We’re the business behind the legal business

  • 40,000+ users
  • 2,600+ firms
  • 35+ years of experience
  • 1 united company

A case management powerhouse

 

By unifying Needles and Trialworks under a common roof, Assembly Legal has combined two of the most trusted brands in case management software. This has created the scale necessary to attract a world-class team and invest heavily in product innovation, culminating in the introduction of our new cloud product, Needles Neos.

With our unique combination of decades of experience and deep industry knowledge with a revitalized team, cutting-edge technology, and a reputation for best-in-class customer support, Assembly Legal proudly stands apart from all other case management companies.

  • Assembly Legal

    Assembly Legal is a driving force in legal case management technology. We are obsessed with introducing products that make our customers more efficient, more productive, and more profitable, so that they can better serve their clients. Assembly Legal is investing more aggressively in product innovation than ever before in Needles’ or Trialworks’ history. Our single-minded focus is on delivering the best case management software solution on the market.

  • Needles

    For over 35 years, Needles has set the standard for case management technology. With Needles Neos, we are writing the next chapter. Neos builds on our legacy with a reimagined cloud-based platform that empowers customers to deliver even better outcomes for their clients and their firms.

    Needles.com

  • Trialworks

    For decades, Trialworks has served as a feature-rich case management platform built, refined, and continuously enhanced by experienced trial attorneys. Trialworks is the litigator’s daily advantage: optimizing resources, eliminating inefficiencies, and empowering staff to achieve more.

    Trialworks.com

Our innovation is your firm’s advantage

We’re proud to say that Needles and Trialworks pioneered the legal tech industry more than three decades ago. And today, thousands of legal professionals continue to turn to our platforms to get case work done.

The countless hours spent working alongside our customers inspire the real-world insights that power our software. Our customers’ experience becomes our advantage; our innovation becomes theirs.

The founding of Assembly Legal accelerates what we can achieve together. We’re matching the depth of our legal know-how with the scale of our investment in product and engineering talent. The result is a revitalized case management experience powered by state-of-the-art cloud technology and built for how firms work now – and how they will work tomorrow.

Legal expertise meets software innovation

 

Assembly Legal brings together experienced legal practitioners with cutting-edge digital operators to deliver a case management platform that simply delivers maximum performance.
  • As incoming CEO of Assembly Legal, Daniel brings over 25 years of experience successfully leading Fortune 500 companies and technology and SaaS businesses. He most recently led a global UCaaS and Cloud Services business, after CEO positions at two leading b2b SaaS enterprises. Daniel demonstrates a proven track record of building deep customer relationships and driving organizational growth. He holds a bachelor's degree in mechanical engineering from Worcester Polytechnic Institute and an MBA from Harvard Business School.

    Daniel Farrar, Co-Chief Executive Officer

  • As outgoing CEO of Assembly Legal, transitioning to director and strategic advisor, Ryan brings his entrepreneurial spirit and extensive legal knowledge to the business. A focused leader, Ryan spent the past 10 years building businesses, prior to which he was a practicing attorney. Ryan is a lifelong learner who encourages others to fuel their own passion for growth and knowledge. Ryan earned his Bachelor’s degree and MBA from Harvard and a law degree from Columbia Law School, where he was a Senior Editor of the Law Review.

    Ryan Pakter, Co-Chief Executive Officer

  • As COO of Assembly Legal, David brings over 12 years of experience leading operations and strategy in the technology space. Focused on driving continuous business improvements, David draws from his diverse experiences including being the first employee of a successful technology startup, advising numerous Fortune 500 technology companies as a strategy consultant, and serving as an executive at multiple SaaS companies. David is also a patent holder and always looking to take on a new challenge.

    David Wagner, Chief Operating Officer

  • A passionate technology leader, Jim has spent 25 years in software development, focusing on SaaS for the past eight years. Jim believes in meeting the ever-changing needs and modern demands of our customers by focusing on optimization of design and development processes for innovation. Holding an MBA from Southern Methodist University along with multiple technical certifications, Jim offers his expertise as a business leader on best practices for software modernization.

