TrialWorks Reviews & Product Details

Trialworks serves as a hosting environment as well an electronic document manager with the preface of a file to host all your case materials and information. It also allows for the integration of other programs like LawToolBox and Stamps.com in the actual program itself. When you are experiencing a network issue (which is quite frequent in my experience), you can exit the hosting environment, head over to their website for support in which it will prompt a screenshare with one of their representatives that allows for a little bit of issue resolution. Review collected by and hosted on G2.com.

They have been experiencing large volumes of outages, storage issues and network issues. They are currently not compatible with the Windows 10 upgrade as it causes users to disconnect from the remote/hosted environment. However, it may not necessarily be a TrialWorks issue. I am not found of being unable to download other programs while in the hosted environment and have been told to just download what I need outside of the remote server. This is not helpful as all my needed documents and the whole operation of case documents is within TrialWorks itself. Another issue I have found is that saving documents on your desktop while using the remote server is unsafe as any network outage can cause and will cause all files and folders on your desktop to be deleted. Review collected by and hosted on G2.com.

The best part of Trial Works is how many different tools it provides. You never stop learning more about the software and all the tricks and short cuts it provides. Review collected by and hosted on G2.com.

It would probably have to be that in order to tailor it to your company’s needs, it’s a process. It’s not as simple as picking up the phone or emailing Trial Works for help. Review collected by and hosted on G2.com.

It is great for organizing documents into tabs for cases Review collected by and hosted on G2.com.

the program tends to lag at times, especially on older computers Review collected by and hosted on G2.com.

The program is easy to use, allows you to upload templates, saves documents and uses links to easily move things to multiple files. Review collected by and hosted on G2.com.

Uploading documents is time consuming and difficult. Review collected by and hosted on G2.com.

Trialworks has an extremely user friendly interface. I was able to learn the ins and outs of the software within a couple days. Review collected by and hosted on G2.com.

The only issue I have is that if something is placed in the wrong category, it’s nearly impossible to move Review collected by and hosted on G2.com.

I love that 99% of my work day can be done through TrialWorks. Review collected by and hosted on G2.com.

Requires EXTENSIVE training, which will still not cover all the functions of TrialWorks. Review collected by and hosted on G2.com.

Trialworks is easy to learn, it is the only Program we use at work in our law firm. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It's fairly easily adaptable for each individual form and their needs Review collected by and hosted on G2.com.

It's some times slow, doesn't make itself completely adaptable to individual form needs and has quite a few glitches. Review collected by and hosted on G2.com.

That all your appointments and reminders are linked with outlook calendar Review collected by and hosted on G2.com.

There are too many screens to go through for some of the simple information Review collected by and hosted on G2.com.

I really like how easy it is to category sort and search, as well as upload documents into the system. Review collected by and hosted on G2.com.

We use the web-based version and when our internet goes out, we lose our ability to work within the system. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I cannot name one thing that I dislike in particular. Review collected by and hosted on G2.com.