Enhancements

There are times where a firm member will move from one system to another, and when doing so they will forget to log themselves out leaving an extra license being taken up. It would be best to have some sort of configurable timeout that will kick t...

E-mails are frequently billed days after they are actually received and read. If you enter time for an e-mail received 2 days before you have a chance to bill it you change the date on the time slip and enter the time. However, because there is a ...

Current the file name for reports that are created for Damage Summary with Description are named by default "Lost Wage Report" which currently doesn't make any sense in relation to the report which is being generated. Please change the default nam...

We used Support 1 as the spot for the paralegal. Would like to be able to assign Support 1 (paralegal) in the intake prior to creating the case, so that when it is opened it is already assigned and also, so that we know which paralegal is assistin...

Trial Tab- Would like a Trial tab that pulls in Trial information like Trial Date, Pre-Trial Conference Date, Judge and Court information, a spot for a Trial Brief, have it pull in all documents marked as Trial Exhibits from the document tab into ...

With the ability to add a photo to a contact, we can easily recognize faces such as clients and attorneys when they arrive at the office.

When searching in the address book, we would like to see the fax number listed when the search results pull up.

Outlook allows you to open a case from Outlook that has been tagged; however, if you email from the Intake Case Manager it does not give you the capability. This should be the same as if we emailed from TrialWorks. Would allow attorneys to click o...

I'd love to create checklists that pull data from the existing fields or allow data to populate those fields if entered from a UDF. For example. I have a Client Interview template that pulls lots of data from TW. But if we gather that information ...

One of our on-premise customer has emails from their clients sent to him and CC'd to his paralegal. They run into an issue where both would end up filing the same email to Trialworks without the other knowing. They would only realize when they che...