TrialWorks

TrialWorks

4.5 / 5 58 reviews

Who Uses This Software?

Litigation Practice


Average Ratings

58 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $1,500.00/one-time/user
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • TrialWorks
  • www.trialworks.com
  • Founded 1998
  • United States

About This Software

TrialWorks Case Management Software brings organization and efficiency to firms of all sizes. Designed for a litigation practice, TrialWorks helps firms take a client from intake to Trial. The entire file in one place. Automate document assembly, calendaring/docketing, email tracking, billable hours and accounting into a centralized location. Take your office to the rest of the world. Access your case information through our cloud services. Software and IT support, all for a fixed monthly cost.


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TrialWorks Features

  • Billing Management
  • Calendar Management
  • Case Notes
  • Client Management
  • Communication Tracking
  • Conflict Management
  • Corporations
  • Court Management
  • Discovery Management
  • Docket Management
  • Document Management
  • Expense Tracking
  • Government
  • Law Firms
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting
  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Tagging
  • Full Text Search
  • Version Control

TrialWorks Reviews

Very Bumpy Implementation

May 02, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: TrialWorks is the most comprehensive case management software on the market today. They have a feature for just about every legal task you can imagine. Their support team does a good job trying to resolve questions as quickly as possible. TrialWorks can be a huge time saver, if you know how to use it and enter the right information in the right places. Mastering this software takes true skill because there are countless features. We really appreciated the support our trainer provided; he really went out of his way to help us learn the software and the basic tools we would need everyday.

Cons: Implementation was very rough for our firm. There were a lot of computer program defaults that needed to be reset in order for the software to run and display properly (things that were not communicated clearly prior to our launch.) Also, we were not aware of just how contacts-driven TrialWorks is at the time of our launch. We launched with no contacts loaded in the system and then spent several weeks backpedaling and scrambling to enter contacts just so we could use the basic TrialWorks features. We launched at the end of February; it is now May and things are finally just starting to settle into place with TrialWorks. 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. Our goal as a firm is to eventually reach a point where we can SAVE time by using TrialWorks.

Great potential, but needs some work

Feb 13, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Comments: I believe TrialWorks has great potential, but there are a number of kinks that really need to be cleaned up. The report feature is great, but the problem is that a number of the reports don't work. 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. Notably, in Outlook, you can block off a week at a time. There are inconsistencies throughout the different tabs and File-it. In some instances "more links" goes into "additional" and vice versa. There are a number of other issues that we would love to see addressed.

Good for Litigators

Feb 10, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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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.

Overall: 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!

Recommendations to other buyers: I am very computer literate as I have built my own computers, programs macros, and generally handle the IT needs for my firm. It took me approximately 6-12 months to figure out all of the more advanced capabilities of the program. If you decide to purchase it, try to utilize the training as much as possible or you will not realize the full potential.

Trialworks: What else do you need?

Feb 10, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: 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.

TRIALWORKS is GREAT

Feb 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: There are constantly changing to keep the system running smoothly with all the requirements changes within the internet.

Overall: We have been a customer of TRIALWORKS almost from the inception of this company. We have always received the best customer service and updated on a regular basis.

Amazing Case Management Program

Feb 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: We are really have been impressed with all the bells and whistles of this program. We are currently waiting on going live with TWs and will be next week.

Customer support has been beyond amazing!! They are within a call and answer all of my questions.

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

Only one issue

Feb 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to use and reliable. I also like the up to date programs on the desk top

Cons: There are some features that would be helpful. One feature would be calculation of future worker comp benefits such as offered on Workerscomputation.com. Another problem is that when I get emails with a link to another page or document, the links don't work once the emails are taken out of outlook and saved to the file.

Overall: I have had occasions where Trial Works was not functioning after 5:00 pm or on the weekends. These coverage for these types of problems are very slow.

Puts organization of your cases at your fingertips

Feb 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: An excellent tool. It turned my personal injury practice into an organizational machine. Everything has a place and if used properly can give you instant access to critical information at a glance. Great for the supervising attorney because it takes only minutes to review what is going on with each file. Highly recommend.

