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Overview
Trinogy WorkView enhances legal case management by integrating document, practice, and financial systems into a unified iManage dashboard. While the user interface can use some improvements, its ability to simplify workflows with fewer clicks makes it a reliable choice for improving productivity.
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Starting Price
Custom
Trinogy WorkView Specifications
Case Management
Document Management
Document Automation/Assembly
Reporting And Analytics
What Is Trinogy WorkView?
Trinogy WorkView, now a part of Morae, is a specialized legal solution for the iManage platform that is designed for law firms and corporate legal departments looking to improve efficiency. It transforms the standard interface into a comprehensive dashboard by pulling data from practice management and accounting systems. This creates a single, electronic matter file, reducing the costs and inefficiencies associated with managing physical paper documents and switching between multiple applications.
Trinogy WorkView Pricing
Trinogy WorkView Integrations
Trinogy WorkView supports integration with multiple services and platforms, such as:
- IManage work
- HotDocs
- BigHand
- Microsoft Outlook
Who Is Trinogy WorkView For?
The software is ideal for a wide range of industries and sectors, including:
- Legal
- Healthcare
Is Trinogy WorkView Right For You?
Trinogy WorkView is an ideal fit for legal organizations that have invested in the iManage ecosystem and want to maximize their value. The platform creates a full electronic file to eliminate information silos and improves productivity by reducing paper-related costs. Trinogy WorkView software ensures data security by adjusting the displayed information based on the user’s security permissions within iManage and the case type.
Still unsure about Trinogy WorkView? Connect with our customer support staff at (661) 384-7070 for further guidance.
Trinogy WorkView Features
The platform offers tools for managers to quickly set up what the application shows and does. This means that the display and customization options can be changed instantly based on the user’s security clearance and the specific case file.
The selected data about a case appears inside the iManage client interface. Teams using the FileSite or DeskSite client can immediately see this data without switching programs, which makes it easier for the users to navigate.
The optional tabs offered by Trinogy WorkView can be turned on for tasks/events, which are fully synchronized with Outlook Calendar. This feature helps manage dates and appointments connected to a case file.
The application can be set up to display data as text areas, graphs, images, or other visual elements (widgets). The optional tabs can be added to view reports for user convenience.
