll receive notifications of any temporary disruptions while we adjust to platform updates.
Yes. The API provides access to all configured custom fields, case types, and workflows in your Neos instance, including user-defined fields and practice-specific configurations.
Our platform maintains Neos' rigorous security standards including Azure-based authentication, SOC 2 Type II compliance, and bank-level encryption. All data access respects original permission settings and generates appropriate audit trails.