Firm Practice & Procedures Information contained in this survey will be used to set up course material for your firm. Step 1 of 6 16% Your PracticeFirm Name:* Date Completed:* MM slash DD slash YYYY City & State* City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Main Firm Contact Name:* Main Firm Contact Email:* Phone Number:*Fax Number:Person Completing This Form - Name: Person Completing This Form - Email: Firm DetailsDoes your firm handle Plaintiff, Defense, or Both? Plaintiff Only Defense Only Both What is the main focus of your firm’s practice? Check all that apply. Auto Liability Assessment Enforcement Assessment Enforcement Defense Commercial Litigation Corporate Law Criminal General Practice Insurance Insurance Defense Medical Malpractice Medical Malpractice Defense Multi-Practice Litigation Personal Injury Personal Injury Defense Products Liability Products Liability Defense Worker’s Compensation Worker’s Compensation Defense Other (enter Additional Practice Areas below) Additional Practice Areas: Who assigns case responsibilities? Attorney Division Practice Group Teams Who is responsible for calendering in your office? Calendar Clerk Legal Assistant/Secretary Paralegal Everyone Software InformationDoes the firm use Microsoft Outlook? Yes No What version of Microsoft Outlook do you use?ChooseOutlook 2016Outlook 2013Outlook 2010Combination of versionsDoes the firm use a master/firm calendar? Yes No What is the name of the master/firm calendar? Does the firm use Microsoft Word or Wordperfect?ChooseMicrosoft WordWordperfectBothNeitherWhat version of Microsoft Word?Choose201620132010Combination of versionsWhat version of Wordperfect?ChooseX6X5X3Are you planning to use our integration with accounting? Yes No Which accounting integration would you like to use?Please Choose an Accounting ProgramQuickBooksTabsJurisCustom (enter program below)What version of QuickBooks are you using?QuickBooks Pro (desktop)QuickBooks Premiere (desktop)QuickBooks Enterprise (desktop)QuickBooks Online (web-based)What is the name of the program for custom accounting integration? Does the firm track time and/or bill hourly? Yes No Does the firm have a custom intake form? Yes No SOL Liability Types: Please fill in the following chart. This information will be used during your Admin training.Click the + sign for additional lines. Examples would be: SOL TYPE AMOUNT OF TIME Medical Malpractice 2 years Employment Law 1 year, 6 months, 5 days Motor Vehicle Accident 4 yearsSOL TypeAMOUNT OF TIME (Days/Weeks/Month/Year) Training SetupWill you have a conference room for the trainer to use for classroom training? Yes No Do you have the following? Projector TV Monitor that can be linked to a laptop None Do you have any off-site employees who will not be able to participate in training in person? Yes No Your Staff & FirmYour firm has purchased a specific number of licenses. Please identify your proposed TrialWorks user types and how many users there will be in each of these roles:Click the + sign for additional lines.Description of Users (lawyers, paralegals, legal assistants, etc.)Number of Users in this Role Please provide the name and email address of the following individuals designated for your firm: Admin Contact – Responsible for setting up TrialWorks, add/edit users, deleting cases Billing Contact – Responsible for payment of invoices to TrialWorks Main Contact – Responsible for all licenses of TrialWorks (Click the + signs to add more than one person to a role.)Admin Contact:NameEmail Address Billing Contact:NameEmail Address Main Contact:NameEmail Address So that we can better prepare your staff, please fill in the following chart by assigning a number to each user based on that user’s computer skill. We will also be using this list to populate your firm's account in our system, so that your staff can be included in TrialWorks communications, including the TrialWorks Tip of the Week.Skill level should be ranked 1-4; 1-very inexperienced; 2-very little experience; 3-have some experience; 4-very experienced. Click the + sign for additional lines.User NameUser TitleSkill LevelEmail Address Does your firm use preprinted letterhead stationary? Yes No If you are planning on using your designed letterhead with TrialWorks templates, you can use both a Header and Footer graphic. Do you have graphic files that contain your logo? Yes No Are you planning to obtain a logo for template purposes? Yes No Does your firm currently use an online records retrieval company?* Yes No What is the retrieval vendor's name?* TrialWorks currently integrates with various Medical Record Retrieval companies. Are you interested in opening in opening an account?* Yes No Since you don't use an online records retrieval company, how do you currently retrieve medical records?* TrialWorks utilizes templates (forms) to create documents. These templates will need to be customized for your own firm’s needs prior to going live with TrialWorks. We recommend training several staff members on this task. Would you like to arrange for separate training sessions for TrialWorks templates? Yes No If you have existing forms you will be converting, what software were these forms created in?ChooseMicrosoft WordWordperfectAdobe AcrobatOther (enter below)What other software did you use to generate your forms? Adobe Acrobat Pro 9 is required to use PDF templates in TrialWorks. Are you already using Adobe Acrobat Pro 9? Yes No Do you already own a full version of Adobe Acrobat Pro 9? (Required to be installed before template training) Yes No New York & New Jersey CustomersDoes the firm use eLaw? Yes No Are you interested in opening an account? Yes No Do you have one account for the firm? Yes No Do you want the TrialWorks NY Forms Library Uploaded? Yes No Anything else we should know?Thank you for taking the time to complete this survey. Our training staff will use your reponses to customize training to align with your firm practice and procedures. If there is additional information that you would find helpful in the building of your course curriculum, please include those notes in the box above. Users listed above will be added to our Training Tips of the Week and Marketing e-newsletters. Please feel free to contact TrialWorks Technical Support at (305)357-6500 or email us at techsupport@trialworks.com with any questions.
