As many of you know, FileIT is an incredible time-saving document importer that seamlessly brings external documents (such as .pdfs from the Court or outside counsel) into TrialWorks. But did you know that the Word option, “Save As in TrialWorks,” operates in a similar way and helps you move documents created outside of TrialWorks into TrialWorks? Let’s see how it …
TrialWorks defines docket items into two categories: First, APPOINTMENTS, which have a date and time associated with them; and Second, TASKS, which are “to do” items with deadlines. TrialWorks Today presents these items as follows: However, sometimes, even the TrialWorks Today view seems cluttered! What could be the cause? Lack of filters applied in the settings: Another potential cause could …
I’ll admit it. I like to minimize my screens. At any given time, I might be responding to 3 or 4 different emails, have a few documents opened, and answer a call or two in between. So, when I learned that I can minimize TrialWorks Today and my Call Log, I got a little excited. As seen in the …
Believe it or not, the Party Name field is among the most-critical fields in TrialWorks to fill-in. Why? The Party Name is the FULL AND PROPER NAME of a person or entity that creates a special relationship with other information in TrialWorks. Using the Party Name supports: Requesting medical records for that specific Party Viewing insurance policy for that specific …
The Intake Status field is a self-building dropdown, which means that you can add any value you feel is necessary. The Intake Cases Manager lists three Status selections by default: Summary Turndown, Quick Turndown and Under Consideration. But, what happens when you need another choice, such as “Needs Attorney Approval” or “Waiting for Additional Info?” The Intake Cases Manager Status …
Same Demographics/Different Person? Do you need to update your case with the name of a new adjuster, but have already typed the company address and phone numbers hundreds of times? Try using the “Duplicate Entry” functionality from your Contacts Tab to avoid re-typing the same information over and over. Let us show you how this works: From the Contacts …
Who doesn’t love a shortcut? Would you rather take 10 steps to start a task, or, with just a few keystrokes, navigate to the same place? The “ALT” button on your keyboard facilitates fabulous shortcuts that will make you more efficient and more productive! For example: Pressing “ALT-C” on your keyboard reveals over 10 keyboard shortcuts on your Ribbon Bar. …
Wouldn’t it be nice if you were automatically reminded to follow up on a letter you’ve sent out requesting medical records or any other type of template? Whether it’s a letter, pleading or discovery, let TrialWorks be your reminder by linking all of your templates and the Docket! First, make sure that the Reminder Docket fields on your Medical Record …
The a-May-zing Case Summary Tab! Did you know that the Case Summary Tab pulls data from other screens in TrialWorks and displays some amazing information about your case on one screen? Looking for information about your client’s injuries? Here it is: Looking for information about the case facts? Here it is: Looking for information about insurance coverage? Here it is: …
OVERVIEW & REPORT The Case Summary tab is your non-editable, one stop shop to learn anything and everything about a specific case. Quickly view the case’s file number, relevant parties, where the case originated from, attorneys and support on file, the Judge and what court the case is in. Learn the detailed case facts, and any negotiations made in the …