Sick of wading through cases that you’re not assigned to or you never work on?
Set a filter for your TrialWorks to see only the cases you need to work on.
Here’s how to set a default for your TrialWorks:
Click ‘User Tools’ from the Home Ribbon
Click ‘Default Values’
Next, click ‘Case List Filters.’
Keep in mind, this is a user default – each individual user will need to go in to set their own specific filters.
Use the different dropdowns to select specific filters for your case list.
Atty/Support: Select the attorney or paralegal to only show cases assigned to that user.
Case Status: Filter by all active cases (shows all UC, Open & Settled), UC, open cases and more.
Liability / Subliability: Select to view by liability or subliability.
Sub Status: Select to view cases of a certain status.
Referral: View cases that were only referred by a the selected referral source
Division: Select the division or classification
Custom Filter Options:
Field: All fields on the Case Retainer/Info tab are available to use as a filter for your case list.
Value: Select the corresponding value
Case List Sorting:
Sort Case List By: Use the dropdown to sort alphabetically, by file number, or the most recent case entered in TrialWorks.
After selecting, click ‘OK’ to exit.
The changes will appear immediately.
The case list drop down will now reflect the filters you have selected.
Stay up-to-date and read up on our previous Tip of the Week topics at blog.trialworks.com.