• SETTING UP USER ACCOUNTS

    Usernames may be set-up with a first initial and last name (e.g., JDoe) or with a company name and number if there are multiples (e.g., Firm1). Generic names like “paralegal” may not be used.

    NOTE: If your users have the same first initial and last name (e.g., Jane Doe and John Doe), we will add a number to their user name or the firm name. For example: Doe Law Firm. Usernames can be JDOE1, JDOE2, JDOE3, etc., OR, DLF1, DLF2, DLF3, etc.

    Passwords must contain at least 8 characters and at least one special character (e.g.: 4Justice#!). They cannot contain the name of the firm or the user.

  • Add as many users as needed. Click the "+" button on the right to add more users.
    User NamePasswordFirst NameLast NameEmail Address 
    Add a new row
  • EMAIL

    Hosted accounts are setup using Microsoft 365 Hosted Exchange product. Microsoft 365 provides access to e-mail through Outlook on the TrialWorks Hosted server. You may also access your mail through Microsoft’s website: mail.office365.com. To have your mail setup through the TrialWorks Hosted Server, we need to know your domain provider (e.g., GoDaddy, Network Solutions, AppRiver).

  • Domain ProviderAccount Number/NameLogin User NameLogin Password 
    Add a new row
  • ADDITIONAL SOFTWARE

    Your hosted package includes Microsoft Office, PDF Reader, and Sophos Anti-Spam. If your firm uses additional software not included in your package (such as QuickBooks), please provide a list below and we will review for compatibility. In some circumstances, it may be necessary for you to provide us with the CDs for installation of that software. If you are on a shared TrialWorks Hosted Server, you are limited to the additional software that is available.

  • Add as many as needed. Click the "+" button to add more.
    Software NameHave CD? or Website Download Address?License or Product Key? (if applicable)Username and Password? (if applicable)Specific Users or All? (use names indicated above) 
    Add a new row
  • PRINTERS

    Please provide a list of all printers and the users accessing each. Printers must be compatible with Windows Server 2016.

  • Add as many as needed. Click the "+" button to add more.
    Printer NameList of Users (use names indicated above) 
    Add a new row
  • FILES, FOLDERS, & DATA

  • Depending on the amount of data you have, it may be necessary for your firm to copy the data to an external hard drive and expedite shipping to us. A member of our hosting team will reach out to you to discuss this process.

  • YOUR INFORMATION

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