Litify
The legal operating system built on Salesforce for high-growth firms and corporate departments.
The gold standard in legal case management for personal injury and high-growth law firms.
Needles, now evolved into the cloud-based Neos platform by Assembly Software, represents the most mature legal case management architecture in the 2026 market. Designed specifically for high-volume personal injury, mass tort, and medical malpractice firms, the platform utilizes a sophisticated relational database engine that allows for extreme customization of case types and workflows. Its technical core features a robust API-first design that facilitates deep integration with the Microsoft 365 ecosystem, including real-time Outlook synchronization and SharePoint-backed document management. By 2026, the platform has integrated advanced AI layers for automated document indexing, medical record summarization, and predictive settlement modeling. This shift from the legacy on-premise Needles to the cloud-native Neos environment provides law firms with enterprise-grade security (SOC2 Type II) and the scalability required for multi-state operations. The platform's competitive advantage lies in its 'Needles-proven' workflow logic, which has been refined over decades to automate every touchpoint from lead intake to final settlement distribution, ensuring no procedural deadlines are missed.
Uses LLM-based processing to extract key dates, medical providers, and diagnoses from uploaded PDFs.
The legal operating system built on Salesforce for high-growth firms and corporate departments.
Enterprise-grade matter management for law firms, corporate legal, and government agencies.
The premier QuickBooks Online-native practice management solution for data-driven law firms.
A matter-centric legal management platform designed to mirror the cognitive workflow of practicing lawyers.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
Conditional logic-based task generation that adapts based on case phase and outcomes.
Real-time calculation engine for medical liens, attorney fees, and net client recovery.
Specific architecture for managing thousands of related claims with global update capabilities.
Elasticsearch-powered global search across all case notes, documents, and emails.
Automated lead scoring and web-to-case conversion via embedded forms and API.
Deep-level integration using SharePoint as the document repository for version control and co-authoring.
Manually entering lead data from websites is slow and error-prone.
Registry Updated:2/7/2026
Difficulty tracking which medical records have been requested and which are outstanding.
Complex calculations of attorney fees and multiple liens during case closing.