Case Management Software

Developed over 23 years, TrialWorks has more features than any other product on the market. It is battle-tested and the market leader.

TrialWorks is the most robust and fully featured case management software platform available for law firms. TrialWorks was founded by experienced trial lawyers who took their knowledge of law and applied it to develop the perfect case management software solution. More legal professionals rely on TrialWorks than any other software provider.

"I just wanted to pass along my thanks to you and your team for all of the new and improved features in TrialWorks Version 11. We absolutely love it! I can only imagine the amount of time and effort it took to bring that to your customers. Dashboards have completely changed the way we track data here at our office—we use them to track our case status, fees, settlement stats, and even for employee management purposes. Those dashboards have been exactly what we needed from a management perspective. And your staff has been so helpful. Thank you for creating a wonderful product that makes our lives so much easier; I can’t imagine handling our cases without TrialWorks!"

Kathleen E. Kreicker
Case Manager
Hensley Legal Group, PC

Our latest release, TrialWorks Version 11, is available now! With a new interface, new mobile app, new web intake, new global OCR'd search, and much more, this version focuses on delivering ever more productivity and efficiency to your law firm. Available on our private cloud or your network, TrialWorks is a litigation firm's most valuable partner.

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TrialWorks Software

TrialWorks Case Management Software for Law Firms brings together legal documents, docket items, contacts, communications, trial materials, costs and all other case information in one place. Developed by litigators, TrialWorks takes a case from a simple intake, through the process of litigation, and ready for trial. Built on the Microsoft Office platform, and powered by Microsoft SQL Server database, TrialWorks is used by Law Firms, Insurance Companies & Government Agencies nationwide.

TrialWorks Hosted

TrialWorks Hosted Services provide enterprise-level capabilities to law firms without the upfront costs. The hosted platform is an alternative to owning your own equipment and is accessible from virtually anywhere. Users with an internet connection and a basic computer can access TrialWorks, Word, Excel, Outlook, and a number of other products using Remote Desktop. TrialWorks Hosted systems feature modern Windows Server platforms and Microsoft Office Professional.

Key Features

  • Mobile App

    Mobile App

  • SMS

    SMS Messaging with Clients

  • Case Intake

    Effortless Case Intake

  • Accessible

    Accessible from Anywhere

  • Marketplace

    Marketplace

  • Full Document Search

  • Document Generation & Management

  • Litigation Centered Approach

  • Easy-to-use Tab Format

  • Centralized Calendaring & Docketing

  • Statute of Limitations Tracking

  • Email Tracking via Microsoft Outlook Plugin

  • Detailed Reporting Capabilities

  • Technical Support

  • Expense Tracking

  • Mobile App

  • SMS Messaging with Clients

  • Effortless Case Intake

  • Accessible from Anywhere

  • Marketplace

  • Full Document Search

  • Document Generation & Management

  • Litigation Centered Approach

  • Easy-to-use Tab Format

  • Centralized Calendaring & Docketing

  • Statute of Limitations Tracking

  • Email Tracking via Microsoft Outlook Plugin

  • Detailed Reporting Capabilities

  • Technical Support

  • Expense Tracking

Installed Software vs. Hosted Solution

TrialWorks is available in two ways: locally on your network, or hosted by our cloud, with each offering its own advantages.Not sure which version is right for your firm? Each offering has its own advantages, requirements and features. Compare the options below.

Not sure which version is right for your firm? Each offering has its own advantages, requirements and features. Compare the options below.

  • TrialWorks Software

TrialWorks Case Management Software for Law Firms brings together legal documents, docket items, contacts, communications, trial materials, costs and all other case information in one place. Developed by litigators, TrialWorks takes a case from a simple intake, through the process of litigation, and ready for trial. Built on the Microsoft Office platform, and powered by Microsoft SQL Server database, TrialWorks is used by Law Firms, Insurance Companies & Government Agencies nationwide.

  • Litigation centered approach to matter management.
  • Easy-to-use tab format.
  • Create legal documents and import scanned documents.
  • Keep track of SOL, incident dates, trial dates, depositions, document due dates, and events.
  • Track E-mail via our Outlook plugin.
  • TrialWorks Hosted

TrialWorks Hosted Services provide enterprise-level capabilities to law firms without the upfront costs. The hosted platform is an alternative to owning your own equipment and is accessible from virtually anywhere. Users with an internet connection and a basic computer can access TrialWorks, Word, Excel, Outlook, and a number of other products using Remote Desktop. TrialWorks Hosted systems feature modern Windows Server platforms and Microsoft Office Professional.

