SOLs: Tracking & Reporting

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Wonder which clients have SOLs coming up? Need a better way to track SOLs? Use the TrialWorks SOL Report & TW Today! Click on the ‘Clients’ Tab Enter the Event Date or Date of Accident (DOA). The SOL Entry Form will automatically pop up. Use the dropdown to select the proper SOL type and TrialWorks will automatically calculate the SOL Date. …

Intake Cases Manager for Potential Clients

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Received a document from a potential client and wondering where it should go? Upload it to the Intake Cases Manager! Click on the Intake Cases Manager icon. Find the potential client you’ve received a document on behalf of or from. Double click within the Injured Party field. Click on the ‘Documents’ Tab Select the ‘Import’ Button Locate the document you …

Make Mailing Easier

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Are you still running your envelopes through a postage meter? Why not use the Stamps.com® integration in TrialWorks? Here’s how! Integration with Stamps.com is a User specific setting, not global to the firm. Each user will have to enable this feature. To configure the integration follow these steps:  Select ‘User Tools’ from the User Ribbon. ‘Default Values’ Under the ‘User …

View Your Reminders

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Can’t remember what is due today? Looking for a quick “To Do” List?View Reminders when you start TrialWorks and here’s how! First, set your Reminders List to appear when opening TrialWorks. Click on ‘User Tools’ Then ‘Default Values.’ Under the ‘User Settings and Help’ Tab, click the checkbox to ‘Enable Reminders on Startup.’ When you start TrialWorks, you will now …

Tracking Time and Creating the Bill

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Want to track time and easily create a bill? Or just know how many hours you are working on a case? Here’s how! Let’s start by adding some billable hours. Click on ‘Home,’ then Click on ‘TimeKeeper.’ Click the yellow plus sign to create a new entry and complete all of the necessary fields of information to document your time. …

Filing Your Emails

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What method do you use to file e-mails into TrialWorks? Are you using the TrialWorks Add-In? Customize your Add-In to make filing emails even easier. Here’s how! The TrialWorks Add-In for Outlook is designed to move matter related e-mails into a client file. Double Click to open the email. Notice the Add-In options at the top of the mail. The …

Using the Medical Tab and Medical Reports

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How to REALLY use the TrialWorks Medical Tab. Click the ‘Yellow Plus Sign’ to make a request to a provider for Medical Records. The ‘Add Medical Visit’ window will appear. Be as thorough as possible when entering data in the designated fields. All data can be pulled into multiple TrialWorks reports to automate the creation of a Chronology or List …

Tracking Referrals

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Wonder how many cases a lawyer has referred to you? Use your filters and reports! Click on the ‘Case/Retainer Info’ Tab Use any of the three ‘Referral’ fields. Consistency will allow you to generate Reports as well as maintain and navigate your Case List. Click the ‘Filter’ icon to the left of your Case List to open the ‘Filters’ window. Select …

How to Use the ‘Save As’ Feature in Office

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Need to start a document without a template in Word or Excel? Created your own PowerPoint Presentation and now need to save it in TrialWorks? Now you can with the TrialWorks Microsoft Office SAVE AS Feature! From the File Menu in any Microsoft Office Product (Word, Excel or PowerPoint) Click on “Save As in TrialWorks.” The Save Document Options Window …

Using The Global Docket

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Wish your Global Docket looked like your Outlook calendar? Here’s How On the Home Ribbon, click on Global Docket. Use the filters at the top to view Docket items by user. ‘Atty/Support:’ Select between you, another user, or all users in the firm to view upcoming or past items. ‘Show:’ See all Active matters, Intake matters or both. ‘From:’ Select …