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, Chief Executive Officer

  • As a CPO, Rick is responsible for the company’s product strategy, roadmap, and release. He is driving the product strategy using best practices and metrics derived from the discipline of systems, cloud, and product engineering while staying focused on delivering end-to-end cloud services that optimize the business experience (BX) of its customers.

    Rick Cirigliano, Chief Product Officer

  • As CXO, Tony’s diverse experience in cloud software allow him to fully appreciate and understand the critical business needs of our customers. His focus is relentless: improve the customer experience and earn customer loyalty by driving value from our products and services. As a leader, Tony is passionate about building and enabling teams with the skills, best practices, tools, and confidence necessary to help customer success and employee satisfaction.

    Tony Fabbi, Chief Customer Experience Officer

  • As CMO, Doug brings 25 years of experience providing global iconic brands and Fortune 500 corporations with valuable strategic insights regarding brand positioning, product marketing, commercial models, eCommerce, marketplace intelligence, customer acquisition, loyalty engagement, SaaS applications, and enhancing transaction velocity. In addition, Doug is a design and data driven change manager dedicated to understanding the global marketplace, consumer engagement behaviors, improving revenue, team collaboration, and streamlining business operations.

    Doug Gaccione, Chief Marketing Officer

  • As CRO 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 Revenue 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

  • 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

  • Ken Isaacson joins Assembly as its Chief Information Officer & and Chief Information Security Officer with 20 years of experience providing information management, information security and first-class data privacy and regulatory compliance solutions to tier 1 banking and financial technology companies. Isaacson will be driving Assembly’s information management and information security, governance and reporting practices for best-in-class outcomes for all Neos users.

    Ken Isaacson, Chief Information Security Officer

  • 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, VP, Strategic Partnerships

  • As the Vice President of Human Resources, Alli brings almost 20 years of experience specializing in high-growth start-ups and turnarounds in SaaS space. She partners with business leaders to support the execution of strategic resource initiatives and high-priority goals. This takes a commitment to creating a culture that will attract and retain top talent, develop employees, and create scalable internal HR processes that can keep up with the organization's growth.

    Allison Ford, VP, Human Resources

  • As Vice President of Product Marketing, Justin brings entrepreneurial acumen combined with a technical background. He is a dynamic digital commerce professional with a track record of successfully generating business opportunities through product and market development, positioning, messaging, and differentiation. Justin is a results-oriented leader with proven experience in both start-up and established companies.

    Justin Steele, VP, Product Marketing

  • As the Vice President of Product Management, McKay brings over 20 years of experience in medium and large-scale organizations. His primary focus is on product vision and execution while delivering best-in-class software solutions across multiple verticals. McKay is passionate about innovation and operational excellence by providing simplified solutions to complex problems that scale.

    Mckay Ferrell, VP, Product Management

  • As Sales Director, John brings 25+ years as a successful leader in direct sales, sales management, and business development with Oracleand Oracle partner reseller networks. John has experience selling to both small and large commercial companies, state & local, and the federal government. John’s early years were technical, where he focused on infrastructure and operations.

    John Barker, Senior Sales Director

  • 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, VP, 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, VP, Growth Marketing

  • 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

  • After growing up at the company, Bryan ran Needles for 9 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 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

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.

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