TrialWorks Software

4.44 / 5 (75)

About TrialWorks


TrialWorks is a legal case management solution designed for litigation firms of all sizes. It helps firms manage processes including case intake, trial preparation, contact management and document management.

TrialWorks enables users to manage legal documents, docket items, trial materials, communications, contacts and all other case information. The calendar feature provides information on critical dates, appointments, appearance tasks, overdue tasks and quick summaries. Users can track emails via integration with Outlook.

With TrialWorks’ Search Server powered by Microsoft Search Server, users can search and browse files from their database using keyword search. Users can search by file name, case name, document type and text within files for different formats.

TrialWorks can be deployed on a privately hosted cloud or locally installed on the network. There are also mobile applications available for Android and iOS devices. Customer support includes webinars, online training videos, training documents, support ticket and live support.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

75 Reviews of TrialWorks

Average User Ratings

Overall

4.44 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(46)

4 stars

(19)

3 stars

(7)

2 stars

(3)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 75 reviews

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February 2017

David from Grimmett Law Firm, PLLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

February 2017

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!

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.

February 2017

David from Rapoport Law Offices, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2017

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.

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.

June 2016

Christopher from Paulson & Nace, PLLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2016

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.

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.

July 2016

Diane from Freiwald Law

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2016

Case Management Attorney

The learning curve for this product was steep, but once the basic functionality was understood, it applied throughout the application making each step much easier. Customer support has been outstanding from the sales process through implementation through support ... we've never been left waiting for answers.

Pros

What I like best about TW is its flexibility to integrate seamlessly with other applications such as Word, Excel and Outlook. It has strong report-writing capabilities, and allows you to leverage Excel and Word to create dynamic reports that are fully customizable. This has made the data that we are collecting on a daily basis to be very useful for both paralegals and attorneys. While the day-to-day management of case information is critical, the breadth of data we now have insight into is equally critical from a business perspective.

Cons

Sometimes it feels like we have to input data multiple times, which can feel duplicative. For example, if I want to tag someone as an expert, the contact information must first appear on the Contact Tab, and then I can link it through the Expert Tab. Similarly, if I'm entering certain critical dates through the Docket Tab, I have to make sure they are entered first through Important Dates rather than through the Docket Tab; otherwise, I have to enter them again.

Response from TrialWorks of TrialWorks

Replied July 2016

Good Advice Diane. Thank you!

February 2017

Nathaniel from Fick & May, P.C.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2017

Practice changing, wonderful, and powerful TrialWorks.

I was introduced to TrialWorks at a 360 Advocacy conference in Denver. I sensed in a heartbeat, this was precisely what I had been looking for to assist in evolution into the Cloud and law practice future. It is the singularly best technology move we have made in all years of practice. I have recommended this case management system to many colleagues since then, and continue with a heartfelt and comfortable enthusiasm to this date. MEGA Team at TrialWorks, there to assist whenever something is needed, and excellent growth tutorial blasts from them along the way. Simply outstanding!

Pros

The dependability and ease of use is remarkable. The breadth, depth, appreciation of what it takes to manage and drive a case smoothly over months into years, with many folks to communicate, many things to accomplish correctly and on time, and that same appreciation for the critical reality that time is finite, makes this case management stand well above all others we reviewed. Five years into it we are still learning new tricks, new wonderful shortcuts .... and the only limiter is ourselves. We simply love TrialWorks!

Cons

That we underutilize the system, simply due to having other things occupying our lives .... like balance, and home life, and other things TrialWorks does not do .... making good coffee, as just one example.

January 2017

David from Utah Disability, P.C.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

January 2017

Superlative 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.

February 2017

Alex from Chopra & Nocerino, LLP

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2017

Best Value for Money in the Market

I wish I would have integrated trial works much earlier. It makes things so much easier. We have developed many different types of templates and this has improved productivity for everyone. Anyone not using Trialworks should start now!

Pros

Templates

Cons

About 1x per week when I go to contacts I have to go and "Reset Grid Layouts" because the columns are spread 20 inches apart from eachother. This is a waste of time for me and my entire staff to do over and over again. Time is money in my business. This is an easy software glitch that has not been addressed and I have personally complained about this as I am sure many others have as well.

The other complaint is that there is no option in the template to create a pulldown or to list options for people to chose from, it is either an "Insert" or "Fill in the Blank." I used to use SAGA at my old firm and the templates had tons of pulldowns. This would enable us to create "Bill of Particulars" using Trialworks instead of doing it manually. Effectively making us more productive and saving time. Remember time is money.

January 2017

Tracy from Morris Cary Andrews Talmadge & Driggers LLC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

Two thumbs up for TrialWorks

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.

May 2017

Laura from Morris King & Hodge

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

May 2017

Very Bumpy Implementation

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.

January 2017

Ricky from Law Office of Garcia & Ochoa

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

January 2017

TrialWORKS does WORK well with our office

Our firm has used TrialWorks for over 15 years! It has been a great case management system for our firm. We have grown together with the software as our needs continue to grow and evolve. Our experience with TrialWorks has been a very positive one and I would highly recommend this product to both small and large firms.

Pros

It being user friendly is what I like the most about this software. Over the years, training and implementing this software to new hires has been extremely easy.

Cons

The one thing I like least is that it is still on Microsoft Access platform. I would like to see a move to a web-based platform that will make it available online without the need for cloud services.

January 2017

Kathleen from Wingate Russotti Shapiro & Halperin

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0