Best Practices for Creating a Non-Client Related Case in TrialWorks
Did you know that TrialWorks can be used for more than just traditional case files?
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Many of our firms use TrialWorks to manage their Attorney Association, Marketing, Human Resources, and Personnel files. Users can create personal files to manage their emails, appointments, and other non-case related documents.
Here are the 3 ways you can manage non-client related cases in TrialWorks:
- Organizing them outside of the active files case list;
- Assigning a Case Type of “Administrative”;
- Providing password-protections.
Follow the steps below to create a non-client related case in TrialWorks:
- Use the New Case Wizard to create a new case;
- Case Status = UC (Under Consideration);
- Case Name = For example, “Amy’s Case,” “Marketing” or “Human Resources”;
- Liability = Administrative;
- Sub-Liability = For example, Employee or Firm;
- Case Password = Type password directly into the field.
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Limit Tab Selections.
Non-Client Related Cases in TrialWorks often don’t require many Tabs associated with most traditional cases. While our users can select any combination of Tabs, best practices for Non-Client Related Cases suggests the following Tabs:
- Case Info
- Docket
- Correspondence
- Contacts
- Notes
- Memo
TrialWorks strives to make your daily work life easier and more productive. For more information on this tip or any other Training related questions please email us at training@trialworks.com.
CLICK HERE to book your training session with one of our specialists.
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Stay tuned for more TrialWorks Tips, and be sure to check out TrialWorks 11.3 packed with new features and updates!