TrialWorks Features List

TrialWorks

Legal case & document management for litigation practices

4.46/5 (72 reviews)

TrialWorks Feature Summary

  • 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
  • Centralized calendar
  • Client management
  • Document management
  • Expense tracking
  • Records management
  • Task management
  • Time tracking
  • Android & iOS apps
  • Case (law) management
  • Email tracking
  • Document generation
  • Reporting capabilities
  • Document import
  • HIPAA compliant hosting
  • Database conversion
  • Dashboard-based UI
  • Settlement calculator
  • Billable hours tracking
  • Outlook plugin
  • TrialWorks Search Server
  • Document text search
  • Negotiations management
  • Multi-office

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Microsoft Outlook Integration (16 other apps)
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Search Functionality (18 other apps)
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Time Tracking by Client (19 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


15 reviews

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Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

TrialWorks Feature Reviews

25 reviewers had the following to say about TrialWorks's features:

Michael Maurer

Great Product & Excellent Customer Service!

2017-01-31

It is feature rich, customizable, and powerful.

Pros

powerful, feature rich, and customizable

Cons

could be a little easier on the eyes, organizing-rearranging documents within tabs could be easier

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering TrialWorks

excellent product and customer service

Source: Capterra
Helpful?   Yes   No
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Denise Abruzzese

Trialworks Does What It Needs to do

2017-01-31

I would like to see a workflow with documents generated automatically attached to the workflow and I would like to see a way to have a document generate doctors names and dates of service and billing amount automatically.

Pros

Easy to use

Cons

There is no way to code doctors names and details in a document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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David Rapoport

Trialworks: What else do you need?

2017-02-10

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.

Pros

The ease of retrieving information and putting information into the interface via Outlook, scanning, etc.

Cons

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Terry Carey

Trialworks in a personal injury firm

2017-01-31

Calendaring works well with Microsoft products (outlook, Word).

Pros

ease of use

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Diana Insignares

PI FIRM Converted to TW

2017-01-31

It has been a learning curve, but the program is easy to understand.

Pros

The pros are that it is easy to understand.

Cons

The problem is, it should automatically prompt us within a certain amount of time if certain documents have not been received.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering TrialWorks

Training is always a must. There is so much more the program can do, that we have not learned.

Source: Capterra
Helpful?   Yes   No
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Christopher Nace

The Most Comprehensive Case Management System Around

2016-06-15

TW integrates completely with Outlook. So we end up keeping our TrialWorks ¿Docket¿ and still maintain a master calendar on Outlook, along with our own personal calendars.

Pros

We didn't buy a case management system when we bought TrialWorks.

Cons

It could use a facelift so that it is "prettier" but that is basically a superficial criticism.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering TrialWorks

Unlike most web-based services, TW allows robust reporting. That is because it is SQL based. Be careful of what you can do from case to case with web-based products. Most likely you won't be able to run reports across cases.

Source: Capterra
Helpful?   Yes   No
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Harry Shevin

Trial Works works

2017-02-04

All aspects of my firm's cases are accounted for.

Pros

The ease of filing scanned documents

Cons

Need cell phone if contacts on 1st page without a second click

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering TrialWorks

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

Source: Capterra
Helpful?   Yes   No
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Diane Danois

Case Management Attorney

2016-07-14

The learning curve for this product was steep, but once the basic functionality was understood, it applied throughout the application making each step much easier.

Pros

While the day-to-day management of case information is critical, the breadth of data we now have insight into is equally critical from a business perspective.

Cons

For example, if I want to tag someone as an expert, the contact information must first appear on the Contact Tab, and then I can link it through the Expert Tab.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering TrialWorks

Prepare the infrastructure (templates, reports, categories, statuses, etc. etc.) before launching into full use of the product, so that you don't have to go backwards to correct things. Also, do as much data migration as possible before trying to learn the software. TW is much easier to learn and understand when your data is in the system. Lastly, create one or two "model" cases that users can refer to as a guide.

