TrialWorks vs Neos

Clio

PDFelement

Filevine

SmartAdvocate

backdocket

ddSuite

Compare TrialWorks and Neos based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

ddSuite software from DDC Schweiz allows object data of large infrastructure objects to be viewed from the overall view down to the smallest detail, managed and orders and invoices to be triggered.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

PDFelement is a cloud-based and on-premise PDF editor that assists users in creating, editing, protecting, and signing PDFs across desktop, mobile, and web platforms. The tool allows users to modify PDF content similar to a word processor, incorporating text, images, shapes, and the ability to import and edit layers. Users can also adjust the size, color, and font styles, insert links, and apply watermarks to their documents.

Trialworks is a case management solution for legal practices and litigation attorneys, available as a cloud-based Hosted version with native mobile app support

Activity Dashboard

Alerts/Notifications

Billable Items Tracking

Calendar Management

Case Management

Case Notes

Client Management

Compliance Management

Conflict Management

Contract/License Management

Data Import/Export

Docket Management

Document Automation

Document Capture

Document Classification

Document Generation

Document Management

Document Storage

Document Templates

Email Management

Expense Tracking

Full Text Search

Mobile App

Reminders

Reporting & Statistics

Search/Filter

Task Management

Third-Party Integrations

Time & Expense Tracking

Time Tracking

Version Control

Workflow Management

TrialWorks

Android

Linux

Web-based

Windows

iPad

iPhone

Practice Administrator/Senior Paralegal

The integrations between tabs to pre-populate information and cross-reference are very strong. The ability to work with documents, calendars, notes, emails, costs, etc. is very impressive.

Attorney

TrialWorks is great software but its best feature are the people. Everyone is friendly and very helpful.

owner

Overall,  it is a great program that really helps keep my practice moving. The customer support is excellent and they are always there when I need them.

Case Management Attorney

What I like best about TW is its flexibility to integrate seamlessly with other applications such as Word, Excel and Outlook.

Consultant

The common request from each was to implement a program which provided reliability, as well as ease of use. Our investment in the hosted solution has thrilled our clients and made my job easier.

Owner

What I liked most about the software were the promises they made about it. Clear unequivocal promises.

We tried a number of different case management solutions before choosing Trial Works and are glad we did. The best part is the customer service.

With that said, Trial Works is still user friendly, organized logically, and it is the closest thing to a perfect case management solution that I have seen.

office manager

The employees appear to love their job. I love that the company is willing to listen to us.

Operations

Great case management software with easy to navigate interface. Has all the bells and whistles that are mandatory for keeping track of, and executing your case effectively.

Lack of customization, and lack of focus on pre-litigation capabilities.

Partner / Attorney

I have never regretted my decision. The ease of use as well as excellent customer service make this software an asset to my firm.

We have used trialworks for a decade or so, and continue to be pleased. The system is easy to learn and saves a lot of time and money.

Lawyer

I have had occasions where Trial Works was not functioning after 5:00 pm or on the weekends. These coverage for these types of problems are very slow.

Partner

Unacceptable service interruptions that have now lasted an entire week, for software that is designed to be mission critical.

attorney

It was very easy to learn and did not take much time for training. The help function was very well put together.

Associate Attorney

The fact that the software was application based rather than browser based made working remotely very difficult.

It was easy to upload files and schedule calendar dates within the program.

TrialWorks screenshot: Trialworks features a tabbed, dashboard-based frontend that can be accessed from web-enabled desktop and mobile devices alike

TrialWorks screenshot: Companion mobile apps for iOS and Android allow users to remotely search the Trialworks database for related case information

TrialWorks screenshot: Centralized document storage and management is available via the mobile app, along with features for document upload etc

TrialWorks screenshot: Use the mobile app to easily file case notes and associated activities including logging phone call conversations at particular times on particular days

TrialWorks screenshot: The Trialworks Today tab provide a home summary of critical calendar dates, a task checklist and recap of recent activities

TrialWorks screenshot: The case retainer screens use a tabular layout featuring multiple customizable input fields for logging important case information

TrialWorks screenshot: Matter intake is simplified thanks to the client entry screen

TrialWorks screenshot: Track contacts pertaining to all other parties, including attorneys on the opposing counsel

TrialWorks screenshot: View records for every contact relating to a case within a matter of clicks

TrialWorks screenshot: Generate documents from templates

Freelancers

Large Enterprises

Mid Size Business

Small Business

Filevine is a legal case management platform that consolidates case, document, and fee management into a single, centralized system. It incorporates AI capabilities for tasks like document generation and review, as well as case summarization, allowing for faster processing of critical information. The platform is equipped with tools to track deadlines, manage documents, collaborate with clients, and handle billing and invoicing, all in one place.

