Generating Contact Lists

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In the business world, an effective way to manage your contacts is essential. Your system should be quick, simple, and modifiable. Did you know there are many different ways you can sort, create and view a contact list within TrialWorks? Head to the Reports section of the ribbon and select the Contactsdropdown. Choose from the following options: To learn the …

Adding a ‘Quick Note’ to a Case

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To add a ‘Quick Note’ to a case, first click on the ‘Case/Retainer Info’ tab Once you are at the ‘Case/Retainer Info’ tab, click on the “Extra info” button – along the bottom toolbar. The ‘Extra Info’ window is where you would type in your ‘Quick Note’ Close the door and your note is automatically saved. Each time you now …

Utilizing ‘Quick Note’

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Always be reminded by creating a ‘Quick Note’ in a case. Different from the case notes, a ‘Quick Note’ acts as a pop-up each time you select a case. You can use the ‘Quick Note’ feature as a virtual post-it note. ‘Quick Notes’ can be modified as many times as needed and each individual case has the option to add …

How to Switch Between Cases and How to Search for Cases

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1. To find a case quickly in your TrialWorks, click on the Case Name and start typing the name of the matter. 2. If you are unsure, you can always click the drop down arrow and scroll through. 3. Or, if you are unsure, you can always click the drop down arrow and scroll through. Click the radio button that …

Filter, Sort and Modify Your Reports

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Wish it were possible to change one of the many TrialWorks reports? As shown below, almost every report in TrialWorks can be filtered, sorted or modified. TrialWorks ships with over 150 different types of reports. Visit the “REPORTS” menu  off the Home Ribbon to select a report to use. Each report can be modified using Microsoft Word or Excel. Filter …

Modifying A Canned Report

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The TrialWorks Closing Statement report is a perfect example of a report that would need to be modified before presenting it to a client.  To run this report, click on the ‘Current Case’ tab on the HOME ribbon. Then “Closing Statement”. Multiple closing statement report options are available. Select the appropriate report, and click “OK” to allow the report to …

Case Summary

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OVERVIEW & REPORT The Case Summary tab is your non-editable, one stop shop to learn anything and everything about a specific case. Quickly view the case’s file number, relevant parties, where the case originated from, attorneys and support on file, the Judge and what court the case is in. Learn the detailed case facts, and any negotiations made in the case. In …

TrialWorks Tip of the Week!

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Have you had to quickly determine who to pass a call in the office to? Or figure out which case a particular person is calling about? The “Case Search” feature allows you to quickly search your entire TrialWorks database using a variety of search options. From contact information, including a person’s first name, last name, or company to searching with more …