Case Name too Long? Use the Alias Field.

In TrialWorks Tips by trialworks

Sometimes Case Names are excessively long, resulting in cut-off names on Case Reports and Email Subject Lines.  For example, the Case Name field populated with “PIP Case – Brown, Melissa, on behalf of Orthopedic Associates v. Insurance Company” appears cut off on the Case Info Tab. Here is how it shows on the Dashboard and on the Email Instead of …

Manage Your Schedule with Automatic Reminders

In TrialWorks Tips by trialworks

We understand how busy your schedule can be. Being able to remember all the upcoming events and appointments should not be an additional task for you and your firm. TrialWorks offers a feature that allows you to set a reminder, dismiss, or remove any scheduled appointment/deadline off of your calendar. Begin by enabling Reminders to automatically display when you launch TrialWorks. You will …

Create and Generate a Template Package in TrialWorks

In TrialWorks Tips by trialworks

For years now, TrialWorks users have been able to select multiple documents simultaneously from a document-generating Tab to create a single, multi-layered document.   For example, from the Pleading Tab, you could select Summons, Complaint, and Certificate of Service templates all at once, and then create a single package document. However, this feature has been improved, enabling users to pre-design Template Packages …

Access Your Reports Anytime, Anywhere with Dashboard Subscriptions

In TrialWorks Tips by trialworks

TrialWorks provides robust reporting capabilities directly from the Reports menu, where users access hundreds of pre-structured reports relating to Cases, Clients, Contacts, Dockets, Documents, Financial, Medical, Notes, SOL, Trial, and more! The Dashboard enhances the reporting capabilities by delivering highly customizable data views and enabling users to quickly filter, sort and share those reports in multiple formats. However, what happens when …

Best Practices for Creating a Non-Client Related Case in TrialWorks

In TrialWorks Tips by trialworks

Did you know that TrialWorks can be used for more than just traditional case files?  Many of our firms use TrialWorks to manage their Attorney Association, Marketing, Human Resources, and Personnel files. Users can create personal files to manage their emails, appointments, and other non-case related documents. Here are the 3 ways you can manage non-client related cases in TrialWorks: Organizing …

Gain Efficiency by Creating a Deposition Notice and Letter from a Single Tab.

In TrialWorks Tips by trialworks

For years, TrialWorks users have been generating deposition notices from the Deposition Tab and deposition notice letters from the Correspondence Tab. This creates unnecessary, additional steps. This week we will share how you are able to gain extra efficiency by creating a Deposition Notice and letter from a single tab. Follow the steps below to see how this works: Open the …

Open Up the Detail Directly from the Dashboard

In TrialWorks Tips by trialworks

Grab This Time-Saving Tip! Dashboards are one of the most valuable-but-under-utilized features in TrialWorks. If your Firm is currently leveraging the power of the Dashboard, then this week’s tip will especially benefit you – by saving a few extra steps. Check out the two examples below to learn how to open the Detail Windows directly from Dashboard. Dashboard > Select …

Where Did the Advanced Search Options Go?

In TrialWorks Tips by trialworks

Do you remember when users could click on the magnifying glass icon next to the Case Name to search for a case? The following window would appear after clicking on Advanced Search In the past, cases could be searched by up to 12 identifying types of data, including File Number, Date of Accident, and/or Claim number, to name a few. …

New Menu Item Not Appearing in Cost Tab Detail?

In TrialWorks Tips by trialworks

Explore how using the expense checkbox in Task Code Settings will solve this challenge. Attention TrialWorks Administrators!  Have you ever added a new entry to the Firm’s Task Codes library, but it doesn’t appear in the dropdown on the Cost Tab entry window?  Have you looked at the “Is For Expense” checkbox? Remember, while the Task Code dropdown fields appear …