    Jim Garrett, Chief Technology Officer

  • Don has over 25 years of experience leading Finance teams at companies ranging from high-growth startups to Fortune 500 corporations. A balanced leader, Don is focused on implementing financial processes and systems to support business growth and decision-making. Don takes pride in getting the job done with honesty and integrity. He earned his B.A. in Economics from the University of Western Ontario and is a Canadian CPA.

    Don O’Leary, Chief Financial Officer

  • After growing up at the company, Bryan ran Needles for nine years, culminating in the successful merger with Trialworks and the formation of Assembly Legal. Today, Bryan leads our customer education program. He enjoys utilizing new technology to constantly adapt, improving lives both professionally and personally. Bryan is a creative at heart, a self-proclaimed nerd, and an all-around interesting guy (with a Private Pilot license to prove it).

    Bryan Billig, Head of Customer Education

  • Giorgio has over 10 years of experience in corporate development and strategy, identifying and rolling out strategic initiatives that help companies accelerate business growth. His track record for success is grounded in his curiosity and passion for growth and learning. Giorgio earned a B.A. in Economics and Foreign Affairs from the University of Virginia and has experience in global investment banking and M&A.

    Giorgio Garrido, Head of Commercial Strategy and Operations

  • Patrice is a dynamic leader with over 30 years of law firm experience, including 10 years in law firm management. Twenty years in software support experience give Patrice a deep understanding of customer needs. Driven by the desire to help others succeed, Patrice leads with a customer-first mentality, helping customers reach successful outcomes and high satisfaction rates with our products.

    Patrice Gimenez, Head of Customer Experience

  • Chuck is no stranger to leading best-in-class customer support teams, with his nearly 25 years of customer support, training, and operational experience — including eight years focused on SaaS and software. As a Six Sigma Black Belt, Chuck excels at making continuous process improvements to remove obstacles for customers. Data-driven, Chuck has refined our Customer Satisfaction Rating System to leverage key metrics to improve the customer experience.

    Charles (Chuck) Hogarth, Head of Customer Support

  • Kate has been a marketing leader for over a decade, helping software companies create meaningful connections with customers and realize significant growth. Kate has previously led demand generation and sales development for a variety of other enterprise software and services companies, helping manage large-scale, on-premise to SaaS transitions. Overseeing all marketing initiatives at Assembly Legal, Kate enjoys immersing herself in marketing analytics, figuring out which levers to pull next.

    Kate Reefe, Head of Marketing

  • Robb founded Trialworks after eight years of practice as a trial attorney. Robb successfully built the business over 20 years and created meaningful customer relationships along the way. A key ingredient to his success has been fostering empathy. Robb earned his J.D. from the University of Miami. He supports his community, serving as the current Chair of the University of Miami Hillel Board of Directors.

    Robb Steinberg, Head of Solutions Engineering (TrialWorks Founder)

As incoming CEO of Assembly Legal, Daniel brings over 25 years of experience successfully leading Fortune 500 companies and technology and SaaS businesses. He most recently led a global UCaaS and Cloud Services business, after CEO positions at two leading b2b SaaS enterprises. Daniel demonstrates a proven track record of building deep customer relationships and driving organizational growth. He holds a bachelor's degree in mechanical engineering from Worcester Polytechnic Institute and an MBA from Harvard Business School.

Meet our board

 

  • Michael Mager, Co-Chairman

    Michael helped create Assembly Legal, consolidating Needles and Trialworks under common ownership, and is now actively involved in supporting the company’s development and steering its growth. Michael is also Co-Chairman of Precision Neuroscience and is a board member of Supply Finance. A graduate of Harvard College, Michael is a Chartered Financial Analyst and holds an MPhil in Economic History from the University of Cambridge.

  • Adam Jiwan, Co-Chairman

    Adam helped create Assembly Software, and serves as co-Chairman. He is also the Founder, Chairman and CEO of Spring Labs, a financial technology company disrupting the global credit bureau system. During the past 20 years, he has seeded and developed numerous highly innovative companies. He is a graduate of Harvard College, a member of the Young President’s Organization, and serves on several for-profit and charitable boards.

What we do matters

A career at Assembly Legal is your chance to help improve the way law firms operate, which helps to ensure fairer outcomes for plaintiffs in the process. Here you’ll find a truly collaborative culture, generous benefits, and the opportunity to improve the way the legal profession operates.

Get in touch