Likelihood to Recommend TrialWorks software is a trusted source to manage cases in a law firm. It's also a great management tool for insurance companies, as well as courts. It works well for a Plaintiff firm and can be switched to work well for a Defense firm. The software works as a virtual file cabinet with tabs across the top as if you were looking through a file cabinet. You can sort the tabs to most used and hide tabs you don't need. You can change the colors of the tabs for your preference
Read full review Legal team using this product helps the team to better access documents securely within their email app (Outlook) and the user experience to control the document is excellent and being able to make it private and isolate confidential documents during a court session is very important and iManage has met our requirements. Also, being able to access instantly from users' workstation/laptop devices is very important and iManage plugin for outlook has satisfied our Business requirements.
Read full review Pros Template Merge details Texting customers directly through the contact detail Dashboard Reporting Court date docketing / Fast Track docketing Note detail screen to keep all users informed of tasks in a case Email management - MS365 integration - attaching documents to emails Read full review The full text searching feature, once implemented properly, is incredibly powerful. Integrates seamlessly with Outlook to reduce the number of pieces of software you need turning at any given time. Filing is relatively quick most of the time. Read full review Cons Read full review Complicated setup. On initial installation it is cumbersome to configure on each workstation just to connect to service. Does not enforce structure. Once setting up structure, users can save outside of iManage Work and make their own files and folders under pre-configured system. Outlook is a finicky software, access to iManage Work depends on Outlook, nothing against iManage Work, but it sometimes has issues caused by the application it relies on. Read full review Support Rating We had an issue a few years ago where a plug-in of some sort which allowed the viewing of PDFs got updated and then whenever some people previewed PDFs in iManage then Outlook would crash. My outlook crashed over 20 times in a single day once. It was a pretty bad time. I know one of our information technology professionals in another office worked non-stop with iManage to get it resolved, and it seemed like they did take the issue pretty seriously.
Read full review Alternatives Considered We used TrialWorks long before we started using
Salesforce .
Salesforce does not have the many capabilities TrialWorks has for managing cases in a law firm.
Read full review I have viewed several other document management system software, but iManage was already installed at my company before I started working here. For us, I think this is the right solution. Companies with a smaller number of employees or smaller document collections could find some other options that might suite their needs and budget better. We definitely want an on premises solution that provides all the security, tracking, searching, and integration issues iManage offers. Many of the other solutions have adopted cloud technologies only at this point and we are not ready to consider cloud storage due for our sensitive documents at this point.
Read full review Return on Investment Price Increase of the software Lack of upgrades Mobile Phone App use Read full review A bit pricey but worth it once you know how to use it. It makes any document sharing easy and seamless which is priceless. Read full review ScreenShots