For years, TrialWorks users have been generating deposition notices from the Deposition Tab and deposition notice letters from the Correspondence Tab. This creates unnecessary, additional steps. This week we will share how you are able to gain extra efficiency by creating a Deposition Notice and letter from a single tab. Follow the steps below to see how this works: Open the …
Grab This Time-Saving Tip! Dashboards are one of the most valuable-but-under-utilized features in TrialWorks. If your Firm is currently leveraging the power of the Dashboard, then this week’s tip will especially benefit you – by saving a few extra steps. Check out the two examples below to learn how to open the Detail Windows directly from Dashboard. Dashboard > Select …
We know how much you appreciate being able to generate a Service List with the click of the button. By simply navigating to the Pleadings Tab, your Service List can be created with ease. But what about, the cases with multiple defendants all represented by the same Firm? How practical would it be to have the Firm contact information displayed …
Do you remember when users could click on the magnifying glass icon next to the Case Name to search for a case? The following window would appear after clicking on Advanced Search In the past, cases could be searched by up to 12 identifying types of data, including File Number, Date of Accident, and/or Claim number, to name a few. …
Explore how using the expense checkbox in Task Code Settings will solve this challenge. Attention TrialWorks Administrators! Have you ever added a new entry to the Firm’s Task Codes library, but it doesn’t appear in the dropdown on the Cost Tab entry window? Have you looked at the “Is For Expense” checkbox? Remember, while the Task Code dropdown fields appear …
Case assignments and reporting are a challenge when there are multiple users with the same name or initials! Does the Firm have a “Peter Parker” and “Penny Parker” as paralegals? Or, are there two “Sally Smith” secretaries? Maybe the Firm’s founders (“Anthony Stark” and “Allison Stark”) are spouses? Try the following simple tips to avoid unnecessary name-changes in the Atty/Support …
In this week’s TrialWorks Tip, you’ll learn to differentiate the Atty/Supp from the AssignedTo fields. User names or initials populate both fields, yet they’re slightly different. The Atty/Support fields located on the Case Info Tab serve an important purpose: they identify the TrialWorks user associated with a specific case. Typically, the roles include: Lead Attorney, Associate Attorney, Paralegal, and Legal …
Sending a fax has never been easier! No more getting up from your desk and walking over to the fax machine. With TrialWorks, users can fax directly from their workstations without creating separate cover pages, printing documents, or leaving their desks. Follow the steps below to find out the quickest way to send a fax to anyone. Go to Global Settings, …
You’ve got two clients in one case. Your template has only one space for the Client tab, and you want to place your second client’s name in that field. How do you select just one of the two clients? TrialWorks has made it simple: Use the dropdowns in the Correspondence Detail Window to select what you want to see in …
TrialWorks instructs users to open our program before you launch Outlook and other applications needed during your workdays, like FileIT and Word. This step enables TrialWorks to sync with these integrated programs accurately. Additionally, our case management software encourages users to EXIT the program daily. There are several reasons why logging out of TrialWorks is beneficial to you and your …