Have you ever logged into TrialWorks and had the screen below appear? This usually means one of three things: The Firm has more users than it has TrialWorks licenses; The Firm’s IT Support has logged into the server as an Admin and logged into TrialWorks; or Someone has logged into TrialWorks more than once from a different device. For example, …
You rely on your case management software to run your practice, to house all case information, manage your documents, and give you a pulse on your business. It is the lifeblood of your law firm. Some firms want the freedom and flexibility to cut the cord with their in-house server and manage their firm from virtually anywhere. TrialWorks has created …
What if you could click on a button to order medical records and they were delivered straight to the Case’s Medical Tab? Requesting medical records is a big part of most personal injury cases. Using the TrialWorks integration with Verscend/MediConnect, allows you to seamlessly request and receive medical records directly … in just one step. From the Medical Tab > click …
Okay, so maybe we’re not an epic, all-American saga of space odyssey with exciting adventures that took place “a long time ago in a galaxy far, far away…” But fear not, Young Skywalker, TrialWorks Version 11 is a major force in the Legal Case Management industry! TrialWorks delivers powerful tools that make you more efficient, more productive, and more valuable …
Thanks to those who attended our second TrialWorks Version 11 webinar last week! We got quite a few questions about the Call Log. In addition to the many new features and functionalities found in TrialWorks Version 11, we’ve also made some significant improvements to the Call Log itself. For example, there is now a “completed” checkbox, enabling you to finalize …
For those of you who may have missed our recent Webinar (Friday, April 13, 2018), for this week’s TrialWorks Tips, we’d like to share the topic that was most frequently asked about during the webinar: SMS/Text Messaging. As you know, you can now send text messages to any contact that has a valid cell phone number directly from TrialWorks without …
At TrialWorks, we just love keyboard shortcuts! Why scroll when you can type just one letter in a drop-down field? Why click three times, when you can get to the same function with one click? In this week’s Tip, we’re going to reveal a hidden keyboard shortcut we’re sure you’re going to appreciate! Look at the arrows to the left …
In this week’s TrialWorks Tips, we’re going to help you help yourself when a Tab has gone missing from your display. Before you call for backup, check out these possible culprits. First, have you increased your font size? Because of the limited real estate on your monitor, increasing the font size in TrialWorks will often push your Tabs off the …
In this week’s Tip, we are demonstrating the most obvious new theme in TrialWorks Version 11: the big green plus sign. Also known as the “New” button on the Ribbon Bar, this feature provides you with the ability to access 10 different functions with just one click. From the far left of your Home Ribbon Bar menu, the New button …
In this week’s TrialWorks Tip, we will continue to demonstrate some of the cool new functionality being rolled out in TrialWorks Version 11. In Version 11, we’ve given you, the user, the ability to customize the appearance of your datasheets to make them easier on the eyes! Continue reading for a quick tutorial on how to best customize your TrialWorks …