Personal Injury Software
for Mid-Size Firms

Who this is for

This guide is for mid-size personal injury law firms, typically 20 to 100 staff across attorneys, paralegals, intake specialists, and case managers, evaluating case management platforms built for contingency-fee practice. At this scale, PI firms feel the pain of outgrowing generalist practice management tools: intake volume outpaces what a single coordinator can manually triage, medical records collection becomes a full-time function, statute-of-limitations tracking across hundreds of active matters is a real liability, and partners want settlement pipeline reporting that generalist tools don’t produce. Buyers at this stage also tend to have an existing system (often Needles, a homegrown database, or a generalist tool like Clio) and are migrating because reporting, automation, or multi-office visibility has become a bottleneck. Data migration risk, staff retraining time, and integrations with sign-up vendors, texting, and medical records retrieval services typically dominate the decision.

Top vendors for this segment

Filevine, A widely adopted PI and litigation platform known for deep customization, document automation (“Doc Assembly”), and a strong reporting layer. Filevine fits mid-size firms that want to configure workflows per case type and have the internal capacity to administer a flexible system. Pricing: gated, contact sales for a quote.

Litify, Built on Salesforce, Litify targets mid-size to large PI and mass tort firms that need enterprise-grade reporting, role-based security, and the broader Salesforce AppExchange ecosystem. It tends to be a fit for firms that already have (or can hire) a Salesforce admin. Pricing: gated, contact sales for a quote.

Assembly Software (Neos), Assembly is the parent of the Needles and TrialWorks product lines and sells Neos as the modern cloud successor. Neos offers PI-specific intake, document generation, and an embedded AI tier; it’s a natural evaluation target for firms on legacy Needles or TrialWorks. Pricing: Neos Essentials at $109/user/month (billed annually); Premium and NeosAI Platinum tiers quoted on request.

CasePeer, A PI-specific platform popular with small-to-mid firms, with built-in statute alerts, medical treatment tracking, settlement negotiation tools, and a multi-office reporting suite on the Advanced tier. Pricing is transparent, which is unusual in this segment. Pricing: Basic $79/user/month, Pro $119, Advanced $149.

TrialWorks, A long-established PI and litigation case management product (now under Assembly Software) with a strong installed base in mid-size firms that want a mature, litigation-oriented workflow. Often evaluated alongside Neos as firms consider whether to stay on TrialWorks or migrate. Pricing: gated, contact sales for a quote.

Filevine, Litify, and Neos are the three platforms most commonly shortlisted by firms in the 30-100 headcount range; CasePeer competes aggressively at the smaller end of mid-size and has the advantage of published pricing. Prevail and Needles remain relevant for firms already on those platforms but are less commonly selected as net-new purchases at this firm size.

Key buyer considerations

• Contingency-fee accounting and settlement disbursement. Look for built-in case cost tracking, lien management, medical provider reductions, and settlement statement generation. Generalist trust accounting isn’t enough, PI firms need disbursement workflows that handle multiple lienholders and referral fee splits.
• Intake volume and lead-to-signed-case conversion. At mid-size, intake is a team function. Evaluate dynamic questionnaires, lead-source attribution, e-signature for retainers, and reporting on intake coordinator performance and marketing spend ROI.
• Statute-of-limitations and deadline automation. Automated SOL calculation per jurisdiction and case type, paired with escalation rules, is table stakes. Confirm how the system handles tolling, minors, and multi-defendant variations.
• Medical records and demand package workflow. Request tracking, HIPAA-compliant portals, OCR and Bates stamping for received records, and template-driven demand letter assembly materially affect paralegal throughput.
• Reporting, multi-office visibility, and API access. Partners will want pipeline value, case age, attorney workload, and referral source dashboards. If you have multiple offices or plan to, confirm consolidated reporting and API access for BI tools.
• Migration path from legacy systems. If you’re on Needles, TrialWorks, or a homegrown DB, ask specifically about data migration scope, custom field mapping, and historical document migration, this is where projects slip.

Related comparisons

• Filevine vs. Litify, The two most common shortlist finalists for mid-size and larger PI firms; the decision usually hinges on Salesforce familiarity, reporting depth, and customization philosophy.
• CasePeer vs. Neos (Assembly), A useful comparison for firms at the smaller end of mid-size weighing transparent per-seat pricing against the broader Assembly ecosystem and AI features.
• Neos vs. TrialWorks, Relevant for existing Assembly Software customers deciding whether to stay on TrialWorks or migrate to the newer Neos platform.

Citations

Vendor data current as of 2026-04-24T09:52:50.034Z. Segment definitions from published firm-size taxonomies.