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 ...

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 ...

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