In this week’s Tip & Tricks, we are going to continue to demonstrate some of the cool new functionality being rolled out in TrialWorks version 11. The Quick Access Fields in the top right of your TrialWorks screen are the perfect place to put key case information you always want displayed. In version 11, we’ve expanded them significantly. Not only …
Welcome to TrialWorks Version 11. One of the most common requests we’ve heard over the years from our users has been to improve the user interface. Today, we’re going to take you on a quick tour of some of the modifications we’ve made that allow you to personalize your TrialWorks experience, including changing the Order, Shape, Theme, and Font Size …
Holiday Season is quickly approaching, so now is a good time to set up your Firm’s Holiday Letter Template! Use TrialWorks to generate the template for each client, or, use the Mass Mailing Wizard to generate letters for multiple clients all at once! Create the Basic Template: 1. Start in Word with a blank page or a letter template; 2. …
It’s official… the holidays are upon us! Make sure to update your Holiday List within TrialWorks to avoid calendaring any important dates on an actual Holiday. Settings > Holidays (Admin User Only) Update all office-observed Holidays including court-related holidays Use the door to close and save Docketing on a Holiday If a user tries to docket on a holiday a …
Yes! You can now send text messages to any contact that has a valid cell phone number directly from TrialWorks without revealing your personal cell phone number! It’s this simple: Right click on any cell phone number in TrialWorks and select Send Message. The resulting window below auto-populates the From email address that is associated with your User Default (see, Admin …
Document categories are a powerful tool that supports file uniformity, naming convention consistencies and search capabilities in TrialWorks. By using Document Categories, a user can simply filter and sort to drill-down to a select group of documents to find a specific document. Document categories are typically established by the Firm Administrator under Settings > Categories: Let’s see how this works: …
Contact Types are used to categorize contact records in TrialWorks, because a person can have different roles in different cases. When a new contact record is first created, the Contact Type selected becomes the global type for that record. Global Type: The global type means that this is the contact’s main identification. “Who is this person?” In the picture below, …
Disaster planning has been out front in the news lately, and while many are still recovering from recent disasters, we wanted to share with our customers how TrialWorks used Dashboards to stay connected to our clients during the recent Hurricane Irma. Dashboards are useful to display multiple fields of information relating to multiple cases in a single screen. They provide …
How many of us open multiple windows simultaneously? How many times have you thought that your screen was “frozen,” only to find that there was a dialog box open somewhere behind the scenes? Use Windows Shortcut “ALT-Tab” to scroll through your open windows and find the culprit. Here’s How It Works: From your Windows keyboard, simply press the ALT key …
How many times has someone in your office done something on a client file that wasn’t supposed to be done? Left a message with an ex-spouse? Called the client in the workplace? As we quickly multitask throughout our day, it’s easy to make mistakes. Using TrialWorks’ Quick Note can help prevent embarrassing errors! Quick Note creates an automatic pop-up notification …