TrialWorks was founded in 1996 by Robb Steinberg in Coral Gables, Florida, establishing itself as a case management platform dedicated to the plaintiff side of litigation. The company was acquired by Ridge Road Partners in 2017 and subsequently became part of Assembly Software, which also owns the Needles brand, positioning the combined entity as the leading provider of case management products for plaintiff law firms in the United States.
TrialWorks covers the full plaintiff litigation lifecycle: case intake and lead tracking, document management, matter management, negotiations and demand tracking, incident and accident reporting, automated calendaring with statute of limitations alerts, and mobile access for attorneys in the field. The platform is designed to support high-volume personal injury, mass tort, workers' compensation, and other plaintiff-side practices.
TrialWorks differentiates itself from general practice management platforms through its plaintiff-centric workflow design. Negotiation tracking, lien management, and settlement disbursement tools are built natively into the system rather than added as afterthoughts, reflecting decades of feedback from personal injury and trial law firms. Its integration with Assembly's broader ecosystem provides continuity for firms that may migrate between Assembly products as they grow.
Best fit: Plaintiff law firms and trial attorneys — particularly those handling personal injury, mass tort, or workers' compensation matters — that need a case management system purpose-built for litigation workflows rather than transactional legal work.
Hands-on review pending.