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 …

Using Filters on Datasheets and Dashboards

In TrialWorks Tips by trialworks

Using Filters on Datasheets and Dashboards We hope you used last week’s tip to fulfill the first of 5 TrialWorks’ New Year Resolutions by demonstrating the ability to create and generate template packages!  Today, we’re discussing the second New Year Resolution –  learning how to use the filter features on Datasheets and Dashboards so that you can find documents and/or …

Template Packages – How to Create ‘em and Generate ‘em

In TrialWorks Tips by trialworks

Template Packages –  How to Create ‘em and Generate ‘em For many years, 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.  TrialWorks …

Holiday Season 2018 – Five Resolutions For Your New Year!

In TrialWorks Tips by trialworks

We’re only days away from crossing into the new year.  If you’re like us, you’re always thinking about how to improve many aspects of our lives… how to do things bigger, better, faster.  At TrialWorks, we think about how to improve our case management solution to remain the industry’s best in class.  If you’re thinking about making a few resolutions …