Trial Works works

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The ease of filing scanned documents

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

Overall: I find the system to be tailor made for my practice. All aspects of my firm's cases are accounted for. The service by TW is friendly, prompt and outstanding.
Trial works allows my office to run smoothly and allows me to have the clients' files at my fingertips for Trial and everything else.

Recommendations to other buyers: Maybe add color to caregories to break up different areas of file

Great Case Mgmt system for Solo Practitioner

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: My staff can get so much done by utilizing the forms I set up rather than reinventing the wheel every time. The Contacts section saves all of us time.

Overall: I am a solo practitioner. I have 30 years of experience in the area of Plaintiff Personal Injury litigation. Trial Works gives me everything I need to streamline my handling of files from the initial case evaluation through trial. I can access all my client files through remote access from anywhere. I work from home, the lake cabin, and have even logged in from a ice house! It truly helps me be efficient and in touch with my practice.

overall an excellent program

Feb 03, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use. Ability to file emails.

Cons: The fact that I cannot get rid of some tabs. Also the pleadings tab and legal tab are not entirely correct in terms of what documents can be generated. I would also like an easier way to scan documents into the system.

Overall: Overall, it is a great program that really helps keep my practice moving. The customer support is excellent and they are always there when I need them.

Great product!

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Trial Works makes help my practice be more efficient. 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.

Plaintiff's attorney using product for 16 years

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have been very satisfied with Trialworks and the support. Trialworks allows my firm to quickly access and record information on a client's file.

Happy long time user

Feb 03, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Data compilation, email and calendar integration

Cons: Some glitches as expected, help menu could be improved

Overall: I have been Trialworks user since the late 1990's. We started using it at my old law firm and I purchased it for my current firm in 2006. I would not practice without it. It's a great program which makes our practice efficient.

Practice changing, wonderful, and powerful TrialWorks.

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The dependability and ease of use is remarkable. 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. Five years into it we are still learning new tricks, new wonderful shortcuts .... and the only limiter is ourselves. We simply love TrialWorks!

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.

Overall: I was introduced to TrialWorks at a 360 Advocacy conference in Denver. I sensed in a heartbeat, this was precisely what I had been looking for to assist in evolution into the Cloud and law practice future. It is the singularly best technology move we have made in all years of practice. I have recommended this case management system to many colleagues since then, and continue with a heartfelt and comfortable enthusiasm to this date. MEGA Team at TrialWorks, there to assist whenever something is needed, and excellent growth tutorial blasts from them along the way. Simply outstanding!

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

Makes Life Easier

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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!

Review of Trialworks

Feb 03, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: A lot of different functions

Cons: I have difficulty searching for things.

Overall: Trialworks has a lot of different functions that are helpful in my law practice. There are so many options and possibilities, that I have not even begun to really learn everything that Trialworks can do.

Recommendations to other buyers: No

Great Tech Support!

Feb 03, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It is easy to use and easy to learn. The workers' comp feature that was added this year is very helpful. Tech support!

Cons: The application for phone and tablets.

Overall: Overall TrialWorks has been a great help to our firm. We are able to keep clients' files better organized and easily accessible. I am disappointed in the App, I hope this gets fixed/improved in the future because it could be really beneficial. The Tech support is outstanding! With the issues we have had, it takes just a few minutes for the support to fix. This is probably TW best feature!

Recommendations to other buyers: They need to focus on improving the app. IF the app was easier to use and you were able to access emails that had been filed in TW, this software would be the top seller I am sure.

TrialWorks Works

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: User friendly.

Cons: Some functions are not explained well in the manual and require a phone call to support.

Overall: I've been using TrialWorks for approximately 10 years. I tried other legal software and found it either too limiting or not very user friendly. TrialWorks is extremely powerful and can be adapted to most types of law. It is extremely user friendly and took my staff no time in picking it up.

Recommendations to other buyers: No.

Best Value for Money in the Market

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Templates

Cons: About 1x per week when I go to contacts I have to go and "Reset Grid Layouts" because the columns are spread 20 inches apart from eachother. This is a waste of time for me and my entire staff to do over and over again. Time is money in my business. This is an easy software glitch that has not been addressed and I have personally complained about this as I am sure many others have as well.

