Save Time & Energy with Auto Days Feature

In TrialWorks Tips by trialworks

Tired of manually calculating the days on your calendar for follow-ups and deadlines? Using TrialWorks’ Auto Days feature allows you to create common deadlines for responses to motions or follow-ups for outstanding discovery requests. Discover how to leverage this time-saver in 3 easy steps! Setting Up Auto DaysTrial Works Admins establish Auto Days by going to Settings > Auto Days: …

5 Reasons Why Now is the Time for Training

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Maximize your TrialWorks potential! Taking full advantage of your case management system not only helps your firm run more efficiently – it ensures that you get the maximum value for your investment. We are consistently adding capabilities to solve more of your challenges, so help us, help you! If you answer ‘yes’ to any of these questions – it’s time …

Set Alerts for Stagnate Cases

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Set Alerts for Stagnate Cases! Have you ever wondered what the “Exp Date” column to the far-right of the Status and SubStatus fields on the Case Info Tab is used for?  This field represents the number of days that a particular status should remain in that status, as determined by you. For example, if the Firm determines that it must …

Using TrialWorks to Collaborate with Outside Counsel

In TrialWorks Tips by trialworks

Would you like to collaborate with outside counsel on certain cases in TrialWorks, without giving open-access and free reign to your entire database?  We’ve got you covered by using the Firm Name field in the Security Module.  Through this feature, you’ll gain the ability to support your Firm’s collaboration needs. Security Module Settings:  Go to Admin Tools > Security Module …

FastTracks and Document Generation

In TrialWorks Tips by trialworks

FastTracks has been a long-standing feature in TrialWorks, enabling users to simultaneously add multiple docket entries to the Docket Tab, and allowing entries to be linked to each other to trigger upon completion of previous tasks.  At the recent 2019 AAJ Conference in Miami, TrialWorks introduced exciting, new enhancements to FastTracks that: Enable users to associate FastTracks with Status and/or …

How Do We Show-Off the New Web-Based Client Intake?

In TrialWorks Tips by trialworks

Well, with a Webinar, of course! At the recent 2019 AAJ Conference in Miami, TrialWorks introduced the new Web-Based Client Intake, enabling attorneys and their support staff to evaluate potential new cases anywhere and anytime!  This user-friendly, intuitive application offers all of the same features as the Intake Manager, including: Access to all Intake Cases Access to all TrialWorks Cases …

The Power of the Search Feature in Address Book

In TrialWorks Tips by trialworks

Searching TrialWorks Address Book is more than just entering the name of a contact record.  Just as with Case Search, TrialWorks supports finding a Contact Record based on multiple criteria!  From the Home Ribbon Bar, let’s begin at the Address Book itself:  You can open your address book and click “Show All Client” to reveal a full list of your …

Using the Adjourned Feature on Docket Entry

In TrialWorks Tips by trialworks

Appointments are scheduled … and cancelled… repeatedly throughout the lifetime of a case.  Using TrialWorks’ “Adjourned” feature allows you to mark a scheduled appointment as “adjourned,” while simultaneously creating a new, updated docket entry for the new date.  Let’s see how this works! Imagine that you’ve scheduled a deposition to take place on 01/31/2019, and have just received a call …

Do the 2-Step to Automatically Add a Signature to Documents

In TrialWorks Tips by trialworks

Finally! Our fifth and final TrialWorks’ New Year Resolution!  We’ve committed to learning how to create and store digital signature images so that an Author’s signature will automatically appear in a bookmarked signature block, when a document is generated.  This is accomplished in 2 simple steps: Step One:  Save the signature image .jpg or .png file to the Templates Library: Step Two:  …

From the Settlement Calculator to the Closing Statement

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Today we’re looking at the fourthTrialWorks’ New Year Resolution to learn about how TrialWorks automates the process of calculating various disbursements andpreparing settlement documentsusing the Settlement Calculator and Settlement Info button. Both the Settlement Calculatorand Settlement Infoicons are available from the Current Case Ribbon: Settlement Calculator The Settlement Calculator is a tool that pulls financial-related data from various places in …