Recovering Unsaved Microsoft Office Documents

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With our new Log Off Policy in full effect, as Hosted Customers, you may experience losing a previously unsaved Microsoft Office, Excel, Word or PowerPoint document after being automatically logged off. Here are the steps to recover your unsaved document in Microsoft Office 2010 if you inadvertently lose the document due to it not being saved: 1. Open the Microsoft Office 2010 …

Logoff Policy Change

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Logoff Policy Change Effective: Monday, January 11, 2016 Please be advised, all TrialWorks users in the Hosting Environment who are disconnected or idle for 3 hours will now automatically be logged off from the Hosted Environment. This policy change is especially important for users who leave Microsoft Word or Excel documents open that are not previously saved. Please make sure to save …

Customizing Fields and Layouts with TrialWorks

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Start 2016 off right! Hide unnecessary information on YOUR TrialWorks.   Lately, we’ve received several calls regarding modifying the TrialWorks display such as adding or removing a field on a tab or resetting the layouts to be able to view all information properly. Choose the tab to modify. Clicking the title of the field (‘Home Phone’) will highlight and select …

Using TrialWorks’ Automated TimeKeeping

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Let’s expand on last week’s Tip of the Week and set up Automated TimeKeeping. Each TrialWorks user can have default billing rate set up specific to their role  or specific to each task. If you do not see ‘Admin Tools,’ please ask your TrialWorks Administrator to set up Billing Rates. Click ‘Admin Tools’ from the Home Ribbon. Click ‘Edit User’ …

Keep Track of Time With TrialWorks’ TimeKeeper

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Need to track the time? Use TrialWorks’ TimeKeeper feature! To create a manual time entry, click the ‘Home’ Tab on the Home Ribbon. Click on the ‘TimeKeeper’ icon. Clicking TimeKeeper will open a blank window for you to add a new time entry. Case Name: Select the case. User: Select the user billing for time. Date/Time: Use the dropdown or …

Keep Track of Cases with TrialWorks Inactive Cases Report

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Wondering which cases are slipping through the cracks? Try using the Inactive Cases Report! Click on ‘Reports’ from the Home Ribbon Then click ‘Case’. Use the drop-down menu to select ‘Status,’ scroll to ‘Additional,’ and click the ‘Inactive Cases Report.’ Enter how many days of inactivity you would like to view. The default is 90 days. Click the magnifying glass …

Case Matter Reports with TrialWorks

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Need something to hand the attorney as he’s walking out the door? Use the following report for a detailed, general overview of a specific case. Click ‘Current Case’ from the Home Ribbon From the Current case tab, Click on ‘Case Report.’ This Case Report will feature the all of the client’s information. Each client will have their own dedicated page …

Using TrialWorks Custom Reports to Mail Merge

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Getting ready to send Holiday cards out to your clients? Want to print all of the labels at once? Create a quick list of clients using TrialWorks Custom Reports! Click ‘Reports’ from the Home Ribbon Click on ‘Report Writer’ Click ‘Edit Queries…’ to create the report. Query/Filter Name:’ At the top of the window, name your report. ‘QueryName:’ Coincides and self populates …

Using the TrialWorks Case History Tab

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Want an easy way to locate a document and email simultaneously? Can’t find a document another TrialWorks user filed? Wondering about a case’s sequence of events? Use the Case History Tab! Click on Case History The Case History Tab is a chronological list of events pulled from every tab as they are added to the case. The Description featured on …

Keep Organized with TrialWorks Research Tab

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Are you frequently downloading the same case law or trying to remember the last case that had a similar issue? Use the Research Tab to organize case law, briefs, memos & more! Click on the Research Tab. The Research Tab is broken up into four document management categories; Law, Medical, Other and Briefs. Save documents to the Research Tab using FileIt. …