A template is a type of document that creates a copy of itself when you open it. Instead of using the copy and paste method, take the firm’s most used documents and convert them quickly into templates with the new Word Addin feature available in 10.9. Start with a blank template: Click the File tab in Word, and then click New. Click Blank document, …
Creating each letter, email, envelope, or document individually sometimes takes hours. Now you can use the new Mailing Wizard. Turn Template form letters into individual Correspondence with just a click. Pick a Dashboard or choose Contacts from a case. The Mailing Wizard takes care of the rest. Start the Mail Merge Process Choose a Dashboard or single Case to pull …
Did you know that the Tabs shown in TrialWorks can be modified? Customize the tabs in TrialWorks to Show or Hide, and/or Choose Alternative Tab Names Globally or for different Case Types of Specific Cases. To customize the tabs, click on the Settings Tab, Global Settings Icon and Add/Remove Tabs. Each tab that is viewable will appear with a check …
Like many jurisdictions, each state has specific rules covering the form of pleadings and other documents filed with the court. Create a generic pleading template and stop reinventing the wheel every time you need to file court documents. Create the template and it under the template library. Once you have the initial template created you can then use that to …
Coming in 10.9 new Email Templates! If you find yourself sending the same message repeatedly, Email Templates can provide a single click solution. In Outlook, click on the New Mail icon to get started. Create the email and insert bookmarks the same as creating Word Templates. Once completed, use the Save As Type dropdown to choose Outlook Template (*.oft). Save the …
Want to create documents quicker? Try using Template Packages. This feature allows you to compile documents from different tabs all at once. Click on Templates to set up Template Packages Setting up Template Packages Create Template Packages by clicking Add New Package. Use a descriptive name for the package using liability or case stage. For example, “MVA Opening Case Package.” …
Want to Setup Automatic Docketing from Templates? Add Docket Days, Reminder Days and Docket Activity directly to a template from the Template Library The Add to Tickler window will pop-up after the document is generated. The Description/Subject will show the name of the Template or the Subject entered in the Detail Window. Add the Assigned To and click Add Tickler. …
Having a hard time managing your templates? Use these suggestions to get things organized! A quick way to manage your templates is to use the Template Category. The Template Category is a self-building list within each type of Template. Just type in the name of the new category and it will be added to the list. Using Template categories shortens the …
Welcome back from Spring Break! Earlier this Month we reviewed Costs and Case Valuation & Fees. Now we are pulling those all together to help you plan Budgets for your case. Click the Case Budget button on the Button Bar from the Case Retainer tab. Enter the Case Cost Budget at the top of the form. The Case Cost Budget …
Want to manage the financial side of a case but don’t know what’s available? Click on the Case Retainer Info tab Valuation – Use the Valuation field to estimate the value of the case based on the damages. Putting a value on a case will help you to estimate a budget for litigation expenses. Fee – Use the fee amount …