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TrialWorks vs CloudLex Comparison (2026)

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Good recommendations?

TrialWorks logo

TrialWorks

CloudLex logo

CloudLex

Overview

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

One connected ecosystem for personal injury law firms—platform, AI, and paralegal services to run your practice from intake through settlement.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

495

One-time payment

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

90

5

4

3

2

1

53

23

10

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
79%
would recommend this app

4.8

77

5

4

3

2

1

68

6

3

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

“Document drafting is a lot easier and simpler than many other platforms used previously”
Verified reviewer profile picture

Sarah G.

Paralegal

“It is set up in a way that makes it very easy to find what you're looking for.”
LB

Lucas B.

Paralegal

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

Jay C.

Attorney

Pros

“What I love most is how seamlessly CloudLex integrates communication, document storage, and task management all in one place."”
MS

Mehar S.

Manger

“Having all documents housed in one location, quick response times with customer service, easily viewable/user friendly system, custom reports for administration helping to ensure cases are on track!”
VS

Victoria S.

COO

“The software is user-friendly, cloud-based, and allows me to access all case information and documents from anywhere, which has made managing my law practice much more efficient and flexible.”
EO

Ejiroghene O.

data analyst

Cons

“There were multiple occasions when TrialWorks would either freeze out or crash.”
LB

Lucas B.

Paralegal

“Not user friendly and poor customer support.”
LB

Laura B.

Legal Secretary

Cons

“Also, using an iPad requires accessing it through a browser since there is no dedicated app, which is inconvenient."”
MS

Mehar S.

Manger

“The main things I liked least about CloudLex are the poor training and support, which made it hard to learn how to use the software well, especially for integrating it into daily work.”
EO

Ejiroghene O.

data analyst

“Some of the requested fields were too complicated and there is a lot of data input required when some of the info should be able to prefilled from previous sections.”
Verified reviewer profile picture

Madeline L.

Senior Paralegal

  • Vendor responds to reviews
  • Last review9 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features32
  • 2-Way Messaging
  • AI Summarization
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Audit Trail
  • Backup and Recovery
  • Billable Items Tracking
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Expense Claims
  • Expense Tracking
  • File Management
  • File Sharing
  • Financial Analysis
  • For Lawyers
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Generative AI
  • Legal Case Management
  • Mobile Access
  • Mobile App
  • 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
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Spend Control
  • Spreadsheet View
  • Staff Calendar
  • Status Tracking
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • To-Do List
  • Two-Factor Authentication
  • Version Control
  • Workflow Management
  • Total features100
  • 2-Way Messaging
  • AI Summarization
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Audit Trail
  • Backup and Recovery
  • Billable Items Tracking
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Expense Claims
  • Expense Tracking
  • File Management
  • File Sharing
  • Financial Analysis
  • For Lawyers
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Generative AI
  • Legal Case Management
  • Mobile Access
  • Mobile App
  • 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
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Spend Control
  • Spreadsheet View
  • Staff Calendar
  • Status Tracking
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • To-Do List
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

Integrations

  • Total integrations5
  • Docusign
  • Dropbox
  • Gmail
  • Google Calendar
  • Google Drive
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Word
  • OneDrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Stamps.com
  • eFax
  • Total integrations10
  • Docusign
  • Dropbox
  • Gmail
  • Google Calendar
  • Google Drive
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Word
  • OneDrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Stamps.com
  • eFax

Alternatives

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