Source: Capterra
Helpful?   Yes   No

Response from TrialWorks


Good Advice Diane. Thank you!

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Anonymous
A verified reviewer

Powerful product if you have the time and resources to maintain it

2017-11-16

Pros

TrialWorks is an extremely powerful database that can house and store all of your case information for ready access.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Lorin Quinlan

AWESOME System

2018-04-24

Pros

Great case management software with easy to navigate interface.

Cons

No cons here, awesome sales & support people that really listen and find a solution for what you are looking for.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Alex Nocerino

Best Value for Money in the Market

2017-02-03

We have developed many different types of templates and this has improved productivity for everyone.

Pros

Templates

Cons

This would enable us to create "Bill of Particulars" using Trialworks instead of doing it manually.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering TrialWorks

Learn the system. Ask questions. Create lots of templates.

Source: Capterra
Helpful?   Yes   No
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Kathleen Barolotti

Long-time Trialworks user

2017-01-31

I would not hesitate to recommend TW to any firm considering a strong case management system.

Pros

It's convenience and ease of use.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering TrialWorks

The people are TW are easy to deal with and for the most part, pretty quick to respond to issues and queries.

Source: Capterra
Helpful?   Yes   No
Read more
Victoria Estrada

One of the Easiest CaseManagement Programs out there

2017-01-31

One of the best Case Management systems, easy to use, if you like access databases and their customer service person is very helpful. glad to have purchased it.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Simone Fulmer

Couldn't get along without it!

2017-01-31

Having never used a case management software tool, I was astounded by what Trialworks could do for us!

Pros

Organization and search capabilities.

Cons

It's a little "clunky" at first.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering TrialWorks

Take advantage of the customizations Trialworks offers.

Source: Capterra
Helpful?   Yes   No
Read more
David Parker

Superlative software

2017-01-31

It is very adaptable to my Social Security practice.

Pros

It works well with Outlook and Adobe Pro.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering TrialWorks

I would like to see a portal set up where clients can submit documentation directly into the software based upon questionnaires we email out to our clients.

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Law Practice company, 11-50 employees)

Overall a good program

2018-05-09

Pros

1. saving e-mails to cases 2. global address book 3. sending internal hyperlinks of draft documents to team members.

Cons

when you a docket enter to the calendar the program added the e-mail addresses of every team member and their initials.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura Teets

Very Bumpy Implementation

2017-05-02

Pros

TrialWorks is the most comprehensive case management software on the market today.

Cons

Our goal as a firm is to eventually reach a point where we can SAVE time by using TrialWorks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Gavin McInnis

Great potential, but needs some work

2017-02-13

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Marissa Santucci

LOVE TrialWorks!

2018-03-20

Pros

Makes my job much, much easier. It's the best legal system I've used in almost 10 years!

Cons

I do wish it were easier to email multiple documents internally at one time, rather then having to open each file to send it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Kristy Tilley

Good Software

2017-01-31

I have been using TrialWorks for over 15 years. I love the program but some things do need to be addressed as it does not work well with the latest Windows program.

Pros

Organization of multiple documents.

Cons

It does not work well with latest Windows or Microsoft Office products.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Wyant

Important part of my practice

2017-01-31

I think Trialworks is a great case management software for personal injury firms.

Pros

Ease of use, reliability, quick support

Cons

Hard to identify a con

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
D Lotz

Everything in one place

2017-01-31

We have been working with TW for over 8-yrs after switching from another case management software.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Meliha Halpern

Great product!

2017-02-03

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

A very cumbersome software that is not easily adaptable.

2018-03-25

Pros

Real time updating from across multiple computers.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Candace Dale

Great Case Mgmt system for Solo Practitioner

2017-02-03

Trial Works gives me everything I need to streamline my handling of files from the initial case evaluation through trial.

Pros

The Contacts section saves all of us time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more