Assembly Neos

TrialWorks software is a trusted source to manage cases in a law firm. It's also a great management tool for insurance companies, as well as courts. It works well for a Plaintiff firm and can be switched to work well for a Defense firm. The software works as a virtual file cabinet with tabs across the top as if you were looking through a file cabinet. You can sort the tabs to most used and hide tabs you don't need. You can change the colors of the tabs for your preference

Incentivized

• Template Merge details
• Texting customers directly through the contact detail
• Dashboard Reporting
• Court date docketing / Fast Track docketing
• Note detail screen to keep all users informed of tasks in a case
• Email management - MS365 integration - attaching documents to emails

Incentivized

• Changing Tab Names

Incentivized

We used TrialWorks long before we started using Salesforce. Salesforce does not have the many capabilities TrialWorks has for managing cases in a law firm.

Incentivized

• Price Increase of the software
• Lack of upgrades
• Mobile Phone App use

Incentivized