Software Capabilities
Deep working experience across the case management platforms personal injury firms run on - not just the screens, but the integration, limitations, and practical accounting impact.
A few more platforms we've worked with, each covered more briefly here than our main write-ups since they're either general-purpose systems occasionally used for PI, or legacy platforms we support without recommending firms build new workflows around them. Select a platform below.
We have worked with 8am MyCase and its native MyCase Accounting add-on, along with the QuickBooks Online sync, for firms running matters through it. MyCase is a general-purpose legal practice management platform, not one built specifically for personal injury. That specialization sits with its sister product, CASEpeer, under the same parent company, 8am. We treat MyCase as a firm's broader practice management layer, with Trust Allocations, Trust History, and the built-in three-way reconciliation working the same way regardless of practice area.
Because it isn't PI-specific, MyCase doesn't carry the settlement calculators, lien tracking, or medical treatment workflows that a dedicated PI platform would, so any firm using it for personal injury work is layering trust accounting onto a general case management structure rather than a purpose-built one. Our role, where a firm runs MyCase for PI matters, is to make sure the trust workflows, whichever accounting path sits behind it, are set up correctly on that general structure, so the check writing and accounting process stays clean.
CASEpeer, MyCase's sister product built specifically for personal injury firms under the same parent company, is covered separately in our software breakdown - see our CASEpeer write-up.
We have handled Prevail and its Prevail-QuickBooks Transfer Wizard for firms running it, generating Check Requests, Trust Check Requests, and Invoice Transfers directly from the Prevail Ledger and Trust Ledger into QuickBooks. Prevail remains an actively maintained platform, currently on Prevail 9, with the Transfer Wizard still a live and working feature confirmed directly on Prevail's own support page.
The one thing we always confirm before setup is the QuickBooks version, since the Transfer Wizard is built for QuickBooks Pro, Premier, or Enterprise (Desktop) and does not work with QuickBooks Online, regardless of what some third-party software directories list. Our role is to keep the Prevail-QuickBooks link reviewed and accurate on the correct Desktop version, so the check-writing and accounting process stays clean.
We have handled TrialWorks and its QuickBooks integration for firms still running it, linking TrialWorks clients to QuickBooks customers or accounts through the Linking Tables and Integrator tool, and reviewing Case Summary, Costs, and Contacts data before it feeds into billing. TrialWorks remains supported by Assembly Software, though Assembly's active product development is concentrated on Neos rather than TrialWorks, so we treat any firm still on TrialWorks as one to keep an eye on for a future migration rather than a platform we'd recommend building new workflows around.
Our role, for now, is to keep the existing TrialWorks-QuickBooks link reviewed and accurate, while staying ready to support the firm through a Neos transition whenever that timing is right for them. For firms considering that move, see our breakdown of Neos, Assembly Software's current platform.