The other complaint is that there is no option in the template to create a pulldown or to list options for people to chose from, it is either an "Insert" or "Fill in the Blank." I used to use SAGA at my old firm and the templates had tons of pulldowns. This would enable us to create "Bill of Particulars" using Trialworks instead of doing it manually. Effectively making us more productive and saving time. Remember time is money.

Overall: I wish I would have integrated trial works much earlier. It makes things so much easier. We have developed many different types of templates and this has improved productivity for everyone. Anyone not using Trialworks should start now!

Recommendations to other buyers: Learn the system. Ask questions. Create lots of templates.

A+ for Functionality

Feb 01, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ability to interface with multiple programs
Easy to use
Most fields can be customized to meet firm specific needs
Templating options.

Cons: Bookmarking can be difficult

Overall: Overall a great experience with the software and customer service. User friendly and easily adaptable to meet the needs of any firm.

Trialworks in a personal injury firm

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: ease of use

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

Overall: We have used trialworks for a decade or so, and continue to be pleased. The system is easy to learn and saves a lot of time and money. Medical records can be requested and follow up maintained easily. Documents are created with templates in seconds. Calendaring works well with Microsoft products (outlook, Word). Negotiations are sped up with a calculator that allows you to quickly calculate the client's net and the attorney fees. Reports help you keep up to date as well as making sure your staff is doing what they are supposed to do. We would purchase again.

The best Case Management program

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've been using Trialworks for some 25 years, ever since I shopped all of the available case management programs. It is, by far, the most straightforward, user-friendly and efficient one in the market place. Your staff will transition to it within a day; you'll never look back.

Michael from New York

Jan 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I have had Trialworks for several years and I would recommend it to other personal injury and medical malpractice law firms. They are constantly revising and improving their software to incorporate user suggestions. I love the remote feature of this software which gives me access 24/7 from any internet accessible location.

Meh - Until I find something better.

Jan 31, 2017
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: My assistant is willing to rely on it.

Cons: Too difficult to use.

Overall: I started using Trialworks at my former firm, and never really took to it. However, when I went out on my own I took my assistant with me, and it is the only practice management system she knows, so we kept it.

I have, with little success, tried to warm up to the system. It is very unintuitive. Most of the fields are impossible to use or understand. The resources for training are sparse and hard to access. I have tried to find an alternative produce which my assistant would be willing to use and have yet to find it. I suppose, if one understands how to make the product work, it could be very helpful. But it is too stark and too difficult to simply see and use, and it has the appearance of something created for Windows 3.1.

Recommendations to other buyers: Make it more intuitive.

Happy with Trialworks

Jan 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Customer service has been fabulous. Particularly our rep who has been so prompt and extraordinarily helpful to me when issues have arisen

Superlative software

Jan 31, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The power. You have everything within a couple clicks. I have set up about 1500 templates that cut administrative time significantly. The Dashboard is phenomenal. I can look at key factors of my business, including cost containment, important dates at a glance. 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.

Overall: I have been using Trialworks ever since it was a DOS program. While there are many other software companies out there, I have never found them to be as powerful and useful as Trialworks. It is very adaptable to my Social Security practice. But it was vital when I had a Personal Injury practice and also a workers compensation practice. The key is to get it set up correctly and then use it as intended. Support for Trialworks is very good. The renewal of the licenses is significantly less than other software. I also appreciate the innovation of the staff at Trialworks to keep it a much better product than it's competitors.

Recommendations to other buyers: 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.

Office Manager

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Very easy to use

Cons: DON'T RECALL ANY

Overall: The most easiest program to run the office . The way it generates the reports and includes all necessary tools such as docket assignment, time keeping, calendar and much more .
If there is any company out where looking for perfect program for their office believe me this is it !!! What a tech support in the minute they access to you computer and resolve any problem from simply stupid one to reinstalling the program if its necessary

Feature rich. Adaptable. But hard to customize.

Jan 31, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: We have changed from a single specialty practice to a multi-specialty firm and have had some problems trying to make Trialworks fit all the different practice group needs. It still serves us better than other programs we looked at.

