New Feature in TrialWorks 11.4: Custom Tab Aliases

In TrialWorks Tips by trialworks

TrialWorks 11.4 is now available, with several new enhancements and improvements. Based on feedback from many of our customers, we added Custom Tab Aliases to make your firm more productive each day. What are the Custom Tab Aliases? Custom Tab Aliases allow you to name your tabs anything you want. They can be assigned for each tab configuration to be …

Filter Your Cases in 3 Steps: Case List Filters Tool

In TrialWorks Tips by trialworks

Are you tired of seeing too many Closed cases in the Case List dropdown? In this TrialWorks Tip, we will show you how to set a filter in your Default Values to only display the Active cases you need. Setting a default filter allows you to quickly navigate and locate cases you are working on, reducing clutter in the Case …

Managing Remote Work in Law Firms Amid COVID-19 Situation

In TrialWorks Tips by trialworks

In response to the COVID-19 situation, your firm may already have plans in place to support remote work, but do you know how to access critical business applications such as your case management software? Here are some tips and considerations your firm can use when moving staff to remote work. What to communicate to staff Communication is critical when implementing …

Top 3 TrialWorks Tips of 2019

In TrialWorks Tips by trialworks

As we get back into the swing of things in 2020, we’re reflecting on the tips that readers found most helpful in 2019. Here are the top three: How to Reassign a Case Today’s turnover in law firms is only increasing. Approximately 44% of employees, including entry-level hires, switch firms after three years. When associates leave the firm, it’s essential …

Benefit from Many Functions Using One Simple Button

In TrialWorks Tips by trialworks

Did you know that you can complete many tasks with just one button? In this week’s Tip, you’ll learn about the multi-functional “New” button on your ribbon bar in TrialWorks. If you are curious to find out how this feature can accelerate your workflow, keep reading. To add a new entry, go to the far left of your Home Ribbon Bar …

Create Quick-At-A-Glance Reports

In TrialWorks Tips by trialworks

Did you know that you can create reports utilizing the Dashboard in TrialWorks? Many TrialWorks users are unaware of this quick and easy option to generate reports versus using the traditional Reports feature. Dashboards enable fast, effective and accurate report creation enhancing reporting capabilities by delivering highly customizable data views and filtering options- all from the main header. All Dashboards present four filters in the …

7 Reasons Why Training is Essential

In TrialWorks Tips by trialworks

Taking full advantage of your case management system not only helps your firm run more efficiently – it ensures that you receive the maximum value for your investment. We are consistently adding capabilities to solve more of your challenges, so help us, help you. If you find yourself or team members doing any of the following – it may be …

How to Get Better in 2020? 4 New Year’s Resolutions.

In TrialWorks Tips by trialworks

Did you know that less than 10% of people keep up with their New Year’s resolutions? That’s because a lot of us get too excited and set unrealistic goals at the beginning of each year. Setting reasonable objectives and deadlines can help you stay focused and motivated throughout the year. In our first TrialWorks Tip of 2020, we’d like to …

Need to Send Last-Minute Holiday Wishes? Text your Clients in TrialWorks.

In TrialWorks Tips by trialworks

It’s hard to believe that the holiday season is here and we are just a few weeks away from the new year! This time of year can be particularly hectic, but don’t miss the opportunity to send your clients a holiday greeting. This week, we will share a TrialWorks feature that allows you to send texts to any of your …

Too Many Tabs? Learn How to Hide a Tab in TrialWorks.

In TrialWorks Tips by trialworks

Tired of seeing too many tabs on your ribbon? You can hide one or more at any time.  While the Firm Administrator can set visible tabs by Case Liability Type and Individual Case, TrialWorks users can configure their displays by hiding or moving the tabs in any direction. Can’t find a tab and think it might be hidden? Right-click on any …