The Fix Drop Down feature allows you to easily clean-up or replace a user’s case assignments with one easy click. Need to tailor your attorney/support lists? This feature will instantly update all your cases. How about reassign all docket assignments from one user to another? No problem, use the Fix Drop Down feature. Fix Drop Down Menu within Case Retainer/Info …
Are you an Admin User of the firm? If so, make sure to keep the firm’s User List updated. Through the Admin User menu you can add, edit, delete, and even upload a signature. Accessing User List (Admin User Only) Go to Admin Tools and Select Edit User List Logon Name: Pulls from the Security Module list. These user(s) are …
Are you making the most of the TrialWorks Reminders List? Start this year off right and clean up your Reminders List, so it’s up-to date! Make sure to check the Reminders List everyday for your daily tasks and mark each task complete as you go. Accessing & Cleaning Up Reminders List Upon TrialWorks opening, a prompt will appear to access …
The Address Book for a Law Firm contains every single contact ever created. It’s essential to keep this Address Book up to date and avoid multiple duplicates and erroneous entries. The TrialWorks Admin should get into a habit of running the Automatic De-Dupper once a month to clean up duplicates. How to Run Auto Run Contact De-Dupper (Admin User Only) Make sure users …
It’s official. It is now 2017! Make sure to update your Holiday List within TrialWorks to avoid calendaring any important dates on a Holiday. Go to Settings and Select Holidays: (Admin User Only) Update all 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 …
Holiday Season is here, and now is time to set up a Holiday Letter Template. Create the letter once and save it for future use for next season. Use TrialWorks to generate the template for each client or use the Mass Mailing Wizard to generate for multiple clients at once! Set up Your Template: Start in Word with a blank …
The Holiday Season has arrived and it’s time to send out holiday cards. Use the built-in Dashboard named: Clients Sample View to view all your Clients instantly. Instead of going through each case individually or spending time individually typing client names, use the Dashboard to pull all information into one screen. On the Home Ribbon, choose Dashboard Select Clients Sample …
Any new case that is created in TrialWorks can produce an Email to notify user(s) at the firm a new client has been retained. This feature is great if you happen to be out of the office or need the notification to open a file for Billing. Only work on Medical Malpractice cases at the firm? Great, set the email …
The Case Status and Priority Codes are admin features designed to be customized for any firm. Use these fields to view instantly the true stage a case is in. Applying these fields to a case will reflect into a variety of case reports and built in Dashboards. Setting up Status and Priority Codes *Only an Admin user of the firm can set …
Email has become the main form of communication these days, especially for our clients. We are corresponding on a daily basis and sending/receiving multiple types of attachment(s) via email. Easily drag and drop your attachment from Outlook into FileIt to file important case-related information. This feature allows you to preserve the email attachment exactly as you received it, while filing into …