Filevine vs TrialWorks (2026): which should you pick?

Pick Filevine if

• Fits if your firm runs heavy caseloads, such as personal injury or mass torts
• Works for prosecutors, public defenders and other government legal offices

Look elsewhere if

• Skip it if you want a price before a demo, as every package is quoted by the sales team
• Watch out: intake, depositions and signatures are separate packages, and analytics, court deadline rules and the client portal are extensions
• Not for you if you want to try case management first, since the free LOIS Explore trial is AI only and closed to existing customers
• Not for you if you'd rather set it up yourself, as setup runs through Filevine's certified partners
• Skip it if you need phone apps, as the listing has it as web only

Pick TrialWorks if

• Fits if your firm already runs TrialWorks and wants to keep going
• Works for personal injury shops that need mass tort and workers' comp modules

Look elsewhere if

• Skip it if you use a Mac or want a cloud tool, as it's a Windows program
• Not for you if you want a price, trial or feature page, none of which the public site has
• Watch out: Assembly Software describes Neos as the product built on TrialWorks, so new buyers may be sent there
• Watch out: hosting is arranged through a form on the support site, not self-service

Filevine

• Filevine publishes no prices: every package is quoted by its sales team after a demo.
• Intake, depositions and signatures are separate packages; analytics, court deadline rules and the client portal are extensions to Matters.
• The free LOIS Explore trial covers AI research and drafting only, not case management, and is closed to existing Filevine customers.
• Setup is handled by Filevine's certified implementation partners rather than self-serve onboarding.

TrialWorks

• No pricing is published; Assembly Software describes Neos as the product built on TrialWorks and sells it through consultations.
• The install notes mention Microsoft Access runtime and .NET components, so it appears to be a Windows program; the vendor lists no other platforms.
• The public site is a support hub, so there is no feature or integration page to compare against newer cloud tools.
• Hosting is arranged through a hosting setup form on the support site rather than self-service.

Filevine

Matter management

Each matter collects tasks, contacts, deadlines, calendar events, emails and notes, with custom reports and dashboards built from any field in Filevine.

Document management and assembly

Unlimited document storage with search, PDF splitting and combining, and document assembly that fills templates from matter data.

LOIS legal AI

Ask LOIS answers questions about a matter with cited sources, AI Drafting writes from case facts, LOIS for Word works inside Microsoft Word, and LOIS Legal Research checks case law.

Deposition tools

Schedule depositions and book court reporters, get live transcription and follow-up suggestions from Depo Copilot, and keep summarized transcripts in a searchable library.

Intake with Lead Docket

Captures and qualifies leads, tracks referral fees, takes online payments and moves signed clients into case files, with AI lead summaries as an option.

Timekeeping, billing and payments

Multiple timers, time tracked from email, LEDES billing codes and bulk invoicing, with Filevine Payments for online payment that it says is IOLTA compliant.

TrialWorks

Docketing

A docket tab tracks deadlines and court dates for each case, with a training guide on the support site.

Mass tort cases

The support site documents a way to manage many plaintiffs in a mass tort, plus tabs for settlements and negotiations on each case.

Contacts and call log

Contact management with an import from Outlook, a call log and calls manager, and a mailing wizard for letters.

Document templates and search

Template training and a document search tool called TWSearch are part of the documented workflow, along with FileIT for filing documents.

Workers' compensation module

A separate module for workers' compensation cases is documented on the support site, with its own training guide.

Messaging and e-signature

Guides cover SMS messaging, DocuSign, Stamps.com postage and service on an attorney by email from inside the program.

Filevine

Pricing could not be confirmed. See filevine.com.

TrialWorks

Pricing could not be confirmed. See support.trialworks.com.