Enhancements

Currently, when adding pre-existing contacts to the contacts tab it preselects other as a filter. We should have the ability to pre-select what filters will be used when we click on Insert Existing Contact, including the option for no filters , in...

referral is on the case tab, however we have cases in which many clients come in from different sources, so if we want to track our sources we have to set up the clients as if they are all separate cases and then link them. this causes issues with...

It would be useful if there was a status report that can pull status and sub status without requiring the need for and SOL date because not all cases will have one when the report is needed.

Hello. In any future update, is it possible to have the referral in the client tab rather than the case tab. If we have a case with 9 clients and they came from different sources, we need to open separate cases to accurately reflect the referral s...

If you add a Holiday to Trialworks and there are already docket items for that specific date, there is no notification or indicator from Trialworks of the conflict. This is really scary as courts add holidays and don’t update their calendars un...

User would like to be able to file a text they send out to clients in the email tab so they can keep a record of interactions

User is unable to search by addresses from the client tab and would like to be able to. She can search by case names for now

At our firm we make notes on the dockets we are working on so instead of copying and pasting those notes to the notes tab it would be helpful to have a button allowing you to push the contents of your docket to the notes tab, creating the note for...

I'd like to see a feature allowing me to select multiple records and bulk populate fields with the same information. It would work like the "Assign to All" feature in FileIt. Right now (through FileIt) we can only populate the Case name; Tab; Cate...