How to Use Dropdown Fields to Change Bookmarks

In TrialWorks Tips by trialworks

You’ve got two clients in one case. Your template has only one space for the Client tab, and you want to place your second client’s name in that field. How do you select just one of the two clients?  TrialWorks has made it simple: Use the dropdowns in the Correspondence Detail Window to select what you want to see in …

After Reading This, You’ll Never Forget to Exit!

In TrialWorks Tips by trialworks

TrialWorks instructs users to open our program before you launch Outlook and other applications needed during your workdays, like FileIT and Word. This step enables TrialWorks to sync with these integrated programs accurately. Additionally, our case management software encourages users to EXIT the program daily. There are several reasons why logging out of TrialWorks is beneficial to you and your …

Update Your Fax Button in a Flash!

In TrialWorks Tips by trialworks

Does your firm’s current fax service match the label on the fax button in TrialWorks? It may not, causing confusion and concern amongst your colleagues. Follow the steps listed below to match your fax label to the TrialWorks button: Go to the Home Menu, click the green plus sign on the New button, and select Fax; The button on the …

Look Familiar? Recognize Your Clients Anytime, Anywhere.

In TrialWorks Tips by trialworks

Familiar faces are everywhere! The TrialWorks Clients Tab helps you put a name to the face, even if you’ve only met your client once. Check out how… Click on the Clients Tab and select the plus sign next to the Image field. This feature will allow you to import any image of your client directly to the tab: Everyone, especially …

Sending a letter to all of your Auto Accident Clients? Easy stuff.

In Uncategorized by Alina Hellstern

Did you know that the TrialWorks Correspondence Tab allows you to generate a letter to all of your clients, regardless of the case you are on? With the Correspondence Tab, you can target that letter within a specific Case Type or match particular criteria you have created. Follow the steps presented below to apply this feature: Click the “Write to …

Happy 4th of July!​​ TrialWork’s Holiday Schedule.

In TrialWorks Tips by trialworks

With the upcoming 4th of July holiday, TrialWorks would like to wish all of you a happy, safe holiday and communicate our overall approach to holidays, days off and emergency issues. We are committed to providing clients with an exceptional support experience. After hours, holidays and weekends customer support is provided for emergencies.  For support needs reach us in any of …

Contact Updates? No Problem! Make Updates with Ease from the Call Log.

In TrialWorks Tips by trialworks

Did you know TrialWorks Case Management Software has a Call Log feature that does more than present a caller’s phone number? Here are a few important functions the Call Log allows you to perform: Take notes about the call; Email the notes and create an automatic TimeKeeper entry; Update the Contact Record automatically in the Address Book with NO extra …

Take Advantage of Automated Product Updates!

In TrialWorks Tips by trialworks

TrialWorks is pleased to announce our partnership with Octopus Deploy, the automation server designed to coordinate releases and updates seamlessly.  Octopus Deploy is trusted by over 20,000 organizations across the world, including 40 of the Fortune 100. This new deployment technology will automate product updates, increasing your productivity and minimizing the impact on your Firm. As we continue to enhance our TrialWorks platform, we want …

Managing Contacts for Defense Firms Just Got Easier!

In TrialWorks Tips by trialworks

Do you have clients in the insurance field? Do you struggle with how to identify your client as both your ‘Client’ and as a ‘Contact’ record in TrialWorks on the Insurance Tab? TrialWorks understands your business needs and designed Contact Management features to accommodate these needs. Check out how to quickly ensure all contact records can be located exactly where …