Your case management system shapes how your team tracks deadlines, records, liens and settlements. Here is a neutral, staff-level look at five platforms PI firms commonly evaluate: Filevine, CasePeer, Needles / Neos, Clio and MyCase. We only list facts we could verify on each vendor's own website on October 28, 2026. Features and prices change, so confirm with the vendor before you buy.
Disclosure: We are not paid by any vendor named here. Guillory & Associates works inside our clients' existing systems. Our main site names Filevine, Smokeball and Litify as examples. Any future sponsored placement on this page will be clearly labeled.
1. At a glance
| Platform | Vendor positioning (from vendor site) | Published pricing |
|---|---|---|
| Filevine | Positions itself as a legal AI platform ("LOIS") with matter management, document assembly, intake, billing, medical chronology ("MedChron") and depositions tools. Lists personal injury and mass torts among the firms it serves. | Not published on the pricing page we reviewed. Contact the vendor. |
| CasePeer | "Cloud-based case management built for personal injury law firms." Part of the 8am family alongside MyCase and LawPay. | Published: Basic $90, Pro $130, Advanced $160 per user per month (Advanced "starts at"). |
| Needles / Neos (Assembly Software) | Neos is promoted as personal injury case management "from intake to settlement," "built for personal injury, not adapted for it," with a demand-drafting add-on ("Demands Plus"). | The vendor has a pricing page. We did not verify specific figures. |
| Clio | General practice management platform for law firms. | Clio publishes plan pricing at clio.com/pricing. Our automated check was blocked, so we did not verify figures. |
| MyCase | General practice and case management, part of 8am. Integrated LawPay payments and optional accounting. | Published: Basic $50 (annual) / $60 (monthly), Pro $100 / $120, Advanced $130 / $150 per user per month. MyCase Accounting add-on $39 per user per month on Pro and Advanced. |
Prices are as displayed on vendor websites on Oct. 28, 2026, in USD, before taxes and add-ons. Vendors change pricing often.
2. What PI staff should test in a demo
- Medical records and bills tracking: per-provider request status, follow-up dates, fees paid, and records received
- Lien tracking: hospital, Medicare, Medicaid, ERISA and LOP balances, with final amounts and reduction notes
- Deadline control: statute-of-limitations fields, court-rule calendaring and reminders
- Demand workflow: templates, specials auto-totals, exhibit generation, and AI drafting with attorney review
- Settlement statements: fee, cost and lien math that matches your trust accounting
- Client communication: texting, client portal and treatment check-ins
- Integrations and data export: e-signature, accounting, and your ability to export all data if you switch
- Permissions: granular access for outside support teams, such as a virtual paralegal provider
3. How firm profile tends to drive the choice
- PI-only practices often shortlist PI-built systems (CasePeer, Neos) and highly configurable platforms (Filevine).
- Mixed-practice firms often look at general practice management tools (Clio, MyCase) and check how well PI workflows can be configured.
- Volume and team size drive total cost, because most tools price per user. Count paralegals, case managers and outside support seats.
Whatever you choose, we work inside it. See how our support plans work.
Sources
Official sources reviewed October 28, 2026. Always check the current version before relying on it.
Not legal advice. This article is general information for legal professionals working under attorney supervision. Guillory & Associates, LLC is not a law firm, does not provide legal advice, and its staff are not attorneys. Laws change. Confirm every deadline, amount and requirement with the official source and your supervising attorney.