Assembly Software
What it is
What It Does
Assembly Software is the parent company behind two long-running legal case management brands, Needles and TrialWorks, aimed primarily at plaintiff and personal-injury law firms. Its main product, Needles Neos, is a web-based case management system covering client intake, matter and document management, workflow automation, and calendaring. The portfolio targets small-to-mid-size litigation practices.
What We Found
Assembly Software was formed in 2017 (announced publicly in early 2019) by combining Needles and TrialWorks, two case management vendors with a long combined operating history. The company released Needles Neos, its cloud platform, in March 2020. Vendor and press material describe a base of thousands of law-firm clients across the two brands. Lawyerist carries a published review of Needles Neos.
Who It’s For
Plaintiff / personal-injury firms
- Workflow fit: Client intake → matter management → document automation → calendaring
- The Needles and TrialWorks heritage is specifically plaintiff-side litigation, so the templates and workflows lean that way.
In-house legal / corporate
- Workflow fit: Not the target. Skip — this is built for plaintiff law-firm case management.
What We Haven’t Verified
- Current pricing (not published; demo required).
- Exact client and active-user counts (vendor-stated figures vary by source).
- Integration depths flagged “vendor-claimed” in the data below.
Company Info
- Founded: 2017 (Needles + TrialWorks combined)
- Brands: Needles, TrialWorks (Needles Neos platform)
- LinkedIn followers: 823 (2026-02)
- Sector: Legal case management (plaintiff / PI focus)
Integrations
Platforms Assembly Software integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.
- Case Status
- DocuSign
- Hona
- InfoTrack
- Kenect
- LawPay
- Lexitas
- Mailchimp
- QuickBooks Desktop
- QuickBooks Online
- RingCentral
- Zapier
Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class