Generating Contact Lists

In the business world, an effective way to manage your contacts is essential. Your system should be quick, simple, and modifiable. Did you know there are many different ways you can sort, create and view a contact list within TrialWorks?

Head to the Reports section of the ribbon and select the Contacts dropdown.

 Choose from the following options:

To learn the step-by-step process to generating a client list by current case and dive deeper into exporting and modifying your created contact lists, check the TrialWorks blog post on Monday!