A case management software for managing cases and your practice.

About Trialworks

Trialworks is a case management software with a deep and reliable functionality suite used by the nation’s top attorneys. Founded by trial lawyers, the software aims to improve your case and legal practice management through simple intake and trial prep and settlement.

The case management software includes legal documents, docket items, contacts, communications, trial materials, costs, and other case information–all organized in one place. The solution has a litigation centered approach to matter management with an easy to use tab format. Legal documents can easily be created while also allowing the import of scanned documents.

By tracking SOL, incident dates, trial dates, depositions, document due dates, and events, Trialworks will help ensure your firm is as organized as can be. Built on the Microsoft Office platform, Trialworks Case Management Software can be used by law firms, insurance companies, and government agencies.

Video Overview

Trialworks Features

  • Mobile App
  • SMS Messaging with Clients
  • Case Intake
  • 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

Trialworks Partner Integrations

Trialworks can integrate with a number of industry-leading solutions, such as:


  • QuickBooks
  • Tabs3
  • PCLaw
  • TimeSlips
  • Juris
  • Rippe & Kingston
  • PerfectLaw
  • BusinessWorks


  • eLaw
  • CompuLaw Rules

Cost Recovery

  • Stamps.com
  • Walz Certified Mail
  • Copitrak
  • Equitrac

Medical Records

  • XeBee

Intake Products

  • Legal Intake Professionals
  • Captorra

Ancillary Tools

  • DocuSign
  • eFax

Product Overview

User Reviews of Trialworks

Submitted on August 19th, 2021 by Bill Austill

The organization of the Trialworks software saves us hundreds (if not thousands) of hours in locating file information and keeping it at our fingertips.

Submitted on August 19th, 2021 by Allison Wholey Briggs

Trialworks gives our personal injury law firm a big boost in productivity. It was obviously created by a trial lawyer. Trialworks manages the critical file materials (including emails) in a way that helps us move cases toward resolution while keeping clients, courts, and experts satisfied. The technical support is fast and effective. I’m not the most tech savvy lawyer, but I can understand and use Trialworks to my clients’ advantage. I highly recommend Trialworks.

Submitted on August 19th, 2021 by Jonathan Damashek

Prior to switching over from SAGA, we interviewed all the key players in the case management software arena. We felt that Trialworks provided the most robust and critical features in their software. The software was really designed to help our firm manage all phases of the cases from intake through trial and closing the files

Submitted on August 19th, 2021 by Kathleen E. Kreicker

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!