Enhancements

When adding adverse parties, don’t want to hit the plus sign, go to address book, select a contact & repeat the steps 99 times if there’s a 100 parties. Want to hit the plus sign, navigate to the address book and check all the adverse parties ...

When adding clients/Other Parties records to a case, take party name and add to Plaintiffs/Defendants fields on caption tab. Party name should be added to either Plaintiff or Defendant fields based on Plaintiff/Defendant checkbox on client/Other P...

Allow Detail screens to be a separate window that user can multi-task with both detail window and TrialWorks Specifically, Notes detail. This would allow a user to read/enter a note in TrialWorks while referencing other areas of TrialWorks. Th...

It helps to know how the pltf ended up w/ the MD they treated with. ie: client treated with neuropsych, who sent client there, the family MD or the Pain mgmnt MD or the Surgeon.

All users would benefit from being able to open the Case from the reminder window. Being able to minimiz with window would allow users to work directly from the window/and mark items completed as well.

when having to combine individuals into once case. I have to manually enter each individual'si nsurance tab info and documents into the case.

Allow the global docket to hide Adjourned items, this function would work like the already existing "Hide completed items" toggle o nthe global docket.

Our Request: In using the Intake Wizard we are finding that some of the questions are defaulting to “No”. For example, if you don’t choose anything for “Client Wearing Seatbelt”, it defaults to “No”. Is there a way to clear the defaults and if not...

Having the ability to view documents straight from the Reminders Window would greatly improve workflow as a user would be able to determine if I task was completed by opening the document and verifying that it is completed. From the Docket Tab, a ...

if an attorney has Bar Numbers in two different states, we would like to reflect that in our user list in case he has a case in one state and one in another, instead of using an extra license, we can create a duplicate of the user but with the oth...