Trialworks is your partner behind the scenes, saving you time and supporting your continued success.

Trialworks Quick Support

Windows Users

Download Teamviewer to start a remote session with support.

Mac Users

Download Teamviewer to start a remote session with support.

Trialworks Version Changes

Trialworks Forms

Installation, Upgrades & Utilities

  • Trialworks Program
    This is the complete Trialworks v.9.
    Note that not all components need/should be installed on servers. For advice and assistance, contact our support team.
  • Trialworks Refresh
    This package should be extracted to your Trialworks share. Contains Microsoft Access 2010 Runtime, PDF components, and .NET frameworks.

  • Trialworks Repair Utility
    Download this utility to repair issues related to Microsoft Outlook and/or Microsoft Access.

Training Documents


Our support team is ready to assist with any software issues that arise, so your focus can remain on your clients. Trialworks has allocated extensive resources to our case management software support effort.

We have recently welcomed several new members to the team, all of whom have considerable experience in delivering best-in-class software support. In addition to new support staff, we have also recently upgraded our support tracking software to minimize response times and prioritize critical issues.

As one of the earliest case management products in the industry, we strive to maintain our leadership position in everything that we do – from product innovation to training and implementation to ongoing customer support.

Trialworks Videos

Trialworks 11 - New Interface, Tabs, & Quick Access
Trialworks 11 - SMS Texting, Email, & Faxing
Trialworks 11 – Address Book, Contacts, & Call Log
Intro to Trialworks Version 11 (Pre-recorded Webinar)