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 …

Never Miss an Important Message – with Calls Manager

In TrialWorks Tips by trialworks

We recognize that when you meet a potential client, documenting the initial phone call is important. TrialWorks’ Call Log feature helps you efficiently manage incoming/outgoing calls and perform several essential tasks with ease! Furthermore, having the ability to access valuable call details and perform tasks means greater efficiency for your firm. TrialWorks’ Call Log is readily available from the Home …

4 Ways to Get Started and Keep Winning with TrialWorks

In TrialWorks Tips by trialworks

TrialWorks is an extremely feature rich case management platform with many options to take advantage of. With that in mind, there are 4 core areas in which users should focus on when getting started – and to keep realizing top-notch results. This week, we are covering the top 4 most important Tabs. These Tabs house 90% of the fields used …

Are You Tracking Case Lifecycles Today? Find Out How.

In TrialWorks Tips by trialworks

From intake through settlement, TrialWorks users can identify the various phases of a case’s lifecycle by using several fields in tandem found on the Case Info Tab. Using these fields enables the Firm to generate reports that reflect the workflow of a case, how long a case is in a particular stage, and the volume of cases in a particular …

Simply Swipe Left with the TrialWorks App to Access Key Features!

In TrialWorks Tips by trialworks

The TrialWorks App provides anytime, anywhere access to your valuable client data and documents. Through the App, you can not only view the list of documents on their respective Tabs, but by using “Swipe” actions, you are able to download and open them! Swiping provides access to Files, Contacts and Docket items. Swiping left on the line item reveals an …

Reassigning Cases? No Problem in TrialWorks!

In TrialWorks Tips by trialworks

Have you ever needed to reassign cases and docket activities because one employee leaves and another takes over the case list? The Fix Drop Down feature allows you to easily modify a user’s case assignments, with one click. Save time manually reassigning items with this valuable tip! Case Reassignment Begin at the Case Info Tab. TrialWorks recommends using a “test” …

New Case – Same Defendants? Simplify Your Steps!

In TrialWorks Tips by trialworks

Do you often open a new case and have to add the same defendants over and over? Mass Tort customers frequently run into this time-crusher, so TrialWorks has provided a simple and effective way to quickly add all of the parties from one case into another case. Let’s see how this works! First, locate the ‘Other Parties’ Tab in TrialWorks …

Make Life Easier: Customize Tab Labels in TrialWorks

In TrialWorks Tips by trialworks

We are all flooded with new technology and information to figure out each day. Isn’t it nice when your able to match the use of your tools to the type of clients and cases you support? To help streamline the daily workflow, you can re-label several of the Tabs you use in TrialWorks! This may be based not only on …

Have You Visited the Current Case Menu Lately? Gain Efficiency Each Day!

In TrialWorks Tips by trialworks

Most TrialWorks Super-Users agree that staying on the Current Case Menu throughout the work day is very efficient because of the many features you can access. While the Home Menu has lots to offer from an overall visibility perspective, the Current Case Menu supports several critical tasks for your daily activities. Lets check out some examples of what the Current …

How to Protect Your Clients’ Data with TrialWorks

In TrialWorks Tips by trialworks

Privacy and data protection are a paramount concern to everyone nowadays, and certainly critical to those in the legal field. Maintaining the security of your clients’ personal information is a top priority for us at TrialWorks, and the reason we provide an Encryption feature to those firms that need to protect all personally identifiable information (such as Social Security Numbers, …