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TrialWorks vs Neos Comparison (2026)

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TrialWorks logo

TrialWorks

Neos logo

Neos

Overview

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

Neos is case management purpose-built for plaintiff firms with intelligence built into every case file. Run your whole practice in one system from intake to settlement, so case context is never lost.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

495

One-time payment

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

109

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

90

5

4

3

2

1

53

23

10

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
79%
would recommend this app

4.3

204

5

4

3

2

1

133

41

9

10

11

  • Value for money
  • Ease of use
  • Features
  • Customer support
75%
would recommend this app

Pros

“Document drafting is a lot easier and simpler than many other platforms used previously”
Verified reviewer profile picture

Sarah G.

Paralegal

“It is set up in a way that makes it very easy to find what you're looking for.”
LB

Lucas B.

Paralegal

“The ability to create your own tabs, delete tabs, organize tabs within your own saved screen. ”
JC

Jay C.

Attorney

Pros

“It has great features like AI, case summary, document generation, email integration, and you can post notes and/or emails to the case so nothing gets lost and everyone can access the information. ”
HS

Hannah S.

Litigation Medical and Billing Specialist

“From case management and document organization to workflow automation and team collaboration, Neos has streamlined countless aspects of our daily operations.”
KC

Kim C.

Office Manager

“You definitely get the value for the money spent for the amount of time saved to have your files at your fingertips as well as documents and the calendar interaction with Outlook!”
RS

Rose S.

Office Administrator Paralegal

Cons

“There were multiple occasions when TrialWorks would either freeze out or crash.”
LB

Lucas B.

Paralegal

“Not user friendly and poor customer support.”
LB

Laura B.

Legal Secretary

Cons

“This has limited our ability to implement offline conversion tracking and build reporting dashboards leadership is actively asking for. When Neos positions itself as having an open API and being collaborative with client teams, the lack of follow-up here has been frustrating and disruptive.”
JC

Joseph C.

Markreting Director

“The number of tabs you can have opened, i will not allow you to open as many as you want it makes you close tabs in order to open a new one.”
JH

Jetta H.

Intake Zar

“As with all cloud-based software, there can be glitches when there is a high number of users online at one time, and updates can be pushed forward before they are really ready.”
BK

Brianna K.

Legal Assistant

  • Vendor responds to reviews
  • Last review9 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features32
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Adaptive Learning
  • Alerts/Notifications
  • Archiving & Retention
  • Audit Trail
  • Automated Text Generation
  • Autonomous Task Execution
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Management
  • Contract Drafting
  • Contract/License Management
  • Cross-system Integration
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Protection
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • File Sharing
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Invoice Management
  • Knowledge Management
  • Legal Analytics and Insight
  • Legal Case Management
  • Legal Compliance
  • Litigation Support
  • Matter Management
  • Mobile App
  • Natural Language Interface
  • Natural Language Processing
  • Optical Character Recognition
  • Records Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Review Automation
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Task Management
  • Task Progress Tracking
  • Text Summarization
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Two-Factor Authentication
  • Version Control
  • Workflow Automation
  • Workflow Management
  • Total features81
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Adaptive Learning
  • Alerts/Notifications
  • Archiving & Retention
  • Audit Trail
  • Automated Text Generation
  • Autonomous Task Execution
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Management
  • Contract Drafting
  • Contract/License Management
  • Cross-system Integration
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Protection
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • File Sharing
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Invoice Management
  • Knowledge Management
  • Legal Analytics and Insight
  • Legal Case Management
  • Legal Compliance
  • Litigation Support
  • Matter Management
  • Mobile App
  • Natural Language Interface
  • Natural Language Processing
  • Optical Character Recognition
  • Records Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Review Automation
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Task Management
  • Task Progress Tracking
  • Text Summarization
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Two-Factor Authentication
  • Version Control
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations5
  • 8am LawPay
  • Case Status
  • Docusign
  • Equitrac Express
  • Hona
  • Kenect
  • LawToolBox
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • OneDrive
  • QuickBooks Enterprise
  • QuickBooks Online Advanced
  • RingCentral Engage Voice
  • Stamps.com
  • Zapier
  • Zoom Phone
  • eFax
  • Total integrations18
  • 8am LawPay
  • Case Status
  • Docusign
  • Equitrac Express
  • Hona
  • Kenect
  • LawToolBox
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • OneDrive
  • QuickBooks Enterprise
  • QuickBooks Online Advanced
  • RingCentral Engage Voice
  • Stamps.com
  • Zapier
  • Zoom Phone
  • eFax

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