Party Name Field

In TrialWorks Tips by trialworks

Who Wants to Party? Believe it or not, the Party Name field is among the most critical fields in TrialWorks to fill in. Why? The Party Name is the FULL AND PROPER NAME of a person or entity that creates a special relationship with other information in TrialWorks. Using the Party Name supports: Requesting medical records for that specific Party …

Other Parties Tab

In TrialWorks Tips by trialworks

Where Does the Other Plaintiff Go? TrialWorks has a place for everyone. Information relating to your client goes on the Client Tab. Information relating to any named party that isn’t represented by your firm goes to the Other Parties Tab. But, where does information relating to plaintiff, not your client, go? Other Parties Tab The Other Parties Tab is reserved for …

Recurring Reminders on the Docket Tab

In TrialWorks Tips by trialworks

Fear of Missing Deadlines Gotcha Losing Sleep? Fear not! The TrialWorks case management software Docket Tab allows users to set recurring reminders for those important dates and deadlines that require multiple reminders for peace of mind. First, from the Docket Tab New Entry window, set a Reminder for an upcoming appointment or task by clicking the checkbox and inserting the …

Calculate Your Client’s Age!

In TrialWorks Tips by trialworks

Tuck away your fingers. Put away your calculator. Calculating the age of your client (or the age at the time of death) is automatically done for you on the Date of Birth field. Client Tab Simply click in the Date of Birth field, and the Age of your client will appear in a roll-over box.   Take it a step …

Email Search Function

In TrialWorks Tips by trialworks

Finding the Needle in the Haystack – Email Searches A needle in a haystack is something that is impossible or extremely difficult to find, especially because the area you have to search is too large: Finding the key word I need in this huge pile of emails is like looking for/trying to find a needle in a haystack. There is …

Case Management Software History Function

In TrialWorks Tips by trialworks

Don’t Know Much About History? Don’t know much of biology… No Worries! TrialWorks History Tab is the perfect place to learn what has been going on in your case. Row-by-row, the History Tab is automatically populated with details of the work being performed on a case. Sent an email? You can find it on the History Tab. Generated a letter? …

Search the Address Book

In TrialWorks Tips by trialworks

Why Do Trainers Say, “Search the Address Book!”? Because that’s where you’ll find your Contact Records and all of the important details about each contact in your database such as phone numbers, addresses, case associations, communications… and so much more in TrialWorks case management software. The TrialWorks Address Book is the storage place for all the Firm’s Contact Records. It …

How to Search for a Document Without TWSearch

In TrialWorks Tips by trialworks

What Are the Top 3 Uses for Binoculars? 1. Sightseeing; 2. Visits to the Opera; and 3. Searching for documents in TrialWorks! While using Document Categories is the most efficient way to organize your documents and use filters to find those documents case-by-case, sometimes you need to find documents that may span across multiple cases. In these situations, your best …

Trial Material Tab

In TrialWorks Tips by trialworks

Trial Material Tab –  What Is It Good For? Absolutely Everything! Though the Trial Material tab is designed to build a Trial Notebook and take with you to Court, it can also be used to generate Demand Packages, organize important documents for use in taking Depositions, preparing Expert Witness testimony, or drafting Summary Judgment Motions. Use the TabNo and Category …

Using Filters in TrialWorks

In TrialWorks Tips by trialworks

Have you ever wanted to just limit what you’re looking at on a Tab? Filters allow you to sort data alphabetically (A to Z,) chronologically (Oldest to Newest,) or by specific data field (select boxes.) You can also search for data with certain Text Field criteria. Filter, sort, eliminate fields you don’t need, or even search by keywords to narrow …