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 …

E-mailing Multiple Documents

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Need to quickly email multiple documents in a Case? Click on the ‘E-mail’ button located on the Home Ribbon. The ‘E-mail Form’ will open. (1) Select Case: The Case Name will default to the Case that you have open, however, click on the drop-down to access your Case List and select a different one. (2) Select the documents you wish …

E-mailing a Single Document

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Need to quickly email a single document to a contact in a case? Or email a document located in TrialWorks to an outside source? Here’s how! Go to the document you wish to email and right click on the blue hyperlink. Among the options, you can choose to convert and email the file as a PDF, or send it to …

Adding a user to the Assigned To field

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Need to assign some Docket Items but can’t find the firm’s newest employee on the Assigned To list? Add them! Start at the Docket Tab. Add a new Docket Entry by clicking the button with the yellow plus sign along the bottom toolbar of the Docket Tab. Complete the details of the docket item. Make sure to include at least a …

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 …