How Do We Show-Off the New Web-Based Client Intake?

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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 evaluation 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

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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 …

From the Settlement Calculator to the Closing Statement

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Today we’re looking at the fourthTrialWorks’ New Year Resolution to learn about how TrialWorks automates the process of calculating various disbursements andpreparing settlement documentsusing the Settlement Calculator and Settlement Info button. Both the Settlement Calculatorand Settlement Infoicons are available from the Current Case Ribbon: Settlement Calculator The Settlement Calculator is a tool that pulls financial-related data from various places in …