Searching TrialWorks Address Book is more than just entering the name of a contact record. Just as with Case Search, TrialWorks supports finding a Contact Record based on multiple criteria! From the Home Ribbon Bar, let’s begin at the Address Book itself: You can open your address book and click “Show All Client” to reveal a full list of your …
Appointments are scheduled … and cancelled… repeatedly throughout the lifetime of a case. Using TrialWorks’ “Adjourned” feature allows you to mark a scheduled appointment as “adjourned,” while simultaneously creating a new, updated docket entry for the new date. Let’s see how this works! Imagine that you’ve scheduled a deposition to take place on 01/31/2019, and have just received a call …
Finally! Our fifth and final TrialWorks’ New Year Resolution! We’ve committed to learning how to create and store digital signature images so that an Author’s signature will automatically appear in a bookmarked signature block, when a document is generated. This is accomplished in 2 simple steps: Step One: Save the signature image .jpg or .png file to the Templates Library: Step Two: …
We hope you used last week’s tip to fulfill the second of 5 TrialWorks’ New Year Resolutions by demonstrating how to utilize filters on Dashboards and Datasheets to promote organization and efficiency! Today, we’re discussing the third New Year Resolution – leveraging the Category and Topic fields on the Notes Tab to generate incredibly useful reports! Notes Tab: When creating …
Using Filters on Datasheets and Dashboards We hope you used last week’s tip to fulfill the first of 5 TrialWorks’ New Year Resolutions by demonstrating the ability to create and generate template packages! Today, we’re discussing the second New Year Resolution – learning how to use the filter features on Datasheets and Dashboards so that you can find documents and/or …
Template Packages – How to Create ‘em and Generate ‘em For many years, TrialWorks users have been able to select multiple documents simultaneously from a document-generating Tab to create a single, multi-layered document. For example, from the Pleading Tab you could select Summons, Complaint and Certificate of Service templates all at once, and then create a single “package” document. TrialWorks …
We’re only days away from crossing into the new year. If you’re like us, you’re always thinking about how to improve many aspects of our lives… how to do things bigger, better, faster. At TrialWorks, we think about how to improve our case management solution to remain the industry’s best in class. If you’re thinking about making a few resolutions …
When searching for stealthy hidden holiday presents, we can peek under the tree, peer into the back of a dark closet, or look in other clever hiding places! But where should you look for hidden tabs or missing data fields? Hide-A-Tab Don’t need a Tab? Hide it! While the Firm Administrator has the ability to set visible Tabs by Case Liability …
With just 11 days until Christmas, if you haven’t mailed Santa your Wish List yet, it won’t be arriving at the North Pole in time for the holiday! Take a techy-approach and use TrialWorks’ text messaging capabilities to let Santa know that you’ve been good this year! Text messages may be sent directly from TrialWorks to any contact that has …
Holiday Season is quickly approaching, so now is a good time to set up your Firm’s Holiday Letter Template! Slide into the new year using TrialWorks’ new drag/drop bookmarks feature to generate a template for each client, or, use the Mass Mailing Wizard to generate letters for multiple clients all at once! This Season, create your holiday templates by simply …