How to Send a Text Message from within TrialWorks

Yes! You can now send text messages to any contact that has a valid cell phone number directly from TrialWorks without revealing your personal cell phone number! It’s this simple: Right click on any cell phone number in TrialWorks and select Send Message. The resulting window below auto-populates the From email address that is associated with ...

Document Categories Support File Organization

Document categories are a powerful tool that supports file uniformity, naming convention consistencies and search capabilities in TrialWorks. By using Document Categories, a user can simply filter and sort to drill-down to a select group of documents to find a specific document. Document categories are typically established by the Firm Administrator under Settings > Categories: ...

Contact Types – Understanding Global vs. Case Specific

Contact Types are used to categorize contact records in TrialWorks, because a person can have different roles in different cases. When a new contact record is first created, the Contact Type selected becomes the global type for that record. Global Type: The global type means that this is the contact’s main identification. “Who is this ...

Dashboards Can Be Lifesavers During A Disaster

Disaster planning has been out front in the news lately, and while many are still recovering from recent disasters, we wanted to share with our customers how TrialWorks used Dashboards to stay connected to our clients during the recent Hurricane Irma. Dashboards are useful to display multiple fields of information relating to multiple cases in ...

“Don’t Call Me At My Office Number!”

How many times has someone in your office done something on a client file that wasn’t supposed to be done? Left a message with an ex-spouse? Called the client in the workplace? As we quickly multitask throughout our day, it’s easy to make mistakes. Using TrialWorks’ Quick Note can help prevent embarrassing errors! Quick Note ...

“Save As in TrialWorks” Behaves Just Like FileIT!

As many of you know, FileIT is an incredible time-saving document importer that seamlessly brings external documents (such as .pdfs from the Court or outside counsel) into TrialWorks. But did you know that the Word option, “Save As in TrialWorks,” operates in a similar way and helps you move documents created outside of TrialWorks into ...

De-Clutter Your TrialWorks Today View!

TrialWorks defines docket items into two categories: First, APPOINTMENTS, which have a date and time associated with them; and Second, TASKS, which are “to do” items with deadlines. TrialWorks Today presents these items as follows: However, sometimes, even the TrialWorks Today view seems cluttered! What could be the cause? Lack of filters applied in the ...

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