TrialWorks Features

TrialWorks

Legal case & document management for litigation practices

4.35/5 (82 reviews)

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Access Controls/Permissions
Accounting
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
Automatic Billing
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
Built-in Accounting
CRM
Calendar Management
Case Management
Case Notes
Client Management
Collaboration Tools
Compliance Management
Compliance Tracking
Conflict Management
Contract/License Management
Cross Ledger Posting
Customer Statements
Customizable Reports
Data Import/Export
Docket Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Email Management
Expense Tracking
Fee Calculation & Posting
File Management
File Sharing
For Legal Professionals
Full Text Search
Invoice Management
Legal Case Management
Microsoft Outlook Integration
Receipt Management
Records Management
Reminders
Reporting & Statistics
Search/Filter
Secure Data Storage
Task Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
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Access Controls/Permissions
Accounting
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
Automatic Billing
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
Built-in Accounting
CRM
Calendar Management
Case Management
Case Notes
Client Management
Collaboration Tools
Compliance Management
Compliance Tracking
Conflict Management
Contract/License Management
Cross Ledger Posting
Customer Statements
Customizable Reports
Data Import/Export
Docket Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Email Management
Expense Tracking
Fee Calculation & Posting
File Management
File Sharing
For Legal Professionals
Full Text Search
Invoice Management
Legal Case Management
Microsoft Outlook Integration
Receipt Management
Records Management
Reminders
Reporting & Statistics
Search/Filter
Secure Data Storage
Task Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Trust Accounting
Version Control
Workflow Management
Visit WebsiteCompare App
Access Controls/Permissions
Accounting
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
Automatic Billing
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
Built-in Accounting
CRM
Calendar Management
Case Management
Case Notes
Client Management
Collaboration Tools
Compliance Management
Compliance Tracking
Conflict Management
Contract/License Management
Cross Ledger Posting
Customer Statements
Customizable Reports
Data Import/Export
Docket Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Email Management
Expense Tracking
Fee Calculation & Posting
File Management
File Sharing
For Legal Professionals
Full Text Search
Invoice Management
Legal Case Management
Microsoft Outlook Integration
Receipt Management
Records Management
Reminders
Reporting & Statistics
Search/Filter
Secure Data Storage
Task Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Trust Accounting
Version Control
Workflow Management
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Mobile apps

iOS App


2 reviews

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

Android App


0 reviews

TrialWorks Feature Reviews

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

Erin M.

Functional and simple, yet lacks advanced features

2019-07-08

The only drawback is the lack of a good solution for managing document intensive cases.

Pros

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from TrialWorks


Eryn, thank you for taking the time to review TrialWorks. Many of our firms have relied on the document management feature of TrialWorks, but we understand the desire to have integrated products when dealing with significant document cases. We have integrations with both Summation for ediscovery and iManage for document management. We will continue to evaluate additional document management integrations, and we hope you will take a look at our current product videos at www.trialworks.com/support.

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Michael M.

Great Product & Excellent Customer Service!

2017-01-31

We tried a number of different case management solutions before choosing Trial Works and are glad we did.

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
Read more
Victoria E.

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
Nicholas J.N. S.

Trial Works is a Simple to Use Case Management Software

2020-10-12

Trial Works was a decent case management software previously utilized by my firm.

Pros

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

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Lorin Q.

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
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
Simone F.

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
AAron C.

Love the Product

2017-01-31

If anyone is looking for case management software we highly recommend Trialworks!

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Chris W.

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 L.

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
Christopher N.

The Most Comprehensive Case Management System Around

2016-06-15

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
Read more
Ricky G.

TrialWORKS does WORK well with our office

2017-01-31

It has been a great case management system for our firm.

Pros

Over the years, training and implementing this software to new hires has been extremely easy.

Cons

The one thing I like least is that it is still on Microsoft Access platform.

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

Since the introduction and enforcement of E-filing across the U.S. , I would like to see a "E-file" tab that streamlines E-filing and keeps all documents that were filed of E-fileing for a case in one place.

Source: Capterra
Helpful?   Yes   No
Read more
Dalia H.

TrialWorks Review

2017-01-31

The file management system is the best set up.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Diane D.

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. Customer support has been outstanding from the sales process through implementation through support ... we've never been left waiting for answers.

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

Sometimes it feels like we have to input data multiple times, which can feel duplicative. 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. Similarly, if I'm entering certain critical dates through the Docket Tab, I have to make sure they are entered first through Important Dates rather than through the Docket Tab; otherwise, I have to enter them again.

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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David G.

The best Case Management program

2017-01-31

I've been using Trialworks for some 25 years, ever since I shopped all of the available case management programs.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Harry S.

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
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
Nathaniel F.

Practice changing, wonderful, and powerful TrialWorks.

2017-02-03

I have recommended this case management system to many colleagues since then, and continue with a heartfelt and comfortable enthusiasm to this date.

Pros

The breadth, depth, appreciation of what it takes to manage and drive a case smoothly over months into years, with many folks to communicate, many things to accomplish correctly and on time, and that same appreciation for the critical reality that time is finite, makes this case management stand well above all others we reviewed.

Cons

That we underutilize the system, simply due to having other things occupying our lives .... like balance, and home life, and other things TrialWorks does not do .... making good coffee, as just one example.

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

Accelerate ..... into any decision to overcome any indecision buffeting .... and JUST DO IT! TrialWorks is a dream .... and, our firm's warm reality.

Source: Capterra
Helpful?   Yes   No
Read more
Laura T.

Very Bumpy Implementation

2017-05-02

Pros

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

Cons

There are so many features we still need to explore, but we are finally at a point where we are not losing time completing daily tasks in 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
Bill A.

Trialworks Solved our Case Management Problems

2016-07-11

We tried demos of 9 different case management software programs from 2000 to 2004 and finally found Trialworks.

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
Kathleen B.

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
Anonymous
(Higher Education company, 51-200 employees)

Powerful Tool; Seamless Integration

2020-05-25

TrialWorks enables us to organize and manage our cases in a systematic fashion, while also customizing each case's layout as needed.

Pros

One of the most important features for us is recording emails relating to a case. It is SO easy to file email correspondence into TrialWorks.

Cons

If I had to change anything, however, I would make the Billing section/tool more user-friendly.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David R.

Trialworks: What else do you need?

2017-02-10

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.

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
Read more
Christina T.

Amazing Case Management Program

2017-02-10

TWs was not on our radar for case management system but after our schedule demonstration we were all impressed.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cassie D.

Makes Life Easier

2017-02-03

TW makes organizing our client files so much easier as well as gives quick and easy access to all client information which is super important when dealing with a larger case load!

Rating breakdown

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