Before evaluating any alternative to Trialworks, there is one question worth asking: does the alternative know Trialworks from the inside?
Assembly built Trialworks. Assembly built Neos. No other vendor in this market can say that. When a Trialworks firm moves to Neos, their case logic, their PI workflows, and their practice history move to a system built by the same team that designed what they're leaving. The migration is not a hand-off to a stranger. It is a continuation managed by the people who know the system best.
118 Trialworks firms have made that move. This post is about what they found on the other side.
The Firms That Moved Didn't Leave Trialworks. They Chose Something Better.
There's a version of this conversation that treats migration as an escape from a failing system. That's not how most Trialworks firms experience it. Trialworks works. The firms that move to Neos aren't fleeing a broken product. They're choosing a platform built for where PI case management is going.
The difference matters for how you evaluate your options. If your case management is fundamentally broken, you need a fix fast and almost any alternative will do. But if you're running a healthy practice and asking whether there's a better version of what you already have, the evaluation looks different. The question isn't "what else is out there." The question is: "What does a firm like mine look like on the other side of a thoughtful migration?"
We have 118 answers to that question.
Same PI DNA. Built for the Cloud.
Neos is built by Assembly, the same company that built Trialworks. That matters in a specific, practical way: the case logic, the PI workflow structures, the intake-to-settlement architecture that Trialworks firms already know. None of it gets thrown out when you move to Neos. It gets carried forward.
Assembly has been building case management for personal injury firms for over 40 years. Not adapted from general legal software. Not a generalist platform with a PI module bolted on. Built for PI from the beginning, in both Trialworks and Neos.
What changes in Neos is the architecture underneath: cloud-native, accessible from any device, no server maintenance, no remote desktop logins. The PI case management your firm depends on, organized the way your team already thinks about it, with the access and flexibility that on-premise systems can't provide.
What Trialworks Firms Found After the Move
The best evidence for what a Trialworks-to-Neos migration actually looks like comes from the people who have done it.
On the migration itself:
Kathy Ambros, a paralegal at Ratzan Weissman & Boldt, describes her experience before and after:
"I love Neos' organization system. The ease of searching and locating the documents, sorting and tagging make my life so much easier. I love that you can access Neos from anywhere. No more logging into remote servers. I was very skeptical switching from Trialworks to Neos. I was worried about the transitions process, which ended up being painless. I never thought I would like Neos as much as I do."
Kathy expected a difficult transition. She got a painless one. That pattern (skepticism before, surprise after) comes up consistently in the 118 Trialworks firms in our data.
On working from anywhere:
Megan Miller, a paralegal at Morris, King & Hodge, had worked through the limitations of on-premise case management firsthand:
"I love that Neos is cloud based! Anytime I've been sick, or we've had a weather event that prevented me from coming into the office, remote work was very difficult with our previous case management software. Neos makes it much easier to work remotely when needed."
73 firms in our testimonial data specifically cite Neos' ability to work from anywhere as a benefit worth naming. It shows up unprompted, across firm sizes, across roles.
On integrations and workflow:
Shahla Moussly, Partner and Owner of Gruzen Moussly Law, came to Neos from Trialworks and describes the difference in day-to-day operations:
"I am a former TrialWorks user, and making the switch to Neos has been great. Neos simplifies every aspect of case management, from organizing client data to tracking deadlines. Neos seamlessly integrates with other essential tools (like Quickbooks and RingCentral) ensuring smooth workflow and eliminating data silos."
For a firm owner, the integration story is practical: fewer systems to reconcile, fewer places where case context gets fragmented across tools.
On visibility across cases:
Marianne Carter at Couture Law points to what changed in how her firm sees its work:
"My favorite feature of all are the Dashboards, which allow me to see whatever information I want to about all our cases in one place, and that they are 'living' documents."
One view. All cases. Updated in real time. For firms that have managed case visibility through static reports or manual pulls, the difference in day-to-day awareness is significant.
The Implementation Team Is the Bridge
The concern that shows up most often in Trialworks migration conversations isn't about Neos as a product. It's about the process: what happens to our data, how long will this take, who is doing the work.
Assembly's implementation team handles this migration. The same firm that built Trialworks manages the transition to Neos. That's not a coincidence. It's the point. No third-party consultant who has to learn your system from scratch. No migration you manage yourself while running active cases. Assembly's team knows what Trialworks data looks like and knows where it goes in Neos.
Nearly half of Neos users (588 of 1,277 surveyed) cite ease of use as a benefit when asked why they love Neos. They weren't asked about it specifically. It came up on its own. For a firm managing a migration, staff adoption is the difference between a successful transition and an expensive disruption. The adoption numbers from Trialworks firms point in one direction.
A Note for Managing Partners
Most resistance to migration lives at the partner level. The partners who resisted hardest before the move are often the most satisfied on the other side. Shahla Moussly made this decision as the partner and owner of Gruzen Moussly Law: "I am a former TrialWorks user, and making the switch to Neos has been great. Neos simplifies every aspect of case management, from organizing client data to tracking deadlines."
The migration team is there to answer the partner's questions: what the process involves, what doesn't change, and what firms like yours have found on the other side.
Is Neos Right for Your Firm?
Only you can answer that. What we can offer is a direct conversation with Assembly's migration team about what the process looks like for a firm in your situation. How long it takes. What happens to your case history. What your staff will experience on day one.
118 Trialworks firms have had that conversation. Most of them said what Kathy Ambros said: they were skeptical going in, and the transition was painless.
Frequently Asked Questions
How hard is it to migrate from Trialworks to Neos?
Assembly's implementation team manages the process: data transfer, workflow setup, staff onboarding. Firms do not run the technical migration on their own. Among the 118 Trialworks firms that have made the move, the consistent finding is that the transition was easier than expected.
What happens to my case history when I switch from Trialworks to Neos?
Your case history, documents, and firm records transfer to Neos under Assembly's direct oversight. The migration team can speak to the specifics of your setup.
How long does a Trialworks to Neos migration take?
Timelines vary by firm size. The migration team can give you a specific estimate once they understand your situation. Trialworks firms consistently report the process was faster and less disruptive than they anticipated.
Is Neos built for PI firms specifically?
Yes. Neos is purpose-built for personal injury case management by the same company that built Trialworks, with over 40 years of PI practice as the foundation. It was not adapted from general legal software.
Does the move to Neos mean relearning everything?
The PI case logic, workflow structure, and case organization that Trialworks firms already know carry forward in Neos. The architecture is cloud-native rather than server-based, but the underlying logic of how PI firms manage cases from intake through resolution is familiar territory.
When you're ready to see what the other side looks like, the migration team is the place to start. No timeline, no obligation. Just a clear picture of what 118 Trialworks firms found when they made the move. Talk to the migration team.
