Enhancements

Notes can be restricted, so that users cannot edit notes. However, it would be useful if there was the ability to allow users to add/edit notes if their user is set as the Author of the note. Any notes created by other Authors, or if a note is cha...

Can you guys please add ‘Date Closed’ from Case Retainer/Info as an option to appear in the Quick Access section?

Initials normally resolve to email addresses using the Exchange Alias. If the Exchange server is not configured to resolve this way, the initials do not match to an email address then it will never resolve when calendaring a docket entry and the e...

In the Case Status report, there is a column for "Firm Liability" but it pulls the information from the "Additional Status" field from the Case Info tab. This causes confusion when reading the report as there is no field in Trialworks that's label...

We want the option to tag emails into Neos, and having the option to pick where to save it as well as an e-mail format, allowing me to open the e-mail in e-mail format.

Will you please ask the tech powers that be please include, add, or update the option to add pdf’s (&/or email) to the “attached file” option button please. Right now it only allows you to attach a picture from your phone photos. Please let me...

Multiple copies of the same email are getting saved in the email tab. This now occurs when more than 1 internal user saves the email to TrialWorks. This creates multiple copies of the same email; this causes delays when reviewing the case emails, ...

MS Access allows assignment of keyboard shortcuts to activate (to focus on) a form, a sheet or a field. The most used field in TW is the case name. Presently, every time I want to switch to a different case, I have to navigate the mouse to that fi...

I believe it will be more efficient to change the drop down in outlook when saving emails to remove “file number” or “case status” or “date created” column and add handling attorney to this column and claim number or more relevant fields. It will ...

From FileIt transferring to the Medical tab > Existing Record > Add the Notes field to help distinguish which record to link it too. Some dates and descriptions can be similar making it difficult for which existing record it should be linked.