Account Request Form - Case Management Software

Hosted Services Account Request Form

The completion of this form is required in order for you to request any changes to your account, including adding or removing users, changing email addresses, locking a user out or cancelling your service. Once payment has been processed, the form will be forwarded to the Technical Support Department and your request will be completed within 24 business hours. Please note: we will no longer accept any emailed versions of the Account Request Forms.

PLEASE NOTE: If you have any questions about how to fill out this form, you can view detailed INSTRUCTIONS HERE.
Firm Name:*
Account Number (if known):
Contact Name:*
Contact Phone Number:*
Contact Email Address:*
If billing is required, what would you prefer?*
- Charge my credit card on file
- Send invoice for payment
What change would you like to make?*
- New Account (select to purchase a license for a new user)
- New Email Only Account (select to add a new email address only)
- Account Change (select to modify login name and/or email address)
- Reset Password (select to reset an existing user's password)
- Account Cancellation (select to terminate an account)
- Close Account (select to terminate all accounts)
Warning! Select this option only if leaving hosting! All hosting data will be permanently deleted 30 days after hosting accounts are closed.
New Account
New User's Name:*
First Last
Desired Login Name:*
Does TrialWorks manage your email service? (Office 365/G Suite)
Desired New Email Address:*
Please check the software necessary for the account:
- TrialWorks license ($495)
New Email Only Account
User's Name:*
First Last
New Email Address:*
Account Change
Current User - Name:*
Current User - Login*
Current User - Email Address:*
New User - Name:*
New User - Desired Login Name:*
Does TrialWorks manage your email service? (Office 365/G Suite)
New User - Desired Email Address:*
Please select how you want us to handle the prior user’s hosting login data (Desktop/Documents) and email data during the replacement*
- New login account, new email account (Hosting and email data from prior user not transferred to new user)
- Rename login account, new email account (Hosting data transferred to new user, email data not transferred to new user)
- Rename login account, rename email account (Hosting and email data transferred to new user)
How would you like us to handle the data?*
- Backup user files to Y drive
- Backup emails to Y drive
- Delete the old data
How do you want to handle the old user's incoming email?*
- Forward to the new user
- Forward to a different user (email address required)
- Foward to a group of users (distribution group, emails required)
- Do not forward
Address for email to be forwarded to:*
Names of users for email to be forwarded to:*
(Use + sign to add more rows)
How would you like us to handle the data?*
- Keep user files on U drive
- Backup emails to Y drive
- Delete the old data
We will keep the user files and the emails.
Reset User's Password
User's Name:*
User's Login Name*
Does TrialWorks manage your email service? (Office 365/G Suite)
Would you like the user's email password reset as well?*
- Yes
- No
Current User - Email Address:*
Account Cancellation
Current User - Name:*
Does TrialWorks manage your email service? (Office 365/G Suite)
Current User - Email Address:*
Please select any special instructions:
- Create a backup of the user files (This is a paid service)
- Delete the data
Please specify a cutoff date:*
(This date can be earlier than the account termination date. Please note that if a separate date is specified for cutoff, any changes made to that database cannot be imported.)
MM slash DD slash YYYY
This is a paid service, how would you prefer to handle the fee?*
- Charge my credit card on file
- Send an invoice for payment
How do you want to handle the old user's incoming email?*
- Forward to a different user (email address required)
- Foward to a group of users (distribution group, emails required)
- Do not forward
Address for email to be forwarded to:*
Names of users for email to be forwarded to:*
(Use + sign to add more rows)
Close Account
Account Termination Date*
MM slash DD slash YYYY

An account termination date is the date your firm would like all hosting accounts deactivated and your hosting environment shut down. All data will be deleted 30 days after this date. If you would like to backup your files and request a database backup export, please select “Create a backup of all data” under the special instructions section below.
Does TrialWorks manage your email service? (Office 365/G Suite)
Please select one special instruction:*
- Create a backup of all data (This is a paid service)
- Delete the data (I do not want a backup)
By selecting this option, you will be given access to download a backup of all your hosting files, profile data, and an export of your database. All hosting data will be permanently deleted 30 days after your account termination date.
By selecting this option, you are requesting that all your data be deleted after your account termination date. If you do not request a backup of files and database before your termination date, this data will be permanently deleted within 30 days after your account termination date. If you would like to backup all your files and database before termination, please select the option “Create a backup of all data.”
Please specify a backup cutoff date:*
MM slash DD slash YYYY

A cutoff date is the date your firm will stop working in the hosting environment and a database export will be created. This date can be earlier than the account termination date. Please note that if a separate date is specified for cutoff, any changes made to your database after the cutoff date will not be included in the backup. You will need to request an additional database export if changes were made after the previous export. All data will be deleted 30 days after account termination date.
This is a paid service, how would you prefer to handle the fee?*
- Charge my credit card on file
- Send an invoice for payment
Anything else we should know?

Hosted Services Account Request Form

New Account

New Email Only Account

Account Change

Reset User's Password

Account Cancellation

Close Account