TrialWorks Pricing and TrialWorks Cost for Firms Deciding Whether to Renew
TrialWorks no longer has a public price. Its website now redirects to a support site, and Assembly Software sells Neos to new buyers at $109 per user a month. The last TrialWorks list was $495 per user plus $195 a year in maintenance. A TrialWorks agreement renews itself unless you give notice at least 30 days before the anniversary date.
User license
$495
Support a year
$195
Neos Essentials
$109
TrialWorks figures are the last published list, 2013 to 2016, per concurrent user. Neos is per user a month billed yearly, read off Assembly's pricing page.
TrialWorks renewal checker
What staying costs a year, when notice is due, and what moving costs
Defaults are the last published TrialWorks list ($195 support, $1,200 hosting, $895 server maintenance). Replace them with the figures on your latest invoice.
Staying on TrialWorks, per year
Last day to give notice (section 7.2)
Year one for the same users, at each vendor's published price
Subscription or maintenance only, before migration, training and add-ons. Neos bills at least 3 users.
You are pricing a renewal, not a purchase
Nobody new buys TrialWorks in 2026. Assembly Software, which merged TrialWorks with Needles in 2017, calls it a legacy product and points every buyer to Neos. So the price that matters is the one on your next renewal invoice, set by your account contact, plus what it would cost to leave.
That decision has three honest answers. On your own server, TrialWorks maintenance is cheap next to any subscription, but you carry the server, SQL Server and Office yourself. Hosted, you already pay subscription money for desktop software. And Neos, the move Assembly wants you to make, is a new contract with its own terms.
- Windows desktop software on SQL Server, built around Microsoft Office.
- Fully supported, no end of life date, per Assembly in March 2026.
- 118 TrialWorks firms have moved to Neos, Assembly says, with incentives on rates and transition costs.
Wayback Machine captures of trialworks.com, 2001 to 2026
Fifteen years of the same price list, then none
-
2001
Server $2,995, user $495
SQL edition: server license $2,995, each client $495, maintenance $895 for the server and $195 per license. Jet edition $695 for the first user.
-
2007
Same list, plus Mobile
$2,995 database license, $495 per user, maintenance $895 plus $195 per user a year. TrialWorks Mobile $495 as an add-on.
-
2013 to 2016
Calculator on the site
Unchanged on premise. Hosted: $1,200 per user a year, $199 setup per user. Training $500 for 5 hours to $6,000 for 5 days on site. Licenses concurrent.
-
2017 to 2023
Prices gone, then the site
Ridge Road buys TrialWorks and merges it with Needles in 2017; Assembly Software from 2019. Request a demo only. By April 2023 the domain redirects to support.
-
2025 to 2026
Neos from $99, then $109
Assembly lists Neos Essentials at $99 per user a month in early 2025 and $109 by April 2026, billed yearly, 3 user minimum.
The $495 one time price on Capterra, Software Advice and GetApp is the user license line from this list, often mislabeled "per feature". The $150 per user a month on ITQlick has no source and does not match how TrialWorks was ever sold.
Eight users, at the last published TrialWorks list and today's published prices
Three ways out of a TrialWorks renewal, priced
Road 1
Keep TrialWorks on your server
$2,455 a year
8 x $195 support plus $895 server maintenance. Cheapest on paper. You also own the Windows server, SQL Server licensing, backups and an Office version Microsoft stopped supporting in October 2025, which the TrialWorks FAQ says could affect some functionality.
Road 2
Keep TrialWorks hosted
$11,160 a year
8 x ($1,200 hosting + $195 support), about $116 per user a month, for desktop software over remote desktop. Assembly moved hosting to Azure in 2022 and said the move meant significant incremental cost to it, so expect your hosting line to be above the old list.
Road 3
Move, to Neos or elsewhere
$10,464 Neos, year one
8 x $109 x 12 on Essentials, before migration. Assembly says TrialWorks fees stop when you go live on Neos and any remaining TrialWorks fees are credited, plus a free year of LawToolBox. CasePeer Basic would be $8,640; CaseAgent Practice $5,388 flat.
