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.

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.

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.

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!

Ease of use and out of the box capability

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.

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

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.

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.

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.

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.

I have nothing negative to say about TrialWorks.

We use this product all day everyday. I cannot imagine our office without Trial works/Needles. The support is the best support of any company I have ever dealt with. They keep their employees. Their employees are well-trained. We have had this product since 2007 and I cannot think of one thing I don't like about the product.

It works. I love the support. The employees appear to love their job. I love that the company is willing to listen to us.

No cons. We have no complaints, never have. I wish they would post photos of their staff on their website.

As the title states, I am a long-time TW user ... almost 14 years to be exact. I have seen many, many upgrades and additions. As a prior SAGA user, initially I felt that TW was lacking in some areas. I am happy to say that over the course of time, TW has been greatly enhanced. There are so many features that are beneficial and time-saving. As a personal injury law firm, TW tracks many important deadlines; keeps our firm efficient and organized. New employees seem to pick up the program with ease, so it is extremely user-friendly. I would not hesitate to recommend TW to any firm considering a strong case management system.

It's convenience and ease of use.

The one area where I feel some improvement is necessary is with the contacts and how they are accessed.

We have used trialworks for a decade or so, and continue to be pleased. The system is easy to learn and saves a lot of time and money. Medical records can be requested and follow up maintained easily. Documents are created with templates in seconds. Calendaring works well with Microsoft products (outlook, Word). Negotiations are sped up with a calculator that allows you to quickly calculate the client's net and the attorney fees. Reports help you keep up to date as well as making sure your staff is doing what they are supposed to do. We would purchase again.

ease of use

would prefer being able to use colors on the tabs to make it easier to navigate with tired eyes!

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.

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.

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.

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.

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.

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.

Having all client data (theoretically) in one place

Unacceptable service interruptions that have now lasted an entire week, for software that is designed to be mission critical. For an attorney doing trial work or on the road this is a disaster waiting to happen. Their web hosting structure is apparently fragile, and we've had multiple interruptions. The latest is the last straw, as it's persisted for days. We essentially wasted a lot of staff time scanning and training for a system that we'll now have to replace.

I am surprise that this software barely crashes even though it hanldes big files.

It takes some time to understand how it is linked with other softwares but once you understand how it works you will not have inconveniences.

Overall a great experience with the software and customer service. User friendly and easily adaptable to meet the needs of any firm.

Ability to interface with multiple programs Easy to use Most fields can be customized to meet firm specific needs Templating options.

Bookmarking can be difficult

Once the program is set up correctly for the firm, it is so easy and enjoyable to use.

Nothing at all we love it. We have been using it for a while now.

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.

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

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.

Serves the purpose for our firm. The program does not allow users to delete certain categories and notes no longer needed. Further, it does not allow users to correct mistakes with File It.

User friendly

Cannot delete categories

It's definitely in the top tier of case management software.

The ability to create your own tabs, delete tabs, organize tabs within your own saved screen.

It could be better in the area of communications with clients.