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Trialworks CMS Alternatives: Best Case Management Software for Law Firms
Assembly Software, which owns Trialworks case management software, informed its users that it will be retiring the product. Any firm using Trialworks will have to decide whether to migrate their system to Assembly's cloud-based CRM called Neos.
Still using Trialworks? It’s time for an upgrade. SmartAdvocate offers law firms a smarter way to manage cases, built specifically for high-volume practices. With options for cloud or server, it provides flexibility, simplifies workflows, maximizes productivity, and keeps your cases progressing without a hitch.
Key Benefits of Switching to SmartAdvocate
- 100% in-house support and training by U.S.-based employees
- True and accurate data conversion to maintain your data integrity
- 175+ integrations, including Google integration
- A user-friendly, fully customizable system with built-in AI tools, calendaring capabilities, and easy documentation assembly
- All-in-one pricing that doesn’t begin until you go live
- Flexible contracts based on what serves you best
If you’ve been using Trialworks/Needles and are ready to make the switch, contact SmartAdvocate today to request a demo.
Will Trialworks Support Be Available Next Year?
We assume that there will be no Trialworks support next year, because the program is being discontinued.
Will Trialworks Cost Money to Migrate?
Assembly appears to offer a 30 minute free consultation about the process to law firms which opt-in to the migration to Neos. The migration itself, however, is not free.
Can Users Still Access the Trialworks App?
There is no information about the Trialworks app specifically, but since the program is being retired, we assume the app will no longer work, either.
SmartAdvocate FAQs: Quick Answers for Law Firms
1. Does SmartAdvocate’s case management software integrate with other software my firm already uses?
Yes. SmartAdvocate integrates with tools like Microsoft Office, Outlook, QuickBooks, DocuSign, and many others. It also offers APIs and third-party connectors so your firm can streamline workflows without giving up the programs you rely on.
2. How does SmartAdvocate help with reporting and analytics?
SmartAdvocate includes customizable dashboards and advanced reporting tools that let firms track KPIs such as case progress, settlement amounts, staff productivity, and client communication. Reports can be scheduled, exported, and shared to support data-driven decision-making.
3. How does SmartAdvocate support client communication?
SmartAdvocate centralizes client correspondence, allowing emails, text messages, and call logs to be tracked directly within each case file. This keeps your team aligned and ensures no communication is missed.
4. How responsive is SmartAdvocate’s customer support team?
SmartAdvocate offers dedicated, responsive support with real people based in the U.S. Their in-house team is available to help with troubleshooting, training questions, and system optimization so firms aren’t left waiting on overseas call centers or generic ticket systems.
Switching from Trialworks Case Management Software? SmartAdvocate Makes It Easy
201 Old Country Road Suite 145, Melville, NY 11747
Phone - (877) 438-7627
Visit our SmartAdvocate Support Portal here - Visit our Support System
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