For those of you who may have missed our recent Webinar (Friday, April 13, 2018), for this week’s TrialWorks Tips, we’d like to share the topic that was most frequently asked about during the webinar: SMS/Text Messaging. As you know, you can now send text messages to any contact that has a valid cell phone number directly from TrialWorks without …
At TrialWorks, we just love keyboard shortcuts! Why scroll when you can type just one letter in a drop-down field? Why click three times, when you can get to the same function with one click? In this week’s Tip, we’re going to reveal a hidden keyboard shortcut we’re sure you’re going to appreciate! Look at the arrows to the left …
In this week’s TrialWorks Tips, we’re going to help you help yourself when a Tab has gone missing from your display. Before you call for backup, check out these possible culprits. First, have you increased your font size? Because of the limited real estate on your monitor, increasing the font size in TrialWorks will often push your Tabs off the …
In this week’s Tip, we are demonstrating the most obvious new theme in TrialWorks Version 11: the big green plus sign. Also known as the “New” button on the Ribbon Bar, this feature provides you with the ability to access 10 different functions with just one click. From the far left of your Home Ribbon Bar menu, the New button …
In this week’s TrialWorks Tip, we will continue to demonstrate some of the cool new functionality being rolled out in TrialWorks Version 11. In Version 11, we’ve given you, the user, the ability to customize the appearance of your datasheets to make them easier on the eyes! Continue reading for a quick tutorial on how to best customize your TrialWorks …
In this week’s Tip & Tricks, we are going to continue to demonstrate some of the cool new functionality being rolled out in TrialWorks version 11. The Quick Access Fields in the top right of your TrialWorks screen are the perfect place to put key case information you always want displayed. In version 11, we’ve expanded them significantly. Not only …
Welcome to TrialWorks Version 11. One of the most common requests we’ve heard over the years from our users has been to improve the user interface. Today, we’re going to take you on a quick tour of some of the modifications we’ve made that allow you to personalize your TrialWorks experience, including changing the Order, Shape, Theme, and Font Size …
Holiday Season is quickly approaching, so now is a good time to set up your Firm’s Holiday Letter Template! Use TrialWorks to generate the template for each client, or, use the Mass Mailing Wizard to generate letters for multiple clients all at once! Create the Basic Template: 1. Start in Word with a blank page or a letter template; 2. …
It’s official… the holidays are upon us! Make sure to update your Holiday List within TrialWorks to avoid calendaring any important dates on an actual Holiday. Settings > Holidays (Admin User Only) Update all office-observed Holidays including court-related holidays Use the door to close and save Docketing on a Holiday If a user tries to docket on a holiday a …
Yes! You can now send text messages to any contact that has a valid cell phone number directly from TrialWorks without revealing your personal cell phone number! It’s this simple: Right click on any cell phone number in TrialWorks and select Send Message. The resulting window below auto-populates the From email address that is associated with your User Default (see, Admin …