Does your firm’s current fax service match the label on the fax button in TrialWorks? It may not, causing confusion and concern amongst your colleagues. Follow the steps listed below to match your fax label to the TrialWorks button: Go to the Home Menu, click the green plus sign on the New button, and select Fax; The button on the …
Familiar faces are everywhere! The TrialWorks Clients Tab helps you put a name to the face, even if you’ve only met your client once. Check out how… Click on the Clients Tab and select the plus sign next to the Image field. This feature will allow you to import any image of your client directly to the tab: Everyone, especially …
The TrialWorks Costs Tab gives you quick access to the legal costs and expenses incurred in a specific case. It’s easy to enter the information and generate reports when your client calls to inquire about the current costs on his/her case; you can quickly look at the totals. But, what happens when the case costs are being divided between multiple …
With the upcoming 4th of July holiday, TrialWorks would like to wish all of you a happy, safe holiday and communicate our overall approach to holidays, days off and emergency issues. We are committed to providing clients with an exceptional support experience. After hours, holidays and weekends customer support is provided for emergencies. For support needs reach us in any of …
Did you know TrialWorks Case Management Software has a Call Log feature that does more than present a caller’s phone number? Here are a few important functions the Call Log allows you to perform: Take notes about the call; Email the notes and create an automatic TimeKeeper entry; Update the Contact Record automatically in the Address Book with NO extra …
TrialWorks is pleased to announce our partnership with Octopus Deploy, the automation server designed to coordinate releases and updates seamlessly. Octopus Deploy is trusted by over 20,000 organizations across the world, including 40 of the Fortune 100. This new deployment technology will automate product updates, increasing your productivity and minimizing the impact on your Firm. As we continue to enhance our TrialWorks platform, we want …
Do you have clients in the insurance field? Do you struggle with how to identify your client as both your ‘Client’ and as a ‘Contact’ record in TrialWorks on the Insurance Tab? TrialWorks understands your business needs and designed Contact Management features to accommodate these needs. Check out how to quickly ensure all contact records can be located exactly where …
We recognize that when you meet a potential client, documenting the initial phone call is important. TrialWorks’ Call Log feature helps you efficiently manage incoming/outgoing calls and perform several essential tasks with ease! Furthermore, having the ability to access valuable call details and perform tasks means greater efficiency for your firm. TrialWorks’ Call Log is readily available from the Home …
TrialWorks is an extremely feature rich case management platform with many options to take advantage of. With that in mind, there are 4 core areas in which users should focus on when getting started – and to keep realizing top-notch results. This week, we are covering the top 4 most important Tabs. These Tabs house 90% of the fields used …
From intake through settlement, TrialWorks users can identify the various phases of a case’s lifecycle by using several fields in tandem found on the Case Info Tab. Using these fields enables the Firm to generate reports that reflect the workflow of a case, how long a case is in a particular stage, and the volume of cases in a particular …