Enhancements

Trialworks has recently permitted changing the Status of Case on the Case Info tab to trigger or create a Fasttrack through linking. However, the FastTrack is automatically based upon the day the user changes the field and not a base date. Exampl...

Shortcut keys will help provide an easier and quicker method of navigating and executing commands in the TrialWorks program. Shortcut keys currently exist to maneuver through the Ribbon to assist with navigating through the same. This should not b...

User would certain documents to be password protect in trialworks

User would like to have a message verification of whether a phone number is a landline or cellphone before sending a text to a client.

Give the ability to our customers to customize Attorney/Support field labels themselves. If there's more than 1 attorney working on the case, they could rename support 1 to "Assisting Attorney", for example.

J Michael Goldberg has suggested that the process of entering a Phone number or SSN, etc. be easier. The spacing does not allow a user to click in the field and begin typing without having to adjust the spacing. It should be fixed for the amount o...

One of our partners asked if there a reason administrators can’t change the name of a client in Intake Wizard once the matter is pushed into TW? We’ve had situations, after opening the case in TW, that we learned a client’s name was wrong or missp...

Version 11 we've lost the Super Tip from items on the Ribbon. We spent a lot of time in the transition of the Toolbar to Ribbon giving everything a description. When the Ribbon was updated for items like Address Book, Calls Manager, etc. we just r...

SDC-3930 needs to be added to Large Envelope and Package Label Dropdown when selecting the type of label for the mail or package that is being shipped out from the firm.

set a checkmark to be always checked for Include in Service List