Road 1 looks cheapest because the license was paid years ago. The honest comparison adds what the server costs you. If your IT provider bills you for it, put that figure in the checker's server maintenance box. For what Neos costs above Essentials and how its contract works, see our Neos pricing breakdown.
Terms of Service, License Agreement and Decommission Schedule, read in full
What the Assembly terms say about your TrialWorks renewal
| Clause | What it says | What to do |
|---|---|---|
| ToS 5.3 | Assembly may change pricing for existing services at the beginning of any new billing period; first term and setup fees due on signing | Ask for the renewal price in writing before the notice date |
| ToS 5.4 | "No refunds or reimbursements, in full or in part, will be paid to you at any time" | Never prepay a term you might not finish |
| ToS 5.5 | Renews automatically for the minimum term on your order form, for the active users at the start of the renewal; users may go up but not down mid-term | Deactivate unused users before the anniversary |
| ToS 7.1 and 7.2 | Seven days written notice by email or fax, account paid in full; notice under 30 days before the anniversary still renews and bills you (60 days in the 2022 version) | Send notice by email, keep the receipt, and do it early |
| ToS 7.3 | Data available for 30 days after cancellation, after a $250 data retrieval fee; then it may be irretrievably deleted | Take the export before you cancel, in a format you name |
| Decommission Schedule | 30 days of use from notice, then software, hardware and all data decommissioned; longer archiving is a paid monthly service | Hosted firms: plan the migration inside that window |
| License 2.1, 7.1, 8 | Perpetual license continues, but web and mobile features stop at month end if maintenance is unpaid, and updates and support only while it is paid | Dropping maintenance keeps the desktop app, not the rest |
| License 9 | Does not include data conversion, document coding, report writing or hosting | Each is a separate line on the order form |
Neos is sold on Assembly's general Terms and Conditions instead, which add two things to know before you switch: section 6(b) says you may not decrease the number of authorized users during the term without written consent, and section 10(c) allows termination only for an uncured material breach or insolvency, not for convenience.
Each vendor's own pricing page
TrialWorks against personal injury software with a printed price
| Software | Published price | How it runs | Watch for |
|---|---|---|---|
| TrialWorks | None today; last list $495 per user plus $195 a year | Windows desktop on SQL Server, on premise or hosted | Legacy status, 30 day notice, no user reductions |
| Neos | Essentials $109 per user a month yearly; Premium and Platinum quote | Browser, cloud | 3 user minimum, texting and AI on Platinum |
| CasePeer | Basic $90, Pro $130, Advanced $160 per user a month | Browser, cloud, PI only | Feature gates between tiers |
| SmartAdvocate | Quote only | Cloud or on premise | Term and exit terms in the order |
| Filevine | Quote only, "custom built" | Browser, cloud | Implementation often through partners |
| CloudLex | Quote only, no authorized per user price | Browser, cloud, PI only | Short non-renewal window |
| CaseAgent | Flat per firm: $74, $199 or $449 a month billed yearly | Browser, an AI agent inside each matter | Not a billing or trust accounting system |
TrialWorks earned its following because it put intake, medical tracking, statute of limitations dates and document generation for a PI firm into one Office based system decades before the cloud suites existed. What none of these systems does on its own is read the records and draft from them. That is the gap CaseAgent fills, with the personal injury workflow built around chronologies, demands and deadlines.
Renewal checklist
Six things to settle before your TrialWorks anniversary date
01
The renewal price, in writing
Section 5.3 lets Assembly reprice at a new billing period. Get the figure before your notice date, not on the invoice.
02
Your active user count
The renewal bills the users active at its start and cannot go down mid-term. Clear departed staff first.
03
The notice date in the calendar
Anniversary minus 30 days, by email or fax. Under 30 days, you pay for another term with no refund.
04
A full export, tested
Hosted firms get 30 days and a $250 fee after cancelling. Pull the data and open it somewhere else before you give notice.
