Assembly Neos vs. Diligent Boards

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 very useful for multinational organizations that require secure and easy-to-use board operations. It helps coordinate between different board members. It provides very high-security document sharing options to the users. It really helps organize board meetings in a very effective and strategic manner.

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

• It is easy and intuitive both from an administrator perspective and a user perspective
• Good tool, very easy to use with a large space that allows me to store my files such as my videos, my photos and many other documents and folders
• I like that everything I need is a click away. Its very user friendly for my Board.

Incentivized

• Changing Tab Names

Incentivized

• not so easy to handle access when we have to arrange a specific, non-standard set up of access: sometimes we have to limit the access to one or few of the members of a particular book
• calendar function will be useful, but it is an additional cost
• flexible view options: vertical vs. horizontal

Incentivized

Because it is a great product--safe, secure and reliable. If it ain't broke, don't fix it!!

Incentivized

It is very easy to use

Incentivized

Great service!

Quick service, specially on loading.

As previously stated, I applaud how effective the customer service team was during the onboarding process. They communicated effectively and offered around-the-clock assistance. The training sessions are also useful and allow you to learn at your own pace. They are also willing to set up time to discuss any concerns.

Incentivized

The training was executed through a Deligent meber.

I think our Diligent Boards implementation went well

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

Diligent Boards provides a number of capabilities ranging from security to arranging meetings to distribution of board meeting materials. Although other products also have these capabilities but I would say security is at next level for Diligent Boards which makes it suitable for my organisation. Customer support resolved queries quite soon and they are quite knowledgeable.

Incentivized

It is really worth it.

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

Incentivized

• Market leading and used by some Board members already at other organizations
• I like that our documents are stored in a secure place and are easily accessible for the users
• I use the software on a PC and most of our users use the software on an iPad. My only criticism would be that i do have concerns of how documents we upload on a PC may appear visually on the users iPads.

Incentivized