Massive improvements in technology produced more legal practice management options for lawyers to choose from. While that’s certainly a great thing, it can also create a feeling of overwhelm as law firms try to find the best solution to meet their needs.

In our TrialWorks review, you’ll learn more about the program, its key features for law firms like yours, what we really like about the program, and we’ll give you our verdict. Our goal is to provide you with enough information to help you as you find the right practice management option for your office.

Table of Contents

TrialWorks Overview

We’ll begin our TrialWorks review with a scan from 100,000 feet. TrialWorks is a case management program that caters specifically to the needs of litigation-focused law firms. It can be hosted on-premise (on your own in-house server) or in a private cloud.

TrialWorks was actually created by experienced trial attorneys who needed something that would better meet their needs, specifically focusing on litigation and managing the details of each case.

Although it is now owned by the same parent company that owns Needles, the program itself has been in existence (as well as frequently updated to add and improve features) for more than 20 years. It provides trial lawyers with case management features they need and includes seriously impressive litigation-specific features.

However, TrialWorks is not an accounting or bookkeeping program (the good news is that this program integrates with many of the greats relied on by law firms).

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Virtual Desktops for Law Firms:

How They Work, and Why Your Law Firm Should Probably Use Them.

Key Features

Next up in our TrialWorks review, we’ll cover some of the key features, as well as functions that really differentiate TrialWorks from other, more traditional Practice Management software.

  • Secure SMS messaging between you and your clients.
  • Easy client intake.
  • Centralized calendaring and docketing that can be set-up to follow the rules in your jurisdiction.
  • The ability to track emails using their Microsoft Outlook plug-in.
  • The ability to track statute of limitations.
  • It can be used to create and access your trial notebook.
  • When hosted on a private cloud, trial lawyers can access TrialWorks from any location as long as they have an Internet connection.
  • TrialWorks can be used to track negotiations.
  • Trial lawyers can track their expenses while they’re on the go.
  • No servers to buy and manage.
  • No outside IT consultants or costs necessary.
  • No backups or security to manage.
  • Expert hosting and support for TrialWorks
  • All of your applications, documents and email—in one place.
  • Work anywhere via a virtual desktop.

What We Like about TrialWorks

The Uptime Verdict

TrialWorks is a fantastic product boasting incredible features that are designed for use by law firms that focus on litigation.

We recommend it to any trial law firm looking for more portability, centralized docketing that complies with state rules, and who basically wants just one program to track everything related to litigation. It integrates with some of the most popular bookkeeping and medical records providers relied on by the legal industry.

Learn more about TrialWorks.

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Better in the Cloud

Although TrialWorks can work on-premise, it provides you with more portability, better privacy, better support, and better data security if it is hosted from a private cloud.

But be careful: Not all private clouds are created equal. Cloud hosting is a bit of a Wild West at the moment, with plenty of fly-by-night providers (unfortunately). Be sure to do your homework.

Published On: December 15th, 2023 / Categories: Cloud Computing, Legal Software Reviews, TrialWorks /

As the founder and CEO of Uptime Legal, I've had the privilege of guiding our company to become a leading provider of technology services for law firms.

Our growth, both organic and through strategic acquisitions, has enabled us to offer a diverse range of services, tailored to the evolving needs of the legal industry.

Being recognized as an Ernst & Young Entrepreneur of the Year Finalist and seeing Uptime Legal ranked among the Inc. 5000 list of fastest-growing private companies in America for eight consecutive years are testaments to our team's dedication.

At Uptime Legal, we strive to continuously innovate and adapt in the rapidly evolving legal tech landscape, ensuring that law firms have access to the most advanced and reliable technology solutions.

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