TrialWorks Personal Injury Case Management API
TrialWorks (Assembly Software) personal injury and mass tort case management REST API for plaintiff law firms with integrated case workflow, medical management, demand letter generation, and trial preparation. Enables AI agents to manage case intake and plaintiff client management for high-volume PI firm automation, handle insurance carrier and defendant tracking for case investigation automation, access medical provider and treatment history management for medical documentation automation, retrieve settlement negotiation tracking and authority management for resolution workflow automation, manage lien tracking and disbursement calculation for settlement distribution automation, handle document assembly and demand letter generation for case communication automation, access trial preparation and exhibit management for litigation support automation, retrieve case financial tracking and fee calculation for contingency management automation, manage statute of limitations and litigation deadline management for PI docket automation, and integrate TrialWorks with medical records retrieval services, e-file court systems, and financial management for comprehensive PI firm operations.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
PI case management. SOC2, HIPAA. API key. US. Client PHI, medical, and settlement data.
⚡ Reliability
Best When
A plaintiff personal injury, mass tort, or medical malpractice firm wanting AI agents to automate case intake, medical management, demand generation, lien tracking, settlement workflow, and trial preparation within TrialWorks as a specialized PI case management platform.
Avoid When
MEDICARE SECONDARY PAYER LIEN CLEARANCE: Automated settlement disbursement using TrialWorks disbursement calculation must include Medicare Secondary Payer conditional payment resolution before client distribution; attorney personal liability under MSP Act for double recovery if Medicare lien not resolved before disbursement. HIPAA AUTHORIZATION AND MINIMUM NECESSARY FOR MEDICAL RECORDS: Automated medical record integration in TrialWorks must use client-executed HIPAA authorization; automated PHI access beyond litigation minimum necessary scope creates HIPAA violation; implement medical record access controls by litigation role. STATUTE OF LIMITATIONS ATTORNEY OVERSIGHT MANDATORY: Automated SOL deadline tracking provides docket support tool; legal responsibility for SOL compliance remains with the responsible attorney; automated calendar system cannot substitute for attorney SOL analysis in complex cases (discovery rule, tolling, comparative fault).
Use Cases
- • Managing PI caseload from plaintiff firm agents
- • Generating demands from settlement workflow agents
- • Tracking liens from disbursement agents
- • Preparing trial exhibits from litigation agents
Not For
- • Defense firm and insurance defense litigation
- • General transactional law practice
- • Criminal defense case management
Interface
Authentication
TrialWorks uses API key authentication. REST API with JSON. Assembly Software parent company (PE-backed). TrialWorks founded 1996 in Fort Lauderdale, Florida. Acquired by Assembly Software. Assembly Software portfolio includes Needles/Neos, TrialWorks, and other plaintiff firm software. Florida market heritage; national personal injury firm customers. Trial preparation and mass tort differentiation. Competes with SmartAdvocate, Needles, and Filevine for PI case management.
Pricing
Assembly Software subsidiary. Founded 1996 Florida. PI and mass tort focus. Per-user annual subscription with implementation.
Agent Metadata
Known Gotchas
- ⚠ NO WEBHOOKS AND API KEY ONLY — POLLING AND STATIC CREDENTIALS: TrialWorks requires polling for all event detection with static API key credentials; automated workflows must implement polling cadence and secure API key storage and rotation; no OAuth dynamic credential support
- ⚠ ASSEMBLY SOFTWARE PORTFOLIO CONSOLIDATION RISK: Assembly Software PE ownership of both TrialWorks and Needles/Neos creates product consolidation risk; PE strategy may standardize on single PI product platform; validate TrialWorks product investment roadmap before long-term automation commitment given portfolio rationalization risk
- ⚠ MASS TORT MULTI-PLAINTIFF CASE STRUCTURE COMPLEXITY: Automated mass tort case management in TrialWorks for multi-plaintiff actions (MDL, class action) requires understanding TrialWorks multi-plaintiff case hierarchy; automated case creation and reporting must correctly handle shared defendant, shared counsel, and individual plaintiff case data within mass tort structure
- ⚠ Medical record volume and OCR integration for large PI cases — automated medical record processing for complex PI cases (catastrophic injury, long treatment history) involves high-volume medical records; TrialWorks OCR and document management for large medical record volumes may require batched processing; automated medical chronology generation requires OCR accuracy validation before clinical fact extraction
- ⚠ Trial preparation exhibit database organization — automated trial preparation using TrialWorks exhibit database requires consistent exhibit tagging taxonomy (liability, damages, medical, liability expert); automated trial preparation without organized exhibit taxonomy creates inefficient exhibit retrieval during trial; establish exhibit classification schema before automated trial prep workflow
- ⚠ Florida-specific mass tort and Sunshine Act compliance — TrialWorks has Florida heritage and PI firms often manage Florida-specific requirements; automated Florida PI workflows must track Sunshine Act mandatory attorney fee schedule for certain Florida cases; automated contingency fee calculation without Sunshine Act fee schedule check creates fee dispute for applicable Florida cases
Alternatives
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Scores are editorial opinions as of 2026-03-07.