PlaintiffStack vs TrialWorks

Where TrialWorks stands in 2026

TrialWorks is on-premise case management for PI and litigation firms. It runs on the firm's own servers and is made and supported by Assembly Software, which also makes Needles and its cloud product, Neos. In 2026 Assembly said plainly that it has no plans to discontinue TrialWorks, that there is no end-of-life date, and that support staffing has not been reduced. It also says 118 TrialWorks firms have moved to Neos.

So a TrialWorks firm has three paths: stay, upgrade to Neos with Assembly, or move to another platform. This page is about the third, and when it makes sense.

Staying, or moving to Neos

If TrialWorks works for you and your IT can keep the server healthy, staying is reasonable; Assembly says so too. If you want the cloud without learning a new way of working, Neos is the natural step. Assembly's own team moves the data, there is no forced cutover date, and Neos adds what an on-premise system can't easily offer:

• browser access from anywhere, with no server or VPN;
• OCR on every document in Neos Premium and Platinum;
• integrations such as QuickBooks, RingCentral, Outlook and DocuSign;
• NeosAI and Demands Plus for cited chronologies and demands, in the Platinum tier and as an add-on.

Neos publishes Essentials at $109 and Premium at $139 per user per month, billed yearly; Platinum is quoted. See PlaintiffStack vs Needles and Neos for that comparison.

When PlaintiffStack fits better

You also practice comp or employment in California. TrialWorks and Neos are built around personal injury. PlaintiffStack ships workers' comp with a benefits audit, QME and WCAB pages, WCAB petition drafting and IMR deadline checks, and employment with a legal chronology, a wage and penalty audit and right-to-sue deadline checks, next to personal injury.

You want AI on every case. PlaintiffStack's PI tools, a missing records report, a treatment chronology and a policy-limits demand, run from the case and cite the page each fact came from. Agents propose facts, deadlines and tasks that a person accepts. Each run shows an estimated cost first, typically cents, and usage is billed separately as part of your quote.

You want one price per case. PlaintiffStack is $250 per case with every app included, no monthly fee and no long lock-in contract.

What you give up

Be clear-eyed about what PlaintiffStack doesn't do. It has no OCR yet, so scanned records and faxes aren't read. It has no trust accounting and no QuickBooks connection yet; Microsoft Word and Dropbox are its live integrations, with RingCentral in early access. It follows California rules only. It's a young company, while Assembly has decades of PI customers. And it has no SOC 2 report yet, though its Type II audit is in progress; it signs a BAA with every firm and keeps client data in one US AWS account. See security.

Moving off an on-premise system

Leaving any on-premise system means exporting years of notes, documents and custom fields from your server. PlaintiffStack moves your cases, contacts and documents and checks the result with you before you switch; after the demo we send a plan with dates. The switching guide lists what to export and what to ask, whichever path you choose.

A simple way to decide

• Staying put fits a firm whose TrialWorks setup works, whose IT is solid, and whose staff rarely work remotely.
• Neos fits a PI firm that wants the cloud, OCR and integrations with the least change, and wants Assembly to move the data.
• PlaintiffStack fits a California firm that wants PI, comp and employment on one record, AI case tools on every case and a per-case price, and can live without OCR, trust accounting and some integrations for now.

Whichever you choose, ask for a written plan with dates and a chance to check migrated cases before you switch.