Filter, Sort and Modify Your Reports

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Wish it were possible to change one of the many TrialWorks reports? As shown below, almost every report in TrialWorks can be filtered, sorted or modified. TrialWorks ships with over 150 different types of reports. Visit the “REPORTS” menu  off the Home Ribbon to select a report to use. Each report can be modified using Microsoft Word or Excel. Filter …

Modifying A Canned Report

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The TrialWorks Closing Statement report is a perfect example of a report that would need to be modified before presenting it to a client.  To run this report, click on the ‘Current Case’ tab on the HOME ribbon. Then “Closing Statement”. Multiple closing statement report options are available. Select the appropriate report, and click “OK” to allow the report to …

Case Summary

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OVERVIEW & REPORT The Case Summary tab is your non-editable, one stop shop to learn anything and everything about a specific case. Quickly view the case’s file number, relevant parties, where the case originated from, attorneys and support on file, the Judge and what court the case is in. Learn the detailed case facts, and any negotiations made in the case. In …

TrialWorks Tip of the Week!

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Have you had to quickly determine who to pass a call in the office to? Or figure out which case a particular person is calling about? The “Case Search” feature allows you to quickly search your entire TrialWorks database using a variety of search options. From contact information, including a person’s first name, last name, or company to searching with more …