TRIALWORKS SUPPORT

TeamViewer

Depending on your operating system, use the appropriate link below to get remote access and support over the Internet with TeamViewer. You can also use the Live Support option in the bottom left corner of each page to chat with us or Click Here to visit our Support ticket system and Submit a Ticket.

If you need immediate assistance please call us at 800.377.5844.

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TrialWorks QuickSupport (Windows)

2.59 MB

Download and run a Teamviewer quick support to start a remote session with a TrialWorks specialist.

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TrialWorks QuickSupport (Mac)

10.74 MB

Download and run a Teamviewer quick support to start a remote session with a TrialWorks specialist.

Training Documents

At TrialWorks, we provide a comprehensive library of training resources for our clients. We encourage you to browse our documents library, arranged alphabetically here.

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Global Libraries

0.00 KB

Admin training document describing Global Libraries

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Bookmarks

13.70 MB

List of TrialWorks Special Bookmarks

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Contact Management

1.44 MB

Training document on contact management

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Costs Tab

662.21 KB

Training Document on how to use the costs tab

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Custom Report Writer Instructions

1.17 MB

Training document with instructions using the custom report writer

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Docketing in TrialWorks

333.94 KB

Training document on docketing

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Document & Notes Categories

172.20 KB

Training documents list suggestions for document and notes categories

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Important Dates

345.20 KB

Training document showing how to use the Important Dates window

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Intake Wizard Bookmarks Template

39.00 KB

List of TrialWorks bookmarks available in the Intake Wizard as of version 10.8a

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MediConnect

875.53 KB

Training documents on how to use Mediconnect to request medical records online

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Naming Documents

772.20 KB

Suggested naming of documents for TrialWorks

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Security Module

691.94 KB

Training document on how to use the TrialWorks security module

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Service on Attorney by Email

433.74 KB

Training document on how to automate the requirements to create the service e-mail for all attorneys on your serivce list.

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Stamps.com Integration

944.86 KB

Instructions on how to integrate Stamps.com with TrialWorks

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Templates

122.76 KB

Field Requirements for Templates

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TrialWorks Search

235.40 KB

Search instruction for TrialWorks

Webinars & Videos

Get the TrialWorks training and information you need with the click of a button. See below for our latest videos and webinars.

The TrialWorks Difference

Selecting the RIght CMS for Your Practice

Case Management Software For Law Firms

Check Out Our YouTube Channel!

TrialWorks YouTube Channel

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