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.

 

TrialWorks - Calendar dates
 
  • TrialWorks - Calendar dates
    Calendar dates
  • TrialWorks - Log case information
    Log case information
  • TrialWorks - Document management
    Document management
  • TrialWorks - File case notes
    File case notes
  • TrialWorks - Mobile app
    Mobile app
  • TrialWorks - 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

64 Reviews of TrialWorks

Showing 1-20 of 64

 

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Laura from Morris King & Hodge

May 2017

May 2017

Very Bumpy Implementation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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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.

Source: Capterra
 

Gavin from Wyatt Law Firm, Ltd

February 2017

February 2017

Great potential, but needs some work

Ease-of-use

Functionality

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Value for Money

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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.

Source: Capterra
 

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

February 2017

February 2017

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

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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.

Source: Capterra
 

David from Grimmett Law Firm, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Good for Litigators

Ease-of-use

Functionality

Product Quality

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Value for Money

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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.

Advice to Others

I am very computer literate as I have built my own computers, programs macros, and generally handle the IT needs for my firm. It took me approximately 6-12 months to figure out all of the more advanced capabilities of the program. If you decide to purchase it, try to utilize the training as much as possible or you will not realize the full potential.

Source: Capterra
 

David from Rapoport Law Offices, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Trialworks: What else do you need?

Ease-of-use

Functionality

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Value for Money

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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.

Source: Capterra
 

Karen from Louis P. Chiozza, Jr. and Associtates
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

TRIALWORKS is GREAT

Ease-of-use

Functionality

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Value for Money

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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.

Source: Capterra
 

Christina from Taylor Martino, P.C.

February 2017

February 2017

Amazing Case Management Program

Ease-of-use

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Customer Support

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Support

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.

Source: Capterra
 

Erik from Law Office of Erik Grindal
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Only one issue

Ease-of-use

Functionality

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Customer Support

Value for Money

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Support

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.

Source: Capterra
 

Darryl from Carimi Law Firm, ALC

February 2017

February 2017

Puts organization of your cases at your fingertips

Ease-of-use

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Value for Money

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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.

Source: Capterra
 

Harry from Shevin Law Firm
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Trial Works works

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
Value for Money
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Support

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

Advice to Others

Maybe add color to caregories to break up different areas of file

Source: Capterra
 

Candace from Dale Law PLLC
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Great Case Mgmt system for Solo Practitioner

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Source: Capterra
 

Mitchel from The Ashley Law Firm
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

overall an excellent program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Value for Money
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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.

Source: Capterra
 

Meliha from Perez Halpern, LLC

February 2017

February 2017

Great product!

Ease-of-use

Functionality

Product Quality

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Value for Money

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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.

Source: Capterra
 

Jay from Linnen Co. L.P.A.

February 2017

February 2017

Plaintiff's attorney using product for 16 years

Ease-of-use

Functionality

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Customer Support

Value for Money

Ease-of-use
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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.

Source: Capterra
 

John from Smith & Griffith, LLP

February 2017

February 2017

Happy long time user

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

I have been Trialworks user since the late 1990's. We started using it at my old law firm and I purchased it for my current firm in 2006. I would not practice without it. It's a great program which makes our practice efficient.

Pros

Data compilation, email and calendar integration

Cons

Some glitches as expected, help menu could be improved

Source: Capterra
 

Nathaniel from Fick & May, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Practice changing, wonderful, and powerful TrialWorks.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

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.

Advice to Others

Accelerate ..... into any decision to overcome any indecision buffeting .... and JUST DO IT!
TrialWorks is a dream .... and, our firm's warm reality.

Source: Capterra
 

Kenneth from Kenneth Halpern & Associates

February 2017

February 2017

Overall good program and great company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
Value
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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.

Source: Capterra
 

Cassie from The Higgins Firm

February 2017

February 2017

Makes Life Easier

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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TW makes organizing our client files so much easier as well as gives quick and easy access to all client information which is super important when dealing with a larger case load!

Source: Capterra
 

Carrie from The Higgins Firm, PLLC
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Review of Trialworks

Ease-of-use

Functionality

Product Quality

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Value for Money

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Quality
Value for Money
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Support

Trialworks has a lot of different functions that are helpful in my law practice. There are so many options and possibilities, that I have not even begun to really learn everything that Trialworks can do.

Pros

A lot of different functions

Cons

I have difficulty searching for things.

Advice to Others

No

Source: Capterra
 

Jennifer from Butler, Quinn & Hochman, PLLC

February 2017

February 2017

Great Tech Support!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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Support

Overall TrialWorks has been a great help to our firm. We are able to keep clients' files better organized and easily accessible. I am disappointed in the App, I hope this gets fixed/improved in the future because it could be really beneficial. The Tech support is outstanding! With the issues we have had, it takes just a few minutes for the support to fix. This is probably TW best feature!

Pros

It is easy to use and easy to learn. The workers' comp feature that was added this year is very helpful. Tech support!

Cons

The application for phone and tablets.

Advice to Others

They need to focus on improving the app. IF the app was easier to use and you were able to access emails that had been filed in TW, this software would be the top seller I am sure.

Source: Capterra
 
 
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