Scanning all incoming documents can benefit every firm. Scanning can provide cost savings, improve document sharing, and most of all save time. Use FileIt to quickly rename documents from the scanner while you quickly review them. Start by scanning your documents Don’t worry about renaming the documents at the scanning station In FileIt all the documents will be listed with …
FileIT is a great tool to take the firm’s file system to the next level. FileIT’s primary use is to bring documents not created within TrialWorks and file them into TrialWorks. It also has a built-in feature that allows a user to link documents to existing documents within TrialWorks. This extra layer of filing gives the user a timeline for …
A case settled? Great! Use the Settlement Info feature to keep track of all settlement and disbursement related data. This information is also used to produce Closing Statements and generate Settlement Reports within TrialWorks. Set up Global Settings (Admin User Only) Choose Settlement Calculator Set up Firm Fees Choose Calculation options Choosing “Enable Individual Client Settlement” allows a user to …
The MS-Word Versioning feature in TrialWorks enables a user to better manage content as it is revised and assists users in saving all previous versions. Versioning is specifically helpful when several users work together on a document such as a Complaint, or when a document goes through several phases of development and review. Enable Versioning: To enable versioning, you must …
Now a day’s using email to connect with your Clients or Other Parties has become the main form of communication. Being able to access emails for parties quickly is key to efficient messaging. Use the One-Click feature in TrialWorks and quickly send emails. We recommend that all new Clients or Contacts should always have an email address entered if applicable. …
Sending an email with attachments is a task everyone has to perform multiple times a day. Streamline those emails by selecting an Email Template which will compose the body of an email. Need a co-worker to review multiple drafts of documents? Try using the “Send Internal Mail” option. Send Email with attachments and pre-canned Email Template Select the Email icon …
The Contact detail window is now a one-time stop for all relevant contact information. A new tab has been added to the Contacts detail window of each contact labeled Cases and Communications. This new tab shows all correspondence, emails and call log entries linked to this contact. Start by double clicking in a contact in the Contacts Tab or the …
Time is a valuable resource; therefore, any shortcut is a welcome time saver. That’s where Quick Contact comes in. This feature allows you to view, email, and even call any contact in a case with one simple click! View Contacts Quickly Without leaving the tab you are working in, click on Current Case On the far right Quick Contact info …
The Global Address book allows the entire firm to access one complete and consolidated solution for firm-wide contacts. Instead of having individuals keep their own lists of addresses, phone numbers, and emails all the information will be listed in one central location. Different ways to access the Global Address Book – Access the Global Address Book on the Home Ribbon …
File Outlook Calendar Appointments into TrialWorks Docket Tab Do you love using Outlook for calendaring? Version 10.9 allows users to start their calendar item directly from Outlook and have it save into the Docket Tab of any case with a simple click. Never forget to manage appointments, firm tasks, and court dates in both places. In Outlook start by clicking …