Enhancements

Currently if you "push' the prospect to a case in TrialWorks, you have to push them individually, thereby creating multiple cases for what will ultimately be 1 case filed on. We log every prospect call. If multiple individuals call for the same ca...

Right now when you push a call log to notes, it automatically chooses the category/topic. You then need to go to notes, open the note and manually change the topic/category as needed. It would be helpful if able to do so when pushing from call log...

so we can respond to clients

Allow drag and drop filing directly into a tab without having to use FileIt

Currently, when printing links from the Trial Material tab, it is sent directly to the default printer. It would be more useful if it could prompt for the user to select a printer and options before printing.

Medical Tab we would like to be able to push the following fields over from FileIt to Medical tab. From - to who the record is received from; Date Received; - make the medical tab work like correspondence and pleadings to pull the appropriate date...

Prior to the recent upgrade, you were able to save the same document to multiple files when using FileIt. This no longer works. Please fix this and bring it back.

Please create 64 bit add-in for office so we can upgrade office to 64 bit please

Users currently have to re-save and re-upload a file which has not been added to the additional or more links section of a tab, whereas they could use the Transfer a record feature if it had the linking ability. This would also be greatly benefici...

So costs in cases with multiple in one case don't have to be divided and added for each cost everytime their is a shared cost. and even better would be for Trialworks to divide by the number of cleints.