Everything in one place

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been working with TW for over 8-yrs after switching from another case management software. It was the best move we could have made. It works seamless across different practice areas and ensures that everyone has a solid case management system. Each new update provides more and more functionality and incorporates into other day-to-day programs that also make for an efficient workday.

Trialworks Does What It Needs to do

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to use

Cons: There is no workflow with attached documentation.
There is no way to code doctors names and details in a document.

Overall: Overall it is a very good product. 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. This would have to be done in the code and would greatly help personal injury firms do the medical specials letters/demands. There is no way to code the doctors information in a document at this time.

Training Issues

Jan 31, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Very useful in managing Case load

Cons: Training costs extra

Overall: Wish you would do some video tutorials. I feel that it is a little unfair to charge a paying customer for training, or you should at least offer a certain amount of training free each year.

Recommendations to other buyers: Video Tutorials would be very helpful!!

SKG review

Jan 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: User friendly

Cons: Cannot delete categories

Overall: Serves the purpose for our firm. The program does not allow users to delete certain categories and notes no longer needed. Further, it does not allow users to correct mistakes with File It.

Recommendations to other buyers: None

Love the Product

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been using TW's for over 5 years now and it is the tool we depend on. If anyone is looking for case management software we highly recommend Trialworks!

AMC

Indispensable

Jan 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use.

Cons: Very rarely, the system goes down. I don't think it happens more than once or twice a year, and for very short periods. I do worry that-someday- it will go down on me when I absolutely must use it, such as for a court appearance or such.

Overall: I have been using for trial works for at least 13 years. [The firm went from three users to one, due to firm downsizing, not dissatisfaction]. I could not imagine my professional life without TW. It keeps me organized, saves a lot of time, and is easy to learn even for a technophobe such as myself. Whenever I have any problem at all -usually due to my own ignorance - it is solved by a TW team member quickly and efficiently.

Recommendations to other buyers: No.

One of the Easiest CaseManagement Programs out there

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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.

One of the best products for large volume firm.

Jan 31, 2017
4/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: We have used TW for 10 years for our high-volume injury practice. It is good at handling and organizing files for easy use among staff. We like that it uses the MS Office as its email and word processing integration. In terms of improvements, TW suffers from what many successful products have gone through, but has been slow or unable to modify its main platform to become current. As such, it is at risk of becoming weighted down by its own features, which are not modifiable by end users like many of the newer products. Thus, tabs have many unused components, pick lists, and check boxes, which simply clutter the screen. It would be nice to have a robust web-based product, with customizeable screens, tabs, views, etc.

TrialWorks Keeps Our Firm Together

Jan 31, 2017
5/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: Using TrialWorks for a small firm enables all employees to access all of our data at once from anywhere in the world. It affords us flexibility and we are still learning all of its great features.

TrialWorks Review

Jan 31, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: The file management system is the best set up. The report generating is good but can be improved. Technical support is good; but getting user support can be a little challenging sometimes.

Two thumbs up for TrialWorks

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
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Pros: Having the whole firm (8 lawyers and 12 support staff) gain the ability to access files has helped us become more efficient and productive. Our intakes are more accessible. We can track expenses, negotiations, docket reminders, keep diary notes, etc.

Cons: I have nothing negative to say about TrialWorks.

Overall: I am a partner in a law firm with 8 attorneys. For several years, I was the only attorney in my firm who used TrialWorks, based on the recommendation of my brother who practices in a separate firm. However, last year our whole firm came on board with TrialWorks and we are much more productive now than before. I love that all our intakes across the entire firm are centrally stored and accessible. The training we received on site by TrialWorks was spectacular, the trainers were patient in answering all our questions and getting us up to speed. I highly recommend TrialWorks. Its features allow users to do so many things that increase productivity and efficiency.

Recommendations to other buyers: Take advantage of the training offered in order to gain full advantage of the software.

Excellent Case Management Tool

Jan 31, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: User friendly

Cons: Sometimes, I get lost trying to search for records. Purely, a need for training on my part.

Overall: Our Legal Department uses TrialWorks to stay on top of our many litigation cases. I find TrialWorks a breeze to use in locating records pertaining to each case. Our paralegals are able to scan the records right into TrialWorks. As the Office Administrator, many times I have to search for cases and/or the attorneys assigned to the cases. TrialWorks makes the search easy as well as opening files and printing them, as needed.

