How Do We Show-Off the New Web-Based Client Intake?

In TrialWorks Tips by trialworks

Well, with a Webinar, of course!

At the recent 2019 AAJ Conference in Miami, TrialWorks introduced the new Web-Based Client Intake, enabling attorneys and their support staff to evaluate potential new cases anywhere and anytime!  This user-friendly, intuitive application offers all of the same features as the Intake Manager, including:

  • Access to all Intake Cases
  • Access to all TrialWorks Cases and Contacts
  • Ability to share content with clients through a secure, Firm-branded web-portal
  • Ability to create customized intake forms that your clients can complete and return
  • FastTracks and Docketing
  • Ability to upload and share documents

Sample Firm-Branded Client Login Page:

Click here to learn more about the Web-Based Client Intake, or call our Training Department for more information.

TrialWorks case management software strives to make your daily work life easier and more productive.  For more information on this Tip or any other TrialWorks topic, please call our office at (305) 357-6500 and ask for the Training Department.   Stay tuned for more Tips, make sure to check out our website for more information on TrialWorks 11!