TrialWorks

Legal case & document management for litigation practices

About TrialWorks

TrialWorks is a case management software solution, available as TrialWorks Hosted for private HIPAA compliant cloud-based deployment. Intended for use by litigation attorneys and staff within legal law firms of any size, TrialWorks is built on the Microsoft Office platform and underpinned by an SQL Server database. The robust technology securely caters to the full litigation process from "effortless" case intakes all the way to trial, centralizing contact and document management. Document assembly can be automated alongside the tools for importing scanned paperwork, docket items and associated assets into a cohesive file.

All accessible via an intuitive dashboard-based interface, additional features include calendar management and synced scheduling of trial dates, deadlines, court appearances, incidents and more. A settlement calculator and negotiations management support is joined by capabilities for processing billable case hours and general accounting, while medical requesting and records tracking is also possible. TrialWorks Search Server bolts on deep searching options for querying the system database and locating documents quickly by name and type or using keyword search to find texts within documents. Companion TrialWorks mobile apps then support remote connectivity, giving Android and iOS users access to current and previous case information.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to TrialWorks

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.
  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Pricing starting from:

    N/A

    • Free Version
    • Free Trial
    • Subscription

    Top 5 alternatives to TrialWorks

    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 11 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

    Features

    Total features of TrialWorks: 34

    • Activity Dashboard
    • Alerts/Notifications
    • Billable Items Tracking
    • Calendar Management
    • Case Management
    • Case Notes
    • Client Management
    • Compliance Management
    • Compliance Tracking
    • Conflict Management
    • Contract/License Management
    • Data Import/Export
    • Docket Management
    • Document Automation
    • Document Capture
    • Document Classification
    • Document Generation
    • Document Management
    • Document Storage
    • Document Templates
    • Email Management
    • Expense Tracking
    • Full Text Search
    • Microsoft Outlook Integration
    • Records Management
    • Reminders
    • Reporting & Statistics
    • Search/Filter
    • Task Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Tracking
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4,4 /5
    (82)
    Value for Money
    4,2/5
    Features
    4,3/5
    Ease of Use
    4,2/5
    Customer Support
    4,4/5

    Already have TrialWorks?

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    Write a Review!
    Showing 5 reviews of 82
    Verified Reviewer
    Overall rating
    • Industry: Higher Education
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Powerful Tool; Seamless Integration

    Reviewed on 2020/05/25

    TrialWorks enables us to organize and manage our cases in a systematic fashion, while also...

    TrialWorks enables us to organize and manage our cases in a systematic fashion, while also customizing each case's layout as needed. We love using this program.

    Pros

    TrialWorks works seamlessly with Microsoft Outlook. One of the most important features for us is recording emails relating to a case. It is SO easy to file email correspondence into TrialWorks. It has proven to be extremely helpful.

    Cons

    We have been very satisfied with TrialWorks. If I had to change anything, however, I would make the Billing section/tool more user-friendly.

    David G.
    Overall rating
    • Industry: Legal Services
    • 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 7.0 /10

    Good for Litigators

    Reviewed on 2017/02/10

    My firm consists of two lawyers and two paralegals. We primarily handle 80 percent personal injury...

    My firm consists of two lawyers and two paralegals. We primarily handle 80 percent personal injury and 20 percent family law. I have used Trialworks for approximately 7 years along with PCLaw for accounting purposes. Before that, we used Amicus which was good; however, it didn't have the capabilities that Trialworks had at that time. In the beginning of using Trialworks, we were using Trialworks primarily as a hub for all case information including pleadings, correspondence, etc and we finally began using it to maximize efficiency approximately five years ago with its abilities to create forms using templates and automatically generating workflow. It is very good for litigation purposes, but for pre-litigation purposes, it falters. It is very difficult to manipulate the intake screen and if you handle several different types of personal injury or other types of litigation, you will need do several work arounds. The workflow works well; however, if you want any triggering events, you will need to make sure that your staff is well trained, or you will begin to see events falling through the cracks. The customer service is okay; however, recently every time we try to call we are placed on hold for approximately 20 minutes only to leave a message waiting for technical support to call back who generally calls back within 24 hours. We have suggested many changes, and some of them have taken as much as two years to take effect when Trialworks is promising that they will arrive sooner. If you use PCLaw or Quickbooks for accounting purposes, Trialworks meshes well with both and you can send billable time to both. Regarding templates, it is somewhat difficult to learn how to create templates using the bookmark features, but once you have created a good template, you can use it to build other templates. If you are looking for a good out of the box solution that is server based, Trialworks is definitely a contender. If you are looking for something with more customization, I would suggest that you look at other companies. Good luck!

    Pros

    Ease of use and out of the box capability

    Cons

    Lack of customization, and lack of focus on pre-litigation capabilities. I really do wish it had a better intake screen, but no program is perfect.

    Erin M.
    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
    • Likelihood to recommend 7.0 /10

    Functional and simple, yet lacks advanced features

    Reviewed on 2019/07/08

    It is really user friendly and easy to navigate. The only drawback is the lack of a good solution...

    It is really user friendly and easy to navigate. The only drawback is the lack of a good solution for managing document intensive cases.