SmartAdvocate is a comprehensive legal case management software available in both cloud and server-based versions. The system features built-in artificial intelligence tools that summarize cases, refine documents, and transcribe audio, while offering extensive document management capabilities with unlimited storage. SmartAdvocate integrates with various applications and includes automated workflows, client portals, and mobile apps for efficient case tracking.

backdocket is a law practice and legal document management software that helps organizations track tasks, manage calendars, monitor leads, define approval workflows, and more from within a unified platform. With the claims management module, staff members can create claims-specific tasks, schedule events, upload claim documents, manage relevant record requests, and monitor claim ledger, including fees, settlements, and expenses.

Neos is a cloud-based case management software built specifically for legal practices. The platform automates administrative tasks and workflows while providing customized dashboards for comprehensive case management. Built on Microsoft Azure for enhanced security, Neos offers document management capabilities, client communication tools, and AI-powered features that help law firms reduce time spent on administrative work.

Access Controls/Permissions

Accounting

Activity Tracking

AI/Machine Learning

Archiving & Retention

Audit Trail

Billing & Invoicing

Billing Rate Management

Budgeting/Forecasting

Client Portal

Collaboration Tools

Communication Management

Contact Management

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Deadline Management

Document Check-In/Out

Document Review

Electronic Signature

File Sharing

For Legal Professionals

Forms Management

Invoice Management

Legal Case Management

Matter Management

Optical Character Recognition

Process/Workflow Automation

Records Management

Reporting/Analytics

Secure Data Storage

SSL Security

Task Progress Tracking

Two-Factor Authentication

Neos

Paralegal

Everything went seamlessly and the support staff was WONDERFUL and answered all our questions timely. It was a smooth, easy transition.

Neos is exceptionally bad at calendaring, document management and task assignment. The Needles team was unable and unwilling to sufficiently address our concerns with Neos.

Litigation Paralegal

I really like the value tab and the many ways you can use that. With one click, I can find out how much we will need to settle for based on the outstanding bills and costs.

President

Document management is extremely powerful. Full integration with Microsoft Outlook is awesome.

Extremely buggy, poorly designed. A bad, infuriating experience.

Office Manager

What is very annoying is that Needles keeps billing us quarterly for "technical support" that is part of our agreement, but fails to fix our technical issues.

Case Manager Assistant 

This software is easy to use and also easy to build in to what is needed for our firm. I am amazed at how easily it has all flowed with our daily activities with our cases.

Case Manager

This software is user friendly and it contains so many great features that makes our daily tasks much more feasible.

I love the ease of use of Neos. Also, the amount of items we can personalize to meet our needs is priceless.

Neos makes it easy to integrate everyday used apps, such as Microsoft Office, and create templates. I also like the ability to text our clients through our system.

Everyone has been genuinely nice and understanding, the limitations of the software is where my issues really are.

Database Administrator

Needles is one of the best database CRM applications for attorneys available in the market. It is easy to customize and use.

Neos  is customizable, which is nice. You can add whatever field you want to add to any tab.

Litigation Paralegal 

Everything is great on this software, easy to use.

Intake Specialist

It was a moderate experience. I really did like the calendar and found it easy to jump into from other types of scheduling software.

case manger supervisor

Needles tech support took care of everything and was in constant communication with myself during the process. The whole firm also had a easy time figuring out all the tabs and how everything works.

Needles provided us with training prior to going live which also helped us have a better idea on how everything works.

You can calendar within Neos, but you can't invite clients or "providers" or anyone outside your firm within Neos' calendaring feature, so it's an useless feature and users will need to rely Outlook.

TrialWorks vs Neos Comparison (2026)

TrialWorks

Neos

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives