Case Matter Reports with TrialWorks

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Need something to hand the attorney as he’s walking out the door? Use the following report for a detailed, general overview of a specific case. Click ‘Current Case’ from the Home Ribbon From the Current case tab, Click on ‘Case Report.’ This Case Report will feature the all of the client’s information. Each client will have their own dedicated page …

Using TrialWorks Custom Reports to Mail Merge

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Getting ready to send Holiday cards out to your clients? Want to print all of the labels at once? Create a quick list of clients using TrialWorks Custom Reports! Click ‘Reports’ from the Home Ribbon Click on ‘Report Writer’ Click ‘Edit Queries…’ to create the report. Query/Filter Name:’ At the top of the window, name your report. ‘QueryName:’ Coincides and self populates …

Using the TrialWorks Case History Tab

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Want an easy way to locate a document and email simultaneously? Can’t find a document another TrialWorks user filed? Wondering about a case’s sequence of events? Use the Case History Tab! Click on Case History The Case History Tab is a chronological list of events pulled from every tab as they are added to the case. The Description featured on …

Keep Organized with TrialWorks Research Tab

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Are you frequently downloading the same case law or trying to remember the last case that had a similar issue? Use the Research Tab to organize case law, briefs, memos & more! Click on the Research Tab. The Research Tab is broken up into four document management categories; Law, Medical, Other and Briefs. Save documents to the Research Tab using FileIt. …

Creating a Service List with TrialWorks

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Create a service list with a click of a button! The Service List check box is a great way for any TrialWorks user to quickly distribute documents to all attorneys in a case. After a case is created, enter attorney information on the Other Parties Tab. Click on the ‘Other Parties’ Tab Click the Yellow Plus Sign to add opposing …

Using TrialWorks to Better Manage Documents

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Searching for a document but can’t seem to find it? Quickly find a document within a tab by keyword or specific criteria. Manage documents using TrialWorks categories, filtering and searching! Click on the Correspondence Tab to find a letter you’ve sent to someone. Click on the Search Bar found on the bottom left of the screen. The TrialWorks Search Bar …

A Closer Look at TrialWorks Today

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Last week we recommended you track SOLs through TrialWorks Reports and TrialWorks Today. Let’s take a closer look and learn how to use TrialWorks Today. TrialWorks Today is a web-like view showing what’s critical, appointments, a watch list, current and overdue tasks, recent activity and inactivity. Click ‘Home’ Click ‘TrialWorks Today’   The TrialWorks Today feature shows docketed items assigned …

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 …