1. Home
  2. Legal Case Management Software
  3. Assembly Neos Reviews
  4. User Review of Assembly Neos
Best Desktop Legal Case Management Software with a history!
November 29, 2023

Best Desktop Legal Case Management Software with a history!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with TrialWorks

I use TrialWorks to correspond with customers, docket important dates, calendar items for due dates, merge templates, add notes regarding communication and work done with a customer, run reports on due dates, run reports on birthdays, and any specific details needed on a case. I also use the stamps.com integration to add postage to envelopes, which documents costs on a particular customer. I also text using the SMS integration which texts a customer directly through the software.
  • 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
  • Changing Tab Names
  • Reporting
  • Document Management
  • Costs Management
  • Notes documentation
  • Price Increase of the software
  • Lack of upgrades
  • Mobile Phone App use
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.

Do you think Assembly Neos delivers good value for the price?

Yes

Are you happy with Assembly Neos's feature set?

Yes

Did Assembly Neos live up to sales and marketing promises?

Yes

Did implementation of Assembly Neos go as expected?

Yes

Would you buy Assembly Neos again?

Yes

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.