Enhancements

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academics

When adding adverse parties, don’t want to hit the plus sign, go to address book, select a contact & repeat the steps 99 times if there’s a 100 parties. Want to hit the plus sign, navigate to the address book and check all the adverse parties ...

When adding clients/Other Parties records to a case, take party name and add to Plaintiffs/Defendants fields on caption tab. Party name should be added to either Plaintiff or Defendant fields based on Plaintiff/Defendant checkbox on client/Other P...

Allow Detail screens to be a separate window that user can multi-task with both detail window and TrialWorks Specifically, Notes detail. This would allow a user to read/enter a note in TrialWorks while referencing other areas of TrialWorks. The ...

It helps to know how the pltf ended up w/ the MD they treated with. ie: client treated with neuropsych, who sent client there, the family MD or the Pain mgmnt MD or the Surgeon.

All users would benefit from being able to open the Case from the reminder window. Being able to minimiz with window would allow users to work directly from the window/and mark items completed as well.

when having to combine individuals into once case. I have to manually enter each individual'si nsurance tab info and documents into the case.

When marking the docket item "adjourned" It continues to pop up on reminders. Don't want to mark it Complete because we don't want to think the item was done. Don't want to continue to see adjourned items for eternity in reminder window.