Enhancements

if you do not save the document with a distinguishing person the medical record is for, when needing a batch of records from case files, you can not determine which client the records are for. Considering you can only view so many characters of th...

Add workable settlement functionality. Does not work with complex litigation and multiple defendants. We switched from another CMS that let us work with this and now we can't anymore.

All users could benefit if you would allow selecting of fields from TrialWorks like setting up quick access. Users could choose the fields they would like to appear under User Tools Default Values

When creating template packages medical templates aren't available to be included in the packages but should be as most initial intake/client template packages include medical templates.

Suggested by Kubota and Craig, the firm would like the ability to press the Liens checkbox from the medical tab at any time during the case and have info they update regarding payments and waived payments transfer over to the existing lien. Curren...

When you adjourn a docket entry that has multiple reminders and answer yes to create new docket item, the new item doesn't have the multiple reminders....it only has the first reminder.

Suggested by Kitrick, Lewis & Harris Co., L.P.A. Add the ability to automatically update the client by email when the Case Status is changed in TrialWorks. This will allow firms to keep their clients up to date on their case progression.

Add the privileged checkbox to both FileIt and Office Add-In so that firms can mark documents as privileged without having to go into TrialWorks to mark it after the fact.

Rather than having the Party Name default to the individual, allow for the option to be named after the Company client without having to change it manually. Using the Party Name box in the Contact should provide the option to allow that to serve a...

I want to add a tool that will allow me to highlight important words or phrases in the notes tab. This will allow us to more easily see certain key words or phrases when we are re-reading a note in a case.