Personal Injury
practice management

Who this is for

This guide is for personal injury (PI) law firms, from solo plaintiff attorneys to mid-size and large contingency-fee shops, evaluating purpose-built case management software. PI firms have workflow needs that generic practice management tools struggle to support: high-volume intake from leads and referral sources, medical records and treatment tracking, liens and reductions, settlement negotiation worksheets, statute-of-limitations alerts, and contingency-fee trust accounting. Common pain points include fragmented intake-to-settlement pipelines, manual demand letter assembly, difficulty reporting on case value and marketing ROI, and pricing opacity from legacy vendors that still gate quotes behind sales calls. Firms that run on spreadsheets or generic CRMs typically hit a ceiling around 150-300 open cases, where missed deadlines and lost referrals start costing real money.

Top vendors for this segment

CasePeer, A PI-native cloud platform aimed at small and mid-size plaintiff firms, with built-in medical treatment tracking, settlement negotiations, statute alerts, and a client portal. Pro and Advanced tiers add intake management, litigation event plans, 2-way texting, and 50+ reports. Starting price: $79/user/month (Basic).

Filevine, A configurable case management and document platform widely adopted by mid-size and large PI firms, particularly those handling litigation alongside volume intake. Strong in custom workflows, docs assembly, analytics (Lead Docket, Outlaw), and AI features. Pricing is gated, expect to book a demo for a quote.

Assembly Software (Neos), The modern cloud successor to Needles and TrialWorks, targeting mid-size PI firms with case management, document automation, dashboards, and embedded AI on the Platinum tier. Starting price: $109/user/month annual (Neos Essentials); Premium and NeosAI Platinum are quote-based.

Litify, A Salesforce-native platform built for mid-size to large PI and mass-tort firms that need enterprise reporting, referral network management, and deep customization on a proven CRM backbone. Best fit for firms with IT resources or a Salesforce admin. Pricing is gated.

Prevail Case Management, A long-standing (founded 1994) option for small and mid-size PI and Social Security Disability firms that want a deeper-featured, less-expensive alternative to the big cloud players. On-premise heritage with cloud options; pricing is gated via sales.

Honorable mentions: TrialWorks (now part of Assembly) remains in market for firms already on the platform, and Needles (also Assembly) continues to serve legacy installations migrating to Neos.

Key buyer considerations

• PI-specific data model. The system should natively track medical providers, treatment dates, billed vs. reduced amounts, liens, policy limits, liability/UM coverage, and SOL dates, not force you to shoehorn them into generic custom fields.
• Intake and lead management. Evaluate two-way texting, call tracking, referral-source reporting, and marketing ROI dashboards. A lead that sits 24 hours often goes to a competitor, so intake automation is table stakes.
• Settlement and demand automation. Look for demand package assembly, settlement calculators with lien/fee/cost math, disbursement sheets, and e-signature workflows. This is where PI firms save the most hours.
• Trust accounting and contingency fees. Confirm IOLTA handling that matches your state bar rules, plus contingency-fee calculations, cost advances, and 1099 reporting for referral counsel.
• Reporting at the case-pipeline level. High-value case reports, stage aging, attorney workloads, and fee forecasting are what separate a CRM from a real PI operations platform.
• Pricing transparency. Four of the seven vendors on this list gate pricing. If budget predictability matters, prioritize CasePeer and Assembly’s published tiers, or force written quotes before committing.

Related comparisons

• CasePeer vs. Filevine, The most common shortlist pairing for small-to-mid PI firms weighing a transparent $79-$149/seat product against a more configurable (and pricier) enterprise platform.
• Assembly Neos vs. Filevine, For firms migrating off legacy Needles or TrialWorks who are deciding whether to stay in the Assembly family or switch to Filevine.
• Litify vs. Filevine, For mid-size to large firms and mass-tort shops comparing the two enterprise-grade PI platforms, especially where Salesforce integration is a factor.

Citations

Vendor data current as of 2026-04-24T09:52:50.034Z. Segment definitions from published firm-size taxonomies. Gated pricing (Filevine, Litify, Needles, Prevail, TrialWorks) reflects vendor sales practices at time of scrape; confirm directly with vendors for current quotes.