Access Your Reports Anytime, Anywhere with Dashboard Subscriptions

In TrialWorks Tips by trialworks

TrialWorks provides robust reporting capabilities directly from the Reports menu, where users access hundreds of pre-structured reports relating to Cases, Clients, Contacts, Dockets, Documents, Financial, Medical, Notes, SOL, Trial, and more! The Dashboard enhances the reporting capabilities by delivering highly customizable data views and enabling users to quickly filter, sort and share those reports in multiple formats. However, what happens when …

Best Practices for Creating a Non-Client Related Case in TrialWorks

In TrialWorks Tips by trialworks

Did you know that TrialWorks can be used for more than just traditional case files?  Many of our firms use TrialWorks to manage their Attorney Association, Marketing, Human Resources, and Personnel files. Users can create personal files to manage their emails, appointments, and other non-case related documents. Here are the 3 ways you can manage non-client related cases in TrialWorks: Organizing …

Gain Efficiency by Creating a Deposition Notice and Letter from a Single Tab.

In TrialWorks Tips by trialworks

For years, TrialWorks users have been generating deposition notices from the Deposition Tab and deposition notice letters from the Correspondence Tab. This creates unnecessary, additional steps. This week we will share how you are able to gain extra efficiency by creating a Deposition Notice and letter from a single tab. Follow the steps below to see how this works: Open the …

Open Up the Detail Directly from the Dashboard

In TrialWorks Tips by trialworks

Grab This Time-Saving Tip! Dashboards are one of the most valuable-but-under-utilized features in TrialWorks. If your Firm is currently leveraging the power of the Dashboard, then this week’s tip will especially benefit you – by saving a few extra steps. Check out the two examples below to learn how to open the Detail Windows directly from Dashboard. Dashboard > Select …

Where Did the Advanced Search Options Go?

In TrialWorks Tips by trialworks

Do you remember when users could click on the magnifying glass icon next to the Case Name to search for a case? The following window would appear after clicking on Advanced Search In the past, cases could be searched by up to 12 identifying types of data, including File Number, Date of Accident, and/or Claim number, to name a few. …

New Menu Item Not Appearing in Cost Tab Detail?

In TrialWorks Tips by trialworks

Explore how using the expense checkbox in Task Code Settings will solve this challenge. Attention TrialWorks Administrators!  Have you ever added a new entry to the Firm’s Task Codes library, but it doesn’t appear in the dropdown on the Cost Tab entry window?  Have you looked at the “Is For Expense” checkbox? Remember, while the Task Code dropdown fields appear …

Same Name? Managing Users with Identical Names or Initials

In TrialWorks Tips by trialworks

Case assignments and reporting are a challenge when there are multiple users with the same name or initials!  Does the Firm have a “Peter Parker” and “Penny Parker” as paralegals?  Or, are there two “Sally Smith” secretaries?  Maybe the Firm’s founders (“Anthony Stark” and “Allison Stark”) are spouses?  Try the following simple tips to avoid unnecessary name-changes in the Atty/Support …

The Difference Between The Atty/Supp and The AssignedTo Fields

In TrialWorks Tips by trialworks

In this week’s TrialWorks Tip, you’ll learn to differentiate the Atty/Supp from the AssignedTo fields. User names or initials populate both fields, yet they’re slightly different. The Atty/Support fields located on the Case Info Tab serve an important purpose:  they identify the TrialWorks user associated with a specific case.  Typically, the roles include: Lead Attorney, Associate Attorney, Paralegal, and Legal …

3 Quick Steps to Send a Fax Using TrialWorks

In TrialWorks Tips by trialworks

Sending a fax has never been easier! No more getting up from your desk and walking over to the fax machine. With TrialWorks, users can fax directly from their workstations without creating separate cover pages, printing documents, or leaving their desks. Follow the steps below to find out the quickest way to send a fax to anyone. Go to Global Settings, …