TrialWorks

Legal case & document management for litigation practices

4,4 /5 (82 reviews) Write a Review!

TrialWorks Overview

What is 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.

TrialWorks Overview

Pricing

Starting from
US$495,00

Pricing options

Free Trial
Free
Subscription
Value for money

Demo and full pricing quote available upon request.


TrialWorks Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

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

TrialWorks Reviews

TrialWorks Reviews

Overall rating
4,4
/
5
Excellent
48

Very good
20

Average
10

Poor
3

Terrible
1

Value for Money
4,2
Features
4,3
Ease of Use
4,2
Customer Support
4,4
83% recommended this app
Verified Reviewer

Powerful Tool; Seamless Integration

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.


David G.

Good for Litigators

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!


Kenneth H.

Overall good program and great company

i have been a user of Trialworks for over 10 years and overall i am pleased, but feel that there is room for improvement, initially i was introduced to this company at an ATLA convention where i also viewed the products of other companies. The company is well run with people who generally are available to timely respond to issues.
Overall the product is robust and has a lot of features. However, one of my concerns with this company, is that on top of purchasing the product and paying an annual fee, we were never fully trained in the various features of the program. As I recall, we were offered an opportunity to have someone train us, but there was a substantial additional charge for this training. As a result, i do not feel that we are using all of the features that we might benefit from. That being said, if we ask a specific question, we are usually provided with a timely response.
The program is geared to law firms who have a substantial personal injury practice. That being said, i was surprised that there was no way to file photographs in a case file. When i raised this question recently, i was informed that a "button" could be reprogrammed to file photographs. However, the process is not smooth, and involves way to many steps. This needs to be improved - it should be as easy to file a photograph as it is to file an email.

We have been primarily been using the program to file all emails, pleadings and correspondence as well as notes for each case. the program works well for these functions. However, it is not geared for time and billing hourly cases. There is a billing function, which we also recently discovered, but since we were not trained in its use, we have found it difficult to use, and in fact, it appears that having turned an "auto function" on, instead of it only applying to hourly cases, it has been turned on for all cases, which is very annoying. i am not sure if there is a way to turn it off. Certainly there is no intuitive way to tailor it to the appropriate cases. However, i have not tried to see if the company can help with this - so perhaps it can be tailored.

we also have, on occasion, had issues with the interface of the program and the underlying outlook/word issues. we used to use their IT person to do our IT work, which resolved the issue, since they were responsible for both their program and IT issues and there was no finger pointing. Recently we are having problems they say are not their problem.


David R.

Trialworks: What else do you need?

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.


Christopher N.

The Most Comprehensive Case Management System Around

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.


Verified Reviewer
Industry: Higher Education
Company size: 51-200 Employees

Powerful Tool; Seamless Integration

Used Daily for 6-12 months
Reviewed on 2020/05/25
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

David G.
Industry: Legal Services
Company size: 2-10 Employees

Good for Litigators

Used Daily for 2+ years
Reviewed on 2017/02/10
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Kenneth H.

Overall good program and great company

Reviewed on 2017/02/03
Review Source: Capterra

i have been a user of Trialworks for over 10 years and overall i am pleased, but feel that there is room for improvement, initially i was introduced to this company at an ATLA convention where i also viewed the products of other companies. The company is well run with people who generally are available to timely respond to issues.
Overall the product is robust and has a lot of features. However, one of my concerns with this company, is that on top of purchasing the product and paying an annual fee, we were never fully trained in the various features of the program. As I recall, we were offered an opportunity to have someone train us, but there was a substantial additional charge for this training. As a result, i do not feel that we are using all of the features that we might benefit from. That being said, if we ask a specific question, we are usually provided with a timely response.
The program is geared to law firms who have a substantial personal injury practice. That being said, i was surprised that there was no way to file photographs in a case file. When i raised this question recently, i was informed that a "button" could be reprogrammed to file photographs. However, the process is not smooth, and involves way to many steps. This needs to be improved - it should be as easy to file a photograph as it is to file an email.

