Template Packages – How to Create ‘em and Generate ‘em For many years, TrialWorks users have been able to select multiple documents simultaneously from a document-generating Tab to create a single, multi-layered document. For example, from the Pleading Tab you could select Summons, Complaint and Certificate of Service templates all at once, and then create a single “package” document. TrialWorks …
We’re only days away from crossing into the new year. If you’re like us, you’re always thinking about how to improve many aspects of our lives… how to do things bigger, better, faster. At TrialWorks, we think about how to improve our case management solution to remain the industry’s best in class. If you’re thinking about making a few resolutions …
When searching for stealthy hidden holiday presents, we can peek under the tree, peer into the back of a dark closet, or look in other clever hiding places! But where should you look for hidden tabs or missing data fields? Hide-A-Tab Don’t need a Tab? Hide it! While the Firm Administrator has the ability to set visible Tabs by Case Liability …
With just 11 days until Christmas, if you haven’t mailed Santa your Wish List yet, it won’t be arriving at the North Pole in time for the holiday! Take a techy-approach and use TrialWorks’ text messaging capabilities to let Santa know that you’ve been good this year! Text messages may be sent directly from TrialWorks to any contact that has …
Holiday Season is quickly approaching, so now is a good time to set up your Firm’s Holiday Letter Template! Slide into the new year using TrialWorks’ new drag/drop bookmarks feature to generate a template for each client, or, use the Mass Mailing Wizard to generate letters for multiple clients all at once! This Season, create your holiday templates by simply …
It’s official… the holidays are upon us! Make sure to update your Holiday List within TrialWorks to avoid calendering 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 …
Remember the slogan: “You’re in good hands with Allstate.” That may be so, but keeping track of all of the various insurance policies for all of the various parties in a case can be more than a handful for most! Let the TrialWorksInsurance/Liens Tab hold your hand as you gather, store, and organize the adjusters, policies, claim numbers and policy …
Get Invited to the Party! Are you missing appointments or deadlines being scheduled or correspondence received relating to your cases? Maybe you’re not getting regularly notified when depositions are placed on a coworker’s calendar or when a settlement demand arrives? The TrialWorks “Invitees” field located on the Case Info Tab acts as a reminder to automatically include certain users … …
Get ready for some spooky fast document management tips! Searching for a specific file on a Tab loaded with hundreds of various documents can be a daunting task. Mastering your skills at using the TrialWorks filter feature will simplify this process and make finding any document as easy as 1 – 2 – 3! Step 1: Clean Up and …
It’s safe to say that if you are not maximizing your time, you’re leaving money on the table. If you are spending too much time performing routine and critical tasks, you lose the opportunity to serve additional clients. By implementing legal case management software your firm will save valuable time by digitally centralizing all your critical functions in one accessible …