Assembly Neos vs. Filevine

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

Filevine is well suited if you want to have a practice management program that is not Clio and that is difficult to use, lacks essential features, and is overpromised. It is not suitable for heavy litigation. What kind of legal practice system refers to the core elements as "projects"? Not matters or cases?

• 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

• Highly customizable.
• Great user interface.
• Easy to learn, simple to use.

Incentivized

• Changing Tab Names

Incentivized

• Aesthetically unpleasing user interface
• document management

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

Filevine is much easier to learn and use, the user interface is more appealing (with bigger fonts and easy-to-understand icons), and its customization feature is easier to use and understand.

Incentivized

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

Incentivized

• Loss of several thousand dollars
• Wasted time from numerous high pressure sales calls