TrialWorks

4.4 (90)
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Legal case & document management for litigation practices

About TrialWorks

Assembly Trialworks, powered by Assembly Software, is a feature-rich legal case management platform built by experienced trial attorneys. Created to make legal practice management more efficient, this productivity partner is the litigator’s daily advantage. Optimize resources, eliminate inefficiencies, and empower staff to achieve more.


Key benefits of TrialWorks

  • Designed specifically for litigation attorneys and law firms of every size, Trialworks provides case management software available as a privately cloud-hosted solution for centralized online access.
  • Allow all staff to control office operations with the promise of an intuitive tab-based dashboard UI for managing case matters, accessible from any web-enabled device.
  • Features follow a case from initial intake, bringing together contact and document management, assembly, email and communications tracking plus automated calendar scheduling.
  • Trialworks Search Server adds powerful, scalable search capabilities for querying a Trialworks database, supporting the fast finding of documents and text within PDFs, emails, etc.
  • Smartphone apps for Android and iOS devices ensure native mobile access with tools for viewing case chronologies, reviewing deadlines and court dates, adding notes, uploading documents and more.

  • Images

    TrialWorks Software - Trialworks features a tabbed, dashboard-based frontend that can be accessed from web-enabled desktop and mobile devices alike
    TrialWorks Software - Companion mobile apps for iOS and Android allow users to remotely search the Trialworks database for related case information
    TrialWorks Software - Centralized document storage and management is available via the mobile app, along with features for document upload etc
    TrialWorks Software - Use the mobile app to easily file case notes and associated activities including logging phone call conversations at particular times on particular days
    TrialWorks Software - The Trialworks Today tab provide a home summary of critical calendar dates, a task checklist and recap of recent activities
    TrialWorks Software - The case retainer screens use a tabular layout featuring multiple customizable input fields for logging important case information
    TrialWorks Software - Matter intake is simplified thanks to the client entry screen
    TrialWorks Software - Track contacts pertaining to all other parties, including attorneys on the opposing counsel
    TrialWorks Software - View records for every contact relating to a case within a matter of clicks
    TrialWorks Software - Generate documents from templates
    View 12 more
    TrialWorks video
    TrialWorks video
    TrialWorks Software - Trialworks features a tabbed, dashboard-based frontend that can be accessed from web-enabled desktop and mobile devices alike
    TrialWorks Software - Companion mobile apps for iOS and Android allow users to remotely search the Trialworks database for related case information
    TrialWorks Software - Centralized document storage and management is available via the mobile app, along with features for document upload etc
    TrialWorks Software - Use the mobile app to easily file case notes and associated activities including logging phone call conversations at particular times on particular days
    TrialWorks Software - The Trialworks Today tab provide a home summary of critical calendar dates, a task checklist and recap of recent activities
    TrialWorks Software - The case retainer screens use a tabular layout featuring multiple customizable input fields for logging important case information
    TrialWorks Software - Matter intake is simplified thanks to the client entry screen
    TrialWorks Software - Track contacts pertaining to all other parties, including attorneys on the opposing counsel
    TrialWorks Software - View records for every contact relating to a case within a matter of clicks
    TrialWorks Software - Generate documents from templates

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    Reviews

    Overall rating

    4.4 /5
    (90)
    Value for Money
    4.2/5
    Features
    4.3/5
    Ease of Use
    4.2/5
    Customer Support
    4.4/5

    Already have TrialWorks?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 90
    David
    Overall rating
    • Industry: Law Practice
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Superlative software

    Reviewed on 2017/01/31

    I have been using Trialworks ever since it was a DOS program. While there are many other software...

    I have been using Trialworks ever since it was a DOS program. While there are many other software companies out there, I have never found them to be as powerful and useful as Trialworks. It is very adaptable to my Social Security practice. But it was vital when I had a Personal Injury practice and also a workers compensation practice. The key is to get it set up correctly and then use it as intended. Support for Trialworks is very good. The renewal of the licenses is significantly less than other software. I also appreciate the innovation of the staff at Trialworks to keep it a much better product than it's competitors.

    Pros

    The power. You have everything within a couple clicks. I have set up about 1500 templates that cut administrative time significantly. The Dashboard is phenomenal. I can look at key factors of my business, including cost containment, important dates at a glance. It works well with Outlook and Adobe Pro.

