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.
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.
- 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.
- 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.
- 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.
- 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.
- 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.
Choosing an alternative to TrialWorks
Neos, from the same company; Filevine, SmartAdvocate and Litify for larger firms; 8am CasePeer for a simpler PI system; and PlaintiffStack for California firms with PI, comp or employment cases.
No. Assembly says TrialWorks is fully supported with no end-of-life date. Moving is a choice about cloud access, integrations and AI, not a deadline.
Case notes, documents, contacts, custom fields, settlement history and calendars. Ask the new vendor to show you migrated cases before you switch.
Sources
- Assembly Software: TrialWorks support status (2026)
- Assembly: why 118 TrialWorks firms chose Neos
- Assembly: Needles and TrialWorks migration
- Assembly Software: Neos pricing
- Tavrn: PI case management software compared (an AI vendor's comparison)
- Assembly Software: Neos pricing
- Filevine: pricing
- SmartAdvocate
- Litify: pricing and demo
- 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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