A case management software for managing cases and legal practices. Created by Needles and Trialworks.

Product Overview

Neos by Assembly, the combination of Needles and Trialworks, is a legal document management software that is specifically designed for attorneys and law firms of all sizes. It focuses on enhancing case productivity, reducing risks, and maximizing overall production. Key features include case workflow, automated task assignments, integrated billing, and dynamic calendar syncing.


  • Integrates with billing systems
  • Offers real-time analytics
  • Developer makes regular software updates


  • No 24/7 customer support
  • Automatic scheduling can lead to items appearing on weekends
  • High cost to start

Target Market

Mid-sized legal firms that handle various case types, especially those with complex billing structures and high client interaction.

About Assembly Neos

Video Overview

Neos Features

  • Mobile App
  • SMS Messaging with Clients
  • Case Intake
  • Full Document Search
  • Document Generation & Management
  • Litigation Centered Approach
  • Easy-to-use Tab Format
  • Centralized Calendaring & Docketing
  • Statute of Limitations Tracking
  • Email Tracking via Microsoft Outlook Plugin
  • Detailed Reporting Capabilities
  • Technical Support
  • Expense Tracking

Neos Partner Integrations

  • Alert Communications
  • Case Status
  • CasePulse Client Portal
  • ChartSquad
  • Copitrak
  • Digital Disbursements
  • DocuSign
  • Dragon Legal Anywhere
  • Equitrac
  • Hona
  • Intuit QuickBooks
  • Kenect
  • LayPay
  • LawToolBox
  • Legal Soft
  • Lexitas
  • Mailchimp
  • Office365
  • RingCentral SharePoint
  • SiteStaff
  • YoCierge
  • Zapier
Starting Price
$99 /user/month
Price Range Learn More
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Product Overview

User Reviews of Assembly Neos

Submitted on August 20th, 2021 by Bill Austill

The organization of the Trialworks software saves us hundreds (if not thousands) of hours in locating file information and keeping it at our fingertips.

Submitted on August 20th, 2021 by Allison Wholey Briggs

Trialworks gives our personal injury law firm a big boost in productivity. It was obviously created by a trial lawyer. Trialworks manages the critical file materials (including emails) in a way that helps us move cases toward resolution while keeping clients, courts, and experts satisfied. The technical support is fast and effective. I’m not the most tech savvy lawyer, but I can understand and use Trialworks to my clients’ advantage. I highly recommend Trialworks.

Submitted on August 20th, 2021 by Jonathan Damashek

Prior to switching over from SAGA, we interviewed all the key players in the case management software arena. We felt that Trialworks provided the most robust and critical features in their software. The software was really designed to help our firm manage all phases of the cases from intake through trial and closing the files

Submitted on August 20th, 2021 by Kathleen E. Kreicker

I just wanted to pass along my thanks to you and your team for all of the new and improved features in Trialworks Version 11. We absolutely love it! I can only imagine the amount of time and effort it took to bring that to your customers. Dashboards have completely changed the way we track data here at our office—we use them to track our case status, fees, settlement stats, and even for employee management purposes. Those dashboards have been exactly what we needed from a management perspective. And your staff has been so helpful. Thank you for creating a wonderful product that makes our lives so much easier; I can’t imagine handling our cases without Trialworks!