    Pros

    It is very easy to navigate, most people can find their way around with little assistance thanks to the "file cabinet" structure that most computer users are familiar with.

    Cons

    Biggest con is the lack of ability to link to document management software. Firms with large document cases need a more sophisticated method to manage their documents and the file cabinets in trialworks just are not robust enough to handle cases that have thousands upon thousands of documents. We left Trialworks for a different solution that links directly with Worldox.

    Response from TrialWorks

    Eryn, thank you for taking the time to review TrialWorks. Many of our firms have relied on the document management feature of TrialWorks, but we understand the desire to have integrated products when dealing with significant document cases. We have integrations with both Summation for ediscovery and iManage for document management. We will continue to evaluate additional document management integrations, and we hope you will take a look at our current product videos at www.trialworks.com/support.

    David R.
    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 10.0 /10

    Trialworks: What else do you need?

    Reviewed on 2017/02/10

    Since initially implementing the TrialWorks software in my PI practice, I have literally saved...

    Since initially implementing the TrialWorks software in my PI practice, I have literally saved myself hundreds if not thousands of hours in paperwork and organization, and thousands of dollars in time and staff. FIrst of all, the support is stellar. You simply call and/or go through the online portal, and in minutes you have someone on the computer who is fixing the problem or addressing your question. Everyone who responds to your inquiry is qualified and knowledgeable in the software and I have never had a situation where they were NOT able to resolve my issue or question within minutes. Seriously....it's that good. Since the software is primarily geared toward a personal injury practice, and with the constant tweaking of the interface based upon user feedback, it pretty much covers most of everything I need in my practice. Scanning of documents into the interface is easy and organized. Moving emails and documents into files is a breeze. The integration with Outlook, Quickbooks, MS Office, MedQuest, and others makes the program incredibly useful in that you barely need to use any other interface during your entire day. Everything can be accessed through TrialWorks. After decades of using the product, I could NEVER go back to simply using desktop folders and Windows for file management. TrialWOrks has made my office practically paperless, and I am very close to being completely paperless. The good news is that you can be as paperless, or papered, as you deem necessary. TrialWorks is light years ahead of the basic organization capabilities of a desktop manager, and with their Cloud-based option, it is now feasible for ANY size firm or budget. I highly recommend it.

    Pros

    The ease of retrieving information and putting information into the interface via Outlook, scanning, etc. Also, the Reminders and Tickler system is a lifesaver.

    Cons

    I'm pretty sure that without a major tutorial and some real time spent on it, I am not getting the most out of the program as I could be. Also, I would love to see a more robust and extensive mobile/tablet application interface.

    Christopher N.
    Overall rating
    • Industry: Legal Services
    • 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 10.0 /10

    The Most Comprehensive Case Management System Around

    Reviewed on 2016/06/15

    Our firm began using TrialWorks just over seven years ago. We had never utilized a case management...

    Our firm began using TrialWorks just over seven years ago. We had never utilized a case management system before, so this was a big change for our office. Our transition to a paperless environment was slow at first, but TrialWorks gave us the flexibility to use as little or as much of its functionality as we wanted. What was great about the program was that we were able to move our entire practice'really, everything we do on a daily basis'to this new software at our own pace and still feel like it was instantly a good investment.

    TW integrates completely with Outlook. So we end up keeping our TrialWorks 'Docket' and still maintain a master calendar on Outlook, along with our own personal calendars.

    We begin everything for a case in TW: email, pleadings, correspondence, you name it. We have templates for everything through TW. So my form discovery is all in TW and when I need to pull it together, I just hit 'Create New' and it populates it with the defendants' names, etc. We keep all of our contacts in TW and can even attach CVs to a contact entry.

    TW integrates with QuickBooks, so we can see exactly how much money we have in a case or all of our cases. There are negotiation and settlement calculators as well.

    All of our depos are stored in TW. There is a screen for liens, so we can keep track of the liens in a case also.

    Another great feature is the reporting ability. We can assign statuses to our cases and run a million different reports.

    We also manage all of our new case intake in TW.

    And while the software itself is powerful, flexible and intuitive, the support of the TrialWorks team is what gives us the utmost confidence that this was the right choice for us. They consistently help us learn new ways to utilize the software, they are constantly upgrading the program'often times with changes that we or other attorneys have suggested'and they are always there to answer even the most mundane questions. Simply put, they listen to their clients and respond to their clients' needs.

    With the app I can pull up any document, email, contact, etc. on my iPhone or iPad. There is an Android app as well.

    TW also offers a hosted solution: everything is in the cloud. With that option they provide you with Office 2013, QuickBooks, and other software you might use in your practice. They basically take care of all of you networking.

    Pros

    Like most firms, we have a few business partners that make our practice tick. TrialWorks is at the top of that list. We didn't buy a case management system when we bought TrialWorks. We entered into a long term partnership with a team that is there to help us run an efficient law office.

    Cons

    It could use a facelift so that it is "prettier" but that is basically a superficial criticism.

    Showing 5 reviews of 82 Read all reviews

    TrialWorks FAQs

    Below are some frequently asked questions for TrialWorks.

    TrialWorks offers the following pricing plans:

    • Starting from:
    • 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+

    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 Corporate

    TrialWorks offers the following support options:

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

    Related categories

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