Automate Court Documents

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Like many jurisdictions, each state has specific rules covering the form of pleadings and other documents filed with the court. Create a generic pleading template and stop reinventing the wheel every time you need to file court documents. Create the template and it under the template library. Once you have the initial template created you can then use that to …

Creating New Email Templates

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Coming in 10.9 new Email Templates! If you find yourself sending the same message repeatedly, Email Templates can provide a single click solution. In Outlook, click on the New Mail icon to get started. Create the email and insert bookmarks the same as creating Word Templates. Once completed, use the Save As Type dropdown to choose Outlook Template (*.oft). Save the …

Setting Up Template Packages

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Want to create documents quicker? Try using Template Packages. This feature allows you to compile documents from different tabs all at once. Click on Templates to set up Template Packages Setting up Template Packages Create Template Packages by clicking Add New Package. Use a descriptive name for the package using liability or case stage. For example, “MVA Opening Case Package.” …

Automatic Docketing from Templates

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Want to Setup Automatic Docketing from Templates? Add Docket Days, Reminder Days and Docket Activity directly to a template from the Template Library The Add to Tickler window will pop-up after the document is generated. The Description/Subject will show the name of the Template or the Subject entered in the Detail Window. Add the Assigned To and click Add Tickler. …

Organizing Your Templates

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Having a hard time managing your templates? Use these suggestions to get things organized! A quick way to manage your templates is to use the Template Category. The Template Category is a self-building list within each type of Template. Just type in the name of the new category and it will be added to the list. Using Template categories shortens the …

Planning Budgets for Your Case

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Welcome back from Spring Break! Earlier this Month we reviewed Costs and Case Valuation & Fees. Now we are pulling those all together to help you plan Budgets for your case. Click the Case Budget button on the Button Bar from the Case Retainer tab.  Enter the Case Cost Budget at the top of the form. The Case Cost Budget …

Case Valuation and Fees

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Want to manage the financial side of a case but don’t know what’s available? Click on the Case Retainer Info tab Valuation – Use the Valuation field to estimate the value of the case based on the damages. Putting a value on a case will help you to estimate a budget for litigation expenses. Fee – Use the fee amount …

Integrating Accounting Software with TrialWorks

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Looking to expense postage? Need to keep track of your filing fees? Enter the expenses in the ‘Costs’ tab. Click on the ‘Costs’ tab. Click the icon with the Yellow Plus Sign along the button bar. When the Expense Detail Window opens, fill in the appropriate fields. Date: Enter the date of the invoice Task Code: Use the dropdown to …

Creating A Docket Reminder From A Document

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Need a reminder to answer a complaint in 20 days? Only 10 days left to file a pleading? Create a Docket reminder from a document! Click on the Documents Tab To create a docket entry based on a document, select the document’s line item. Click the TW Docket Icon from the Button Bar. Fill in the fields to complete add …

Using Docket Items in TrialWorks

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Last week we touched on the benefits of applying a FastTrack to cases. Today, let’s take a look at the different places we can create, edit and complete those docketed items. (1) Create a new docket entry by clicking the Docket Icon: Click Home. Click the Docket icon. The Add a Tickler window will default to the current case; however, …