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Description
You can establish a unified Group for your entire organization or opt to create distinct Groups tailored for specific departments within the organization. If you are collaborating with several organizations, it's advisable to set up separate Groups for each one. This allows for streamlined management of your organization's assets via a single application accessible on any desktop or mobile device. Contacts can be linked to specific matters, facilitating easy access for lookup and conflict resolution. Matter Contact records are integrated within the Matter record, enabling you to view all related Contacts in one consolidated location. Additionally, calendars can be linked to Matters through calendar events, allowing users to see all events pertinent to a Matter in the Matters app, which eliminates the need to switch between different calendars and enhances efficiency in managing court dates and appointments. Furthermore, tasks can be associated with Matters to effectively oversee deadlines and limitation dates. While completed Tasks are removed from your to-do list, a complete history of each Task is preserved in the Matter record, ensuring that you have a comprehensive overview of all activities associated with each Matter. This integrated system enhances organizational efficiency and aids in maintaining oversight over various responsibilities.
Description
Assembly Trialworks is a law practice management software that is powered by Assembly Software. It includes features like calendar management and case notes, client management and communication tracking. Software pricing starts at $1500.00/one-time/user.
The Trialworks software suite can be used as a SaaS, Windows, Android and iPhone software.
Trialworks offers training via webinars, documentation, online and in-person sessions. Trialworks provides support during business hours and online.
Aderant Expert Sierra and BHL Insight are some of the competitors to Trialworks. Litify is another example.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
No
Lead Docket
No
Microsoft Outlook
No
QuickBooks Online
No
Uptime Legal
No
Integrations
Docusign
Yes
Lead Docket
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Uptime Legal
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$1500 one-time payment
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
GoMatters
Founded
2009
Country
United States
Website
www.gomatters.com
Vendor Details
Company Name
Assembly Trialworks
Founded
1998
Country
United States
Website
assemblysoftware.com/trialworks
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
No
Conflict Management
Yes
Contract Management
No
Document Management
Yes
Email Management
No
Legal Case Management
Yes
Task Management
No
Time Tracking
Yes
Trust Accounting
Yes
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
No
Court Management
Yes
Discovery Management
Yes
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
No
Law Firms
No
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Product Features
Law Practice Management
Billing & Invoicing
No
CRM
Yes
Calendar Management
No
Client Portal
No
Conflict Management
No
Contract Management
No
Document Management
No
Email Management
No
Legal Case Management
Yes
Task Management
No
Time Tracking
No
Trust Accounting
No
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
No
Discovery Management
Yes
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
No
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
No
Full Text Search
Yes
Version Control
Yes
