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

Email: support@trialworks.com
Phone: 305-357-6500

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

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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)

Requirements

TrialWorks (Workstation)

TrialWorks (Server)

Windows 7 (Pro or Ultimate)

Windows 8 (Pro)

Windows 10 (Pro)

Dual Core

2 GB minimum

 

1366×768 at 100% font size setting

1920×1080 at 125% font size setting

Microsoft Office 2010 32-bit MSI

Microsoft Office 2013/2016 32-bit MSI

Corel WordPerfect 9+ (for document generation)

.Net Framework 3.5

Windows Active Directory Domain

Outlook in Cached Mode when using Microsoft Exchange

Microsoft Office 2016 Microsoft Store installation is not currently supported

Windows Server 2008 R2 and above

 

 

Quad Core, Server Grade

8 GB minimum w/ 1 GB free prior to TrialWorks installation

16GB minimum for shared server w/ at least 1GB of RAM not in use by other server processes.

40GB minimum

N/A

 

.NET 3.51

Windows Installer 4.5

Power Shell 2.0

SQL 2008/2012/2014/2016

Windows Active Directory Domain

 

TrialWorks Hosted

Windows 7 (Pro or Ultimate)

Windows 8 (Pro)

Windows 10 (Pro)

Dual Core

2 GB minimum

1366×768 at 100% font size setting

1920×1080 at 125% font size setting

Microsoft Office 2010/2013/2016 (32 bit) or

Corel WordPerfect 9 (or higher)

Windows Active Directory Domain

Outlook in Cached Mode when using Microsoft Exchange

TrialWorks Mobile App

Windows 7 (Pro or Ultimate)

Windows 8 (Pro)

Windows 10 (Pro)

Dual Core

2 GB minimum

1366×768 at 100% font size setting

1920×1080 at 125% font size setting

Microsoft Office 2010/2013/2016 (32 bit) or

Corel WordPerfect 9 (or higher)

Windows Active Directory Domain

Outlook in Cached Mode when using Microsoft Exchange

TrialWorks Search

Windows 7 (Pro or Ultimate)

Windows 8 (Pro)

Windows 10 (Pro)

Dual Core

2 GB minimum

1366×768 at 100% font size setting

1920×1080 at 125% font size setting

Microsoft Office 2010/2013/2016 (32 bit) or

Corel WordPerfect 9 (or higher)

Windows Active Directory Domain

Outlook in Cached Mode when using Microsoft Exchange

Please note that larger data sets, such as tens of thousands of cases and documents can require more memory, storage, and processing power than the requirements listed below may support. Please contact your sales representative to request information for support with larger data sets.

  TrialWorks (Workstation) TrialWorks (Server)
Operating System Windows 7 (Professional or Ultimate)
Windows 8 (Pro)
Windows 10 (Pro)
Windows Server 2008 R2 and above
Processor Dual Core Quad Core, Server Grade (TrialWorks Only) if adding TWSearch. See below.
Memory 2 GB minimum 8GB Minimum for dedicated server
16GB Minimum for shared server with at least 1GB of RAM not in use by other server processes.
Disk Space N/A 40 GB minimum
Display 1366×768 at 100% font size setting
1920×1080 at 125% font size setting
N/A
Software Microsoft Office 2010 32-bit MSI installation
Microsoft Office 2013/2016 32-bit MSI/Click to run installation
Corel WordPerfect 9+ (for document generation)
.Net Framework 3.5
.NET 3.51
Windows Installer 4.5
Power Shell 2.0
SQL 2008/2012/2014 Express R2
Other Windows Active Directory Domain
Outlook in Cached Mode when using Microsoft Exchange
Microsoft Office 2016 Microsoft Store installation is not currently supported
Windows Active Directory Domain