It’s that time of year again, making now the perfect time to send holiday greetings to your clients. Prepare “Thank You” notes and Holiday cards using Trialworks’ drag/drop bookmarks feature to generate a template for each client, or use the Mass Mailing Wizard to create letters for multiple clients all at once. Follow the four steps below to set up …
Are you tired of dragging all your documents one by one every time you need to file them? FileIt’s time-saving features make importing documents into files more efficient, allowing you to focus on other tasks throughout the day. Instead of dragging each document, save them all to a single folder, and link it to FileIt. Follow the steps below to …
Organizing and reviewing data for your firm’s cases has never been easier. With TrialWorks Dashboards, you can filter, sort, and set up any report for the data you need. Learn how to access and benefit from Dashboards in this month’s TrialWorks Tip. How to access and customize Dashboards To access the Dashboard Manager, click on the Home ribbon, and select …
To those practicing in New York State, Governor Cuomo’s recent Executive Order extends the tolling of Statutes of Limitations under state law from July 6, 2020 to August 5, 2020 for certain types of cases. If this impacts your firm, you may want to consider any Orders and Statutes of Limitations that may or may not fall under this tolling …
TrialWorks 11.4 is now available, with several new enhancements and improvements. Based on feedback from many of our customers, we added Custom Tab Aliases to make your firm more productive each day. What are the Custom Tab Aliases? Custom Tab Aliases allow you to name your tabs anything you want. They can be assigned for each tab configuration to be …
Are you tired of seeing too many Closed cases in the Case List dropdown? In this TrialWorks Tip, we will show you how to set a filter in your Default Values to only display the Active cases you need. Setting a default filter allows you to quickly navigate and locate cases you are working on, reducing clutter in the Case …
In response to the COVID-19 situation, your firm may already have plans in place to support remote work, but do you know how to access critical business applications such as your case management software? Here are some tips and considerations your firm can use when moving staff to remote work. What to communicate to staff Communication is critical when implementing …
As we get back into the swing of things in 2020, we’re reflecting on the tips that readers found most helpful in 2019. Here are the top three: How to Reassign a Case Today’s turnover in law firms is only increasing. Approximately 44% of employees, including entry-level hires, switch firms after three years. When associates leave the firm, it’s essential …
Did you know that you can complete many tasks with just one button? In this week’s Tip, you’ll learn about the multi-functional “New” button on your ribbon bar in TrialWorks. If you are curious to find out how this feature can accelerate your workflow, keep reading. To add a new entry, go to the far left of your Home Ribbon Bar …
Did you know that you can create reports utilizing the Dashboard in TrialWorks? Many TrialWorks users are unaware of this quick and easy option to generate reports versus using the traditional Reports feature. Dashboards enable fast, effective and accurate report creation enhancing reporting capabilities by delivering highly customizable data views and filtering options- all from the main header. All Dashboards present four filters in the …