Recommendations to other buyers: It is an excellent tool. I appreciate the weekly TrialWorks tips I receive in my emails.

TrialWORKS does WORK well with our office

Jan 31, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It being user friendly is what I like the most about this software. 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.

Overall: Our firm has used TrialWorks for over 15 years! It has been a great case management system for our firm. We have grown together with the software as our needs continue to grow and evolve. Our experience with TrialWorks has been a very positive one and I would highly recommend this product to both small and large firms.

Recommendations to other buyers: 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.

Applauding Trialworks Case Management

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: it is very user friendly and permits us to use add and use our own documents

Cons: i do not have a negative thing to say

Overall: I have been using trialworks for almost 20 years. I believe I was one of the first of New York attorneys to use the product. It transformed the way our office has been able to manage our caseload. Additionally, the support is first rate in both its timeliness and effectiveness.

Reliability is the key...

Jan 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Reliability, ease of use and app

Cons: Customization limitations

Overall: I am an independent contractor, and as such, it was difficult to switch from product to product to support the needs of my company's varied clientele. That's where TrialWorks stepped in and provided a solution, one which our clients have welcomed as compared to their previous onsite solutions. TrialWorks has provided solutions to over 90% of each client's need. The common request from each was to implement a program which provided reliability, as well as ease of use. Our investment in the hosted solution has thrilled our clients and made my job easier.

Awesome organizational tool!

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I am a solo practitioner that works without a support staff. The features of TrialWorks allow me to be super efficient and produce a quality work product. TrialWorks makes it easy to maintain an electronic file of all documents, correspondence, emails, etc. It allows me to search for--and find--file materials quickly. The support staff is second to none--they are courteous, knowledgeable, and value my time.

Great Start!

Jan 31, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: The flexibility and options to cater to your particular area of law.

Cons: I don't have any yet.

Overall: Customer support of TrialWorks has been excellent from the very start. I completed an online request for more information and within minutes.She was emailing me information and calling to set up a time to explore the software. She was very informative and had answers for every question we had. She wasn't pushy in any way but was very confident in the product and kept in touch over the next few months until a final decision was made. We are in the process of transition and haven't started using the product but we have been impressed thus far. Look forward to working with TrialWorks.

Recommendations to other buyers: Know what you want and explore the options provided by TrialWorks.

Excellent Functionalty and Software

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use and excellent organization.

Cons: None

Overall: I started using trialworks a little over two years ago. I tried many different trial software programs before I committed to trialworks . I have never regretted my decision. The ease of use as well as excellent customer service make this software an asset to my firm.

Recommendations to other buyers: Worth the cost unlike some other legal software programs.

Couldn't get along without it!

Jan 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Organization and search capabilities.

Cons: It's a little "clunky" at first.

Overall: I started a new law firm in 2014. Having never used a case management software tool, I was astounded by what Trialworks could do for us! Everyone at Trialworks has been helpful and attentive since Day One. I highly recommend to anyone who desires an organized, paperless office.

Recommendations to other buyers: Take advantage of the customizations Trialworks offers.

Long-time Trialworks user

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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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.

Overall: As the title states, I am a long-time TW user ... almost 14 years to be exact. I have seen many, many upgrades and additions. As a prior SAGA user, initially I felt that TW was lacking in some areas. I am happy to say that over the course of time, TW has been greatly enhanced. There are so many features that are beneficial and time-saving. As a personal injury law firm, TW tracks many important deadlines; keeps our firm efficient and organized. New employees seem to pick up the program with ease, so it is extremely user-friendly. I would not hesitate to recommend TW to any firm considering a strong case management system.

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

Good Software

Jan 31, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Organization of multiple documents.

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

Overall: 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.

Great Software !!

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Have been working with TrialWorks for a few years now and it is a user-friendly software. Each section can be tailored to your own office environment. Great note keeping system! Train your office to streamline their workflow and TrialWorks is even more efficient. We run our multi-speciality practice through this software!

Important part of my practice

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use, reliability, quick support

Cons: Hard to identify a con

Overall: I think Trialworks is a great case management software for personal injury firms. It really saves a lot of time and energy and is a great support for my practice.

