Case Management

Assembly Software

Multi-product platform — 1 product.

Est. 1985 HQ Coral Gables, FL Employees 51-200 Updated 2026-03-19
What it is

Coral Gables, FL-based case management software company formed from the 2019 merger of Needles (founded 1985) and TrialWorks. CEO Jonah Paransky. 51-200 employees. Flagship product Neos is an AI-driven, cloud-based case management platform hosted on Microsoft Azure. HIPAA-compliant. Primarily targets plaintiff PI firms, also serves insurance defense (confirmed by Reddit user), mass torts, and other litigation practices. G2: 4.5/5 (292 reviews). Capterra: 4.4/5 (200 reviews). Won ‘Case Management Innovation Of The Year’ (LegalTech Breakthrough) and ‘Best Legal Case Management Software 2025’ (Acquisition International). Legacy products Needles and TrialWorks being migrated to Neos. Highly polarizing among paralegals per r/paralegal — long-term Needles users frequently describe Neos as inferior to its predecessor, particularly for document navigation (SharePoint-based ‘list view’ vs. traditional folders). Customer support quality disputed across Reddit threads. Forced Needles-to-Neos and TrialWorks-to-Neos migrations are the primary source of negative sentiment. Key strength is deep PI heritage (35+ years via Needles) and large existing user base. Primary competitors: Filevine, CasePeer, SmartAdvocate. 3-license minimum — not for solo practitioners. Pricing requires consultation (opaque). NeosAI capabilities described as ‘AI-infused’ but specifics thin. RingCentral integration confirmed via conference presentation.

Company Info

  • Founded: 1985 (as Needles), merged 2019
  • Team size: 51-200 employees
  • HQ: Coral Gables, FL
  • CEO: Jonah Paransky

What We Haven’t Verified

Reddit practitioners report mixed experiences — some praise the Needles-to-Neos migration, while others complain about add-on pricing and forced migration from TrialWorks. Pricing requires consultation; 3-license minimum per Reddit users. NeosAI capabilities are not well-documented beyond marketing claims. Security certifications not verified.

Products within Assembly Software

Assembly Software

Company Info

  • Sector: Legal Tech

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.

Integrations

Platforms Assembly Software integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

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Alternatives

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