What happened to your TrialWorks Outlook Addin?

In TrialWorks Tips by trialworks

A recent update to Microsoft Office 2016 Click-to-Run, Build 1808 (Monthly Channel) and multiple displays may change your view. If this has happened… When you open Outlook and see TrialWorks on your Menu Bar but don’t see the TrialWorks Outlook Addin to File in TrialWorks. You may find that the Addin is floating alone on top of a window. It …

Using the “Complied With” Checkbox on the Discovery Tab

In TrialWorks Tips by trialworks

You send discovery requests out and receive discovery requests back from opposing parties every day. You create lists, docket entries and post-it reminders to keep track of the incoming and outgoing deadlines. There must be an easier way to quickly determine whether you’ve received responses back or served responses on the opposing side! Well, with TrialWorks case management software, there …

How Transfer Documents Between Tabs and Cases

In TrialWorks Tips by trialworks

Version 11 and higher Misfile a document? Need a second copy on another Tab or different Case? Transferring documents between Tabs and Cases in TrialWorks is simple. How to Transfer (Copy or Move) Documents to a Different Tab and/or Case Start by identifying a document to transfer, and then right-click on the row to choose Transfer a Record or Transfer …

Add a New User to the Docket Assigned to Field

In TrialWorks Tips by trialworks

Do You Know How to Add a New User to the Docket Assigned to Field? Have you hired a new employee, need to assign some Docket Items, but can’t find the Firm’s newest employee in the Assigned To field dropdown list? Adding the new user is easy as 1 – 2 – 3! Step 1: Start by creating a new …

Party Field and Relationships

In TrialWorks Tips by trialworks

Using the Party Field to Show Relationships A TrialWorks User inquired, “How can I see the relationships between Opposing Counsel and Adverse Parties, without having to look at the Other Parties Tab?” Another TrialWorks User wanted to know whether an expert witness was for the plaintiff or defendant, without digging through the file.  How does TrialWorks support these similar needs? We …

Party Name Field

In TrialWorks Tips by trialworks

Who Wants to Party? Believe it or not, the Party Name field is among the most critical fields in TrialWorks to fill in. Why? The Party Name is the FULL AND PROPER NAME of a person or entity that creates a special relationship with other information in TrialWorks. Using the Party Name supports: Requesting medical records for that specific Party …

Other Parties Tab

In TrialWorks Tips by trialworks

Where Does the Other Plaintiff Go? TrialWorks has a place for everyone. Information relating to your client goes on the Client Tab. Information relating to any named party that isn’t represented by your firm goes to the Other Parties Tab. But, where does information relating to plaintiff, not your client, go? Other Parties Tab The Other Parties Tab is reserved for …

Recurring Reminders on the Docket Tab

In TrialWorks Tips by trialworks

Fear of Missing Deadlines Gotcha Losing Sleep? Fear not! The TrialWorks case management software Docket Tab allows users to set recurring reminders for those important dates and deadlines that require multiple reminders for peace of mind. First, from the Docket Tab New Entry window, set a Reminder for an upcoming appointment or task by clicking the checkbox and inserting the …

Calculate Your Client’s Age!

In TrialWorks Tips by trialworks

Tuck away your fingers. Put away your calculator. Calculating the age of your client (or the age at the time of death) is automatically done for you on the Date of Birth field. Client Tab Simply click in the Date of Birth field, and the Age of your client will appear in a roll-over box.   Take it a step …

Email Search Function

In TrialWorks Tips by trialworks

Finding the Needle in the Haystack – Email Searches A needle in a haystack is something that is impossible or extremely difficult to find, especially because the area you have to search is too large: Finding the key word I need in this huge pile of emails is like looking for/trying to find a needle in a haystack. There is …