TrialWorks Features

TrialWorks

Legal case & document management for litigation practices

4.36/5 (80 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
  • 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

Competitor Feature Comparison

Activity Dashboard
Application Integration
Automated Scheduling
Billable Hours Tracking
Calendar Management
Case Management
Client Management
Data Import
Database Conversion
Document Management
Document Review
Document Templates
Email Tracking
Expense Tracking
Full Text Search
HIPAA Compliance
Mobile Integration
Multi-Location
Records Management
Reporting & Statistics
Search Functionality
Task Management
Time & Expense Tracking
Workflow Management
Learn moreCompare App
Activity Dashboard
Application Integration
Automated Scheduling
Billable Hours Tracking
Calendar Management
Case Management
Client Management
Data Import
Database Conversion
Document Management
Document Review
Document Templates
Email Tracking
Expense Tracking
Full Text Search
HIPAA Compliance
Mobile Integration
Multi-Location
Records Management
Reporting & Statistics
Search Functionality
Task Management
Time & Expense Tracking
Workflow Management
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Activity Dashboard
Application Integration
Automated Scheduling
Billable Hours Tracking
Calendar Management
Case Management
Client Management
Data Import
Database Conversion
Document Management
Document Review
Document Templates
Email Tracking
Expense Tracking
Full Text Search
HIPAA Compliance
Mobile Integration
Multi-Location
Records Management
Reporting & Statistics
Search Functionality
Task Management
Time & Expense Tracking
Workflow Management
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Mobile apps

iOS App


2 reviews

See all iPhone Apps

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:

Erin Myers

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 Maurer

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
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
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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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
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
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
Christopher Nace

The Most Comprehensive Case Management System Around

2016-06-15

We had never utilized a case management system before, so this was a big change for our office.

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
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
Dalia Huddleston

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
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 workflow with attached documentation.

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
Read more
AAron Cohen

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
David Rapoport

Trialworks: What else do you need?

2017-02-10

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.

Pros

Also, the Reminders and Tickler system is a lifesaver.

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
Laura Teets

Very Bumpy Implementation

2017-05-02

Pros

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

Cons

Also, we were not aware of just how contacts-driven TrialWorks is at the time of our launch.

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
David Golomb

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
Ricky Garcia

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. I would like to see a move to a web-based platform that will make it available online without the need for cloud services.

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
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
Read more
Nathaniel Fick

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
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
Bill Austill

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
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
Read more
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
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
Christina Trott

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
Terry Carey

Trialworks in a personal injury firm

2017-01-31

Documents are created with templates in seconds. 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