Last Updated
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.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
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
Cutomizable Interface
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.
Case Information Management
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.
Court Calendaring And Scheduling
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.
Reporting And Analytics
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.
Pros And Cons of Trinogy WorkView
Pros
All data displayed is in one single organized location
Offers quick and direct visibility to the case data
Restrict access based on individual security permissions
Cons
Work may be needed during Initial data migration
The system requires regular oversight from a manager
Trinogy WorkView Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Enterprise, 500+ employees
“Does everything for me”
Pros
Being able to send documents, sign them and store the completed signed copies right inside the DMS is really convenient, especially since there's no need to leave the system and open the DocuSign page separately.
Cons
I haven't run into any issues.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What other apps does Trinogy WorkView integrate with?
The platform integrates with various software and services including iManage, HotDocs, BigHand, and Microsoft Outlook.
Does Trinogy WorkView have a mobile app?
Information regarding a dedicated mobile app has not been specified by the vendor.
Does Trinogy WorkView offer an API?
Yes, the platform offers an API.
What language does Trinogy WorkView support?
The platform currently supports the English language.
What types of pricing plans does Trinogy WorkView offer?
The vendor offers customized pricing plans, depending on the unique requirements of businesses. Request a customized Trinogy WorkView price quote for your business today!
What level of support does Trinogy WorkView offer?
The platform provides support through email and phone.
Who are the typical users of Trinogy WorkView?
Trinogy WorkView features are designed for businesses in industries and sectors like medical and legal.