Have You Visited the Current Case Menu Lately? Gain Efficiency Each Day!

In TrialWorks Tips by trialworks

Most TrialWorks Super-Users agree that staying on the Current Case Menu throughout the work day is very efficient because of the many features you can access. While the Home Menu has lots to offer from an overall visibility perspective, the Current Case Menu supports several critical tasks for your daily activities. Lets check out some examples of what the Current …

How to Protect Your Clients’ Data with TrialWorks

In TrialWorks Tips by trialworks

Privacy and data protection are a paramount concern to everyone nowadays, and certainly critical to those in the legal field. Maintaining the security of your clients’ personal information is a top priority for us at TrialWorks, and the reason we provide an Encryption feature to those firms that need to protect all personally identifiable information (such as Social Security Numbers, …

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: …

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:  …

Creating Reports from the Notes Tab

In TrialWorks Tips by trialworks

We hope you used last week’s tip to fulfill the second of 5 TrialWorks’ New Year Resolutions by demonstrating how to utilize filters on Dashboards and Datasheets to promote organization and efficiency!  Today, we’re discussing the third New Year Resolution –  leveraging the Category and Topic fields on the Notes Tab to generate incredibly useful reports! Notes Tab: When creating …