TrialWorks

Case Management, Tried and True! Your case all in one place.

Opmerkingen: I've loved it and would use it forever If I could.

Pluspunten:

I have used TrialWorks for over 20 years. The product is easy to manage and learn and has many quick valuable features to simplify the workflow for law firms.

Minpunten:

The only thing I do not like is that dashbards must be created by the company unless you understand SQL. It is a paid service.

The Most Comprehensive Case Management System Around

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Functional and simple, yet lacks advanced features

Opmerkingen: It is really user friendly and easy to navigate. The only drawback is the lack of a good solution for managing document intensive cases.

Pluspunten:

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.

Minpunten:

Biggest con is the lack of ability to link to document management software. 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. We left Trialworks for a different solution that links directly with Worldox.

Good for Litigators

Opmerkingen: 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!

Pluspunten:

Ease of use and out of the box capability

Minpunten:

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.

Trialworks: What else do you need?

Opmerkingen: 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.

Pluspunten:

The ease of retrieving information and putting information into the interface via Outlook, scanning, etc. Also, the Reminders and Tickler system is a lifesaver.

Minpunten:

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.

Practice changing, wonderful, and powerful TrialWorks.

Opmerkingen: 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!

Pluspunten:

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!

Minpunten:

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.

Case Management Attorney

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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 good program and great company

Opmerkingen: i have been a user of Trialworks for over 10 years and overall i am pleased, but feel that there is room for improvement, initially i was introduced to this company at an ATLA convention where i also viewed the products of other companies. The company is well run with people who generally are available to timely respond to issues.
Overall the product is robust and has a lot of features. However, one of my concerns with this company, is that on top of purchasing the product and paying an annual fee, we were never fully trained in the various features of the program. As I recall, we were offered an opportunity to have someone train us, but there was a substantial additional charge for this training. As a result, i do not feel that we are using all of the features that we might benefit from. That being said, if we ask a specific question, we are usually provided with a timely response.
The program is geared to law firms who have a substantial personal injury practice. That being said, i was surprised that there was no way to file photographs in a case file. When i raised this question recently, i was informed that a "button" could be reprogrammed to file photographs. However, the process is not smooth, and involves way to many steps. This needs to be improved - it should be as easy to file a photograph as it is to file an email. We have been primarily been using the program to file all emails, pleadings and correspondence as well as notes for each case. the program works well for these functions. However, it is not geared for time and billing hourly cases. There is a billing function, which we also recently discovered, but since we were not trained in its use, we have found it difficult to use, and in fact, it appears that having turned an "auto function" on, instead of it only applying to hourly cases, it has been turned on for all cases, which is very annoying. i am not sure if there is a way to turn it off. Certainly there is no intuitive way to tailor it to the appropriate cases. However, i have not tried to see if the company can help with this - so perhaps it can be tailored. we also have, on occasion, had issues with the interface of the program and the underlying outlook/word issues. we used to use their IT person to do our IT work, which resolved the issue, since they were responsible for both their program and IT issues and there was no finger pointing. Recently we are having problems they say are not their problem.

Best Value for Money in the Market

Opmerkingen: 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!

Pluspunten:

Templates

Minpunten:

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.

Superlative software

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Great Case Mgmt system for Solo Practitioner

Opmerkingen: 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.

Pluspunten:

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.

Great Product & Excellent Customer Service!

Opmerkingen: Trial Works is a wonderful product, especially for a plaintiff's personal injury practice (though it can be used for any type of practice). It is feature rich, customizable, and powerful. We tried a number of different case management solutions before choosing Trial Works and are glad we did. The best part is the customer service. They are very responsive, US based, and always there with answers/help for any issue. I only have two wishes: 1. that the platform could be a bit easier on the eyes, and 2. re-organizing documents within files (moving around documents in the same tab) could be a bit easier. With that said, Trial Works is still user friendly, organized logically, and it is the closest thing to a perfect case management solution that I have seen.

Pluspunten:

powerful, feature rich, and customizable

Minpunten:

could be a little easier on the eyes, organizing-rearranging documents within tabs could be easier

Applauding Trialworks Case Management

Opmerkingen: 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.

Pluspunten:

it is very user friendly and permits us to use add and use our own documents

Minpunten:

i do not have a negative thing to say

Trial Works works

Opmerkingen: 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.

Pluspunten:

The ease of filing scanned documents

Minpunten:

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

A+ for Functionality

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

Pluspunten:

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

Minpunten:

Bookmarking can be difficult

Good Software

Opmerkingen: 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.

Pluspunten:

Organization of multiple documents.

Minpunten:

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

Only one issue

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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.

SKG review

Opmerkingen: 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.

Pluspunten:

User friendly

Minpunten:

Cannot delete categories

Excellent Case Management Tool

Opmerkingen: 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.

Pluspunten:

User friendly

Minpunten:

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

Excellent Support

Opmerkingen: As a network administrator for multiple companies, I have 2 lawyers offices that use Trialworks and both are extremely happy with it. It is easy to install and configure and their support is very hands on and helpful with any issues.

Pluspunten:

Easy to use and with the search function, easy to find needed data. Support very helpful and easy to work with.

Minpunten:

Depending on server, sometimes a little slow. Make sure plenty of RAM and updated SQL.

Training Issues

Opmerkingen: 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.

Pluspunten:

Very useful in managing Case load

Minpunten:

Training costs extra

Great Tech Support!

Opmerkingen: 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!

Pluspunten:

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

Minpunten:

The application for phone and tablets.

Awesome organizational tool!

Opmerkingen: 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.

Happy long time user

Opmerkingen: 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.

Pluspunten:

Data compilation, email and calendar integration

Minpunten:

Some glitches as expected, help menu could be improved

Puts organization of your cases at your fingertips

Opmerkingen: 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.