Overview

TrialWorks is a comprehensive case management software for legal firms. It offers powerful features like document management, billing, and advanced reporting. Although some users experience occasional service interruptions, it effectively organizes client data. Overall, TrialWorks simplifies the workflow of legal cases with its advanced and AI-enabled tools.

TrialWorks Specifications

Case Management

Document Management

Client Management (CRM)

Billing & Invoicing

View All Specifications

What is TrialWorks?

Overview

TrialWorks by Assembly is a user-friendly case management software for legal professionals and law firms. It simplifies workflows and promotes collaboration, particularly by integrating with Neos, a cloud-based document management system. This partnership helps users effortlessly organize case-related documents. TrialWorks mainly focuses on enhancing efficiency and improving client service by empowering legal teams to manage their cases seamlessly.

TrialWorks Pricing

TrialWorks pricing is not publicly listed, and details are available upon request according to a firm’s size and needs.

Get a tailored TrialWorks price estimate that best suits your business needs.

TrialWorks Integrations

TrIalWorks integrates with 29 different apps, including:

  • YoCierge
  • InfoTrack
  • GAVL
  • CasePulse
  • DocuSign
  • LawPay
  • Zapier
You can watch a free TrialWorks demo to learn more about its integrations.

Who Is TrialWorks For?

TrialWorks software is for the legal industry, helping law firms of all sizes and legal teams like attorneys, paralegals, and other related staff.

Is TrialWorks Right For You?

TrialWorks is a solid choice for legal firms and professionals since it streamlines case management, improves team communication, and strengthens collaboration. Its user-friendly design enables users to provide efficient and effective legal services. Hundreds of law firms, such as Bleakley Law and Greene & Schultz, use TrialWorks as seamless case and trial software for their attorneys and other law practitioners.

Are you still unsure about TrialWorks? Contact us at (661) 384-7070 for further expert assistance.

TrialWorks Features

This feature streamlines case workflows and organizes case-related data in one secure location. By automating repetitive tasks, it saves time and reduces errors. With access from anywhere, TrialWorks enhances collaboration and minimizes the risk of lost documents, ensuring efficient case management.

See How It Works

The software assists users in seamless billing and timekeeping. Its automated time tracking and easy invoice creation minimize lost billable hours. Integrations with accounting software ensure financial accuracy, making the invoicing process efficient and straightforward.

See How It Works

TrialWorks maintains the complete organization of legal documents. With advanced search capabilities, bulk generation, and secure sharing options, the software ensures that files are easily accessible. Customized tagging and document safeguards enable firms to organize and protect sensitive information, streamlining document management tasks.

See How It Works

The software drives informed decisions based on data-driven insights. Advanced analytics and customizable reporting provide valuable performance metrics and help firms maximize efficiency and productivity. Users can easily share this relevant information across teams with automated and permission-based access.

See How It Works

TrialWorks enhances interactions between staff and clients. Seamless integration with SMS, email, and Microsoft Outlook ensures all communications are organized and easily accessible. Automated updates and internal messaging improve team collaboration and enrich the client experience.

See How It Works

Pros And Cons of TrialWorks

Pros

  • Easy to learn and navigate

  • Seamless integration possibilities

  • Organizes client data effectively

  • Flexible functionality

Cons

  • Client communication could improve

  • Maximum case limit can restrict usage

  • Occasional service interruptions are reported

TrialWorks Reviews

Total 20 reviews

4

All reviews are from verified customers

Rating Distribution

5

Stars

50%

4

Stars

20%

3

Stars

20%

2

Stars

5%

1

Stars

5%

Share your experience

J

Jessica

Legal Services, 1-10 employees

Less than a year

4.0
Dec 01, 2023

Keeps updating

Pros

TrialWorks software is easy to learn and navigate.

Cons

Well there are few limitations in terms of what I can do within the system.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

6

L

Lisa

Law Practice, 1-10 employees

More than a year

5.0
Jun 01, 2023

Helps manage all of the case info

Pros

I have been using TrialWorks for over 20 years. I must say it is a product that I can easily manage and learn as it provides many quick and valuable tools that simplify workflows for law firms.

Cons

The only aspect I dislike about TrialWorks is that dashboards need to be created by the company unless you know SQL which is a paid service.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

J

Jay

Computer Software, 51-100 employees

Less than a year

4.0
Sep 01, 2022

Nice features!

Pros

I really like the ability to create, delete and organize my own tabs within a saved screen.

Cons

There is room for improvement in how it facilitates communication with clients.

Rating Distribution

Ease of use

8

Value for money

6

Customer Support

8

Functionality

8

Frequently Asked Questions

No, TrialWorks does not offer an API.

Typical users of TrialWorks law firms and their legal teams, including attorneys, paralegals, and support staff.

TrialWorks integrates with various third-party apps, including DocuSign, LawPay, Zapier, InfoTrack, GAVL, CasePulse, and YoCierge.

TrialWorks supports only the English language.

The TrialWorks cost is not mentioned on its website, but you can get pricing estimates based on your firm’s requirements.

TrialWorks offers support through phone, email, and a knowledge base.