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 …

Need to Send Holiday Cards to Your Clients?

In TrialWorks Tips by trialworks

The holiday season is right around the corner, so now is the perfect time to send greetings to your clients. Prepare “Thank You” notes and Holidays cards using TrialWorks’ drag/drop bookmarks feature to generate a template for each client, or, use the Mass Mailing Wizard to create letters for multiple clients all at once. Follow the 4 steps below to …

Opt-In/Out of the Reminders Window in Seconds

In TrialWorks Tips by trialworks

Most TrialWorks users are accustomed to seeing the Reminders Window when they first launch TrialWorks. That’s because most Firms have affirmatively elected to have this feature open for all users automatically every day.  You can set this feature up in Global Settings as shown below: Global Settings > Other Settings Some Firms allow their users to make their own determination whether …

Case Name too Long? Use the Alias Field.

In TrialWorks Tips by trialworks

Sometimes Case Names are excessively long, resulting in cut-off names on Case Reports and Email Subject Lines.  For example, the Case Name field populated with “PIP Case – Brown, Melissa, on behalf of Orthopedic Associates v. Insurance Company” appears cut off on the Case Info Tab. Here is how it shows on the Dashboard and on the Email Instead of …

Manage Your Schedule with Automatic Reminders

In TrialWorks Tips by trialworks

We understand how busy your schedule can be. Being able to remember all the upcoming events and appointments should not be an additional task for you and your firm. TrialWorks offers a feature that allows you to set a reminder, dismiss, or remove any scheduled appointment/deadline off of your calendar. Begin by enabling Reminders to automatically display when you launch TrialWorks. You will …

Create and Generate a Template Package in TrialWorks

In TrialWorks Tips by trialworks

For years now, TrialWorks users have been able to select multiple documents simultaneously from a document-generating Tab to create a single, multi-layered document.   For example, from the Pleading Tab, you could select Summons, Complaint, and Certificate of Service templates all at once, and then create a single package document. However, this feature has been improved, enabling users to pre-design Template Packages …