Too Many Tabs? Learn How to Hide a Tab in TrialWorks.

In TrialWorks Tips by trialworks

Tired of seeing too many tabs on your ribbon? You can hide one or more at any time.  While the Firm Administrator can set visible tabs by Case Liability Type and Individual Case, TrialWorks users can configure their displays by hiding or moving the tabs in any direction. Can’t find a tab and think it might be hidden? Right-click on any …

Need to Send Holiday Cards to Your Clients?

In TrialWorks Tips by trialworks

The holiday season is right around the corner, so now is the perfect time to send greetings to your clients. Prepare “Thank You” notes and Holidays cards using TrialWorks’ drag/drop bookmarks feature to generate a template for each client, or, use the Mass Mailing Wizard to create letters for multiple clients all at once. Follow the 4 steps below to …

Opt-In/Out of the Reminders Window in Seconds

In TrialWorks Tips by trialworks

Most TrialWorks users are accustomed to seeing the Reminders Window when they first launch TrialWorks. That’s because most Firms have affirmatively elected to have this feature open for all users automatically every day.  You can set this feature up in Global Settings as shown below: Global Settings > Other Settings Some Firms allow their users to make their own determination whether …

Case Name too Long? Use the Alias Field.

In TrialWorks Tips by trialworks

Sometimes Case Names are excessively long, resulting in cut-off names on Case Reports and Email Subject Lines.  For example, the Case Name field populated with “PIP Case – Brown, Melissa, on behalf of Orthopedic Associates v. Insurance Company” appears cut off on the Case Info Tab. Here is how it shows on the Dashboard and on the Email Instead of …

Manage Your Schedule with Automatic Reminders

In TrialWorks Tips by trialworks

We understand how busy your schedule can be. Being able to remember all the upcoming events and appointments should not be an additional task for you and your firm. TrialWorks offers a feature that allows you to set a reminder, dismiss, or remove any scheduled appointment/deadline off of your calendar. Begin by enabling Reminders to automatically display when you launch TrialWorks. You will …

Create and Generate a Template Package in TrialWorks

In TrialWorks Tips by trialworks

For years now, TrialWorks users have been able to select multiple documents simultaneously from a document-generating Tab to create a single, multi-layered document.   For example, from the Pleading Tab, you could select Summons, Complaint, and Certificate of Service templates all at once, and then create a single package document. However, this feature has been improved, enabling users to pre-design Template Packages …

Access Your Reports Anytime, Anywhere with Dashboard Subscriptions

In TrialWorks Tips by trialworks

TrialWorks provides robust reporting capabilities directly from the Reports menu, where users access hundreds of pre-structured reports relating to Cases, Clients, Contacts, Dockets, Documents, Financial, Medical, Notes, SOL, Trial, and more! The Dashboard enhances the reporting capabilities by delivering highly customizable data views and enabling users to quickly filter, sort and share those reports in multiple formats. However, what happens when …

Best Practices for Creating a Non-Client Related Case in TrialWorks

In TrialWorks Tips by trialworks

Did you know that TrialWorks can be used for more than just traditional case files?  Many of our firms use TrialWorks to manage their Attorney Association, Marketing, Human Resources, and Personnel files. Users can create personal files to manage their emails, appointments, and other non-case related documents. Here are the 3 ways you can manage non-client related cases in TrialWorks: Organizing …

Gain Efficiency by Creating a Deposition Notice and Letter from a Single Tab.

In TrialWorks Tips by trialworks

For years, TrialWorks users have been generating deposition notices from the Deposition Tab and deposition notice letters from the Correspondence Tab. This creates unnecessary, additional steps. This week we will share how you are able to gain extra efficiency by creating a Deposition Notice and letter from a single tab. Follow the steps below to see how this works: Open the …

Open Up the Detail Directly from the Dashboard

In TrialWorks Tips by trialworks

Grab This Time-Saving Tip! Dashboards are one of the most valuable-but-under-utilized features in TrialWorks. If your Firm is currently leveraging the power of the Dashboard, then this week’s tip will especially benefit you – by saving a few extra steps. Check out the two examples below to learn how to open the Detail Windows directly from Dashboard. Dashboard > Select …