Same Demographics/Different Person? Do you need to update your case with the name of a new adjuster, but have already typed the company address and phone numbers hundreds of times? Try using the “Duplicate Entry” functionality from your Contacts Tab to avoid re-typing the same information over and over. Let us show you how this works: From the Contacts …
Who doesn’t love a shortcut? Would you rather take 10 steps to start a task, or, with just a few keystrokes, navigate to the same place? The “ALT” button on your keyboard facilitates fabulous shortcuts that will make you more efficient and more productive! For example: Pressing “ALT-C” on your keyboard reveals over 10 keyboard shortcuts on your Ribbon Bar. …
Wouldn’t it be nice if you were automatically reminded to follow up on a letter you’ve sent out requesting medical records or any other type of template? Whether it’s a letter, pleading or discovery, let TrialWorks be your reminder by linking all of your templates and the Docket! First, make sure that the Reminder Docket fields on your Medical Record …
The a-May-zing Case Summary Tab! Did you know that the Case Summary Tab pulls data from other screens in TrialWorks and displays some amazing information about your case on one screen? Looking for information about your client’s injuries? Here it is: Looking for information about the case facts? Here it is: Looking for information about insurance coverage? Here it is: …
OVERVIEW & REPORT The Case Summary tab is your non-editable, one stop shop to learn anything and everything about a specific case. Quickly view the case’s file number, relevant parties, where the case originated from, attorneys and support on file, the Judge and what court the case is in. Learn the detailed case facts, and any negotiations made in the …
Remember! Sunday, May 14, 2017 Are you working so much that you forget important dates such as birthdays, holidays, and Mother’s Day? Don’t let another date creep up on you. Use TrialWorks’ Reminders to alert you to those critical dates before they arrive. Step #1, set your Reminders List to appear when opening TrialWorks. To do this, simply navigate from …
Using the Notes tab in TrialWorks is a powerful tool. Keeping track of settlement conversations, case meetings, phone calls and overall status memos for cases is essential. Running the Notes Report by Author allows a user to see notes in a specific time range per user for all cases. These notes will generate in a report format for a user …
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 …
We understand that it’s tedious to remember and send birthday greetings to clients. Create a birthday program at your firm by running the Client Birthday Report each month. Extending birthday greetings to clients is great way to show them you truly care. Generate Client Birthday Report Go to Reports and select client Click Client Birthday List. Instantly, a list will …
Weekly Calendar Reports are essential for all law firms to keep track of their cases. TrialWorks has built in master and case specific reports that pull from the Docket Tab of each case. Use the Global Calendar Report during your weekly meetings and stay up-to-date. Accessing Global Calendar Report Click on Reports and select Docket Select Global Calendar Report Select …