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, …

How to Use Dropdown Fields to Change Bookmarks

In TrialWorks Tips by trialworks

You’ve got two clients in one case. Your template has only one space for the Client tab, and you want to place your second client’s name in that field. How do you select just one of the two clients?  TrialWorks has made it simple: Use the dropdowns in the Correspondence Detail Window to select what you want to see in …

After Reading This, You’ll Never Forget to Exit!

In TrialWorks Tips by trialworks

TrialWorks instructs users to open our program before you launch Outlook and other applications needed during your workdays, like FileIT and Word. This step enables TrialWorks to sync with these integrated programs accurately. Additionally, our case management software encourages users to EXIT the program daily. There are several reasons why logging out of TrialWorks is beneficial to you and your …

Update Your Fax Button in a Flash!

In TrialWorks Tips by trialworks

Does your firm’s current fax service match the label on the fax button in TrialWorks? It may not, causing confusion and concern amongst your colleagues. Follow the steps listed below to match your fax label to the TrialWorks button: Go to the Home Menu, click the green plus sign on the New button, and select Fax; The button on the …

Look Familiar? Recognize Your Clients Anytime, Anywhere.

In TrialWorks Tips by trialworks

Familiar faces are everywhere! The TrialWorks Clients Tab helps you put a name to the face, even if you’ve only met your client once. Check out how… Click on the Clients Tab and select the plus sign next to the Image field. This feature will allow you to import any image of your client directly to the tab: Everyone, especially …