Assembly Neos vs. Epicor ECM

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

It is well suited for billing service storage and retrieval. It ends the need to pay extra for a storage space. It also makes for easy cleanup of files on a yearly basis.

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

• Templates - By being able to create templates for each document type, it made organizing files much easier. It also made the titles similar in format, which also allows for better organization.
• We were able to scan documents directly into docStar, which helped us eliminate extra steps. For example, if we were missing a page from a document, and we received it at a later time, we could scan just that page into docStar as opposed to scanning the entire document again.
• The functionalities are straight forward, so it is not hard to use the docStar system.

Incentivized

• Changing Tab Names

Incentivized

• Cost is an issue, pricey for what it's essentially glorified cloud storage.
• No ability to lookup vehicles by stock number or phone number.

Incentivized

Our support for DocStar has been phenomenal! They are always prompt, courteous, and effective. We have never had a bad experience with the support staff and they are always available when we need their help.

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

A former employee of our company chose DocStar after much research and Q&A with the DocStar seller. I believe she truly put a lot of time/effort into choosing this system, but the end result is that it is not a good match for our company. After reviewing her notes, I believe she chose the system due to its ability to be customized through the template system

Incentivized

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

Incentivized

• We have saved almost 10,000 dollars a year just in toner cost. We had to implement some up front cost for tablets and other computer aspects but the initial cost of this was about 3,000 to 4,000 dollars. docStar has saved us an instrumental amount of money and will so in the future as well.

Incentivized