Holiday Season is here, and now is time to set up a Holiday Letter Template. Create the letter once and save it for future use for next season. Use TrialWorks to generate the template for each client or use the Mass Mailing Wizard to generate for multiple clients at once! Set up Your Template: Start in Word with a blank …
The Holiday Season has arrived and it’s time to send out holiday cards. Use the built-in Dashboard named: Clients Sample View to view all your Clients instantly. Instead of going through each case individually or spending time individually typing client names, use the Dashboard to pull all information into one screen. On the Home Ribbon, choose Dashboard Select Clients Sample …
Any new case that is created in TrialWorks can produce an Email to notify user(s) at the firm a new client has been retained. This feature is great if you happen to be out of the office or need the notification to open a file for Billing. Only work on Medical Malpractice cases at the firm? Great, set the email …
The Case Status and Priority Codes are admin features designed to be customized for any firm. Use these fields to view instantly the true stage a case is in. Applying these fields to a case will reflect into a variety of case reports and built in Dashboards. Setting up Status and Priority Codes *Only an Admin user of the firm can set …
Email has become the main form of communication these days, especially for our clients. We are corresponding on a daily basis and sending/receiving multiple types of attachment(s) via email. Easily drag and drop your attachment from Outlook into FileIt to file important case-related information. This feature allows you to preserve the email attachment exactly as you received it, while filing into …
Scanning all incoming documents can benefit every firm. Scanning can provide cost savings, improve document sharing, and most of all save time. Use FileIt to quickly rename documents from the scanner while you quickly review them. Start by scanning your documents Don’t worry about renaming the documents at the scanning station In FileIt all the documents will be listed with …
FileIT is a great tool to take the firm’s file system to the next level. FileIT’s primary use is to bring documents not created within TrialWorks and file them into TrialWorks. It also has a built-in feature that allows a user to link documents to existing documents within TrialWorks. This extra layer of filing gives the user a timeline for …
A case settled? Great! Use the Settlement Info feature to keep track of all settlement and disbursement related data. This information is also used to produce Closing Statements and generate Settlement Reports within TrialWorks. Set up Global Settings (Admin User Only) Choose Settlement Calculator Set up Firm Fees Choose Calculation options Choosing “Enable Individual Client Settlement” allows a user to …
The MS-Word Versioning feature in TrialWorks enables a user to better manage content as it is revised and assists users in saving all previous versions. Versioning is specifically helpful when several users work together on a document such as a Complaint, or when a document goes through several phases of development and review. Enable Versioning: To enable versioning, you must …
Now a day’s using email to connect with your Clients or Other Parties has become the main form of communication. Being able to access emails for parties quickly is key to efficient messaging. Use the One-Click feature in TrialWorks and quickly send emails. We recommend that all new Clients or Contacts should always have an email address entered if applicable. …