TrialWorks Pricing, Features, Reviews & Comparison of Alternatives

TrialWorks

Legal case & document management for litigation practices

4.36/5 (80 reviews)

TrialWorks overview

What is TrialWorks?

TrialWorks is a case management software solution, available as TrialWorks Hosted for private HIPAA compliant cloud-based deployment. Intended for use by litigation attorneys and staff within legal law firms of any size, TrialWorks is built on the Microsoft Office platform and underpinned by an SQL Server database. The robust technology securely caters to the full litigation process from "effortless" case intakes all the way to trial, centralizing contact and document management. Document assembly can be automated alongside the tools for importing scanned paperwork, docket items and associated assets into a cohesive file.

All accessible via an intuitive dashboard-based interface, additional features include calendar management and synced scheduling of trial dates, deadlines, court appearances, incidents and more. A settlement calculator and negotiations management support is joined by capabilities for processing billable case hours and general accounting, while medical requesting and records tracking is also possible. TrialWorks Search Server bolts on deep searching options for querying the system database and locating documents quickly by name and type or using keyword search to find texts within documents. Companion TrialWorks mobile apps then support remote connectivity, giving Android and iOS users access to current and previous case information.

Pricing

Starting from
$495
Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
TrialWorks screenshot: TrialWorks features a tabbed, dashboard-based frontend that can be accessed from web-enabled desktop and mobile devices alikeTrialWorks Case Management Software DemoTrialWorks screenshot: Companion mobile apps for iOS and Android allow users to remotely search the TrialWorks database for related case informationTrialWorks screenshot: Centralized document storage and management is available via the mobile app, along with features for document upload etcTrialWorks screenshot: Use the mobile app to easily file case notes and associated activities including logging phone call conversations at particular times on particular daysTrialWorks screenshot: The TrialWorks Today tab provide a home summary of critical calendar dates, a task checklist and recap of recent activitiesTrialWorks screenshot: The case retainer screens use a tabular layout featuring multiple customizable input fields for logging important case informationTrialWorks screenshot: Matter intake is simplified thanks to the client entry screenTrialWorks screenshot: Track contacts pertaining to all other parties, including attorneys on the opposing counselTrialWorks screenshot: View records for every contact relating to a case within a matter of clicks TrialWorks screenshot: Generate documents from templatesIntro & Dashboard

TrialWorks reviews

Value for money
Features
Ease of use
Customer support
  4.2
  4.3
  4.2
  4.4
Anonymous

Easy to use and designed well

Used daily for 2+ years
Reviewed 2019-04-05
Review Source: Capterra

Overall we are all happy with TW.

Pros
Tons of options and tabs. There's a lot more you can do on TW than I even know about.

Cons
I wish some search and upload functions were easier.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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David Grimmett

Good for Litigators

Used daily for 2+ years
Reviewed 2017-02-10
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Deborah Corbett

Best legal software ever!

Used daily for 2+ years
Reviewed 2020-02-04
Review Source: Capterra

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.

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

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kenneth Halpern

Overall good program and great company

Reviewed 2017-02-03
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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David Rapoport

Trialworks: What else do you need?

Used daily for 2+ years
Reviewed 2017-02-10
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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TrialWorks pricing

Starting from
$495
Pricing options
Free
Free trial
Subscription
View Pricing Plans

Demo and full pricing quote available upon request.

TrialWorks features

Activity Dashboard
Calendar Management
Case Management
Document Management
Document Templates
Reporting & Statistics
Search Functionality
Task Management
Time & Expense Tracking

API (38 other apps)
Automatic Notifications (32 other apps)
Billing & Invoicing (36 other apps)
Contact Management (26 other apps)
Custom Fields (27 other apps)
Document Storage (46 other apps)
Invoice Management (28 other apps)
Reminders (38 other apps)
SSL Security (26 other apps)
Third Party Integration (31 other apps)
Workflow Management (30 other apps)

Videos and tutorials

Additional information for TrialWorks

Key features of TrialWorks

  • Case notes
  • Conflict management
  • Docket management
  • Discovery management
  • Communication tracking
  • Time tracking
  • Reminders
  • Discovery management
  • OCR
  • Case defined timekeepers
  • Conflict management
  • Multi-office
  • Reminders
  • Rules-based scheduling
  • Staff calendar
  • Negotiations management
  • Outlook plugin
  • Centralized calendar
  • Document import
  • Document generation
  • Email tracking
  • Expense tracking
  • Document text search
  • HIPAA compliant hosting
  • Android & iOS apps
  • Multi-office
  • Records management
  • TrialWorks Search Server
  • Dashboard-based UI
  • Time tracking
  • Case (law) management
  • Settlement calculator
  • Reporting capabilities
  • Database conversion
  • Billable hours tracking
  • Document management
  • Task management
  • Client management
View All Features

Benefits

Designed specifically for litigation attorneys and law firms of every size, TrialWorks provides case management software available as a privately cloud-hosted solution for centralized online access.

Allow all staff to control office operations with the promise of an intuitive tab-based dashboard UI for managing case matters, accessible from any web-enabled device.

Features follow a case from initial intake, bringing together contact and document management, assembly, email and communications tracking plus automated calendar scheduling.

TrialWorks Search Server adds powerful, scalable search capabilities for querying a TrialWorks database, supporting the fast finding of documents and text within PDFs, emails, etc.

Smartphone apps for Android and iOS devices ensure native mobile access with tools for viewing case chronologies, reviewing deadlines and court dates, adding notes, uploading documents and more.