Let’s expand on last week’s Tip of the Week and set up Automated TimeKeeping. Each TrialWorks user can have default billing rate set up specific to their role or specific to each task. If you do not see ‘Admin Tools,’ please ask your TrialWorks Administrator to set up Billing Rates. Click ‘Admin Tools’ from the Home Ribbon. Click ‘Edit User’ …
Need to track the time? Use TrialWorks’ TimeKeeper feature! To create a manual time entry, click the ‘Home’ Tab on the Home Ribbon. Click on the ‘TimeKeeper’ icon. Clicking TimeKeeper will open a blank window for you to add a new time entry. Case Name: Select the case. User: Select the user billing for time. Date/Time: Use the dropdown or …
Wondering which cases are slipping through the cracks? Try using the Inactive Cases Report! Click on ‘Reports’ from the Home Ribbon Then click ‘Case’. Use the drop-down menu to select ‘Status,’ scroll to ‘Additional,’ and click the ‘Inactive Cases Report.’ Enter how many days of inactivity you would like to view. The default is 90 days. Click the magnifying glass …
Need something to hand the attorney as he’s walking out the door? Use the following report for a detailed, general overview of a specific case. Click ‘Current Case’ from the Home Ribbon From the Current case tab, Click on ‘Case Report.’ This Case Report will feature the all of the client’s information. Each client will have their own dedicated page …
Getting ready to send Holiday cards out to your clients? Want to print all of the labels at once? Create a quick list of clients using TrialWorks Custom Reports! Click ‘Reports’ from the Home Ribbon Click on ‘Report Writer’ Click ‘Edit Queries…’ to create the report. Query/Filter Name:’ At the top of the window, name your report. ‘QueryName:’ Coincides and self populates …
Want an easy way to locate a document and email simultaneously? Can’t find a document another TrialWorks user filed? Wondering about a case’s sequence of events? Use the Case History Tab! Click on Case History The Case History Tab is a chronological list of events pulled from every tab as they are added to the case. The Description featured on …
Are you frequently downloading the same case law or trying to remember the last case that had a similar issue? Use the Research Tab to organize case law, briefs, memos & more! Click on the Research Tab. The Research Tab is broken up into four document management categories; Law, Medical, Other and Briefs. Save documents to the Research Tab using FileIt. …
Create a service list with a click of a button! The Service List check box is a great way for any TrialWorks user to quickly distribute documents to all attorneys in a case. After a case is created, enter attorney information on the Other Parties Tab. Click on the ‘Other Parties’ Tab Click the Yellow Plus Sign to add opposing …
Searching for a document but can’t seem to find it? Quickly find a document within a tab by keyword or specific criteria. Manage documents using TrialWorks categories, filtering and searching! Click on the Correspondence Tab to find a letter you’ve sent to someone. Click on the Search Bar found on the bottom left of the screen. The TrialWorks Search Bar …
Last week we recommended you track SOLs through TrialWorks Reports and TrialWorks Today. Let’s take a closer look and learn how to use TrialWorks Today. TrialWorks Today is a web-like view showing what’s critical, appointments, a watch list, current and overdue tasks, recent activity and inactivity. Click ‘Home’ Click ‘TrialWorks Today’ The TrialWorks Today feature shows docketed items assigned …