Holiday Season 2018 – Creating Holiday Cards is a Wiz!

In TrialWorks Tips by trialworks

Holiday Season is quickly approaching, so now is a good time to set up your Firm’s Holiday Letter Template! Slide into the new year using TrialWorks’ new drag/drop bookmarks feature to generate a template for each client, or, use the Mass Mailing Wizard to generate letters for multiple clients all at once! This Season, create your holiday templates by simply …

Update Your Firm Settings to Avoid Scheduling Conflicts with Santa!

In TrialWorks Tips by trialworks

It’s official…  the holidays are upon us!  Make sure to update your Holiday List within TrialWorks to avoid calendering any important dates on an actual Holiday. Settings > Holidays (Admin User Only)   Update all office-observed Holidays including court-related holidays  Use the door to close and save    Docketing on a Holiday If a user tries to docket on a …

Know the Full Insurance Picture

In TrialWorks Tips by trialworks

Remember the slogan:  “You’re in good hands with Allstate.”  That may be so, but keeping track of all of the various insurance policies for all of the various parties in a case can be more than a handful for most!  Let the TrialWorksInsurance/Liens Tab hold your hand as you gather, store, and organize the adjusters, policies, claim numbers and policy …

Scheduling Updates? Automatically Include Key Contacts with Invitations.

In TrialWorks Tips by trialworks

Get Invited to the Party! Are you missing appointments or deadlines being scheduled or correspondence received relating to your cases?  Maybe you’re not getting regularly notified when depositions are placed on a coworker’s calendar or when a settlement demand arrives?  The TrialWorks “Invitees” field located on the Case Info Tab acts as a reminder to automatically include certain users … …

Still Spooked at the Idea of Looking for a Document in TrialWorks?

In TrialWorks Tips by trialworks

Get ready for some spooky fast document management tips! Searching for a specific file on a Tab loaded with hundreds of various documents can be a daunting task.  Mastering your skills at using the TrialWorks filter feature will simplify this process and make finding any document as easy as 1 – 2 – 3!    Step 1:  Clean Up and …

6 Ways Case Management Software Saves Your Legal Practice Time

In TrialWorks Tips by trialworks

It’s safe to say that if you are not maximizing your time, you’re leaving money on the table. If you are spending too much time performing routine and critical tasks, you lose the opportunity to serve additional clients. By implementing legal case management software your firm will save valuable time by digitally centralizing all your critical functions in one accessible …

Who Ya Gonna Call? Ghostbusters!

In TrialWorks Tips by trialworks

Whether you’re calling Ghostbusters to rid your office of a Halloween Ghost or the Lottery Commission because you just hit the MegaBillions Jackpot, calling someone from your database in TrialWorks just got a little easier! TrialWorks 11 has now made those contacts accessible to you regardless of where you are in the case! From the Current Case Menu Bar, look …

Optimize Your Workflow with Automatic Reminders

In TrialWorks Tips by trialworks

You’re Dismissed!  Next….! Confused about what happens when you put a checkmark in the “Dismiss” box next to a docket item on your Reminders List?  Let’s take a look at how TrialWorks reminds you about upcoming appointments/deadlines and allows you to “snooze” them for another day! Let’s begin by enabling Reminders to automatically display when you launch TrialWorks!  You will …

Click Your Way to Open a Case Directly from Outlook!

In TrialWorks Tips by trialworks

TrialWorks saves you time by optimizing your email workflow in Outlook. All TrialWorks users appreciate the ability to easily associate emails from their Outlook Inbox into TrialWorks with the click of a button.  Simply <> click <> and tag your case from the TrialWorks Addin! But, did you know that you can open that case directly from Outlook? Once an …

Mastering your Calendar with the Docket

In TrialWorks Tips by trialworks

  Let’s begin with, “What’s a ‘Master Calendar’ anyway?”  Many of us have multiple individual calendars: a personal calendar, a trial calendar, and attorney calendars. Rather than flipping between all of these different calendars to see what’s going on in our lives, a Master Calendar absorbs all of these separate calendars and puts them into one, simple view. The benefits of a …