Case Summary Snapshot

In TrialWorks Tips by trialworks

The Case Summary Tab can provide you with a quick snapshot in an instant. By compiling clients, other parties, negotiations, court and status information in one page any user is quickly brought up to speed on any given case.

Start by searching for your case.

Select the case and choose Case Summary.

All of the information will be pulled onto this screen.

Case Summary Tab

Double-Click on Clients or Other Parties Tab for further details.

Case Summary Clients Tab

Easily modify information or even send an email.

Client Email From Case Summary

Check the Case Status and last user in the case.

If you’re interested in learning about the Case Summary Snapshot in TrialWorks, contact Training at 800-377-5844 option 2.