Learn To Use The TrialWorks ‘Call Log’

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Still using the Notes Tab to track a phone call?  Then using the Docket to schedule a follow-up for that that same conversation? Then copying and pasting the conversation into an E-mail to be shared? Why?! Save some time and steps by using the ‘Call Log‘ Here’s a few ways how: Start at the Home Ribbon and click Call Log. …

Setting up Default Values

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Sick of having to change the sort order from ascending to descending? Tired of entering initials after every entry you make? Make your own user Defaults! Click on ‘User Tools’ from the home ribbon and then click on ‘Default Values’ Options for configuring your personal defaults will appear. Typist- Type the initials of the user’s workstation here.  The typist column …

Copying or Moving Documents

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Uploaded a file to the wrong tab? Looking to move one or multiple documents into a different case? To move a single document, right click on the document’s subject then select ‘Transfer a Record’. Once the ‘Transfer a Record’ box opens, you have the option to stay within your current case or select the appropriate matter the document belongs in. …

Using the ‘Contact Search’ button

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Can’t remember what case that expert testified in… or what other clients saw that same doctor? Want to see how many cases a contact appears in? Use the ‘Contact Search’ button! Placed on the ‘Home’ ribbon Click ‘Contact Search’ to open the search window. In this example, I know the contact I want to find is a Judge whose first name …

Adding Important Dates to Outlook

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Last week we learned where to keep Important Dates in TrialWorks. Now, it’s time to remember them by adding them to Outlook. Here are a few ways how: Click on the ‘Docket’ tab to access the Important Dates button. Along the bottom toolbar, click ‘Date Info’ All entries can be added at once by clicking the ‘Send All Entries to Calendar’ button To …

Enter Important Dates

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Wouldn’t it be convenient to take your Scheduling Order and enter all important dates at ONCE? Use the Important Dates button on the toolbar of the Docket TAB. Head to the ‘Docket’ tab to access the Important Dates feature. Along the bottom bar, click ‘Date Info’ Enter one date, or multiple dates. Create docket items, Outlook calendar entries or print a report. Check back …

Generating Contact Lists

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In the business world, an effective way to manage your contacts is essential. Your system should be quick, simple, and modifiable. Did you know there are many different ways you can sort, create and view a contact list within TrialWorks? Head to the Reports section of the ribbon and select the Contactsdropdown. Choose from the following options: To learn the …

Utilizing ‘Quick Note’

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Always be reminded by creating a ‘Quick Note’ in a case. Different from the case notes, a ‘Quick Note’ acts as a pop-up each time you select a case. You can use the ‘Quick Note’ feature as a virtual post-it note. ‘Quick Notes’ can be modified as many times as needed and each individual case has the option to add …

Adding a ‘Quick Note’ to a Case

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To add a ‘Quick Note’ to a case, first click on the ‘Case/Retainer Info’ tab Once you are at the ‘Case/Retainer Info’ tab, click on the “Extra info” button – along the bottom toolbar. The ‘Extra Info’ window is where you would type in your ‘Quick Note’ Close the door and your note is automatically saved. Each time you now …

How to Switch Between Cases and How to Search for Cases

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1. To find a case quickly in your TrialWorks, click on the Case Name and start typing the name of the matter. 2. If you are unsure, you can always click the drop down arrow and scroll through. 3. Or, if you are unsure, you can always click the drop down arrow and scroll through. Click the radio button that …