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 …

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 …