    Cons

    There is a learning curve to understand the software. I wish the IOS program was much more powerful and useful. I wish the intake wizard was more friendly and adaptable.

    Tracy
    Overall rating
    • Industry: Law Practice
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Two thumbs up for TrialWorks

    Reviewed on 2017/01/31

    I am a partner in a law firm with 8 attorneys. For several years, I was the only attorney in my...

    I am a partner in a law firm with 8 attorneys. For several years, I was the only attorney in my firm who used TrialWorks, based on the recommendation of my brother who practices in a separate firm. However, last year our whole firm came on board with TrialWorks and we are much more productive now than before. I love that all our intakes across the entire firm are centrally stored and accessible. The training we received on site by TrialWorks was spectacular, the trainers were patient in answering all our questions and getting us up to speed. I highly recommend TrialWorks. Its features allow users to do so many things that increase productivity and efficiency.

    Pros

    Having the whole firm (8 lawyers and 12 support staff) gain the ability to access files has helped us become more efficient and productive. Our intakes are more accessible. We can track expenses, negotiations, docket reminders, keep diary notes, etc.

    Cons

    I have nothing negative to say about TrialWorks.

    Steven
    Overall rating
    • Industry: Law Practice
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 4.0 /10

    Meh - Until I find something better.

    Reviewed on 2017/01/31

    I started using Trialworks at my former firm, and never really took to it. However, when I went...

    I started using Trialworks at my former firm, and never really took to it. However, when I went out on my own I took my assistant with me, and it is the only practice management system she knows, so we kept it.

    I have, with little success, tried to warm up to the system. It is very unintuitive. Most of the fields are impossible to use or understand. The resources for training are sparse and hard to access. I have tried to find an alternative produce which my assistant would be willing to use and have yet to find it. I suppose, if one understands how to make the product work, it could be very helpful. But it is too stark and too difficult to simply see and use, and it has the appearance of something created for Windows 3.1.

    Pros

    My assistant is willing to rely on it.

    Cons

    Too difficult to use.

    Laura
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Very Bumpy Implementation

    Reviewed on 2017/05/02

    Pros

    TrialWorks is the most comprehensive case management software on the market today. They have a feature for just about every legal task you can imagine. Their support team does a good job trying to resolve questions as quickly as possible. TrialWorks can be a huge time saver, if you know how to use it and enter the right information in the right places. Mastering this software takes true skill because there are countless features. We really appreciated the support our trainer provided; he really went out of his way to help us learn the software and the basic tools we would need everyday.

    Cons

    Implementation was very rough for our firm. There were a lot of computer program defaults that needed to be reset in order for the software to run and display properly (things that were not communicated clearly prior to our launch.) Also, we were not aware of just how contacts-driven TrialWorks is at the time of our launch. We launched with no contacts loaded in the system and then spent several weeks backpedaling and scrambling to enter contacts just so we could use the basic TrialWorks features. We launched at the end of February; it is now May and things are finally just starting to settle into place with TrialWorks. There are so many features we still need to explore, but we are finally at a point where we are not losing time completing daily tasks in TrialWorks. Our goal as a firm is to eventually reach a point where we can SAVE time by using TrialWorks.

    Deborah
    Overall rating
    • Industry: Law Practice
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Best legal software ever!

    Reviewed on 2020/02/04

    We use this product all day everyday. I cannot imagine our office without Trial works/Needles. ...

    We use this product all day everyday. I cannot imagine our office without Trial works/Needles. The support is the best support of any company I have ever dealt with. They keep their employees. Their employees are well-trained. We have had this product since 2007 and I cannot think of one thing I don't like about the product.

    Pros

    It works. I love the support. The employees appear to love their job. I love that the company is willing to listen to us.

    Cons

    No cons. We have no complaints, never have. I wish they would post photos of their staff on their website.

    Showing 5 reviews of 90 Read all reviews

    TrialWorks FAQs

    Below are some frequently asked questions for TrialWorks.

    TrialWorks offers the following pricing plans:

    • Starting from: US$495.00/one-time
    • Pricing model: Free Version
    • Free Trial: Not Available

    Demo and full pricing quote available upon request.

    TrialWorks has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    TrialWorks supports the following languages:

    English

    TrialWorks supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    TrialWorks integrates with the following applications:

    Docusign, Microsoft Outlook, QuickBooks Online Advanced, Stamps.com, eFax

    TrialWorks offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

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