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Migrate From

Trial Works

Trial Works

Universal Migrator makes leaving Trial Works easy.

Trial Works

Trial Works

Action Step

Action Step

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Migrate from Trial Works to Action Step
Trial Works

Trial Works

Box

Box

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Migrate from Trial Works to Box
Trial Works

Trial Works

Centerbase

Centerbase

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Migrate from Trial Works to Centerbase
Trial Works

Trial Works

Clio Manage

Clio Manage

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Migrate from Trial Works to Clio Manage
Trial Works

Trial Works

Dropbox

Dropbox

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Migrate from Trial Works to Dropbox
Trial Works

Trial Works

Filevine

Filevine

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Migrate from Trial Works to Filevine
Trial Works

Trial Works

Gladiate

Gladiate

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Migrate from Trial Works to Gladiate
Trial Works

Trial Works

Google Drive

Google Drive

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Migrate from Trial Works to Google Drive
Trial Works

Trial Works

iManage Cloud

iManage Cloud

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Migrate from Trial Works to iManage Cloud
Trial Works

Trial Works

Lawmatics

Lawmatics

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Migrate from Trial Works to Lawmatics
Trial Works

Trial Works

Lex Workplace

Lex Workplace

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Migrate from Trial Works to Lex Workplace
Trial Works

Trial Works

Litify

Litify

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Migrate from Trial Works to Litify
Trial Works

Trial Works

Microsoft SQL Server

Microsoft SQL Server

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Migrate from Trial Works to Microsoft SQL Server
Trial Works

Trial Works

MyCase

MyCase

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Migrate from Trial Works to MyCase
Trial Works

Trial Works

Neos

Neos

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Migrate from Trial Works to Neos
Trial Works

Trial Works

NetDocuments

NetDocuments

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Migrate from Trial Works to NetDocuments
Trial Works

Trial Works

OneDrive

OneDrive

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Migrate from Trial Works to OneDrive
Trial Works

Trial Works

PowerBI

PowerBI

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Migrate from Trial Works to PowerBI
Trial Works

Trial Works

Quickbooks Online

Quickbooks Online

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Migrate from Trial Works to Quickbooks Online
Trial Works

Trial Works

Rocket Matter

Rocket Matter

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Migrate from Trial Works to Rocket Matter
Trial Works

Trial Works

Server Drives

Server Drives

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Migrate from Trial Works to Server Drives
Trial Works

Trial Works

Sharepoint

Sharepoint

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Migrate from Trial Works to Sharepoint
Trial Works

Trial Works

SimpleLaw

SimpleLaw

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Migrate from Trial Works to SimpleLaw
Trial Works

Trial Works

Smart Advocate

Smart Advocate

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Migrate from Trial Works to Smart Advocate
Trial Works

Trial Works

Smokeball

Smokeball

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Migrate from Trial Works to Smokeball
Trial Works

Trial Works

Soluno

Soluno

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Migrate from Trial Works to Soluno
Trial Works

Trial Works

SQLite

SQLite

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Migrate from Trial Works to SQLite
Trial Works

Trial Works

Sync.com

Sync.com

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Migrate from Trial Works to Sync.com

Where can I migrate Trial Works to?

Just need an export from Trial Works instead?

Who do you want to do your migration?

basic

Do It Yourself

For organizations with available IT personnel.

starts at

$3,500

USD

what.you.need

An IT Person who knows SQL

A dedicated computer for migrations

what.you.get

Access to the Universal Migrator software

Prebuilt mappings and training

Unlimited 9/5 Support

Direct access to developers

recommended

Hire a Partner

For organizations who just want to get it done.

full-service, starts at

$4,500

USD

what.you.need

Pick a partner (we'll recommend one)

Pick a migration date

what.you.get

A vetted partner ideal for your project

Confidence your project is handled right

The easiest migration you've ever had

Most partners deliver within 72 hours

What a Migration Specialist Should Know

about

Trial Works

Trial Works is a:

Desktop-Based Application

This means Trial Works typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Trial Works on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Trial Works. In this scenario, some people may say that Trial Works runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Trial Works is a:

Personal Injury Practice Management System

Personal injury practice management systems are highly optimized for the needs and workflows of personal injury law firms.

Universal Migrator extracts data from Trial Works via:

Database Connections

Trial Works uses the following database backend:

Microsoft SQL Server

The following credentials are required:

Admin Trial Works Credentials

The Migration Specialist will need an Administrator username and password into Trial Works in order to extract your data.

Admin Credentials into the Trial Works Database Server

The Migration Specialist will need the Administrator username and password into the Trial Works database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

Admin Credentials into the Trial Works File Server

The Migration Specialist will need the Administrator username and password into the Trial Works file server in order to extract your documents.
This should be the Administrator account and not another account that has administrative access.

The computer used to migrate from Trial Works:

Can be located Anywhere

Because data is extracted from the Trial Works database, the migration can be run from anywhere with access to a backup of the database.

Should be located near the Documents

Because Trial Works is a desktop-based application, if documents are being transferred, the computer used for the migration should be near the same device that stores the documents.

In order to migrate from Trial Works:

The Firm Administrator must complete a User Mapping spreadsheet.

A member of the firm will need to complete a small spreadsheet mapping users from Trial Works to users in the new system.

Backing up communications from Trial Works includes:

Email Communications

When Trial Works stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.

The following people are required for a migration from Trial Works:

Migration Specialist

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

Firm Administrator

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

Firm IT Administrator

The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

To migrate from Trial Works, the Migration Specialist needs:

A Universal Migrator Subscription

Remote Access Software (if migrating Documents)

Migration tools for Trial Works are available to:

IT Professionals with an active Diamond Migration Specialist subscription

IT Professionals with an active Gold Migration Specialist subscription

IT Professionals with an active Silver Migration Specialist subscription

IT Professionals with an active Bronze Migration Specialist subscription

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Have Questions?

Get in-depth answers from a member of our team.

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