From intake through settlement, TrialWorks users can identify the various phases of a case’s lifecycle by using several fields in tandem found on the Case Info Tab. Using these fields enables the Firm to generate reports that reflect the workflow of a case, how long a case is in a particular stage, and the volume of cases in a particular stage. Ultimately, this enables the Firm to effectively balance the load among staff members.
The Case Info Tab encompasses several fields to track the lifecycle of a case. Let’s explore how to leverage this!
1. Case Status: From the Case Info Tab, choose from 8 different main Case Statuses:
- UC = Under Consideration
- Purchased Competitor
- On Calendar
2: Status and Priority Codes: From the Settings Menu, customize the Status and Priority Code drop-downs:
There are two fields on the Case Info Tab that are self-building, meaning, users can add new entries to the drop-down menu:
3: Case Stage: This may be used as an overflow to the Case Status and/or Status field selections, and may be used to provide additional descriptions of the case stage.
4: Additional Status: This may also be used as an overflow to the Case Status and/or Status field selections to further describe the status of the case.
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