TrialWorks Software


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.

Calendar dates
Calendar dates

Calendar dates

Log case information

Log case information

Document management

Document management

File case notes

File case notes

Mobile app

Mobile app

Multiple devices

Multiple devices

Supported Operating System(s):

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



72 Reviews of TrialWorks

Overall rating

4.5 / 5 stars

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Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Overall a good program

Pros

1. saving e-mails to cases
2. global address book
3. sending internal hyperlinks of draft documents to team members. I love that we can all work off the same document so we don't have multiple different versions

Cons

when you a docket enter to the calendar the program added the e-mail addresses of every team member and their initials. IT's a small pain to have to review the invitation line to remove duplicates.

Review Source: Capterra

Lorin from Q Legal Services, LLC

Ease-of-use

Value for money

Customer support

Functionality

April 2018

AWESOME System

Pros

Great case management software with easy to navigate interface. Has all the bells and whistles that are mandatory for keeping track of, and executing your case effectively. Recently partnered with LawToolBox Court Deadlines, so now there is no reason to purchase multiple products, you can find everything you need in one place.

Cons

No cons here, awesome sales & support people that really listen and find a solution for what you are looking for.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

March 2018

A very cumbersome software that is not easily adaptable.

Pros

Real time updating from across multiple computers. It was nice to be able be on the phone with a customer and see updates from others in the office in real time.

Cons

Not very nimble to use. Have to constantly upload and download documents. It's basically an electronically filing cabinet but you still have to do all the labelling, tagging and sorting.

Review Source: Capterra

Marissa from Kelley Uustal

Ease-of-use

Value for money

Customer support

Functionality

March 2018

LOVE TrialWorks!

Pros

Amazing capabilities. When you put good information into the system, you get great results out! Makes my job much, much easier. It's the best legal system I've used in almost 10 years!

Cons

I do wish it were easier to email multiple documents internally at one time, rather then having to open each file to send it.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

New update has helped a lot - not great for mass torts but I think they are working on it

Pros

I like that it has numerous features and many tabs. Once you get to know the software you can find lots of its uses.

Cons

It is not great for mass torts where you have multiple clients for one major litigation. It just isn't set up for that yet.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

November 2017

Powerful product if you have the time and resources to maintain it

Pros

TrialWorks is an extremely powerful database that can house and store all of your case information for ready access. The integrations between tabs to pre-populate information and cross-reference are very strong. The ability to work with documents, calendars, notes, emails, costs, etc. is very impressive.

Cons

Training is abysmal. Every "training" session was nothing more than a glorified sales pitch on the perceived high points of a certain feature. There wasn't much in the way of Q&A sessions, outside of calling support when you encounter an issue. Sometimes they were easy to reach and sometimes not so much. Considering the cost for their training, the bar should be much higher than it is.

Review Source: Capterra

Laura from Morris King & Hodge

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Gavin from Wyatt Law Firm, Ltd

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Great potential, but needs some work

I believe TrialWorks has great potential, but there are a number of kinks that really need to be cleaned up. The report feature is great, but the problem is that a number of the reports don't work. The calendar feature is good and its integration with Outlook is wonderful; however, there are deficiencies, e.g. you can't block off several days for an activity in the Docket in TrialWork -- you have to mark each day separately. Notably, in Outlook, you can block off a week at a time. There are inconsistencies throughout the different tabs and File-it. In some instances "more links" goes into "additional" and vice versa. There are a number of other issues that we would love to see addressed.

Review Source: Capterra

Kitsy from Parsons, Ouverson, Stark, Guest & Sandefur, PA

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Trialworks is very helpful when it comes to saving time. I do twice the work in 1/2 the time!

I work with it on a daily basis. Trialworks is very good in helping me get my work out in a quick and efficient manner.

Review Source: Capterra

David from Grimmett Law Firm, PLLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

David from Rapoport Law Offices, LLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Karen from Louis P. Chiozza, Jr. and Associtates

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2017

TRIALWORKS is GREAT

We have been a customer of TRIALWORKS almost from the inception of this company. We have always received the best customer service and updated on a regular basis.

Pros

There are constantly changing to keep the system running smoothly with all the requirements changes within the internet.

Review Source: Capterra

Christina from Taylor Martino, P.C.

Ease-of-use

Customer support

Functionality

February 2017

Amazing Case Management Program

We are really have been impressed with all the bells and whistles of this program. We are currently waiting on going live with TWs and will be next week. Customer support has been beyond amazing!! They are within a call and answer all of my questions. TWs was not on our radar for case management system but after our schedule demonstration we were all impressed.

Review Source: Capterra

Erik from Law Office of Erik Grindal

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Only one issue

I have had occasions where Trial Works was not functioning after 5:00 pm or on the weekends. These coverage for these types of problems are very slow.

Pros

Easy to use and reliable. I also like the up to date programs on the desk top

Cons

There are some features that would be helpful. One feature would be calculation of future worker comp benefits such as offered on Workerscomputation.com. Another problem is that when I get emails with a link to another page or document, the links don't work once the emails are taken out of outlook and saved to the file.

Review Source: Capterra

Darryl from Carimi Law Firm, ALC

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Puts organization of your cases at your fingertips

An excellent tool. It turned my personal injury practice into an organizational machine. Everything has a place and if used properly can give you instant access to critical information at a glance. Great for the supervising attorney because it takes only minutes to review what is going on with each file. Highly recommend.

Review Source: Capterra

Harry from Shevin Law Firm

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Trial Works works

I find the system to be tailor made for my practice. All aspects of my firm's cases are accounted for. The service by TW is friendly, prompt and outstanding. Trial works allows my office to run smoothly and allows me to have the clients' files at my fingertips for Trial and everything else.

Pros

The ease of filing scanned documents

Cons

Need cell phone if contacts on 1st page without a second click

Review Source: Capterra

Candace from Dale Law PLLC

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Great Case Mgmt system for Solo Practitioner

I am a solo practitioner. I have 30 years of experience in the area of Plaintiff Personal Injury litigation. Trial Works gives me everything I need to streamline my handling of files from the initial case evaluation through trial. I can access all my client files through remote access from anywhere. I work from home, the lake cabin, and have even logged in from a ice house! It truly helps me be efficient and in touch with my practice.

Pros

My staff can get so much done by utilizing the forms I set up rather than reinventing the wheel every time. The Contacts section saves all of us time.

Review Source: Capterra

Mitchel from The Ashley Law Firm

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2017

overall an excellent program

Overall, it is a great program that really helps keep my practice moving. The customer support is excellent and they are always there when I need them.

Pros

Ease of use. Ability to file emails.

Cons

The fact that I cannot get rid of some tabs. Also the pleadings tab and legal tab are not entirely correct in terms of what documents can be generated. I would also like an easier way to scan documents into the system.

Review Source: Capterra

Meliha from Perez Halpern, LLC

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Great product!

Trial Works makes help my practice be more efficient. I like the reporting functions that are available through trial work so that I can keep track no only of the cases, but the business side of running a law firm.

Review Source: Capterra

Jay from Linnen Co. L.P.A.

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Plaintiff's attorney using product for 16 years

I have been very satisfied with Trialworks and the support. Trialworks allows my firm to quickly access and record information on a client's file.

Review Source: Capterra

Displaying 1 - 20 of 72 reviews