How to Switch Between Cases and How to Search for Cases
1. To find a case quickly in your TrialWorks, click on the Case Name and start typing the name of the matter.
2. If you are unsure, you can always click the drop down arrow and scroll through.
3. Or, if you are unsure, you can always click the drop down arrow and scroll through.
Click the radio button that corresponds to the information you are searching for. Type that data in the search text box and click search.
A list of cases that match search criteria will be provided. This is a great way to quickly determine who to pass a call in the office to, the cases status, or see which atty/support is assigned to a case. To access that case, just double click on the case name