PI FIRM Converted to TW

Jan 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: It has been a learning curve, but the program is easy to understand. We find new things everyday, and the weekly tips are always handy!

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

A valuable part of our practice

Dec 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been using Trialworks for over 15 years. We started when we were just a 3 person office and now we have grown to over 20. Trialworks has grown with us and is a great way to communicate in our office, manage our case load and keep organized. Most importantly, the support staff is awesome. Don't know what I would do without it.

Case Management Attorney

Jul 14, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: What I like best about TW is its flexibility to integrate seamlessly with other applications such as Word, Excel and Outlook. It has strong report-writing capabilities, and allows you to leverage Excel and Word to create dynamic reports that are fully customizable. This has made the data that we are collecting on a daily basis to be very useful for both paralegals and attorneys. 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.

Overall: 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.

Recommendations to other buyers: 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.

Vendor Response

by TrialWorks on July 14, 2016

Good Advice Diane. Thank you!

Trialworks Solved our Case Management Problems

Jul 11, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: We tried demos of 9 different case management software programs from 2000 to 2004 and finally found Trialworks. The team at Trialworks was very responsive to our needs and concerns. We started using Trialworks in June 2004 and have never looked back. Their team is responsive to suggestions for improvements and concerns about problems. We highly recommend Trialworks.

The Most Comprehensive Case Management System Around

Jun 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
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Pros: Like most firms, we have a few business partners that make our practice tick. TrialWorks is at the top of that list. We didn't buy a case management system when we bought TrialWorks. We entered into a long term partnership with a team that is there to help us run an efficient law office.

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

Overall: Our firm began using TrialWorks just over seven years ago. We had never utilized a case management system before, so this was a big change for our office. Our transition to a paperless environment was slow at first, but TrialWorks gave us the flexibility to use as little or as much of its functionality as we wanted. What was great about the program was that we were able to move our entire practice¿really, everything we do on a daily basis¿to this new software at our own pace and still feel like it was instantly a good investment.

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.

We begin everything for a case in TW: email, pleadings, correspondence, you name it. We have templates for everything through TW. So my form discovery is all in TW and when I need to pull it together, I just hit ¿Create New¿ and it populates it with the defendants¿ names, etc. We keep all of our contacts in TW and can even attach CVs to a contact entry.

TW integrates with QuickBooks, so we can see exactly how much money we have in a case or all of our cases. There are negotiation and settlement calculators as well.

All of our depos are stored in TW. There is a screen for liens, so we can keep track of the liens in a case also.

Another great feature is the reporting ability. We can assign statuses to our cases and run a million different reports.

We also manage all of our new case intake in TW.

And while the software itself is powerful, flexible and intuitive, the support of the TrialWorks team is what gives us the utmost confidence that this was the right choice for us. They consistently help us learn new ways to utilize the software, they are constantly upgrading the program¿often times with changes that we or other attorneys have suggested¿and they are always there to answer even the most mundane questions. Simply put, they listen to their clients and respond to their clients' needs.

With the app I can pull up any document, email, contact, etc. on my iPhone or iPad. There is an Android app as well.

TW also offers a hosted solution: everything is in the cloud. With that option they provide you with Office 2013, QuickBooks, and other software you might use in your practice. They basically take care of all of you networking.

Recommendations to other buyers: 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.

Attorney

Sep 14, 2010
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: In preparation for our recent equity shareholders meeting, we ran quarterly reports addressing billable hours and dollars generated. We noticed a sharp increase in both, approximately 15%, beginning the month that we implemented TrialWorks firm wide. This type of drastic increase in productivity was quite unusual as our growth has historically been gradual. Based upon this phenomenon, we investigated further and were able to isolate our use of TrialWorks as the main factor. Simply put, our attorneys/secretary teams had become more efficient. Less time was being spent dealing with non-billable situations as TrialWorks removed those obstacles preventing maximization of time.

Cons: We had issues with some of our customizations. They were addressed and delivered shortly after our initial implementation.

Overall: Our attorneys/secretary teams had become more efficient as a result of our use of TrialWorks.