It’s that time of year again, making now the perfect time to send holiday greetings to your clients. Prepare “Thank You” notes and Holiday cards using Trialworks’ drag/drop bookmarks feature to generate a template for each client, or use the Mass Mailing Wizard to create letters for multiple clients all at once. Follow the four steps below to set up …
Did you know that the TrialWorks Correspondence Tab allows you to generate a letter to all of your clients, regardless of the case you are on? With the Correspondence Tab, you can target that letter within a specific Case Type or match particular criteria you have created. Follow the steps presented below to apply this feature: Click the “Write to …
Maximize your TrialWorks potential! Taking full advantage of your case management system not only helps your firm run more efficiently – it ensures that you get the maximum value for your investment. We are consistently adding capabilities to solve more of your challenges, so help us, help you! If you answer ‘yes’ to any of these questions – it’s time …
Set Alerts for Stagnate Cases! Have you ever wondered what the “Exp Date” column to the far-right of the Status and SubStatus fields on the Case Info Tab is used for? This field represents the number of days that a particular status should remain in that status, as determined by you. For example, if the Firm determines that it must …
Today we’re looking at the fourthTrialWorks’ New Year Resolution to learn about how TrialWorks automates the process of calculating various disbursements andpreparing settlement documentsusing the Settlement Calculator and Settlement Info button. Both the Settlement Calculatorand Settlement Infoicons are available from the Current Case Ribbon: Settlement Calculator The Settlement Calculator is a tool that pulls financial-related data from various places in …