Wednesday, April 22, 2015


 To add a ‘Quick Note’ to a case, first click on the ‘Case/Retainer Info’ tab

Once you are at the ‘Case/Retainer Info’ tab, click on the “Extra info” button - along the bottom toolbar.

The ‘Extra Info’ window is where you would type in your ‘Quick Note’

Close the door and your note is automatically saved. Each time you now go in to that case, a pop-up box will appear with your ‘Quick Note.’ Think of the Quick Note feature as a virtual Post-it® note.

TrialWorks Tip of the Week: Utilizing 'Quick Note'

Always be reminded by creating a ‘Quick Note’ in a case.

Different from the case notes, a ‘Quick Note’ acts as a pop-up each time you select a case. You can use the ‘Quick Note’ feature as a virtual post-it note. ‘Quick Notes’ can be modified as many times as needed and each individual case has the option to add their own.

To learn how to add a ‘Quick Note’ to a case, check out the TrialWorks blog entry at

Wednesday, April 15, 2015

Modifying A Canned Report

The TrialWorks Closing Statement report is a perfect example of a report that would need to be modified before presenting it to a client.  To run this report, click on the ‘Current Case’ tab on the HOME ribbon. Then “Closing Statement”. Multiple closing statement report options are available. Select the appropriate report, and click “OK” to allow the report to settlement information from the settlement calculator.

Once the report has generated, the print preview menu allows for various options to edit and print.

Custom Sort: The custom sort, limit to category and filter features are available depending which report is run. For the Closing Statement Report, there is no need to filer based on internal firm criteria. Case list or Docket report, have the option to filter or sort by date, liability or Attorney/Support.

 Print: Select the number of copies and print.

  Email: Generate and send an email of the report using Excel, HTML format, or PDF formats.

 PDF or XPS: Save and/or print to PDF or XPS formats. PHOTO 7 & PHOTO 8
Word: Save in Microsoft Word format.
Text File: Save a text file, which will convert the report into plain text.

 Size: Change the size of the report by using standard Microsoft Office sizing charts. Modify to a letter sized 8 ½ x 11 to a legal size, 8 ½ x 14.

 Margins: Customize report margins to normal, wide, narrow, or customize to a user’s liking.

Setup: Print the report in portrait or landscape mode. The ‘Print Data Only’ checkbox will format without any excess lines and dots, printing only the necessary text and numbers in the report.

 Page Setup Button: Edit size, margins, page orientation, and  columns.

Zoom: Zoom in and out to preview the report before printing.

Pages: View report over one page, two pages, four, eight or twelve pages.

Close Print Preview: Close the preview to return to TrialWorks.

TrialWorks Tip of the Week!

Wish it were possible to change one of the many TrialWorks reports? As shown below, almost every report in TrialWorks can be filtered, sorted or modified.

TrialWorks ships with over 150 different types of reports. Visit the “REPORTS” menu  off the Home Ribbon to select a report to use. Each report can be modified using Microsoft Word or Excel. Filter and sort the reports, print or save them, or email them straight from TrialWorks.
For a complete list of available TrialWorks Reports, click here. To dive deeper and learn more about the specific modifications that can be made to TrialWorks  reports, check out the TrialWorks blog entry this week at

Tuesday, April 07, 2015

Case Summary


The Case Summary tab is your non-editable, one stop shop to learn anything and everything about a specific case. Quickly view the case’s file number, relevant parties, where the case originated from, attorneys and support on file, the Judge and what court the case is in. Learn the detailed case facts, and any negotiations made in the case.

In the Case Summary tab you can view any other parties assigned to the case as well as who their attorney is. Easily find insurance information such as policy numbers, claim numbers and adjuster contact info. You can also see the current status of the case; how far along the investigation is going, how many days they’ve been open, and when they are set to expire. Lastly, as shown as the Tip of the Week, along the bottom is the case summary bar’s location. Here is where the time, date and which employee made the last modification is found.


Select Reports → click Case → hover over Overview

Scroll to Case Summary Report and click

You will be prompted and have the option to include any case notes. 

Your report will generate into a print preview and ultimately look like the below report.

Ever wonder if this, or any other canned report can be modified? Check back next week for another installment of our blog and Tip of the Week by TrialWorks.

Have a suggestion or topic you’d like to see featured? Let us know! Email with the subject line: ‘Tip of the Week!’

Wednesday, April 01, 2015


1. To find a case quickly in your TrialWorks, click on the Case Name and start typing the name of the matter.

2. If you are unsure, you can always click the drop down arrow and scroll through.

3. Or, if you are unsure, you can always click the drop down arrow and scroll through.

Click the radio button that corresponds to the information you are searching for. Type that data in the search text box and click search.

A list of cases that match search criteria will be provided. This is a great way to quickly determine who to pass a call in the office to, the cases status, or see which atty/support is assigned to a case. To access that case, just double click on the case name

TrialWorks Tip Of The Week!

Have you had to quickly determine who to pass a call in the office to? Or figure out which case a particular person is calling about? The “Case Search feature allows you to quickly search your entire TrialWorks database using a variety of search options. From contact information, including a person’s first name, last name, or company to searching with more detail using a contact’s social security number or property address. It’s all here. To run a case search, simply click the magnifying glass icon directly to the right of the case name.

 As shown below, a list of cases that match your search criteria will be provided – once you’ve found the right one, just double click to jump into the case!

For more information on the Case Search function as well as few other tips to help search a case, check out this week’s blog entry at