One-Click Email from Parties Tab

Now a day’s using email to connect with your Clients or Other Parties has become the main form of communication. Being able to access emails for parties quickly is key to efficient messaging. Use the One-Click feature in TrialWorks and quickly send emails.

We recommend that all new Clients or Contacts should always have an email address entered if applicable.

Clients TabĀ 
Simply click on the Email Address and an Email will be composed with a pre-filled subject line and tagged to the case.
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Other Parties Tab
Select the Attorney under Attorneys
Simply click on the Email Address and an Email will be composed with a pre-filled subject line and tagged to the case.
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Contacts Tab
Simply click on the Email Address directly on the Datasheet and an Email will be composed with a pre-filled subject line and tagged to the case.
This option is also available within the Address Book. It is not necessary to double-click to access an Email Address.
Users can also click on the Email Address located on the preview Contact Information.
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Did you know?
Did you know you can compose an Email through the Case Summary Tabof a case?
Choose your Client or the Other Parties Attorney.
A small version of their Client or Other Parties tab will pop-up
Users can then select the email address directly from this Tab.
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