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Using The Case History Tab
Posted by Alex Gibilaro on 12 November 2015 12:38 PM
Want an easy way to locate a document and an email simultaneously?
Can't find a document another TrialWorks user filed?
Wondering about a case's sequence of events?
Use the Case History Tab!
Click on Case History.
The Case History Tab is a chronological list of events pulled from every tab as they are added to the case.
The Description featured on the Case History Tab is limited to the first 250 characters. This is to cut down on load times as you filter and search.
Use the down arrow located on each tab to easily sort the columns or filter what's shown on the Case History Tab.
Run reports using the Reports button located on the bottom of the Case History Tab.
Click the Report button.
Select all Tabs or choose the Tabs you wish to see.
The 'Group By Tab' option will categorize the report by Tab depending on a
user's preference.
Click Preview Report.
Print, E-mail, edit or convert the report from the Print Preview Screen.
You can also create new documents  to any tab right from Case History.
Select the Tab you wish to create a new document
The document will be added to Case History automatically and also show on the individual tab.
Remember, the Case History Tab is a running list in chronological order as new documents or entries are added to any tab. For new firms or firms that have recently had data conversion; if you're not yet used to where documents end up in TrialWorks, use the Case History Tab to easily locate them!
Have you missed any of the previous Tip of the Week entries?
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Week of 10/19: Using the Research Tab

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Using the Resarch Tab
Posted by Alex Gibilaro on 12 November 2015 12:33 PM
Are you frequently downloading the same case law or trying to remember the last case that had a similar issue?
Use the Research Tab to organize case law, brief's, memos & more!
Click on the Research Tab.
The Research Tab is broken up into four document management categories; 
Law, Medical, Other and Briefs.
Save documents to the Research Tab using FileIt.
Drag and drop the documents into FileIt, and fill in the appropriate fields.
Use the 'Tab' dropdown to select the Research tab to upload the document to. 
Click the 'Transfer Files' button on the bottom right of FileIt.
If a file you wish to save is already part of a current case's documents and you wish to copy or move that file to the Research Tab, use the right click feature to copy the file to the Research Tab.
Right click on the subject line of the document, and click 'Transfer a Record.'
Select the Research Tab (and its category), opt to either Copy or Move the document, and click 'Execute.'
That document will now appear on the Research Tab.
Go to the Research Tab.
Click on 'Law.'
You will see the document listed.
Use the checkbox in the 'Save' column if the research is beneficial to all practice areas. Items marked with the 'Save checkbox' will appear globally on the Research Tab in every TrialWorks case.
To link research to a specific case type, use the Liability & Sub-Liability options. Click in the Liability field to select the Practice/Case type associated with the document
you have just saved.
This library pulls from the Case Retainer Tab.
Adding a Liability will grow the library, but the research entry will only show in cases marked with that same liability on the Case Retainer Tab.
By adding a category or liability and forming research libraries, the documents you'll need become readily available to you for future similar cases. 
Have you missed any of the previous Tip of the Week entries?
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Filing E-mails
Posted by Alex Gibilaro on 14 October 2015 05:34 PM
What method do you use to file e-mails into TrialWorks?
Are you using the TrialWorks Add-In?
Customize your Add-In to make filing emails even easier.
Here's how!
Double Click to open the email. 
Notice the Add-In options at the top of the mail.
The Add-In looks at the domain ( of the sender and tries to match it to an existing e-mail address in the database. You may have noticed, the Add-In will try to guess what Case the e-mail should be filed in based off the sender. 
Use the drop-down to select the Case Name and Category to file the email.