  • Dedicated Windows Servers; each office will have their own Remote Desktop server managed by TrialWorks Premium Hosting. All support and maintenance is included.
  • The latest available applications from Microsoft; our hosting entitles you to the latest editions of Microsoft Windows Server and Microsoft Office.
  • Greater control over your environment, as an office manager or owner.
  • Dedicated Support Team; TrialWorks Premium Hosting is managed by our top engineers.
  • Reduced Internet Explorer Security for easier browsing and powerful anti-virus protection through Sophos.
  • Dedicated servers are available to firms of five users or more, with a 1-year service agreement. Shared systems are available for smaller offices. File synchronization programs such as Dropbox are not allowed on shared servers. They are permissible on dedicated servers for up to a 5GB quota.
  • HIPAA Compliant data center.
  • 99% uptime.

Hosting Recommendations:

  • The basic requirement is a computer with a stable internet connection. We recommend a minimum download and upload connection speed of 2 mbps per user at the firm.  If you have 25 staff at your location, then a connection of 50 mbps (or better) up and down is ideal.  You can test your connection at speedtest.trialworks.com.  The local computers can be simple thin clients, modern work stations, laptops, or even tablets. Our TrialWorks Hosted services can work from a Windows, MAC or Linux machine. The only requirement is Remote Desktop (or similar application).

Click here for a full list of supported printers.

  • TrialWorks Software

TrialWorks Case Management Software for Law Firms brings together legal documents, docket items, contacts, communications, trial materials, costs and all other case information in one place. Developed by litigators, TrialWorks takes a case from a simple intake, through the process of litigation, and ready for trial. Built on the Microsoft Office platform, and powered by Microsoft SQL Server database, TrialWorks is used by Law Firms, Insurance Companies & Government Agencies nationwide.

  • Litigation centered approach to matter management.
  • Easy-to-use tab format.
  • Create legal documents and import scanned documents.
  • Keep track of SOL, incident dates, trial dates, depositions, document due dates, and events.
  • Track E-mail via our Outlook plugin.

  • TrialWorks Hosted

TrialWorks Hosted Services provide enterprise-level capabilities to law firms without the upfront costs. The hosted platform is an alternative to owning your own equipment and is accessible from virtually anywhere. Users with an internet connection and a basic computer can access TrialWorks, Word, Excel, Outlook, and a number of other products using Remote Desktop. TrialWorks Hosted systems feature modern Windows Server platforms and Microsoft Office Professional.

Hosting Recommendations:

  • The basic requirement is a computer with a stable internet connection. We recommend a minimum download and upload connection speed of 2 mbps per user at the firm.  If you have 25 staff at your location, then a connection of 50 mbps (or better) up and down is ideal.  You can test your connection at www.SpeedTest.net.  The local computers can be simple thin clients, modern work stations, laptops, or even tablets. Our TrialWorks Hosted services can work from a Windows, MAC or Linux machine. The only requirement is Remote Desktop (or similar application).
  • Click here for a full list of supported printers.

Partner Integrations

Accounting
  • QuickBooks
  • Tabs3
  • PCLaw
  • TimeSlips
  • Juris
  • Rippe & Kingston
  • PerfectLaw
  • BusinessWorks
Calendaring
  • eLaw
  • CompuLaw Rules
  • Law Tool Box
Cost Recovery
  • Stamps.com
  • Walz Certified Mail
  • Copitrak
  • Equitrac
Medical Records
  • MediConnect
  • XeBee
Intake Products
  • Legal Intake Professionals
  • Captorra
Ancillary Tools
  • DocuSign
  • eFax
Accounting
  • QuickBooks
  • Tabs3
  • PCLaw
  • TimeSlips
  • Juris
  • Rippe & Kingston
  • PerfectLaw
  • BusinessWorks
Cost Recovery
  • Stamps.com
  • Walz Certified Mail
  • Copitrak
  • Equitrac
Calendaring
  • eLaw
  • CompuLaw Rules
  • Law Tool Box
Medical Records
  • MediConnect
  • XeBee
Intake Products
  • Legal Intake Professionals
  • Captorra
Ancillary Tools
  • DocuSign
  • eFax