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TrialWorks

3.8
(10)

TrialWorks' products, services, and solutions are designed to help law offices, government agencies, and insurance companies in managing data.

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TrialWorks Reviews

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TrialWorks review by Jody Marie H.
Jody Marie H.
Validated Reviewer
Verified Current User
Review Source

"Trialworks You Can Go Paperless"

What do you like best?

Trialworks is easy to learn, it is the only Program we use at work in our law firm.

What do you dislike?

When upgrades occur, you can lose some of your prior features, and some of the tools are not appropriate for the legal field but you can make it work

What business problems are you solving with the product? What benefits have you realized?

If documents are properly labeled, it is so easy to find what you need really quick

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TrialWorks review by User in Law Practice
User in Law Practice
Validated Reviewer
Verified Current User
Review Source

"Generally adequate software, but glitchy and disorganized"

What do you like best?

TrialWorks is relatively easily customizable. Its system of running reports is very helpful in keeping track of case inventory, and it integrates pretty well with other Microsoft software, particularly Office.

What do you dislike?

It has some clear and common glitches - it shuts down and leads to a frozen computer frequently. It is also not as user-friendly as it should be, which can cause case files and inventories to become very disorganized and difficult to manage.

What business problems are you solving with the product? What benefits have you realized?

As stated, its system of running reports is very valuable in staying on top of deadlines, and its docketing system is well integrated with Microsoft Office, which is helpful as well.

What Legal Case Management solution do you use?

Thanks for letting us know!
TrialWorks review by Ryan K.
Ryan K.
Validated Reviewer
Verified Current User
Review Source

"Powerful But Technical"

What do you like best?

The ability to generate correspondence from templates is crucial. This save us a ton of time. Also it stores all of our files in easy to reach electronic format cutting down of physical storage of files.

What do you dislike?

It is not user friendly. It takes a lot of work to customize and get it to work for our needs. It crashes and hangs more than I would like.

Recommendations to others considering the product

Understand how it works from the beginning. It can very easily get out of hand if you don't lock down the self generating fields. Figure out what you want in them and create drop downs.

What business problems are you solving with the product? What benefits have you realized?

It has saved us a lot of time with correspondence and pleadings by being able to drop in client data to templates. It gives us an easy to export client database.

TrialWorks review by Alicia L. L.
Alicia L. L.
Validated Reviewer
Review Source

"Comprehensive Case Management With A User-Friendly Interface"

What do you like best?

I first used the TrialWorks case management program in 1999 and, at the time, it was the most comprehensive program available in the area. Then, as now, I found the program to be user-friendly as the organized layout was quite similar to the set up of a physical case file. The program also makes tracking billable time and preparation of legal documents, correspondence, and other work product more efficient. As time has passed, the program has evolved as many law firms and courts have transitioned into paperless practice, and the product's availability as a mobile app expands on the user's access while away from the office desktops and laptops.

What do you dislike?

TrialWorks was the first case management program of its kind that I used. In my earlier use of the program, there were some needs that the program was not capable of meeting as certain functions were not available and it was necessary to maintain some degree of work outside of the program. Since that time, the program has evolved to the extent that it now is self-contained, remedying the need to supplement with other, alternative programs.

What business problems are you solving with the product? What benefits have you realized?

The TrialWorks program branches all aspects of case and document management purposes that I have needed in handling cases from inception through resolution. Transition through the various available functions are user-friendly and all-inclusive for my case management needs.

TrialWorks review by User in Law Practice
User in Law Practice
Validated Reviewer
Review Source

"Functional, But Not Pretty"

What do you like best?

I like the number of tabs that can be included and customized. I like that I can file emails from Outlook directly to the program and file other documents to various tabs from FileIt. I like that I can send a note from TW to colleagues to follow up on action items. Creating templates for repeat use is really nice.

What do you dislike?

The interface can be overwhelming, counterintuitive and outdated feeling. Similar information is needed in several places to create a file. The search function is frustrating and if there are misspellings, the program isn't intuitive enough to give you possible alternatives (or at least the version my office is using). When you set up your dockets, it's very hard to edit a group of docketed items. Running reports is more complicated than I feel it should be.

Recommendations to others considering the product

The function is good, but the program really doesn't feel easy to use, even more than 3 years in. If the program became "smarter", it really does the job.

What business problems are you solving with the product? What benefits have you realized?

One thing that is helpful is the statute tracker. Huge benefit in the template use for high volume practice like ours.

TrialWorks review by Administrator in Internet
Administrator in Internet
Validated Reviewer
Review Source

"TrialWorks Review"

What do you like best?

I really liked how many different tabs there were, making case management a breeze if the people that used the program actually used it correctly.

What do you dislike?

At the same time, perhaps too many tabs. I would suggest doing a sit down with different law firm managers from different parts of the law to tell TrialWorks how they would normally organize their cases. For example, there was a discovery tab and a production tracker. This is pretty much a duplicate. The idea of having a production tracker is good but Discovery is production so there might be a better way to arrange everything and it would be a good time to get rid of any excessive tabs that most law firms don't use, I know that we didn't use a quarter of the tabs at least.

Recommendations to others considering the product

It definitely has everything to make your case management a breeze. You just have to learn how to use it and then make sure that everyone is using it in the same way. If it's used as it's supposed to, then your case managing will be wonderful and you will be able to go paperless.

What business problems are you solving with the product? What benefits have you realized?

I used TrialWorks while working at a law firm that handled personal injury/ insurance litigation/ civil litigation and some criminal. TrialWorks is the best program I have worked with. My current firm uses a dated software called TIME and in comparison, TrialWorks is like the Mac and TIME is windows vista.

TrialWorks review by Amanda M.
Amanda M.
Validated Reviewer
Review Source

"Trial works re"

What do you like best?

That all your appointments and reminders are linked with outlook calendar

What do you dislike?

There are too many screens to go through for some of the simple information

What business problems are you solving with the product? What benefits have you realized?

Very organized in keeping track of the case load

TrialWorks review by User in Legal Services
User in Legal Services
Validated Reviewer
Review Source

"TW for Work"

What do you like best?

It's fairly easily adaptable for each individual form and their needs

What do you dislike?

It's some times slow, doesn't make itself completely adaptable to individual form needs and has quite a few glitches.

What business problems are you solving with the product? What benefits have you realized?

Keeps each individual case organized and easily traversed by multiple people

TrialWorks review by Administrator in Retail
Administrator in Retail
Validated Reviewer
Review Source

"TrialWorks is Very Easy to Learn & Use"

What do you like best?

I really like how easy it is to category sort and search, as well as upload documents into the system.

What do you dislike?

We use the web-based version and when our internet goes out, we lose our ability to work within the system.

What business problems are you solving with the product? What benefits have you realized?

Legal case management

TrialWorks review by User in Individual & Family Services
User in Individual & Family Services
Validated Reviewer
Review Source

"Used for 9 months while working in law office."

What do you like best?

The ease of navigation from field to field as well as from tab to tab makes this an easy software on which to train inexperienced personnel. I also highly rank the technical support and customer service that accompanied this product, which we used many times.

What do you dislike?

I cannot name one thing that I dislike in particular.

What business problems are you solving with the product? What benefits have you realized?

Malpractice and injury lawsuits. Software kept firm highly organized and made scheduling legal appointments easy.

Kate from G2 Crowd

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* We monitor all TrialWorks reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.