We recommend the use of Categories to easily filter or search for an e-mail using additional criteria. For example, if you're corresponding with an Adjuster in an effort to settle the case, you may want to use a category such as "Negotiations". This would allow you to filter the email and view only Negotiation emails.
When ready, click the 'File to TrialWorks' button.
Wish there was an easier way than opening each email before you file?
Customize your TrialWorks Add-In!
Click on the 'TRIALWORKS' Tab in Outlook then click on 'Options.'
Use the checkbox to select 'Enable filing from Reading Pane.'
You will be prompted to restart Outlook for the changes to take effect.
You also have the option to turn on 'Auto Filling.' This feature will automatically file an e-mail based on the sender or recipients email address. TrialWorks will prompt you before it files the e-mail.
To file an email from the preview panel, notice the Add-In options available in the top right section of the preview panel.
Looking for another method of filing e-mails?
Use the Right-Click Menu!
Right Click on the email, or group of emails you wish to File. On the bottom of the Right Click Menu, click on 'TrialWorks,' and select 'File Selected E-mails.' 
A pop-up will appear with the Tag E-mail Options, enter the Case Name, Category, and click 'File to TrialWorks' as you would in the above methods.
If your e-mail doesn't immediately appear on the E-Mail Tab of TrialWorks, please allow a few minutes, Outlook will attempt 3 retries, every 2 minutes before moving the
e-mail to the 'Unable to File' folder found in Outlook.
Be sure you're staying up to date and reading up on previous installments of the Tip of the Week at

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Medical Tab and Reports
Posted by Alex Gibilaro on 14 October 2015 04:51 PM
How to REALLY use the TrialWorks Medical Tab. 
Click the 'Yellow Plus Sign' to make a request to a provider for Medical Records. 
The 'Add Medical Visit' window will appear. 
Be as thorough as possible when entering data in the designated fields. All data can be pulled into multiple TrialWorks reports to automate the creation of a Chronology or
List of Specials. 
Health Care Provider: Use the dropdown to select the Health Care Provider to request records for.
Date of Treatment & End Date: Enter dates of treatment. 
Amount Billed: Total amount billed by the provider.
Category: Select the category of records.
Insurance: Select the Insurance Company that has paid the bill. 
Use the 'Amount Paid' field to document multiple payments made towards the total bill.  Double click in the 'Amount Paid' field to add multiple entries. 
Payer:  Select the individual or company making payments to the Health Care Provider.
Amount: Enter amount paid
Date: Enter the date of the payment.
Notes: Enter details of the payment. 
After you receive your Medical Records, fill in the remaining fields.
Author: This will default to your TrialWorks Author. Use the dropdown to select another user.
Date Sent: Select the date you sent the request to the provider.  
Date Rcv'd: Choose the date you receive the Medical Records.
Diagnosis Description: Type the details of the medical visit.
Treatment Description: Enter the specifics of the treatment received.
Notes: Additional notes. 
Mark other relevant medical information along the bottom of the window using the checkboxes. Close the Door to save the entry. 
Use the Medical Reports to automate Chronologies or see a Report of Health Care Providers and Total Damages. Click the 'Meds Report' button at the bottom of the Medicals Tab.
Use the checkbox to 'Include Payment Breakdown' and select 'Detail' to generate a list of all Health Care Providers and include the detailed payments breakdown. 
You can choose to Email, Export to PDF, Word, or Excel, or Print right from the
Print Preview Screen.
Stay up to date with all of the TrialWorks Tip of the Week posts at ! 

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Tracking Referrals
Posted by Alex Gibilaro on 14 October 2015 04:42 PM



Wonder how many cases a lawyer has referred to you?


Use your filters and reports!



Click on the 'Case/Retainer Info' Tab



Use any of the three 'Referral' fields. Consistency will allow you to generate Reports as well as maintain and navigate your Case List.



Click the 'Filter' icon to the left of your Case List to open the 'Filters' window.



Select the source by typing the name or click in the drop-down from your library.



Click 'Apply Filter' to continue.



Use your mouse to hover over the Case Filters Options to view the number of
cases in your filter.



Use this filter to quickly view and navigate between the cases matching your filter. 




If you want to print a report, click on the 'Reports Ribbon' and choose 'Referral.' A list of the various 'Referral Reports' appears. Select the Report that works best for you. 



Choose the Referral by name and click Preview to generate the report. 



Reports can be sorted, printed and emailed or can be exported to Excel, Word or converted to PDF from the Print Preview Ribbon. Close the Print Preview screen
when you are finished. 


Stay up to date with all of the TrialWorks Tip of the Week posts at ! 


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