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 …

What happened to your TrialWorks Outlook Addin?

In TrialWorks Tips by trialworks

A recent update to Microsoft Office 2016 Click-to-Run, Build 1808 (Monthly Channel) and multiple displays may change your view. If this has happened… When you open Outlook and see TrialWorks on your Menu Bar but don’t see the TrialWorks Outlook Addin to File in TrialWorks. You may find that the Addin is floating alone on top of a window. It …

Using the “Complied With” Checkbox on the Discovery Tab

In TrialWorks Tips by trialworks

You send discovery requests out and receive discovery requests back from opposing parties every day. You create lists, docket entries and post-it reminders to keep track of the incoming and outgoing deadlines. There must be an easier way to quickly determine whether you’ve received responses back or served responses on the opposing side! Well, with TrialWorks case management software, there …

How Transfer Documents Between Tabs and Cases

In TrialWorks Tips by trialworks

Version 11 and higher Misfile a document? Need a second copy on another Tab or different Case? Transferring documents between Tabs and Cases in TrialWorks is simple. How to Transfer (Copy or Move) Documents to a Different Tab and/or Case Start by identifying a document to transfer, and then right-click on the row to choose Transfer a Record or Transfer …

Add a New User to the Docket Assigned to Field

In TrialWorks Tips by trialworks

Do You Know How to Add a New User to the Docket Assigned to Field? Have you hired a new employee, need to assign some Docket Items, but can’t find the Firm’s newest employee in the Assigned To field dropdown list? Adding the new user is easy as 1 – 2 – 3! Step 1: Start by creating a new …