TrialWorks vs CloudLex

Clio

PDFelement

Smokeball

Filevine

SmartAdvocate

ddSuite

Compare TrialWorks and CloudLex based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

ddSuite software from DDC Schweiz allows object data of large infrastructure objects to be viewed from the overall view down to the smallest detail, managed and orders and invoices to be triggered.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

PDFelement is a cloud-based and on-premise PDF editor that assists users in creating, editing, protecting, and signing PDFs across desktop, mobile, and web platforms. The tool allows users to modify PDF content similar to a word processor, incorporating text, images, shapes, and the ability to import and edit layers. Users can also adjust the size, color, and font styles, insert links, and apply watermarks to their documents.

Trialworks is a case management solution for legal practices and litigation attorneys, available as a cloud-based Hosted version with native mobile app support

Activity Dashboard

Alerts/Notifications

Billable Items Tracking

Calendar Management

Case Management

Case Notes

Client Management

Compliance Management

Conflict Management

Contract/License Management

Data Import/Export

Docket Management

Document Automation

Document Capture

Document Classification

Document Generation

Document Management

Document Storage

Document Templates

Email Management

Expense Tracking

Full Text Search

Mobile App

Reminders

Reporting & Statistics

Search/Filter

Task Management

Third-Party Integrations

Time & Expense Tracking

Time Tracking

Version Control

Workflow Management

TrialWorks

Android

Linux

Web-based

Windows

iPad

iPhone

Practice Administrator/Senior Paralegal

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.

Attorney

TrialWorks is great software but its best feature are the people. Everyone is friendly and very helpful.

owner

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.

Case Management Attorney

What I like best about TW is its flexibility to integrate seamlessly with other applications such as Word, Excel and Outlook.

Consultant

The common request from each was to implement a program which provided reliability, as well as ease of use. Our investment in the hosted solution has thrilled our clients and made my job easier.

Owner

What I liked most about the software were the promises they made about it. Clear unequivocal promises.

We tried a number of different case management solutions before choosing Trial Works and are glad we did. The best part is the customer service.

With that said, Trial Works is still user friendly, organized logically, and it is the closest thing to a perfect case management solution that I have seen.

office manager

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

Operations

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.

Lack of customization, and lack of focus on pre-litigation capabilities.

Partner / Attorney

I have never regretted my decision. The ease of use as well as excellent customer service make this software an asset to my firm.

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.

Lawyer

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.

Partner

Unacceptable service interruptions that have now lasted an entire week, for software that is designed to be mission critical.

attorney

It was very easy to learn and did not take much time for training. The help function was very well put together.

Associate Attorney

The fact that the software was application based rather than browser based made working remotely very difficult.

It was easy to upload files and schedule calendar dates within the program.

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

Freelancers

Large Enterprises

Mid Size Business

Small Business

Filevine is a legal case management platform that consolidates case, document, and fee management into a single, centralized system. It incorporates AI capabilities for tasks like document generation and review, as well as case summarization, allowing for faster processing of critical information. The platform is equipped with tools to track deadlines, manage documents, collaborate with clients, and handle billing and invoicing, all in one place.

SmartAdvocate is a comprehensive legal case management software available in both cloud and server-based versions. The system features built-in artificial intelligence tools that summarize cases, refine documents, and transcribe audio, while offering extensive document management capabilities with unlimited storage. SmartAdvocate integrates with various applications and includes automated workflows, client portals, and mobile apps for efficient case tracking.

Smokeball is a cloud-based practice productivity software designed to help users manage small law firms with email, document, calendar and task management functionality, plus time tracking and billing technology. With native mobile apps for iOS and Android, Smokeball affords users the flexibility to access and manage practice information anytime, anywhere.

CloudLex is a case management software designed specifically for personal injury law firms. The platform offers comprehensive tools including matter management, client intake, document automation, and settlement calculators. Built on Microsoft Azure with HIPAA compliance, CloudLex integrates with Microsoft Office, Gmail, and e-signature services while providing mobile access through iOS and Android apps.

2-Way Messaging

Access Controls/Permissions

Accounting

Accounting Integration

Activity Tracking

AI Summarization

Appointment Management

Approval Process Control

Archiving & Retention

Assignment Management

Audit Trail

Backup and Recovery

Billing & Invoicing

Budgeting/Forecasting

Calendar Sync

Categorization/Grouping

Client Portal

Collaboration Tools

Commenting/Notes

Communication Management

Contact Database

Contact Management

Court Rules-Based Scheduling

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Deadline Management

Document Review

Electronic Payments

Electronic Signature

Expense Claims

File Management

File Sharing

Financial Analysis

For Lawyers

For Legal Professionals

Forms Management

Generative AI

Legal Case Management

Mobile Access

Multi-Location

Online Payments

Optical Character Recognition

Payment Processing

Prioritization

Project Planning

Project Templates

Project Tracking

Real-Time Notifications

Receipt Management

Records Management

Recurring Tasks

Reporting/Analytics

Resource Management

Secure Data Storage

Single Sign On

Spend Control

Spreadsheet View

SSL Security

Staff Calendar

Status Tracking

Task Board View

Task Editing

Task Progress Tracking

Task Scheduling

Task Tagging

Timer

To-Do List

Two-Factor Authentication

CloudLex

We are so happy we made the switch to CloudLex. We've had the pleasure of working with [sensitive content hidden] primarily who have been extremely knowledgeable and helpful.

Cloudlex: great software, amazing customer service, best case management platform hands down.

From the top of the organization to the bottom, I have been impressed with the Cloudlex staff.

The customer care has been really good and they are very responsive to our inquiries.

Another amazing feature of Cloudlex is the "Workflow" which enables users to create a to-do list for any case to reduce confusion of what needs to be accomplished on any case.

Managing Partner

Excellent software, easy to use and with great customer manager [sensitive content hidden.

Founder

Customer service and support are top notch in comparison to other CMS software companies. The program itself is very good.

We have been thrilled since day one with Cloudlex and we have never looked back. We were searching for a cloud-based case management system, and found that only Cloudlex met our specific needs.

Freelance

A solid platform for legal case management. Easy to use and improves efficiency.

I like most that everything is Cloud-based and easily accessible on the the phone app. Also that it easily integrates with Word documents.

Managing Attorney 

The merge document tool is solid. I appreciate the fact that the tool is native to the system and requires no integration on the part of the user.

Lawyer- Shareholder

Innovative, efficient, cost-effective and intuitive. Great software for a personal injury law firm.

Attorney 

At first some features were limited. I had access to more features with the other programs.

Amazing and intuitive platform. The Ipad of Personal Injury practice management.

Also much cheaper than my prior software so I saved money.

Had we interacted more, I think we could have tackled those migration problems before our go live date.

The Cloudlex team worked hard on this, but unfortunately, was not able to migrate all of our cases by our go live date.

As you can imagine, switching presented challenged for all, especially since we've all been doing it a particular way for all of our careers.

TrialWorks vs CloudLex Comparison (2026)

TrialWorks

CloudLex

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives