Notes Report by Author

Using the Notes tab in TrialWorks is a powerful tool. Keeping track of settlement conversations, case meetings, phone calls and overall status memos for cases is essential. Running the Notes Report by Author allows a user to see notes in a specific time range per user for all cases. These notes will generate in a ...

Case Summary Snapshot

The Case Summary Tab can provide you with a quick snapshot in an instant. By compiling clients, other parties, negotiations, court and status information in one page any user is quickly brought up to speed on any given case. Start by searching for your case. Select the case and choose Case Summary. All of the ...

Instant Client Birthday Report

We understand that it’s tedious to remember and send birthday greetings to clients. Create a birthday program at your firm by running the Client Birthday Report each month. Extending birthday greetings to clients is great way to show them you truly care. Generate Client Birthday Report Go to Reports and select client Click Client Birthday ...

Quick Global Calendar Report

Weekly Calendar Reports are essential for all law firms to keep track of their cases. TrialWorks has built in master and case specific reports that pull from the Docket Tab of each case. Use the Global Calendar Report during your weekly meetings and stay up-to-date. Accessing Global Calendar Report Click on Reports and select Docket ...

Mass Reassign Case and Docket Entries

The Fix Drop Down feature allows you to easily clean-up or replace a user’s case assignments with one easy click. Need to tailor your attorney/support lists? This feature will instantly update all your cases. How about reassign all docket assignments from one user to another? No problem, use the Fix Drop Down feature. Fix Drop ...

Edit/Add/Delete User(s)

Are you an Admin User of the firm? If so, make sure to keep the firm’s User List updated. Through the Admin User menu you can add, edit, delete, and even upload a signature. Accessing User List (Admin User Only) Go to Admin Tools and Select Edit User List Logon Name: Pulls from the Security ...

Clean up TrialWorks Reminders

Are you making the most of the TrialWorks Reminders List? Start this year off right and clean up your Reminders List, so it’s up-to date! Make sure to check the Reminders List everyday for your daily tasks and mark each task complete as you go. Accessing & Cleaning Up Reminders List Upon TrialWorks opening, a ...

Auto Run Contact De-Dupper

The Address Book for a Law Firm contains every single contact ever created. It’s essential to keep this Address Book up to date and avoid multiple duplicates and erroneous entries. The TrialWorks Admin should get into a habit of running the Automatic De-Dupper once a month to clean up duplicates. How to Run Auto Run Contact De-Dupper (Admin ...

Update Firm Holidays

It’s official. It is now 2017! Make sure to update your Holiday List within TrialWorks to avoid calendaring any important dates on a Holiday. Go to Settings and Select Holidays: (Admin User Only) Update all Holidays including court-related holidays Use the door to close and save Docketing on a Holiday If a user tries to ...

Create a Holiday Letter Template

Holiday Season is here, and now is time to set up a Holiday Letter Template. Create the letter once and save it for future use for next season. Use TrialWorks to generate the template for each client or use the Mass Mailing Wizard to generate for multiple clients at once! Set up Your Template: Start ...

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