Optimize Your Workflow with Automatic Reminders

In Uncategorized by trialworks

You’re Dismissed!  Next….! Confused about what happens when you put a checkmark in the “Dismiss” box next to a docket item on your Reminders List?  Let’s take a look at how TrialWorks reminds you about upcoming appointments/deadlines and allows you to “snooze” them for another day! Let’s begin by enabling Reminders to automatically display when you launch TrialWorks!  You will …

Click Your Way to Open a Case Directly from Outlook!

In TrialWorks Tips by trialworks

TrialWorks saves you time by optimizing your email workflow in Outlook. All TrialWorks users appreciate the ability to easily associate emails from their Outlook Inbox into TrialWorks with the click of a button.  Simply <> click <> and tag your case from the TrialWorks Addin! But, did you know that you can open that case directly from Outlook? Once an …

Mastering your Calendar with the Docket

In TrialWorks Tips by trialworks

  Let’s begin with, “What’s a ‘Master Calendar’ anyway?”  Many of us have multiple individual calendars: a personal calendar, a trial calendar, and attorney calendars. Rather than flipping between all of these different calendars to see what’s going on in our lives, a Master Calendar absorbs all of these separate calendars and puts them into one, simple view. The benefits of a …

What happened to your TrialWorks Outlook Addin?

In TrialWorks Tips by trialworks

A recent update to Microsoft Office 2016 Click-to-Run, Build 1808 (Monthly Channel) and multiple displays may change your view. If this has happened… When you open Outlook and see TrialWorks on your Menu Bar but don’t see the TrialWorks Outlook Addin to File in TrialWorks. You may find that the Addin is floating alone on top of a window. It …

Using the “Complied With” Checkbox on the Discovery Tab

In TrialWorks Tips by trialworks

You send discovery requests out and receive discovery requests back from opposing parties every day. You create lists, docket entries and post-it reminders to keep track of the incoming and outgoing deadlines. There must be an easier way to quickly determine whether you’ve received responses back or served responses on the opposing side! Well, with TrialWorks case management software, there …

How Transfer Documents Between Tabs and Cases

In TrialWorks Tips by trialworks

Version 11 and higher Misfile a document? Need a second copy on another Tab or different Case? Transferring documents between Tabs and Cases in TrialWorks is simple. How to Transfer (Copy or Move) Documents to a Different Tab and/or Case Start by identifying a document to transfer, and then right-click on the row to choose Transfer a Record or Transfer …

Add a New User to the Docket Assigned to Field

In TrialWorks Tips by trialworks

Do You Know How to Add a New User to the Docket Assigned to Field? Have you hired a new employee, need to assign some Docket Items, but can’t find the Firm’s newest employee in the Assigned To field dropdown list? Adding the new user is easy as 1 – 2 – 3! Step 1: Start by creating a new …

Party Field and Relationships

In TrialWorks Tips by trialworks

Using the Party Field to Show Relationships A TrialWorks User inquired, “How can I see the relationships between Opposing Counsel and Adverse Parties, without having to look at the Other Parties Tab?” Another TrialWorks User wanted to know whether an expert witness was for the plaintiff or defendant, without digging through the file.  How does TrialWorks support these similar needs? We …

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 …