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Case managementReviewed

TrialWorks alternatives for plaintiff firms

TrialWorks is on-premise case management for personal injury and litigation firms for personal injury and litigation firms that run case management on their own servers. Here is what else firms weigh, and what each one is best for.

Why firms look beyond TrialWorks

  • It runs on the firm's own servers, which a third-party comparison says limits integrations.
  • Remote work on an on-premise system means VPNs or remote desktop, which TrialWorks firms that moved to Neos cite as a reason.
  • Built-in AI tools from Assembly are in Neos, not TrialWorks.
  • Rumors of a phase-out pushed some firms to look around; Assembly says those claims are inaccurate and there is no end-of-life date.

The options

  1. 1.

    PlaintiffStack

    Case management and AI on one record
    Built for
    High-volume plaintiff firms in California: personal injury, workers' comp and employment
    Price
    $250 per case, every app included, no monthly fee. AI usage is billed separately, with an estimate shown before each run.
    Bottom line
    Our own product, listed first because this is our page. It is young and California-only, and it doesn't read scanned records yet.
    PlaintiffStack vs TrialWorks
  2. 2.

    Needles and Neos

    Personal injury case management from Assembly Software: on-premise Needles and its cloud successor, Neos
    Built for
    Personal injury firms, including the large base of firms still running Needles or TrialWorks on their own servers
    Price
    Neos publishes two tiers: Essentials at $109 and Premium at $139 per user per month, billed yearly. Platinum, which includes NeosAI, is quoted, and Demands Plus is an add-on on Platinum whose cost scales with caseload. Third-party listings show other figures (for example $99, $129 and $179), so confirm with Assembly. On-premise Needles pricing is not published.
    Bottom line
    Assembly has built PI case management for over 40 years, and Neos gives Needles firms a familiar path to the cloud, published prices for its first two tiers, OCR and an AI tier with cited chronologies and demands. PlaintiffStack is younger and narrower: California PI, workers' comp and employment on one record, with every app in one per-case price. A national PI firm that likes how Needles works will feel at home in Neos.
    PlaintiffStack vs Needles and Neos
  3. 3.

    Filevine

    Configurable case management with the LOIS AI suite
    Built for
    Law firms of many sizes and practice types, legal teams and agencies, with personal injury among its core markets
    Price
    Not published: Filevine quotes each firm by headcount and modules. Third-party estimates put seats at roughly $65 to $100 per user per month and implementation at $5,000 to $20,000, and comparisons say AI tools such as MedChron are sold as add-ons. A free LOIS tier, LOIS Explore, launched in July 2026.
    Bottom line
    Filevine is a mature, deeply configurable platform with a large partner network, a SOC 2 Type II audit and a fast-growing AI suite. PlaintiffStack is younger and narrower: California PI, workers' comp and employment on one record, page-cited AI and a published per-case price. Choose Filevine for configurability and multi-state reach; choose PlaintiffStack for California depth and a simpler price.
    PlaintiffStack vs Filevine
  4. 4.

    SmartAdvocate

    Configurable case management for high-volume litigation, with built-in AI
    Built for
    Personal injury, mass tort, workers' comp and other litigation firms that want deep configuration
    Price
    Not published by SmartAdvocate. Capterra lists a starting price of $109 per user per month, and G2 lists an enterprise option starting at $1,995 with a perpetual-license choice. Third-party estimates put implementation at $10,000 to $25,000. Treat these as estimates. SmartIntelligence pricing is not disclosed.
    Bottom line
    SmartAdvocate is a long-established, highly configurable platform with modules for mass torts, workers' comp and more, a large integration list and a new AI layer, SmartIntelligence. PlaintiffStack is younger and narrower, with California PI, comp and employment built in, page-cited AI and a published per-case price. Firms that want to configure everything, across states, will find more room in SmartAdvocate.
    PlaintiffStack vs SmartAdvocate
  5. 5.

    Litify

    Enterprise legal practice management built on Salesforce
    Built for
    High-volume plaintiff firms, insurance defense firms, immigration firms and corporate legal teams
    Price
    Not published. A third-party comparison reports 20-license minimums and five-figure implementation fees; treat that as an estimate. Pricing for LitifyAI tools such as ACE and Instant Demands is not disclosed.
    Bottom line
    Litify is an enterprise platform on Salesforce with deep customization, an agent called ACE and Supio-powered Instant Demands. It suits large, multi-state firms with admins and a budget for implementation. PlaintiffStack is lighter and narrower: California PI, workers' comp and employment on one record, a published per-case price and no long contract.
    PlaintiffStack vs Litify
  6. 6.

    CasePeer

    Personal injury case management with published per-user prices
    Built for
    Personal injury firms, especially those without dedicated IT staff who want PI workflows preconfigured
    Price
    Published: Basic $90, Pro $130 and Advanced $160 per user per month, with no long-term contract or setup fee. Intake, two-way texting and 8am IQ start at Pro.
    Bottom line
    8am CasePeer is a straightforward, PI-only system with published prices, no long-term contract and PI tools such as settlement negotiations, treatment tracking and statute alerts, backed by the company behind MyCase and LawPay. PlaintiffStack adds California workers' comp and employment, page-cited AI case tools and a per-case price, but it has fewer integrations and no trust tracking. A PI-only firm that wants simple and proven may prefer CasePeer.
    PlaintiffStack vs CasePeer

Choosing an alternative to TrialWorks

Sources

  1. Assembly Software: TrialWorks support status (2026)
  2. Assembly: why 118 TrialWorks firms chose Neos
  3. Assembly: Needles and TrialWorks migration
  4. Assembly Software: Neos pricing
  5. Tavrn: PI case management software compared (an AI vendor's comparison)
  6. Assembly Software: Neos pricing
  7. Filevine: pricing
  8. SmartAdvocate
  9. Litify: pricing and demo
  10. 8am CasePeer: pricing

TrialWorks, Needles and Neos, Filevine, SmartAdvocate, Litify, CasePeer are trademarks of their owners, named here only to compare. Facts come from the sources above as of the date shown; prices and features change. If something here is out of date, email privacy@plaintiffstack.com with the page and the source, and we'll correct it.

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