Document categories are a powerful tool that supports file uniformity, naming convention consistencies and search capabilities in TrialWorks. By using Document Categories, a user can simply filter and sort to drill-down to a select group of documents to find a specific document. Document categories are typically established by the Firm Administrator under Settings > Categories: Let’s see how this works: …
Contact Types are used to categorize contact records in TrialWorks, because a person can have different roles in different cases. When a new contact record is first created, the Contact Type selected becomes the global type for that record. Global Type: The global type means that this is the contact’s main identification. “Who is this person?” In the picture below, …
Disaster planning has been out front in the news lately, and while many are still recovering from recent disasters, we wanted to share with our customers how TrialWorks used Dashboards to stay connected to our clients during the recent Hurricane Irma. Dashboards are useful to display multiple fields of information relating to multiple cases in a single screen. They provide …
How many of us open multiple windows simultaneously? How many times have you thought that your screen was “frozen,” only to find that there was a dialog box open somewhere behind the scenes? Use Windows Shortcut “ALT-Tab” to scroll through your open windows and find the culprit. Here’s How It Works: From your Windows keyboard, simply press the ALT key …
How many times has someone in your office done something on a client file that wasn’t supposed to be done? Left a message with an ex-spouse? Called the client in the workplace? As we quickly multitask throughout our day, it’s easy to make mistakes. Using TrialWorks’ Quick Note can help prevent embarrassing errors! Quick Note creates an automatic pop-up notification …
As many of you know, FileIT is an incredible time-saving document importer that seamlessly brings external documents (such as .pdfs from the Court or outside counsel) into TrialWorks. But did you know that the Word option, “Save As in TrialWorks,” operates in a similar way and helps you move documents created outside of TrialWorks into TrialWorks? Let’s see how it …
TrialWorks defines docket items into two categories: First, APPOINTMENTS, which have a date and time associated with them; and Second, TASKS, which are “to do” items with deadlines. TrialWorks Today presents these items as follows: However, sometimes, even the TrialWorks Today view seems cluttered! What could be the cause? Lack of filters applied in the settings: Another potential cause could …
I’ll admit it. I like to minimize my screens. At any given time, I might be responding to 3 or 4 different emails, have a few documents opened, and answer a call or two in between. So, when I learned that I can minimize TrialWorks Today and my Call Log, I got a little excited. As seen in the …
Believe it or not, the Party Name field is among the most-critical fields in TrialWorks to fill-in. Why? The Party Name is the FULL AND PROPER NAME of a person or entity that creates a special relationship with other information in TrialWorks. Using the Party Name supports: Requesting medical records for that specific Party Viewing insurance policy for that specific …
The Intake Status field is a self-building dropdown, which means that you can add any value you feel is necessary. The Intake Cases Manager lists three Status selections by default: Summary Turndown, Quick Turndown and Under Consideration. But, what happens when you need another choice, such as “Needs Attorney Approval” or “Waiting for Additional Info?” The Intake Cases Manager Status …