Who Wants to PARTY?

Believe it or not, the Party Name field is among the most-critical fields in TrialWorks to fill-in. Why? The Party Name is the FULL AND PROPER NAME of a person or entity that creates a special relationship with other information in TrialWorks. Using the Party Name supports: Requesting medical records for that specific Party Viewing ...

Modifying “Intake Status” from the Intake Wizard

The Intake Status field is a self-building dropdown, which means that you can add any value you feel is necessary. The Intake Cases Manager lists three Status selections by default: Summary Turndown, Quick Turndown and Under Consideration. But, what happens when you need another choice, such as “Needs Attorney Approval” or “Waiting for Additional Info?” ...

Using Duplicate Entries from the Contact Tab

Same Demographics/Different Person? Use Duplicate Entries! Do you need to update your case with the name of a new adjuster, but have already typed the company address and phone numbers hundreds of times? Try using the “Duplicate Entry” functionality from your Contacts Tab to avoid re-typing the same information over and over. Let us show ...

Shortcut Me to a Closing Statement!

Who doesn’t love a shortcut? Would you rather take 10 steps to start a task, or, with just a few keystrokes, navigate to the same place? The “ALT” button on your keyboard facilitates fabulous shortcuts that will make you more efficient and more productive! For example: Pressing “ALT-C” on your keyboard reveals over 10 keyboard ...

Creating Templates with Automated Docket Reminders

Wouldn’t it be nice if you were automatically reminded to follow up on a letter you’ve sent out requesting medical records or any other type of template? Whether it’s a letter, pleading or discovery, let TrialWorks be your reminder by linking all of your templates and the Docket! First, make sure that the Reminder Docket ...

Case Summary Tab

The a-May-zing Case Summary Tab! Did you know that the Case Summary Tab pulls data from other screens in TrialWorks and displays some amazing information about your case on one screen? Looking for information about your client’s injuries? Here it is: Looking for information about the case facts? Here it is: Looking for information about ...

Setting Reminders in TrialWorks

Remember! Sunday, May 14, 2017  Are you working so much that you forget important dates such as birthdays, holidays, and Mother’s Day? Don’t let another date creep up on you. Use TrialWorks’ Reminders to alert you to those critical dates before they arrive. Step #1, set your Reminders List to appear when opening TrialWorks. To ...

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 ...

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