Sick of wading through cases that you’re not assigned to or you never work on? Set a filter for your TrialWorks to see only the cases you need to work on. Here’s how to set a default for your TrialWorks: Click ‘User Tools’ from the Home Ribbon Click ‘Default Values’ Next, click ‘Case List Filters.’ Keep in mind, this is …
We received many requests in 2015 hoping to be able to change the font size in TrialWorks, in particular, to make it bigger! According to our System Requirements, a resolution of 1024×768 is the minimum size allowed before TrialWorks looks distorted and starts to lose some functionality. If the font is too small for you, your monitor’s resolution may be …
With our new Log Off Policy in full effect, as Hosted Customers, you may experience losing a previously unsaved Microsoft Office, Excel, Word or PowerPoint document after being automatically logged off. Here are the steps to recover your unsaved document in Microsoft Office 2010 if you inadvertently lose the document due to it not being saved: 1. Open the Microsoft Office 2010 …
Logoff Policy Change Effective: Monday, January 11, 2016 Please be advised, all TrialWorks users in the Hosting Environment who are disconnected or idle for 3 hours will now automatically be logged off from the Hosted Environment. This policy change is especially important for users who leave Microsoft Word or Excel documents open that are not previously saved. Please make sure to save …
Start 2016 off right! Hide unnecessary information on YOUR TrialWorks. Lately, we’ve received several calls regarding modifying the TrialWorks display such as adding or removing a field on a tab or resetting the layouts to be able to view all information properly. Choose the tab to modify. Clicking the title of the field (‘Home Phone’) will highlight and select …
Let’s expand on last week’s Tip of the Week and set up Automated TimeKeeping. Each TrialWorks user can have default billing rate set up specific to their role or specific to each task. If you do not see ‘Admin Tools,’ please ask your TrialWorks Administrator to set up Billing Rates. Click ‘Admin Tools’ from the Home Ribbon. Click ‘Edit User’ …
Need to track the time? Use TrialWorks’ TimeKeeper feature! To create a manual time entry, click the ‘Home’ Tab on the Home Ribbon. Click on the ‘TimeKeeper’ icon. Clicking TimeKeeper will open a blank window for you to add a new time entry. Case Name: Select the case. User: Select the user billing for time. Date/Time: Use the dropdown or …
Wondering which cases are slipping through the cracks? Try using the Inactive Cases Report! Click on ‘Reports’ from the Home Ribbon Then click ‘Case’. Use the drop-down menu to select ‘Status,’ scroll to ‘Additional,’ and click the ‘Inactive Cases Report.’ Enter how many days of inactivity you would like to view. The default is 90 days. Click the magnifying glass …
Need something to hand the attorney as he’s walking out the door? Use the following report for a detailed, general overview of a specific case. Click ‘Current Case’ from the Home Ribbon From the Current case tab, Click on ‘Case Report.’ This Case Report will feature the all of the client’s information. Each client will have their own dedicated page …
Getting ready to send Holiday cards out to your clients? Want to print all of the labels at once? Create a quick list of clients using TrialWorks Custom Reports! Click ‘Reports’ from the Home Ribbon Click on ‘Report Writer’ Click ‘Edit Queries…’ to create the report. Query/Filter Name:’ At the top of the window, name your report. ‘QueryName:’ Coincides and self populates …