We have been primarily been using the program to file all emails, pleadings and correspondence as well as notes for each case. the program works well for these functions. However, it is not geared for time and billing hourly cases. There is a billing function, which we also recently discovered, but since we were not trained in its use, we have found it difficult to use, and in fact, it appears that having turned an "auto function" on, instead of it only applying to hourly cases, it has been turned on for all cases, which is very annoying. i am not sure if there is a way to turn it off. Certainly there is no intuitive way to tailor it to the appropriate cases. However, i have not tried to see if the company can help with this - so perhaps it can be tailored.

we also have, on occasion, had issues with the interface of the program and the underlying outlook/word issues. we used to use their IT person to do our IT work, which resolved the issue, since they were responsible for both their program and IT issues and there was no finger pointing. Recently we are having problems they say are not their problem.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

David R.
Industry: Law Practice
Company size: 2-10 Employees

Trialworks: What else do you need?

Used Daily for 2+ years
Reviewed on 2017/02/10
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Christopher N.
Industry: Legal Services
Company size: 2-10 Employees

The Most Comprehensive Case Management System Around

Used Daily for 2+ years
Reviewed on 2016/06/15
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,8/10
Based on 82 user ratings
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TrialWorks Pricing

TrialWorks Pricing

Starting from
US$495,00
Free Trial
Free
Subscription
Value for money

Demo and full pricing quote available upon request.

Demo and full pricing quote available upon request.

Value for Money
4,2/5
Based on 82 user ratings
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TrialWorks Features

TrialWorks Features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management
Features
4,3/5
Based on 82 user ratings
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Categories

Additional information for TrialWorks

Additional information for TrialWorks

Key features of TrialWorks

  • Android & iOS apps
  • Billable hours tracking
  • Case (law) management
  • Case defined timekeepers
  • Case notes
  • Centralized calendar
  • Client management
  • Communication tracking
  • Conflict management
  • Dashboard-based UI
  • Database conversion
  • Discovery management
  • Docket management
  • Document generation
  • Document import
  • Document management
  • Document text search
  • Email tracking
  • Expense tracking
  • HIPAA compliant hosting
  • Multi-office
  • Negotiations management
  • OCR
  • Outlook plugin
  • Records management
  • Reminders
  • Reporting capabilities
  • Rules-based scheduling
  • Settlement calculator
  • Staff calendar
  • Task management
  • Time tracking
  • TrialWorks Search Server

Benefits

  • 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.
  • TrialWorks FAQs

    TrialWorks FAQs

    Below are some frequently asked questions for TrialWorks.

    Q. What type of pricing plans does TrialWorks offer?

    TrialWorks offers the following pricing plans:

    Starting from: US$495,00

    Pricing model: Free, Subscription

    Free Trial: Available

    Demo and full pricing quote available upon request.

    Q. What are the main features of TrialWorks?

    TrialWorks offers the following features:

    • Android & iOS apps
    • Billable hours tracking
    • Case (law) management
    • Case defined timekeepers
    • Case notes
    • Centralized calendar
    • Client management
    • Communication tracking
    • Conflict management
    • Dashboard-based UI
    • Database conversion
    • Discovery management
    • Docket management
    • Document generation
    • Document import
    • Document management
    • Document text search
    • Email tracking
    • Expense tracking
    • HIPAA compliant hosting
    • Multi-office
    • Negotiations management
    • OCR
    • Outlook plugin
    • Records management
    • Reminders
    • Reporting capabilities
    • Rules-based scheduling
    • Settlement calculator
    • Staff calendar
    • Task management
    • Time tracking
    • TrialWorks Search Server

    Q. Who are the typical users of TrialWorks?

    TrialWorks has the following typical customers:

    Small Business, Mid Size Business

    Q. What languages does TrialWorks support?

    TrialWorks supports the following languages:

    English

    Q. What type of pricing plans does TrialWorks offer?

    TrialWorks has the following pricing plans:

    Free, Subscription

    Q. Does TrialWorks support mobile devices?

    TrialWorks supports the following devices:

    iPhone, iPad

    Q. What other apps does TrialWorks integrate with?

    TrialWorks integrates with the following applications:

    DocuSign, Law Ruler, Lead Docket, Microsoft Outlook, QuickBooks Online Advanced, eFax Corporate

    Q. What level of support does TrialWorks offer?

    TrialWorks offers the following support options:

    Online Support, Phone Support, Knowledge Base