Case Management Software History Function

In TrialWorks Tips by trialworks

Don’t Know Much About History? Don’t know much of biology… No Worries! TrialWorks History Tab is the perfect place to learn what has been going on in your case. Row-by-row, the History Tab is automatically populated with details of the work being performed on a case. Sent an email? You can find it on the History Tab. Generated a letter? …

Search the Address Book

In TrialWorks Tips by trialworks

Why Do Trainers Say, “Search the Address Book!”? Because that’s where you’ll find your Contact Records and all of the important details about each contact in your database such as phone numbers, addresses, case associations, communications… and so much more in TrialWorks case management software. The TrialWorks Address Book is the storage place for all the Firm’s Contact Records. It …

How to Search for a Document Without TWSearch

In TrialWorks Tips by trialworks

What Are the Top 3 Uses for Binoculars? 1. Sightseeing; 2. Visits to the Opera; and 3. Searching for documents in TrialWorks! While using Document Categories is the most efficient way to organize your documents and use filters to find those documents case-by-case, sometimes you need to find documents that may span across multiple cases. In these situations, your best …

Trial Material Tab

In TrialWorks Tips by trialworks

Trial Material Tab –  What Is It Good For? Absolutely Everything! Though the Trial Material tab is designed to build a Trial Notebook and take with you to Court, it can also be used to generate Demand Packages, organize important documents for use in taking Depositions, preparing Expert Witness testimony, or drafting Summary Judgment Motions. Use the TabNo and Category …

Using Filters in TrialWorks

In TrialWorks Tips by trialworks

Have you ever wanted to just limit what you’re looking at on a Tab? Filters allow you to sort data alphabetically (A to Z,) chronologically (Oldest to Newest,) or by specific data field (select boxes.) You can also search for data with certain Text Field criteria. Filter, sort, eliminate fields you don’t need, or even search by keywords to narrow …

Give Your Contacts a Destination!

In TrialWorks Tips by trialworks

Just as a destination wedding pulls together our guests to be at a specific location for a specific purpose, so too, does the Contact Type identify the specific Tablocation where that Contact Record will automatically be available in the Contact Record dropdown to populate the field.  For example, Contact Records with a Contact Type of “Doctor” or “Hospital” will appear …

How Many Users are Logged into TrialWorks?

In TrialWorks Tips by trialworks

Have you ever logged into TrialWorks and had the screen below appear? This usually means one of three things: The Firm has more users than it has TrialWorks licenses; The Firm’s IT Support has logged into the server as an Admin and logged into TrialWorks; or Someone has logged into TrialWorks more than once from a different device. For example, …

Why Choose Legal Case Management Software with Strong Cloud-Hosting Capabilities

In TrialWorks Tips by trialworks

You rely on your case management software to run your practice, to house all case information, manage your documents, and give you a pulse on your business. It is the lifeblood of your law firm. Some firms want the freedom and flexibility to cut the cord with their in-house server and manage their firm from virtually anywhere. TrialWorks has created …

Automate the Medical Tab Workflow to Work for YOU

In TrialWorks Tips by Emily Janosko

What if you could click on a button to order medical records and they were delivered straight to the Case’s Medical Tab? Requesting medical records is a big part of most personal injury cases.  Using the TrialWorks integration with Verscend/MediConnect, allows you to seamlessly request and receive medical records directly … in just one step. From the Medical Tab > click …

May the 4th Be with You

In TrialWorks Tips by Emily Janosko

Okay, so maybe we’re not an epic, all-American saga of space odyssey with exciting adventures that took place “a long time ago in a galaxy far, far away…”  But fear not, Young Skywalker, TrialWorks Version 11 is a major force in the Legal Case Management industry!  TrialWorks delivers powerful tools that make you more efficient, more productive, and more valuable …