Assembly Neos vs. Jotform PDF Editor

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

Jotform PDF Editor has been a game-changer for a local festival which is a client of mine. I set them up with a Jotform for parade entries to pre-register, then use the PDF Editor to format each entry in an easy-to-read layout so the announcer can read the information as each entry passes during the parade. I set up another client that uses it to track new members. This scenario is a little trickier as the amount of information gathered can vary quite a bit, so it's a little harder to keep the layout of all the entries consistent

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

• PDF certificate design and layout
• Automatic field value population based on form submission
• Automatic issuing of PDF certificate

Incentivized

• Changing Tab Names

Incentivized

• Exports all fields, not just the ones that have been conditionally filled out.
• Could use better page breaks.
• Would love a clearer editing interface.

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

Jotform PDF Editor has a feature that natively integrates with Jotform PDF Editor form data. I like the fact that I can easily automate and fill PDF and customise its design based on many multiple purposes of a PDF document.

Incentivized

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

Incentivized

• Saves hours of time manually inputting data
• Keeps entries consistent well organized

Incentivized