05
The Neos incentive, quantified
Assembly offers better Neos rates, transition help and TrialWorks fee credits. Ask for the Neos per user rate and the migration fee as numbers.
06
The Office version you run
Microsoft ended support for Office 2016 and 2019 in October 2025. If TrialWorks still runs on one, budget the upgrade into Road 1.
Answered first, then explained
TrialWorks pricing questions firms ask
How much does TrialWorks cost?
TrialWorks has no published price today. Since at least April 2023 trialworks.com redirects to a support site, and Assembly Software, which owns it, prices it for existing customers through an account contact. The last public list, on trialworks.com from 2013 to 2016, was a $2,995 server license, $895 a year server maintenance, $495 per concurrent user and $195 per user a year for maintenance and support.
Does TrialWorks still publish its pricing?
No. The trialworks.com pricing calculator disappeared after June 2016, and pages such as /pricing and /terms now return 404. The support FAQ talks only about incentives for moving to Neos. The figure of $495 one time that Capterra and Software Advice show is the old per user license fee from that 2001 to 2016 price list, not a current total.
What did TrialWorks cost per user?
On the last published list, each concurrent user license cost $495 one time and maintenance and support cost $195 per user a year, on top of a $2,995 server license and $895 a year of server maintenance. Those figures barely moved between 2001 and 2016. Maintenance worked out to about 39% of the user license every year.
How much does TrialWorks hosting cost?
Assembly does not publish a hosting price now. From 2014 to 2016 the hosted plan listed $1,200 per user a year for hosting, the $495 user license, $195 per user a year for support and a $199 setup fee per user, with Office and email hosting included. Ten hosted users came to $20,890 in year one and $13,950 a year after that.
Is TrialWorks being discontinued?
Not at the moment. In a post dated March 25, 2026, Assembly says TrialWorks is fully supported, that it has no plans to discontinue support and that there is no end of life date. It also calls TrialWorks a legacy product, recommends planning a move to Neos and says 118 TrialWorks firms have already made that move.
How much does Neos cost compared to TrialWorks?
Neos Essentials is $109 per user a month billed yearly, with a 3 user minimum; Premium and Platinum are quote only. In March and April 2025 the same tier was listed at $99. Eight Neos users on Essentials cost $10,464 a year, which is close to what eight hosted TrialWorks users paid on the old list and far above on premise maintenance.
Can I cancel TrialWorks before renewal?
Yes, but only on time and in writing. Section 7.1 of the Assembly Terms of Service asks for seven days written notice by email or fax, with the account paid in full. Section 7.2 says notice given less than 30 days before the anniversary date still renews and charges you through the next anniversary, with no refund. The 2022 version required 60 days.
Can I reduce users on TrialWorks mid-term?
No. Section 5.5 of the Assembly Terms of Service says contracted user numbers may be adjusted up but not down during a subscription term, and each renewal is for the number of active users at the start of the renewal period. Remove inactive users before the anniversary date, not after it.
What happens to my data if I leave TrialWorks?
Section 7.3 lets you obtain your data during the term and for 30 days after cancellation, after paying any amounts due and a $250 data retrieval fee. After those 30 days the data may be irretrievably deleted. Assembly will archive it longer on written request, for a monthly storage fee. On premise, the SQL database is already on your server.
Is TrialWorks cloud based?
No. TrialWorks is Windows desktop software on a SQL Server database, built around Microsoft Office. You run it on your own server, or Assembly hosts it for you on Microsoft Azure and your staff connect by remote desktop. It is not a browser application, which is the main reason Assembly is moving firms to Neos.
PI case work in the browser, with a printed price and no server
CaseAgent reads medical records and the case file, builds the chronology with page citations, drafts the demand and keeps every deadline current. Solo $149 a month, Firm $399 for up to 5 users, Practice $899 for up to 15, or $74, $199 and $449 a month billed yearly. No setup fee and no per user charge.
See every plan on the pricing page.
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